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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 5,866 | $717.8K | 0.04% | +746+14.6% | Added |
| Allstate Corp | 5,865 | $717.6K | 0.05% | −477−7.5% | Reduced |
| PAX Financial Group, LLC | 5,851 | $716.0K | 0.14% | −315−5.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,846 | $715.4K | 0.08% | −254−4.2% | Reduced |
| Wilkins Investment Counsel Inc | 5,830 | $713.4K | 0.10% | +80+1.4% | Added |
| Prentice Wealth Management LLC | 5,815 | $711.5K | 0.25% | +312+5.7% | Added |
| Novak & Powell Financial Services, Inc. | 5,808 | $710.6K | 0.53% | +20.0% | Added |
| Tran Capital Management, L.P. | 5,787 | $708.1K | 0.08% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,787 | $708.0K | 0.37% | −242−4.0% | Reduced |
| Harvey Investment Co LLC | 5,788 | $708.0K | 0.08% | −200−3.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,770 | $706.0K | 0.35% | −164−2.8% | Reduced |
| Everhart Financial Group, Inc. | 5,764 | $705.3K | 0.21% | +709+14.0% | Added |
| FinTrust Capital Advisors, LLC | 5,756 | $704.3K | 0.14% | +1,781+44.8% | Added |
| Willner & Heller, LLC | 5,753 | $703.9K | 0.70% | −748−11.5% | Reduced |
| Hohimer Wealth Management, LLC | 5,748 | $703.3K | 0.16% | +138+2.5% | Added |
| Beacon Financial Group | 5,748 | $703.3K | 0.08% | −341−5.6% | Reduced |
| Guardian Wealth Advisors, LLC | 5,745 | $703.0K | 0.09% | +243+4.4% | Added |
| Athena Investment Management | 5,739 | $702.2K | 0.42% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 5,738 | $702.1K | 0.30% | +5,738 | New |
| Burke & Herbert Bank & Trust Co | 5,736 | $701.9K | 0.53% | −20−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,725 | $700.5K | 0.08% | −1,027−15.2% | Reduced |
| Morton Capital Management LLC | 5,719 | $699.7K | 0.19% | +170+3.1% | Added |
| Probity Advisors, Inc. | 5,697 | $697.1K | 0.14% | +169+3.1% | Added |
| Copperwynd Financial, LLC | 5,689 | $696.1K | 0.25% | +354+6.6% | Added |
| Black Cypress Capital Management, LLC | 5,684 | $695.5K | 0.65% | +5,684 | New |
| Pacific Center for Financial Services | 5,682 | $695.2K | 0.20% | −176−3.0% | Reduced |
| Silverlake Wealth Management LLC | 5,677 | $694.6K | 0.35% | −1,320−18.9% | Reduced |
| Oxford Financial Group Ltd | 5,649 | $691.2K | 0.05% | −1,276−18.4% | Reduced |
| Holderness Investments Co | 5,643 | $690.5K | 0.17% | +452+8.7% | Added |
| Tiemann Investment Advisors, LLC | 5,640 | $690.1K | 0.31% | −150−2.6% | Reduced |
| Callan Capital, LLC | 5,639 | $690.0K | 0.06% | +1,759+45.3% | Added |
| Amussen Hunsaker Associates LLC | 5,668 | $689.9K | 0.13% | −93,080−94.3% | Reduced |
| Cozad Asset Management Inc | 5,623 | $688.0K | 0.07% | −2,350−29.5% | Reduced |
| Tompkins Financial Corp | 5,622 | $687.9K | 0.08% | −614−9.8% | Reduced |
| ProVise Management Group, LLC | 5,619 | $687.6K | 0.06% | +73+1.3% | Added |
| Whitener Capital Management, Inc. | 5,612 | $686.7K | 0.22% | −139−2.4% | Reduced |
| LSV Asset Management | 5,600 | $685.0K | 0.00% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 5,564 | $680.8K | 0.02% | +527+10.5% | Added |
| Aveo Capital Partners, LLC | 5,970 | $678.6K | 0.07% | +931+18.5% | Added |
| Gratus Capital LLC | 5,537 | $677.6K | 0.03% | +2,504+82.6% | Added |
| GeoWealth Management, LLC | 5,538 | $677.6K | 0.03% | +2,248+68.3% | Added |
| TCI Wealth Advisors, Inc. | 5,531 | $676.7K | 0.07% | +273+5.2% | Added |
| SkyOak Wealth, LLC | 5,527 | $676.3K | 0.16% | +6+0.1% | Added |
| Personal Cfo Solutions, LLC | 5,527 | $676.3K | 0.11% | +420+8.2% | Added |
| Advisor Resource Council | 7,490 | $676.3K | 0.29% | +2,839+61.0% | Added |
| Integrated Investment Consultants, LLC | 5,525 | $676.0K | 0.19% | +36+0.7% | Added |
| Smallwood Wealth Investment Management, LLC | 5,522 | $675.7K | 0.52% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 5,520 | $675.4K | 0.35% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,514 | $674.7K | 0.15% | +41+0.7% | Added |
| Sunbelt Securities, Inc. | 5,509 | $674.1K | 0.08% | −8,075−59.4% | Reduced |
| Financial Management Network Inc | 5,746 | $672.8K | 0.17% | −1,006−14.9% | Reduced |
| Sandhill Capital Partners LLC | 5,496 | $672.5K | 0.05% | −3,101−36.1% | Reduced |
| Crumly & Associates Inc. | 5,478 | $670.3K | 0.18% | +50+0.9% | Added |
| Nabity-Jensen Investment Management Inc | 5,478 | $670.3K | 0.55% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,476 | $670.0K | 0.26% | −247−4.3% | Reduced |
| St. Clair Advisors, LLC | 5,475 | $669.9K | 0.22% | +1,475+36.9% | Added |
| Hutchinson Capital Management | 5,472 | $669.6K | 0.14% | +10+0.2% | Added |
| Global Financial Private Client, LLC | 5,508 | $669.4K | 0.29% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,466 | $668.8K | 0.34% | −122−2.2% | Reduced |
| Pinnacle Bancorp, Inc. | 5,459 | $668.0K | 0.20% | −42−0.8% | Reduced |
| Mizuho Markets Cayman LP | 7,388 | $667.1K | 0.41% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,430 | $664.4K | 0.24% | −87−1.6% | Reduced |
| Mirador Capital Partners LP | 5,424 | $663.6K | 0.13% | +60+1.1% | Added |
| New Covenant Trust Company, N.A. | 5,416 | $662.7K | 0.66% | +5,416 | New |
| Wall Street Access Asset Management, LLC | 5,410 | $662.0K | 0.27% | +1,794+49.6% | Added |
| McDonough Capital Management, Inc | 5,394 | $660.0K | 0.52% | −667−11.0% | Reduced |
| AFS Financial Group, LLC | 5,385 | $658.9K | 2.77% | −5,936−52.4% | Reduced |
| SP Asset Management LLC | 5,378 | $658.1K | 0.06% | +36+0.7% | Added |
| Westwood Wealth Management | 5,370 | $657.1K | 0.32% | −200−3.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,364 | $656.4K | 0.04% | +455+9.3% | Added |
| Neumann Capital Management, LLC | 5,364 | $656.3K | 0.23% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,355 | $655.3K | 0.10% | −495−8.5% | Reduced |
| Harvest Fund Management Co., Ltd | 5,355 | $655.0K | 0.06% | +5,278+6,854.5% | Added |
| Matrix Private Capital Group LLC | 5,341 | $653.5K | 0.44% | −250−4.5% | Reduced |
| Finer Wealth Management, Inc. | 5,317 | $650.6K | 0.43% | −1,047−16.5% | Reduced |
| Patten Group, Inc. | 5,312 | $650.0K | 0.16% | +157+3.0% | Added |
| Financial Perspectives, Inc | 5,304 | $649.0K | 0.25% | −187−3.4% | Reduced |
| AdvisorNet Financial, Inc | 5,302 | $648.7K | 0.06% | −38−0.7% | Reduced |
| Apella Capital, LLC | 5,493 | $648.0K | 0.03% | −421−7.1% | Reduced |
| Gibbs Wealth Management | 5,293 | $647.7K | 0.37% | +5,293 | New |
| Clean Yield Group | 5,289 | $647.2K | 0.25% | −60−1.1% | Reduced |
| Main Street Group, LTD | 5,318 | $646.7K | 0.28% | +312+6.2% | Added |
| Janney Capital Management LLC | 5,276 | $646.0K | 0.04% | −555−9.5% | Reduced |
| Oak Asset Management, LLC | 5,278 | $645.8K | 0.24% | −1,319−20.0% | Reduced |
| Blueprint Investment Partners LLC | 5,275 | $645.5K | 0.13% | +2,033+62.7% | Added |
| 1620 Investment Advisors, Inc. | 5,272 | $645.1K | 0.66% | +35+0.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,252 | $642.7K | 0.23% | +1,518+40.7% | Added |
| Emprise Bank | 5,249 | $642.3K | 0.43% | +5,249 | New |
| WP Advisors, LLC | 5,226 | $639.4K | 0.21% | −228−4.2% | Reduced |
| McAdam, LLC | 5,216 | $638.3K | 0.04% | +1,520+41.1% | Added |
| Acorn Financial Advisory Services Inc | 5,212 | $637.8K | 0.12% | −176−3.3% | Reduced |
| First Community Trust NA | 5,204 | $636.8K | 0.60% | −105−2.0% | Reduced |
| AlphaCore Capital LLC | 5,204 | $636.8K | 0.17% | +241+4.9% | Added |
| Visionary Wealth Advisors | 5,186 | $634.6K | 0.04% | −152−2.8% | Reduced |
| Geller Advisors LLC | 5,178 | $633.6K | 0.05% | +409+8.6% | Added |
| Waypoint Capital Advisors, LLC | 5,170 | $632.6K | 0.17% | +91+1.8% | Added |
| Westwood Holdings Group Inc. | 5,158 | $631.0K | 0.00% | +884+20.7% | Added |
| Taylor Financial Group, Inc. | 5,155 | $630.8K | 0.48% | −582−10.1% | Reduced |
| Wellington Shields Capital Management, LLC | 5,151 | $630.3K | 0.12% | −329−6.0% | Reduced |
| TRUE Private Wealth Advisors | 5,145 | $629.5K | 0.07% | +383+8.0% | Added |