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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 3,885 | $475.0K | 0.27% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,879 | $474.7K | 0.29% | −672−14.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,879 | $474.6K | 0.38% | −819−17.4% | Reduced |
| Edgestream Partners, L.P. | 3,876 | $474.3K | 0.02% | +128+3.4% | Added |
| Sigma Investment Counselors Inc | 3,873 | $473.9K | 0.03% | −195−4.8% | Reduced |
| TFB Advisors LLC | 4,289 | $473.8K | 0.17% | +4,289 | New |
| Klingman & Associates, LLC | 3,854 | $471.6K | 0.03% | +159+4.3% | Added |
| Bridgewealth Advisory Group, LLC | 3,851 | $471.3K | 0.23% | −525−12.0% | Reduced |
| Peoples Financial Services Corp. | 3,836 | $469.4K | 0.20% | −1,300−25.3% | Reduced |
| Reik & Co., LLC | 3,832 | $468.9K | 0.12% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 3,817 | $467.1K | 0.12% | −250−6.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,812 | $466.4K | 0.08% | −6−0.2% | Reduced |
| Crewe Advisors LLC | 3,809 | $466.1K | 0.05% | +3,809 | New |
| McClarren Financial Advisors, Inc. | 3,807 | $466.0K | 0.33% | +13+0.3% | Added |
| Fairview Capital Investment Management, LLC | 3,797 | $464.7K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 3,795 | $464.4K | 0.11% | −866−18.6% | Reduced |
| Gradient Capital Advisors, LLC | 3,789 | $463.7K | 0.17% | −186−4.7% | Reduced |
| Horizon Family Wealth, Inc. | 3,788 | $463.5K | 0.36% | +73+2.0% | Added |
| Gryphon Financial Partners LLC | 3,783 | $462.9K | 0.08% | −2,901−43.4% | Reduced |
| Chelsea Counsel Co | 3,770 | $461.3K | 0.26% | −151−3.9% | Reduced |
| Meritage Portfolio Management | 3,768 | $461.0K | 0.03% | −13−0.3% | Reduced |
| Rogco, LP | 3,761 | $460.2K | 0.19% | +515+15.9% | Added |
| Apollon Financial, LLC | 3,758 | $459.8K | 0.16% | +163+4.5% | Added |
| Gerber, LLC | 3,756 | $459.6K | 0.39% | +5+0.1% | Added |
| RBA Wealth Management, LLC | 3,755 | $459.5K | 0.19% | +10.0% | Added |
| Center for Financial Planning, Inc. | 3,753 | $459.2K | 0.07% | −258−6.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $459.0K | 0.01% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,751 | $458.9K | 0.12% | −88−2.3% | Reduced |
| Marotta Asset Management | 3,749 | $458.7K | 0.09% | −115−3.0% | Reduced |
| Northern Financial Advisors Inc | 3,732 | $456.6K | 0.36% | +217+6.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,731 | $456.5K | 0.14% | +700+23.1% | Added |
| Exchange Bank | 3,731 | $456.5K | 0.38% | −342−8.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,728 | $456.2K | 0.22% | −615−14.2% | Reduced |
| Wiser Advisor Group LLC | 3,715 | $455.4K | 0.71% | −1,244−25.1% | Reduced |
| Laraway Financial Inc | 3,721 | $455.3K | 0.40% | −70−1.8% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $453.5K | 0.86% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 3,701 | $452.9K | 0.18% | −183−4.7% | Reduced |
| Lantz Financial LLC | 3,700 | $452.7K | 0.15% | +118+3.3% | Added |
| Stockman Wealth Management, Inc. | 3,682 | $450.6K | 0.08% | −169−4.4% | Reduced |
| Prentiss Smith & Co Inc | 3,680 | $450.3K | 0.32% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,672 | $449.2K | 0.06% | −218−5.6% | Reduced |
| CVA Family Office, LLC | 3,667 | $448.7K | 0.08% | +57+1.6% | Added |
| Sentinus, LLC | 3,667 | $448.6K | 0.16% | +3,667 | New |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $448.4K | 0.02% | 00.0% | Unchanged |
| Kooman & Associates | 3,657 | $447.5K | 0.19% | +113+3.2% | Added |
| Signal Advisors Wealth, LLC | 3,654 | $447.1K | 0.11% | +339+10.2% | Added |
| Seven Mile Advisory | 3,646 | $446.1K | 0.34% | +32+0.9% | Added |
| Seneca Financial Advisors LLC | 3,641 | $445.6K | 0.24% | +167+4.8% | Added |
| Silvia McColl Wealth Management, LLC | 3,781 | $443.1K | 0.38% | +205+5.7% | Added |
| Retirement Planning Co of New England, Inc. | 3,612 | $442.0K | 0.24% | −3,437−48.8% | Reduced |
| Private Portfolio Partners LLC | 3,611 | $441.9K | 0.09% | +185+5.4% | Added |
| Gordian Capital Singapore Pte Ltd | 3,611 | $441.8K | 0.33% | −12,160−77.1% | Reduced |
| Sage Private Wealth Group, LLC | 3,607 | $441.5K | 0.35% | +445+14.1% | Added |
| MV Capital Management, Inc. | 3,606 | $441.2K | 0.05% | −7,214−66.7% | Reduced |
| SYSTM Wealth Solutions LLC | 3,601 | $440.6K | 0.06% | +476+15.2% | Added |
| Sustainable Insight Capital Management, LLC | 3,600 | $440.5K | 0.32% | +3,600 | New |
| Johnson & White Wealth Management, LLC | 3,592 | $440.0K | 0.32% | +740+25.9% | Added |
| Cohen Capital Management, Inc. | 3,591 | $439.4K | 0.08% | +761+26.9% | Added |
| Wedge Capital Management L L P | 3,585 | $438.7K | 0.01% | −145−3.9% | Reduced |
| Aufman Associates Inc | 3,578 | $437.8K | 0.31% | 00.0% | Unchanged |
| Security Financial Services, INC. | 3,573 | $437.2K | 0.10% | +22+0.6% | Added |
| IVC Wealth Advisors LLC | 3,570 | $436.8K | 0.25% | −355−9.0% | Reduced |
| Wrapmanager Inc | 3,561 | $435.7K | 0.12% | +919+34.8% | Added |
| Trifecta Capital Advisors, LLC | 3,554 | $434.9K | 0.11% | −497−12.3% | Reduced |
| Osterweis Capital Management Inc | 3,540 | $433.2K | 0.03% | −90−2.5% | Reduced |
| USA Financial Portformulas Corp | 3,534 | $432.4K | 0.07% | +3,534 | New |
| Beck Mack & Oliver LLC | 3,532 | $432.2K | 0.01% | −600−14.5% | Reduced |
| AlphaQ Advisors LLC | 3,525 | $431.4K | 0.26% | +53+1.5% | Added |
| Miller Investment Management, LP | 3,523 | $431.1K | 0.06% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,517 | $430.4K | 0.10% | +129+3.8% | Added |
| RWM Asset Management, LLC | 3,517 | $430.4K | 0.08% | +98+2.9% | Added |
| Bristol John W & Co Inc | 3,512 | $429.7K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 3,502 | $428.5K | 0.25% | −70−2.0% | Reduced |
| BlueCrest Capital Management Ltd | 3,501 | $428.4K | 0.11% | −16,350−82.4% | Reduced |
| Grace & White Inc | 3,500 | $428.3K | 0.08% | −1,450−29.3% | Reduced |
| Spinnaker Investment Group, LLC | 3,488 | $426.8K | 0.12% | +25+0.7% | Added |
| Kelman-Lazarov, Inc. | 3,488 | $426.8K | 0.08% | −95−2.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,482 | $426.0K | 0.08% | +273+8.5% | Added |
| Taylor & Morgan Wealth Management, LLC | 3,479 | $425.6K | 0.31% | −174−4.8% | Reduced |
| Private Management Group Inc | 3,468 | $424.4K | 0.02% | +10+0.3% | Added |
| Capstone Financial Advisors, Inc. | 3,465 | $424.0K | 0.03% | +459+15.3% | Added |
| NFP Retirement, Inc. | 3,464 | $424.0K | 0.04% | +506+17.1% | Added |
| Vivaldi Capital Management, LLC | 4,005 | $423.7K | 0.12% | −305−7.1% | Reduced |
| TSFG, LLC | 3,455 | $423.0K | 0.11% | +14+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,453 | $422.5K | 0.17% | −351−9.2% | Reduced |
| Barrett & Company, Inc. | 3,434 | $420.1K | 0.20% | −100−2.8% | Reduced |
| Lockerman Financial Group, Inc. | 3,432 | $419.9K | 0.80% | +3,432 | New |
| Aspen Investment Management Inc | 3,425 | $419.0K | 0.21% | 00.0% | Unchanged |
| New World Advisors LLC | 3,424 | $419.0K | 0.12% | +92+2.8% | Added |
| Stiles Financial Services Inc | 3,419 | $418.6K | 0.17% | −736−17.7% | Reduced |
| Conway Capital Management, Inc. | 3,419 | $418.4K | 0.23% | +3+0.1% | Added |
| Family Management Corp | 3,400 | $416.0K | 0.08% | −323−8.7% | Reduced |
| ICA Group Wealth Management, LLC | 3,395 | $415.4K | 0.08% | −123−3.5% | Reduced |
| Concord Wealth Partners | 3,391 | $414.9K | 0.07% | +756+28.7% | Added |
| Broadleaf Partners, LLC | 3,386 | $414.3K | 0.11% | −13−0.4% | Reduced |
| Univest Financial Corp | 3,374 | $412.8K | 0.12% | −10.0% | Reduced |
| Sivia Capital Partners, LLC | 3,373 | $412.7K | 0.28% | −390−10.4% | Reduced |
| Pallas Capital Advisors LLC | 3,372 | $412.6K | 0.02% | −36−1.1% | Reduced |
| SNS Financial Group, LLC | 3,368 | $412.2K | 0.05% | −357−9.6% | Reduced |
| Tennessee Valley Asset Management Partners | 3,366 | $411.9K | 0.10% | +77+2.3% | Added |