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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 2,943 | $360.0K | 0.02% | −131−4.3% | Reduced |
| Sterling Wealth Management, Inc. | 2,934 | $359.0K | 0.18% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,930 | $358.5K | 0.06% | −435−12.9% | Reduced |
| Altrafin AG | 2,918 | $357.0K | 0.13% | −46,182−94.1% | Reduced |
| Strategic Financial Concepts, LLC | 2,918 | $357.0K | 0.09% | +2,918 | New |
| Rock Point Advisors, LLC | 2,917 | $356.9K | 0.11% | +70+2.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,915 | $356.7K | 0.12% | +2,915 | New |
| Alexander Labrunerie & Co., Inc. | 2,915 | $356.7K | 0.20% | +2,915 | New |
| Hofer & Associates. Inc | 2,913 | $356.5K | 0.30% | −17−0.6% | Reduced |
| Marathon Capital Management | 2,913 | $356.4K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,911 | $356.2K | 0.10% | +28+1.0% | Added |
| Mystic Asset Management, Inc. | 2,907 | $355.7K | 0.15% | −3,410−54.0% | Reduced |
| Garner Asset Management Corp | 2,900 | $355.0K | 0.18% | +2,900 | New |
| WJ Wealth Management, LLC | 2,900 | $354.8K | 0.14% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,873 | $351.5K | 0.14% | −1,213−29.7% | Reduced |
| Strait & Sound Wealth Management LLC | 2,997 | $351.1K | 0.20% | −181−5.7% | Reduced |
| Five Oceans Advisors | 2,866 | $350.7K | 0.18% | +14+0.5% | Added |
| Wulff, Hansen & Co. | 2,865 | $350.6K | 0.35% | −50−1.7% | Reduced |
| Fermata Advisors, LLC | 2,855 | $349.3K | 0.08% | −582−16.9% | Reduced |
| Peninsula Asset Management Inc | 2,850 | $348.7K | 0.19% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,849 | $348.6K | 0.25% | −437−13.3% | Reduced |
| Catalytic Wealth RIA, LLC | 2,848 | $348.5K | 0.07% | +2,848 | New |
| UMA Financial Services, Inc. | 3,060 | $348.4K | 0.07% | −392−11.4% | Reduced |
| Carolinas Wealth Consulting LLC | 9,569 | $348.4K | 0.07% | −71−0.7% | Reduced |
| Laidlaw Wealth Management LLC | 2,846 | $348.2K | 0.19% | −6,033−67.9% | Reduced |
| Kennedy Investment Group | 2,845 | $348.1K | 0.19% | +68+2.4% | Added |
| Acropolis Investment Management, LLC | 2,845 | $348.1K | 0.02% | −329−10.4% | Reduced |
| Towercrest Capital Management | 2,844 | $347.9K | 0.06% | −2−0.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,829 | $346.2K | 0.19% | +100+3.7% | Added |
| Fort Point Capital Partners LLC | 2,827 | $345.9K | 0.05% | −1,047−27.0% | Reduced |
| Bank of New Hampshire | 2,803 | $343.0K | 0.09% | −56−2.0% | Reduced |
| CMG Global Holdings, LLC | 2,802 | $342.9K | 0.24% | +11+0.4% | Added |
| Regent Peak Wealth Advisors LLC | 2,801 | $342.7K | 0.09% | +94+3.5% | Added |
| Coastline Trust Co | 2,800 | $342.6K | 0.04% | −170−5.7% | Reduced |
| Cooper/Haims Advisors, LLC | 2,797 | $342.3K | 0.20% | +5+0.2% | Added |
| Creative Financial Designs Inc | 2,793 | $341.8K | 0.03% | −5,362−65.8% | Reduced |
| Avenir Corp | 2,786 | $340.9K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,776 | $340.0K | 0.29% | +2,776 | New |
| Hudock, Inc. | 2,778 | $339.9K | 0.07% | +69+2.5% | Added |
| Tradewinds Capital Management, LLC | 2,774 | $339.5K | 0.09% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,769 | $338.8K | 0.17% | −1,051−27.5% | Reduced |
| Capital City Trust Co | 2,768 | $338.7K | 0.09% | +58+2.1% | Added |
| Abacus Wealth Partners, LLC | 2,767 | $338.6K | 0.06% | +2,767 | New |
| Aurora Private Wealth, Inc. | 2,781 | $338.0K | 0.29% | −72−2.5% | Reduced |
| Acorns Advisers, LLC | 2,761 | $338.0K | 0.00% | +509+22.6% | Added |
| Greatmark Investment Partners, Inc. | 2,762 | $338.0K | 0.05% | +20+0.7% | Added |
| Fortis Group Advisors, LLC | 2,760 | $337.7K | 0.06% | +2,012+269.0% | Added |
| Progressive Investment Management Corp | 2,757 | $337.3K | 0.09% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,742 | $335.5K | 0.16% | −2−0.1% | Reduced |
| Compass Ion Advisors, LLC | 2,733 | $334.4K | 0.05% | −297−9.8% | Reduced |
| Cohen & Steers, Inc. | 2,728 | $334.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,721 | $332.9K | 0.11% | −10.0% | Reduced |
| Green Harvest Asset Management LLC | 2,715 | $332.2K | 0.01% | +247+10.0% | Added |
| Walker Asset Management, LLC | 2,711 | $331.7K | 0.22% | +4+0.1% | Added |
| Correct Capital Wealth Management | 2,705 | $331.0K | 0.08% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,703 | $330.7K | 0.17% | −1,384−33.9% | Reduced |
| Blue Barn Wealth, LLC | 2,702 | $330.6K | 0.18% | +381+16.4% | Added |
| Summit Asset Management, LLC | 2,700 | $330.3K | 0.07% | −2,919−51.9% | Reduced |
| Dodds Wealth, LLC | 2,696 | $329.9K | 0.13% | −20−0.7% | Reduced |
| QVR LLC | 2,691 | $329.3K | 0.06% | +2,691 | New |
| KFA Private Wealth Group, LLC | 2,691 | $329.3K | 0.10% | +106+4.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,687 | $328.9K | 0.18% | +169+6.7% | Added |
| Laffer Tengler Investments | 2,683 | $328.3K | 0.08% | −3−0.1% | Reduced |
| Ssi Investment Management LLC | 2,677 | $327.6K | 0.02% | −26−1.0% | Reduced |
| First National Corp | 3,624 | $327.2K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 2,672 | $326.9K | 0.05% | −102−3.7% | Reduced |
| Baker Avenue Asset Management, LP | 2,663 | $325.9K | 0.01% | −2,576−49.2% | Reduced |
| Northwest Capital Management Inc | 2,657 | $325.1K | 0.10% | +2+0.1% | Added |
| SeaBridge Investment Advisors LLC | 2,655 | $324.9K | 0.09% | −380−12.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,653 | $324.6K | 0.08% | −100−3.6% | Reduced |
| Emfo, LLC | 2,651 | $324.4K | 0.30% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,651 | $324.4K | 0.18% | +8+0.3% | Added |
| Calton & Associates, Inc. | 2,649 | $324.1K | 0.16% | −444−14.4% | Reduced |
| Traynor Capital Management, Inc. | 2,646 | $323.8K | 0.03% | −324−10.9% | Reduced |
| Dixon Fnancial Services, Inc. | 2,638 | $322.8K | 0.18% | +3+0.1% | Added |
| Advisors Management Group Inc | 2,635 | $322.0K | 0.08% | −23−0.9% | Reduced |
| Florida Financial Advisors, LLC | 2,629 | $321.7K | 0.24% | +2,629 | New |
| Latitude Advisors, LLC | 2,622 | $320.8K | 0.20% | −560−17.6% | Reduced |
| Financial Network Wealth Advisors LLC | 2,621 | $320.7K | 0.32% | −88−3.2% | Reduced |
| RAM Investment Partners, LLC | 2,618 | $320.4K | 0.10% | +2,618 | New |
| BFSG, LLC | 2,617 | $320.2K | 0.04% | −1,257−32.4% | Reduced |
| BEAM Asset Management, LLC | 2,616 | $320.1K | 0.19% | +2,616 | New |
| Invictus Private Wealth, LLC | 2,614 | $319.8K | 0.03% | −71−2.6% | Reduced |
| Vista Private Wealth Partners. LLC | 2,710 | $319.1K | 0.12% | +96+3.7% | Added |
| Element Pointe Advisors, LLC | 2,605 | $318.7K | 0.08% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,603 | $318.5K | 0.03% | +11+0.4% | Added |
| Kesler, Norman & Wride, LLC | 2,602 | $318.4K | 0.07% | −43−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 2,601 | $318.3K | 0.11% | −66−2.5% | Reduced |
| Cardiff Park Advisors, LLC | 2,600 | $318.1K | 0.03% | −176−6.3% | Reduced |
| Childress Capital Advisors, LLC | 2,591 | $317.0K | 0.09% | +2,591 | New |
| ROI Financial Advisors, LLC | 2,590 | $317.0K | 0.25% | −3,980−60.6% | Reduced |
| RDA Financial Network | 2,587 | $316.6K | 0.11% | −86−3.2% | Reduced |
| Concorde Asset Management, LLC | 2,589 | $316.1K | 0.22% | −37−1.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,584 | $316.1K | 0.08% | −185−6.7% | Reduced |
| Platte River Wealth Advisors, LLC | 2,583 | $316.1K | 0.09% | −75−2.8% | Reduced |
| InTrack Investment Management Inc | 2,577 | $315.4K | 0.23% | −2,323−47.4% | Reduced |
| Ackerman Capital Advisors, LLC | 2,573 | $314.9K | 0.09% | −847−24.8% | Reduced |
| Fairfield, Bush & Co. | 2,572 | $314.7K | 0.19% | +300+13.2% | Added |
| AJ Advisors, LLC | 2,565 | $313.8K | 0.17% | +160+6.7% | Added |
| WealthCare Investment Partners, LLC | 2,562 | $313.5K | 0.15% | +2,562 | New |