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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 5,135 | $628.4K | 0.24% | −222−4.1% | Reduced |
| Evolution Wealth Advisors, LLC | 5,111 | $625.4K | 0.12% | −2,331−31.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,109 | $625.2K | 0.37% | +215+4.4% | Added |
| RFP Financial Group LLC | 5,103 | $624.4K | 0.24% | −128−2.4% | Reduced |
| Braun Stacey Associates Inc | 5,101 | $624.0K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 5,091 | $622.9K | 0.05% | +890+21.2% | Added |
| Carson Advisory Inc. | 5,085 | $622.1K | 0.44% | −171−3.3% | Reduced |
| Grandview Asset Management LLC | 5,081 | $622.0K | 0.28% | −173−3.3% | Reduced |
| Zacks Investment Management | 5,080 | $621.7K | 0.01% | −1,670−24.7% | Reduced |
| Per Stirling Capital Management, LLC. | 5,070 | $620.4K | 0.10% | −235−4.4% | Reduced |
| Bluesphere Advisors, LLC | 5,065 | $619.7K | 0.34% | +4+0.1% | Added |
| JT Stratford LLC | 5,055 | $618.5K | 0.12% | +2,087+70.3% | Added |
| Meritas Wealth Management, LLC | 5,052 | $618.2K | 0.43% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,050 | $617.9K | 0.06% | +1,150+29.5% | Added |
| Presilium Private Wealth, LLC | 5,049 | $617.8K | 0.16% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,046 | $617.5K | 0.38% | +16+0.3% | Added |
| LaFleur & Godfrey LLC | 5,042 | $616.9K | 0.09% | −1,505−23.0% | Reduced |
| Great Lakes Retirement, Inc. | 5,023 | $614.7K | 0.09% | +5,023 | New |
| MSH Capital Advisors LLC | 5,011 | $613.1K | 0.22% | −1,159−18.8% | Reduced |
| Bath Savings Trust Co | 5,010 | $613.0K | 0.07% | −3,696−42.5% | Reduced |
| BOCHK Asset Management Ltd | 5,000 | $611.8K | 0.21% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,985 | $610.0K | 0.23% | −104−2.0% | Reduced |
| Northside Capital Management, LLC | 4,973 | $608.5K | 0.11% | −400−7.4% | Reduced |
| Aviso Wealth Management | 4,964 | $607.4K | 0.38% | −1,794−26.5% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $606.5K | 0.27% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,956 | $606.4K | 0.67% | +14+0.3% | Added |
| Revolve Wealth Partners, LLC | 4,955 | $606.3K | 0.10% | +237+5.0% | Added |
| Maple Capital Management, Inc. | 4,948 | $605.4K | 0.06% | −589−10.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,947 | $605.4K | 0.21% | −115−2.3% | Reduced |
| Leo Wealth, LLC | 4,966 | $605.3K | 0.06% | +1,101+28.5% | Added |
| Aureus Asset Management, LLC | 4,930 | $603.3K | 0.04% | −500−9.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,918 | $601.8K | 0.19% | −19−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,912 | $601.0K | 0.18% | −489−9.1% | Reduced |
| Alta Advisers Ltd | 4,900 | $599.6K | 0.30% | 00.0% | Unchanged |
| Invesco, LLC | 4,890 | $598.3K | 0.25% | +191+4.1% | Added |
| Burton Enright Welch | 4,879 | $597.1K | 0.14% | −39−0.8% | Reduced |
| Boit C F David | 5,400 | $596.6K | 0.33% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,854 | $593.9K | 0.10% | +1,369+39.3% | Added |
| AA Financial Advisors, LLC | 4,851 | $593.6K | 0.24% | +4,851 | New |
| First Financial Bankshares Inc | 4,843 | $592.6K | 0.01% | −302−5.9% | Reduced |
| First Financial Corp | 4,842 | $592.5K | 0.30% | −479−9.0% | Reduced |
| South Street Advisors LLC | 4,832 | $591.2K | 0.09% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,831 | $591.1K | 0.15% | −99−2.0% | Reduced |
| Evernest Financial Advisors, LLC | 5,243 | $590.4K | 0.28% | +645+14.0% | Added |
| Conscious Wealth Investments, LLC | 5,184 | $590.4K | 0.45% | −1,356−20.7% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 4,824 | $590.3K | 0.01% | +4,824 | New |
| Hendley & Co Inc | 4,820 | $590.0K | 0.21% | −100−2.0% | Reduced |
| Schrum Private Wealth Management LLC | 4,820 | $589.8K | 0.54% | +327+7.3% | Added |
| H&H Retirement Design & Management INC | 5,266 | $589.7K | 0.39% | +5,266 | New |
| Royal Fund Management, LLC | 4,802 | $587.6K | 0.07% | −78−1.6% | Reduced |
| Litman Gregory Asset Management LLC | 4,800 | $587.3K | 0.05% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,799 | $587.2K | 0.13% | +67+1.4% | Added |
| Trustmark National Bank Trust Department | 4,780 | $584.9K | 0.05% | −89−1.8% | Reduced |
| Triumph Capital Management | 4,808 | $584.3K | 0.24% | −2,673−35.7% | Reduced |
| LifeSteps Financial, Inc. | 4,774 | $584.2K | 0.44% | +108+2.3% | Added |
| Quantum Private Wealth, LLC | 4,767 | $583.3K | 0.22% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,765 | $583.1K | 0.13% | −237−4.7% | Reduced |
| Harbor Advisors LLC | 4,759 | $582.3K | 0.11% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,750 | $581.2K | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,731 | $578.9K | 0.02% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,729 | $578.6K | 0.14% | −5−0.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 5,480 | $577.5K | 0.50% | +5,480 | New |
| Fca Corp | 4,715 | $576.9K | 0.19% | +17+0.4% | Added |
| West Family Investments, Inc. | 4,707 | $575.9K | 0.18% | +294+6.7% | Added |
| Sovereign Financial Group, Inc. | 4,699 | $575.0K | 0.15% | +1,459+45.0% | Added |
| CM Wealth Advisors LLC | 5,448 | $574.2K | 0.16% | +5,448 | New |
| Onefund, LLC | 4,721 | $573.7K | 0.69% | −118−2.4% | Reduced |
| Argent Capital Management LLC | 4,685 | $573.3K | 0.02% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,682 | $572.9K | 0.17% | +12+0.3% | Added |
| Saxony Capital Management, LLC | 4,676 | $572.2K | 0.69% | −648−12.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,849 | $572.1K | 0.27% | −1,030−17.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,666 | $570.9K | 0.27% | −303−6.1% | Reduced |
| Schmidt P J Investment Management Inc | 4,664 | $570.7K | 0.11% | −5,169−52.6% | Reduced |
| Corundum Group, Inc. | 4,664 | $570.7K | 0.28% | +822+21.4% | Added |
| 626 Financial, LLC | 4,653 | $569.4K | 0.34% | −356−7.1% | Reduced |
| Sendero Wealth Management, LLC | 4,649 | $568.9K | 0.10% | +89+2.0% | Added |
| American Money Management, LLC | 4,630 | $566.5K | 0.12% | −230−4.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,627 | $566.2K | 0.01% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 4,618 | $565.1K | 0.38% | −214−4.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,804 | $562.8K | 0.05% | +1,676+53.6% | Added |
| Register Financial Advisors LLC | 4,596 | $562.4K | 0.29% | +870+23.3% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,595 | $562.2K | 0.50% | −577−11.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,591 | $562.0K | 0.21% | −1,065−18.8% | Reduced |
| Sargent Investment Group, LLC | 4,593 | $562.0K | 0.12% | +1,274+38.4% | Added |
| Sierra Summit Advisors LLC | 4,580 | $560.4K | 0.15% | +225+5.2% | Added |
| Chesapeake Wealth Management | 4,579 | $560.3K | 0.20% | −559−10.9% | Reduced |
| Castle Rock Wealth Management, LLC | 5,061 | $559.1K | 0.15% | −470−8.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,557 | $557.6K | 0.32% | +331+7.8% | Added |
| Redhawk Wealth Advisors, Inc. | 4,553 | $557.1K | 0.09% | +149+3.4% | Added |
| F/M Investments LLC | 4,431 | $555.4K | 0.38% | +13+0.3% | Added |
| Wealth Architects, LLC | 4,538 | $555.3K | 0.07% | +24+0.5% | Added |
| Salomon & Ludwin, LLC | 4,532 | $554.5K | 0.05% | −194−4.1% | Reduced |
| Gemmer Asset Management LLC | 4,529 | $554.2K | 0.06% | +250+5.8% | Added |
| Galvin, Gaustad & Stein, LLC | 4,520 | $553.1K | 0.05% | −4,435−49.5% | Reduced |
| Hall Kathryn A. | 4,504 | $551.1K | 0.13% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,494 | $549.9K | 0.33% | +10+0.2% | Added |
| Berkeley Capital Partners, LLC | 4,488 | $549.1K | 0.17% | −1,598−26.3% | Reduced |
| Sound Income Strategies, LLC | 4,488 | $549.1K | 0.04% | +394+9.6% | Added |
| Ironwood Financial, llc | 4,481 | $548.3K | 0.13% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,476 | $547.7K | 0.51% | −186−4.0% | Reduced |