Walt Disney Co
DIS- Exchange
- NYSE
- Industry
- Services-Miscellaneous Amusement & Recreation
- SEC CIK
- 0001744489
In the last 90 days, Walt Disney Co insiders filed 0 open-market purchases and 3 sales; 2,949 institutions reported holding it in 13F filings for Q2 2026, worth $127.3B in total; 9 superinvestors hold it, including Viking Global Investors and D1 Capital Partners.
13F holders, Q1 2024
Institutional positions in Walt Disney Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,178
- +208 vs. Q4 2023
- Shares held
- 1.25B
- +44.7M (+3.7%) vs. Q4 2023
- Total value
- $152.6B
- +$43.9B (+40.3%) vs. Q4 2023
- New holders
- 358
- 1,201 more added
- Sold out
- 150
- 1,344 more reduced
39 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,374 | $181.8B |
| Q3 2021 | 3,097 | $200.3B |
| Q2 2021 | 3,114 | $208.0B |
| Q1 2021 | 3,174 | $218.1B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Pacific Financial | 6,913 | $845.8K | 0.24% | +874+14.5% | Added |
| Heritage Wealth Advisors | 6,896 | $843.8K | 0.04% | −213−3.0% | Reduced |
| Aire Advisors, LLC | 6,883 | $842.5K | 0.19% | −753−9.9% | Reduced |
| Wealth Advisory Solutions, LLC | 6,882 | $842.1K | 0.22% | −880−11.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,874 | $841.1K | 0.54% | +1,357+24.6% | Added |
| Briaud Financial Planning, Inc | 6,872 | $841.0K | 0.48% | −5,263−43.4% | Reduced |
| Eudaimonia Partners, LLC | 6,849 | $838.0K | 0.20% | −319−4.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,838 | $836.7K | 0.50% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,838 | $836.7K | 0.08% | +151+2.3% | Added |
| Liberty Capital Management, Inc. | 6,836 | $836.5K | 0.21% | −31−0.5% | Reduced |
| West Paces Advisors Inc. | 6,833 | $836.1K | 0.22% | −454−6.2% | Reduced |
| Hara Capital LLC | 6,819 | $834.4K | 0.50% | +220+3.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,779 | $829.5K | 0.33% | −145−2.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,775 | $829.0K | 0.15% | +674+11.0% | Added |
| White Pine Capital LLC | 7,460 | $828.8K | 0.32% | +385+5.4% | Added |
| Westside Investment Management, Inc. | 6,768 | $827.9K | 0.20% | −2,305−25.4% | Reduced |
| Consolidated Portfolio Review Corp | 6,764 | $827.6K | 0.22% | −1,795−21.0% | Reduced |
| Acorn Wealth Advisors, LLC | 6,757 | $826.8K | 0.43% | −156−2.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,737 | $824.4K | 0.13% | −112−1.6% | Reduced |
| Beacon Financial Advisory LLC | 6,730 | $823.5K | 0.40% | −1,138−14.5% | Reduced |
| Pacific Sun Financial Corp | 6,710 | $821.1K | 0.48% | −42−0.6% | Reduced |
| Baldwin Brothers Inc | 6,707 | $820.7K | 0.06% | −2,346−25.9% | Reduced |
| PBMares Wealth Management LLC | 6,707 | $820.6K | 0.21% | −163−2.4% | Reduced |
| Indiana Trust & Investment Management CO | 6,703 | $820.2K | 0.33% | −104−1.5% | Reduced |
| Parisi Gray Wealth Management | 6,700 | $819.8K | 0.31% | −83−1.2% | Reduced |
| Crawford Investment Counsel Inc | 6,698 | $819.5K | 0.02% | −69−1.0% | Reduced |
| MJP Associates Inc | 6,662 | $815.2K | 0.18% | +1,666+33.3% | Added |
| OneAscent Financial Services LLC | 6,659 | $815.0K | 0.09% | −403−5.7% | Reduced |
| Principal Street Partners, LLC | 6,756 | $813.8K | 0.15% | +3,659+118.1% | Added |
| Investment House LLC | 6,649 | $813.6K | 0.05% | +474+7.7% | Added |
| Diversified, LLC | 6,647 | $813.3K | 0.11% | +600+9.9% | Added |
| Hardy Reed LLC | 6,633 | $811.6K | 0.10% | +1,580+31.3% | Added |
| Portfolio Strategies, Inc. | 6,633 | $811.6K | 0.06% | +6,633 | New |
| Angeles Investment Advisors, LLC | 6,629 | $811.1K | 0.04% | +714+12.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,619 | $809.8K | 0.33% | +10.0% | Added |
| Mainstay Capital Management LLC | 6,613 | $809.2K | 0.15% | −317−4.6% | Reduced |
| Abacus Planning Group, Inc. | 6,604 | $808.0K | 0.16% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6,580 | $805.2K | 0.09% | +524+8.7% | Added |
| Hexagon Capital Partners LLC | 6,568 | $803.7K | 0.18% | +14+0.2% | Added |
| Ledyard National Bank | 6,539 | $800.1K | 0.08% | −78−1.2% | Reduced |
| Cooper Financial Group | 6,524 | $798.2K | 0.13% | −1,872−22.3% | Reduced |
| DRW Securities, LLC | 6,509 | $794.1K | 0.05% | −5,236−44.6% | Reduced |
| GW Henssler & Associates Ltd | 6,476 | $792.5K | 0.05% | −195−2.9% | Reduced |
| WealthTrust Axiom LLC | 6,474 | $792.2K | 0.26% | −696−9.7% | Reduced |
| Spinnaker Trust | 6,473 | $792.0K | 0.05% | −473−6.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,419 | $785.5K | 0.09% | +849+15.2% | Added |
| Edge Capital Group, LLC | 6,409 | $784.1K | 0.04% | −1,011−13.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,377 | $780.3K | 0.03% | +532+9.1% | Added |
| Hunter Associates Investment Management LLC | 6,395 | $779.0K | 0.13% | −80−1.2% | Reduced |
| XTX Topco Ltd | 6,360 | $778.2K | 0.10% | +6,360 | New |
| Napatree Capital LLC | 7,000 | $777.7K | 0.75% | +1,523+27.8% | Added |
| LGL Partners, LLC | 6,352 | $777.2K | 0.13% | −1,462−18.7% | Reduced |
| L2 Asset Management, LLC | 6,347 | $776.6K | 0.25% | +491+8.4% | Added |
| Aspen Wealth Strategies, LLC | 6,345 | $776.4K | 0.54% | −1,021−13.9% | Reduced |
| Chicago Partners Investment Group LLC | 6,826 | $776.1K | 0.03% | −265−3.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,333 | $774.9K | 0.06% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 6,326 | $774.4K | 0.18% | +66+1.1% | Added |
| Marks Group Wealth Management, Inc | 6,310 | $772.1K | 0.08% | +296+4.9% | Added |
| Barton Investment Management | 6,289 | $769.5K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,292 | $769.0K | 0.07% | −5,394−46.2% | Reduced |
| Bray Capital Advisors | 6,269 | $767.0K | 0.19% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,258 | $766.0K | 0.08% | −248−3.8% | Reduced |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.36% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 6,245 | $764.1K | 0.18% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 6,233 | $762.7K | 0.20% | −20−0.3% | Reduced |
| Parkside Financial Bank & Trust | 6,229 | $762.2K | 0.12% | +99+1.6% | Added |
| Landaas & Co | 6,232 | $762.0K | 0.25% | −163−2.5% | Reduced |
| River Street Advisors LLC | 6,221 | $761.2K | 0.51% | +272+4.6% | Added |
| Central Bank & Trust Co | 6,217 | $760.7K | 0.11% | 00.0% | Unchanged |
| Access Investment Management LLC | 6,216 | $760.6K | 0.25% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,205 | $759.2K | 0.26% | +67+1.1% | Added |
| Advisory Alpha, LLC | 6,201 | $758.8K | 0.03% | −1,770−22.2% | Reduced |
| Papp L Roy & Associates | 6,171 | $755.0K | 0.09% | −1,421−18.7% | Reduced |
| West Coast Financial LLC | 6,150 | $752.5K | 0.09% | −404−6.2% | Reduced |
| Valley National Advisers Inc | 6,153 | $752.0K | 0.11% | −73−1.2% | Reduced |
| Mason & Associates Inc | 6,139 | $751.2K | 0.20% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,138 | $751.1K | 0.21% | +4+0.1% | Added |
| Coastwise Capital Group, LLC | 6,123 | $749.2K | 0.69% | −629−9.3% | Reduced |
| Mathes Company, Inc. | 6,115 | $748.0K | 0.28% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,113 | $747.9K | 0.09% | +2,683+78.2% | Added |
| Elevated Capital Advisors, LLC | 6,107 | $747.2K | 0.21% | +291+5.0% | Added |
| Grove Bank & Trust | 6,097 | $746.0K | 0.13% | −190−3.0% | Reduced |
| FDx Advisors, Inc. | 6,086 | $745.0K | 0.11% | −18,748−75.5% | Reduced |
| VisionPoint Advisory Group, LLC | 6,066 | $742.3K | 0.27% | +1,070+21.4% | Added |
| Quadcap Wealth Management, LLC | 6,049 | $740.0K | 0.17% | +290+5.0% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $739.0K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,008 | $735.2K | 0.03% | +19+0.3% | Added |
| Regents of the University of California | 6,000 | $734.2K | 0.21% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,985 | $732.4K | 0.21% | −997−14.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,982 | $732.0K | 0.06% | +165+2.8% | Added |
| Newbridge Financial Services Group, Inc. | 5,966 | $730.0K | 0.32% | −7,740−56.5% | Reduced |
| KG&L Capital Management,LLC | 6,033 | $730.0K | 0.29% | +569+10.4% | Added |
| Lifeworks Advisors, LLC | 5,965 | $729.9K | 0.20% | +512+9.4% | Added |
| Tyche Wealth Partners LLC | 5,964 | $729.8K | 0.18% | −161−2.6% | Reduced |
| Plancorp, LLC | 5,935 | $726.2K | 0.03% | −54−0.9% | Reduced |
| FRG Family Wealth Advisors LLC | 6,533 | $725.8K | 0.14% | −3,425−34.4% | Reduced |
| American Financial Advisors, LLC | 5,911 | $723.3K | 0.10% | −463−7.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,894 | $721.2K | 0.05% | +89+1.5% | Added |
| Prospect Financial Services LLC | 5,884 | $720.0K | 0.59% | −806−12.0% | Reduced |
| Twin Lakes Capital Management, LLC | 5,881 | $719.6K | 0.49% | 00.0% | Unchanged |