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 |
|---|---|---|---|---|---|
| Cora Capital Advisors LLC | 3,363 | $411.5K | 0.22% | +267+8.6% | Added |
| Driehaus Capital Management LLC | 3,361 | $411.3K | 0.00% | 00.0% | Unchanged |
| Check Capital Management Inc | 3,360 | $411.1K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,662 | $410.1K | 0.15% | −590−13.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,348 | $409.7K | 0.22% | −760−18.5% | Reduced |
| Trueblood Wealth Management, LLC | 3,344 | $409.2K | 0.23% | −49−1.4% | Reduced |
| Orrstown Financial Services Inc | 3,339 | $408.6K | 0.23% | +500+17.6% | Added |
| CFO4Life Group, LLC | 3,335 | $408.1K | 0.07% | −415−11.1% | Reduced |
| Mach-1 Financial Group, Inc. | 3,335 | $408.1K | 0.31% | +105+3.3% | Added |
| Sonata Capital Group Inc | 3,332 | $408.0K | 0.19% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,333 | $407.8K | 0.07% | +868+35.2% | Added |
| Money Concepts Capital Corp | 3,332 | $407.7K | 0.04% | −497−13.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,331 | $407.6K | 0.15% | +402+13.7% | Added |
| Fortitude Family Office, LLC | 3,330 | $407.5K | 0.27% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 3,313 | $405.4K | 0.08% | −385−10.4% | Reduced |
| Capital Square, LLC | 3,312 | $405.3K | 0.29% | +855+34.8% | Added |
| Banco BTG Pactual S.A. | 3,300 | $403.8K | 0.13% | +3,300 | New |
| Lakeview Capital Partners, LLC | 3,293 | $402.9K | 0.07% | +135+4.3% | Added |
| FSB Premier Wealth Management, Inc. | 3,290 | $402.6K | 0.19% | −384−10.5% | Reduced |
| Crane Advisory, LLC | 3,432 | $401.9K | 0.08% | +1,070+45.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,422 | $401.0K | 0.22% | +381+12.5% | Added |
| Lion Street Advisors, LLC | 4,440 | $401.0K | 0.16% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,276 | $400.9K | 0.42% | −181−5.2% | Reduced |
| Insight Advisors, LLC | 3,260 | $398.9K | 0.08% | +285+9.6% | Added |
| First Commonwealth Financial Corp | 3,254 | $398.2K | 0.11% | −552−14.5% | Reduced |
| Guardian Investment Management | 3,250 | $397.7K | 0.33% | −700−17.7% | Reduced |
| Redwood Financial Network Corp | 3,246 | $397.2K | 0.35% | −126−3.7% | Reduced |
| CNB Bank | 3,236 | $396.0K | 0.19% | −175−5.1% | Reduced |
| Unison Asset Management LLC | 3,235 | $395.8K | 0.21% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,224 | $394.5K | 0.16% | −4,897−60.3% | Reduced |
| Round Rock Advisors, LLC | 3,222 | $394.3K | 0.09% | +612+23.4% | Added |
| Accurate Wealth Management, LLC | 3,501 | $394.2K | 0.12% | +308+9.6% | Added |
| New England Capital Financial Advisors LLC | 3,215 | $393.4K | 0.22% | −26−0.8% | Reduced |
| EWG Elevate Inc. | 3,213 | $393.2K | 0.15% | −46−1.4% | Reduced |
| Delap Wealth Advisory, LLC | 3,208 | $392.5K | 0.16% | +3,208 | New |
| Convergence Investment Partners, LLC | 3,206 | $392.0K | 0.15% | −14−0.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,180 | $389.1K | 0.18% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,306 | $388.8K | 0.04% | 00.0% | Unchanged |
| Francis Financial, Inc. | 3,173 | $388.2K | 0.13% | +867+37.6% | Added |
| First Bank & Trust | 3,170 | $387.9K | 0.08% | −35−1.1% | Reduced |
| PSI Advisors, LLC | 3,162 | $386.9K | 0.14% | −880−21.8% | Reduced |
| Waddell & Associates, LLC | 3,160 | $386.6K | 0.05% | +464+17.2% | Added |
| King Wealth | 3,155 | $386.0K | 0.07% | +196+6.6% | Added |
| Greenhouse Wealth Management, LLC | 3,154 | $385.9K | 0.29% | +6+0.2% | Added |
| Almanack Investment Partners, LLC. | 3,151 | $385.5K | 0.07% | −59−1.8% | Reduced |
| LRI Investments, LLC | 3,148 | $385.2K | 0.10% | +3,148 | New |
| Fiducient Advisors LLC | 3,148 | $385.2K | 0.08% | +3,148 | New |
| Meeder Asset Management Inc | 3,142 | $384.5K | 0.02% | +3,142 | New |
| Aspire Capital Advisors LLC | 3,141 | $384.3K | 0.13% | +383+13.9% | Added |
| Jarislowsky, Fraser Ltd | 3,139 | $384.1K | 0.00% | −326−9.4% | Reduced |
| Rede Wealth, LLC | 3,138 | $384.0K | 0.16% | +300+10.6% | Added |
| Avaii Wealth Management, LLC | 3,136 | $383.7K | 0.23% | +150+5.0% | Added |
| Seed Wealth Management, Inc. | 3,156 | $383.5K | 0.37% | −30−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 4,247 | $383.5K | 0.03% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,131 | $383.2K | 0.04% | −87−2.7% | Reduced |
| Eagle Capital Management LLC | 3,128 | $382.7K | 0.00% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 3,124 | $382.2K | 0.05% | −132−4.1% | Reduced |
| Advisory Resource Group | 3,123 | $382.1K | 0.09% | +4+0.1% | Added |
| Accel Wealth Management | 3,122 | $382.0K | 0.16% | −131−4.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 3,107 | $380.2K | 0.18% | +3,107 | New |
| Fountainhead AM, LLC | 3,104 | $379.8K | 0.09% | +324+11.7% | Added |
| DAGCO, Inc. | 3,100 | $379.3K | 0.17% | +2,941+1,849.7% | Added |
| Saxon Interests, Inc. | 3,092 | $378.3K | 0.18% | −13−0.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,085 | $377.4K | 0.08% | +51+1.7% | Added |
| CAP Partners, LLC | 3,083 | $377.2K | 0.33% | −20−0.6% | Reduced |
| Intrepid Financial Planning Group LLC | 3,077 | $376.5K | 0.16% | −3−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 3,077 | $376.5K | 0.14% | +191+6.6% | Added |
| Somerset Trust Co | 3,069 | $375.5K | 0.15% | +223+7.8% | Added |
| Kensington Investment Counsel, LLC | 3,068 | $375.4K | 0.17% | −440−12.5% | Reduced |
| Eagle Wealth Strategies LLC | 3,088 | $375.3K | 0.30% | −19−0.6% | Reduced |
| Claret Asset Management Corp | 3,064 | $375.0K | 0.06% | −69−2.2% | Reduced |
| Strategic Financial Services, Inc, | 3,063 | $374.8K | 0.02% | −1,535−33.4% | Reduced |
| EPG Wealth Management LLC | 3,059 | $374.3K | 0.09% | −399−11.5% | Reduced |
| Merriman Wealth Management, LLC | 3,052 | $373.5K | 0.02% | −1,242−28.9% | Reduced |
| Legacy Edge Advisors, LLC | 3,049 | $373.1K | 0.08% | −461−13.1% | Reduced |
| Zions Bancorporation, N.A. | 3,048 | $373.0K | 0.03% | +722+31.0% | Added |
| Aspen Grove Capital, LLC | 3,046 | $372.7K | 0.11% | +20+0.7% | Added |
| West Bancorporation Inc | 3,036 | $371.5K | 0.24% | +3,036 | New |
| Custos Family Office, LLC | 3,032 | $371.0K | 0.19% | +10+0.3% | Added |
| Fusion Capital, LLC | 3,031 | $370.9K | 0.17% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,137 | $370.1K | 0.13% | +96+3.2% | Added |
| Kearns & Associates LLC | 3,020 | $369.5K | 0.29% | 00.0% | Unchanged |
| Hill Island Financial LLC | 3,019 | $369.5K | 0.12% | +6+0.2% | Added |
| Financial Freedom, LLC | 3,009 | $368.2K | 0.22% | +3+0.1% | Added |
| Ameliora Wealth Management Ltd. | 3,000 | $367.1K | 0.17% | −367−10.9% | Reduced |
| Price Jennifer C. | 3,000 | $367.1K | 0.35% | +1,000+50.0% | Added |
| Shay Capital LLC | 3,000 | $367.1K | 0.11% | +3,000 | New |
| Wharton Business Group, LLC | 3,003 | $367.0K | 0.02% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,997 | $366.7K | 0.03% | +2,997 | New |
| Keudell/Morrison Wealth Management | 2,995 | $366.5K | 0.11% | +188+6.7% | Added |
| Meridian Wealth Partners, LLC | 2,995 | $366.4K | 0.07% | +92+3.2% | Added |
| Visionary Horizons, LLC | 3,213 | $366.3K | 0.28% | −20−0.6% | Reduced |
| Trust Co of the South | 2,991 | $366.0K | 0.08% | −10−0.3% | Reduced |
| McRae Capital Management Inc | 2,985 | $365.2K | 0.08% | 00.0% | Unchanged |
| True North Advisors, LLC | 2,977 | $364.3K | 0.10% | −6,680−69.2% | Reduced |
| Ethos Financial Group, LLC | 2,974 | $364.0K | 0.07% | −913−23.5% | Reduced |
| Crescent Grove Advisors, LLC | 2,972 | $363.7K | 0.04% | −661−18.2% | Reduced |
| Private Ocean, LLC | 2,962 | $362.4K | 0.04% | −10.0% | Reduced |
| Jacobsen Capital Management | 2,960 | $362.2K | 0.17% | +117+4.1% | Added |
| EPIQ Capital Group, LLC | 2,942 | $360.0K | 0.14% | +9+0.3% | Added |