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 |
|---|---|---|---|---|---|
| Sloy Dahl & Holst, LLC | 4,472 | $547.2K | 0.13% | −10−0.2% | Reduced |
| Optas, LLC | 4,472 | $547.2K | 0.15% | +1,264+39.4% | Added |
| Relative Value Partners Group, LLC | 5,690 | $546.6K | 0.03% | −50−0.9% | Reduced |
| CFM Wealth Partners LLC | 4,463 | $546.1K | 0.11% | −4,183−48.4% | Reduced |
| HTLF Bank | 4,454 | $545.0K | 0.06% | −467−9.5% | Reduced |
| Blue Fin Capital, Inc. | 4,444 | $543.8K | 0.12% | −1,398−23.9% | Reduced |
| LVW Advisors, LLC | 4,434 | $542.6K | 0.09% | +403+10.0% | Added |
| Beverly Hills Private Wealth, LLC | 4,432 | $542.3K | 0.13% | −157−3.4% | Reduced |
| MPS Loria Financial Planners, LLC | 4,427 | $541.7K | 0.18% | −144−3.2% | Reduced |
| Second Half Financial Partners, LLC | 4,413 | $540.0K | 0.24% | −20.0% | Reduced |
| Coppell Advisory Solutions Corp. | 4,410 | $539.6K | 0.10% | +4,410 | New |
| Grant Street Asset Management, Inc. | 4,390 | $537.1K | 0.17% | +4,390 | New |
| Catalyst Financial Partners LLC | 4,755 | $537.0K | 0.14% | +694+17.1% | Added |
| Global Trust Asset Management, LLC | 4,380 | $535.9K | 0.22% | −822−15.8% | Reduced |
| Castleview Partners, LLC | 4,379 | $535.8K | 0.30% | +290+7.1% | Added |
| Summit Financial Strategies, Inc. | 4,375 | $535.4K | 0.07% | +3+0.1% | Added |
| LongView Wealth Management | 4,375 | $535.3K | 0.21% | −108−2.4% | Reduced |
| IFG Advisors, LLC | 4,373 | $535.1K | 0.14% | −90−2.0% | Reduced |
| Planning Capital Management Corp | 4,369 | $534.6K | 0.39% | −66−1.5% | Reduced |
| WealthPLAN Partners, LLC | 4,364 | $534.0K | 0.06% | −3,002−40.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,360 | $533.6K | 0.02% | −1,598−26.8% | Reduced |
| Saranac Partners Ltd | 4,347 | $531.9K | 0.33% | −1,103−20.2% | Reduced |
| Royal Capital Wealth Management, LLC | 4,340 | $531.0K | 0.42% | +1,600+58.4% | Added |
| FourThought Financial Partners, LLC | 4,332 | $530.0K | 0.06% | −6−0.1% | Reduced |
| Fortis Advisors, LLC | 4,322 | $528.8K | 0.35% | 00.0% | Unchanged |
| Manchester Financial Inc | 4,322 | $528.8K | 0.14% | +328+8.2% | Added |
| Sentry LLC | 4,319 | $528.5K | 0.10% | −10−0.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,313 | $527.7K | 0.13% | −470−9.8% | Reduced |
| Evanson Asset Management, LLC | 4,312 | $527.6K | 0.04% | −198−4.4% | Reduced |
| Affiance Financial, LLC | 4,308 | $527.2K | 0.14% | −56−1.3% | Reduced |
| Hemington Wealth Management | 4,303 | $527.0K | 0.19% | −1,910−30.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,305 | $526.8K | 0.18% | −96−2.2% | Reduced |
| Waterfront Wealth Inc. | 4,716 | $525.7K | 0.15% | −291−5.8% | Reduced |
| Prosperity Wealth Management, Inc. | 4,289 | $524.9K | 0.25% | +395+10.1% | Added |
| Kathmere Capital Management, LLC | 4,284 | $524.2K | 0.06% | +1,491+53.4% | Added |
| Strategic Advocates LLC | 4,279 | $523.6K | 0.20% | +1,406+48.9% | Added |
| Everpar Advisors LLC | 4,277 | $523.3K | 0.32% | +4,277 | New |
| My Personal CFO, LLC | 4,271 | $522.6K | 0.30% | +108+2.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 4,259 | $521.1K | 0.37% | −95−2.2% | Reduced |
| Northwest Bank & Trust Co | 4,663 | $518.0K | 0.48% | +237+5.4% | Added |
| Viewpoint Capital Management LLC | 4,229 | $517.5K | 0.33% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 4,204 | $514.4K | 0.44% | −379−8.3% | Reduced |
| Evermay Wealth Management LLC | 4,199 | $513.9K | 0.08% | +1,494+55.2% | Added |
| GSB Wealth Management, LLC | 4,185 | $512.1K | 0.14% | +634+17.9% | Added |
| Arcataur Capital Management LLC | 4,182 | $511.7K | 0.18% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,181 | $511.6K | 0.18% | −421−9.1% | Reduced |
| Crew Capital Management, Ltd. | 4,172 | $510.5K | 0.41% | +1,372+49.0% | Added |
| Wittenberg Investment Management, Inc. | 4,166 | $509.8K | 0.17% | −20.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,160 | $509.0K | 0.33% | −102−2.4% | Reduced |
| Monetary Management Group Inc | 4,157 | $508.7K | 0.14% | +332+8.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,157 | $508.7K | 0.28% | +1,200+40.6% | Added |
| Consolidated Investment Group LLC | 4,150 | $508.0K | 0.08% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,148 | $507.6K | 0.10% | +387+10.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,147 | $507.3K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,135 | $505.9K | 0.19% | −363−8.1% | Reduced |
| Dudley Capital Management, LLC | 4,156 | $505.1K | 0.29% | −545−11.6% | Reduced |
| Allegheny Financial Group LTD | 4,114 | $503.4K | 0.16% | −491−10.7% | Reduced |
| Wealthquest Corp | 4,111 | $503.0K | 0.05% | +23+0.6% | Added |
| Greenwich Wealth Management LLC | 4,109 | $503.0K | 0.04% | +385+10.3% | Added |
| Financial Security Advisor, Inc. | 4,104 | $502.1K | 0.18% | −165−3.9% | Reduced |
| Prairie Wealth Advisors, Inc. | 4,100 | $501.7K | 0.24% | +4,100 | New |
| Burt Wealth Advisors | 4,087 | $500.1K | 0.13% | +483+13.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,086 | $499.9K | 0.01% | −85−2.0% | Reduced |
| Archetype Wealth Partners | 4,075 | $499.0K | 0.08% | +4,075 | New |
| Wellspring Financial Advisors, LLC | 4,072 | $498.3K | 0.08% | −2,838−41.1% | Reduced |
| Smart Portfolios, LLC | 4,072 | $498.3K | 0.53% | +80+2.0% | Added |
| MTM Investment Management, LLC | 4,071 | $498.1K | 0.21% | +10.0% | Added |
| Michael S. Ryan, Inc. | 4,058 | $496.5K | 0.39% | −76−1.8% | Reduced |
| Marietta Investment Partners LLC | 4,057 | $496.4K | 0.11% | −280−6.5% | Reduced |
| Baron Wealth Management LLC | 4,056 | $496.3K | 0.26% | +237+6.2% | Added |
| First Affirmative Financial Network | 4,043 | $494.7K | 0.36% | +50+1.3% | Added |
| Am Investment Strategies LLC | 4,033 | $494.0K | 0.13% | +12+0.3% | Added |
| Vanguard Capital Wealth Advisors | 4,035 | $493.7K | 0.35% | −2,127−34.5% | Reduced |
| Wealth Effects LLC | 4,016 | $491.4K | 0.18% | +185+4.8% | Added |
| Glen Eagle Advisors, LLC | 4,008 | $490.4K | 0.09% | −284−6.6% | Reduced |
| Pacific Sage Partners, LLC | 4,002 | $489.7K | 0.13% | −141−3.4% | Reduced |
| Union Savings Bank | 4,001 | $489.6K | 0.26% | −1,019−20.3% | Reduced |
| Professional Advisory Services Inc | 4,000 | $489.0K | 0.07% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 3,989 | $488.1K | 0.34% | −2,357−37.1% | Reduced |
| Cannon Financial Strategists, Inc. | 3,987 | $487.8K | 0.10% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,985 | $487.6K | 0.09% | −410−9.3% | Reduced |
| Nichols & Pratt Advisers LLP | 3,980 | $487.0K | 0.03% | −1,087−21.5% | Reduced |
| Thrive Wealth Management, LLC | 3,955 | $484.0K | 0.10% | +1,321+50.2% | Added |
| Charter Oak Capital Management, LLC | 3,955 | $483.9K | 0.05% | +123+3.2% | Added |
| Eqis Capital Management, Inc. | 3,952 | $483.6K | 0.04% | −313−7.3% | Reduced |
| First National Bank | 3,937 | $481.7K | 0.36% | −45−1.1% | Reduced |
| Interchange Capital Partners, LLC | 3,950 | $481.6K | 0.32% | −49−1.2% | Reduced |
| LVZ Advisors, Inc. | 3,936 | $481.6K | 0.07% | −526−11.8% | Reduced |
| Parkside Advisors LLC | 3,934 | $481.4K | 0.12% | +76+2.0% | Added |
| Burford Brothers, Inc. | 3,933 | $481.3K | 0.32% | −5,807−59.6% | Reduced |
| CWS Financial Advisors, LLC | 3,927 | $480.6K | 0.20% | −34−0.9% | Reduced |
| Hall Capital Management Co Inc | 3,926 | $480.4K | 0.24% | +334+9.3% | Added |
| BCK Capital Management LP | 3,925 | $480.3K | 0.33% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,918 | $479.4K | 0.11% | +595+17.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,907 | $478.0K | 0.21% | −5−0.1% | Reduced |
| Thompson Davis & Co., Inc. | 3,905 | $477.8K | 0.32% | −95−2.4% | Reduced |
| Alesco Advisors LLC | 3,896 | $476.7K | 0.02% | +633+19.4% | Added |
| Wealth Management Associates, Inc. | 4,796 | $476.2K | 0.22% | +992+26.1% | Added |
| Savvy Advisors, Inc. | 3,888 | $475.7K | 0.27% | −446−10.3% | Reduced |
| Gradient Investments LLC | 3,884 | $475.2K | 0.01% | −4,849−55.5% | Reduced |