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; 2,948 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
- +207 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
- 357
- 1,202 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 167,534 | $20.5M | 0.48% | +7,783+4.9% | Added |
| Chescapmanager LLC | 167,500 | $20.5M | 3.48% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 167,264 | $20.5M | 0.23% | −8,128−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 166,023 | $20.3M | 0.58% | +3,223+2.0% | Added |
| Grimes & Company, Inc. | 165,870 | $20.3M | 0.62% | +155,178+1,451.3% | Added |
| Clifford Swan Investment Counsel LLC | 165,556 | $20.3M | 0.75% | −4,819−2.8% | Reduced |
| Cobblestone Capital Advisors LLC | 164,688 | $20.2M | 1.27% | +12,867+8.5% | Added |
| Stewart & Patten Co LLC | 163,645 | $20.0M | 2.99% | +685+0.4% | Added |
| Hudson Bay Capital Management LP | 163,558 | $20.0M | 0.18% | +163,558 | New |
| Tower Research Capital LLC (TRC) | 163,533 | $20.0M | 0.48% | −119,689−42.3% | Reduced |
| FengHe Fund Management Pte. Ltd. | 162,800 | $19.9M | 2.51% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 162,537 | $19.9M | 0.66% | −6,269−3.7% | Reduced |
| TownSquare Capital, LLC | 162,069 | $19.8M | 0.29% | +10,459+6.9% | Added |
| Godsey & Gibb Associates | 161,961 | $19.8M | 2.09% | +4,969+3.2% | Added |
| Titan Global Capital Management USA LLC | 159,837 | $19.6M | 3.08% | +99,191+163.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 158,912 | $19.4M | 0.21% | +10,239+6.9% | Added |
| SpiderRock Advisors, LLC | 169,950 | $19.3M | 0.63% | +169,950 | New |
| Ally Financial Inc. | 158,000 | $19.3M | 2.61% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 157,955 | $19.3M | 0.53% | +66,414+72.6% | Added |
| Simplex Trading, LLC | 157,252 | $19.2M | 0.56% | −655,732−80.7% | Reduced |
| Oregon Public Employees Retirement Fund | 156,928 | $19.2M | 0.38% | +14,135+9.9% | Added |
| Atria Investments LLC | 154,530 | $18.9M | 0.26% | +48,053+45.1% | Added |
| Farmers & Merchants Investments Inc | 154,146 | $18.9M | 0.64% | −818−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 154,028 | $18.8M | 0.48% | +888+0.6% | Added |
| First Trust Advisors LP | 153,935 | $18.8M | 0.02% | +31,408+25.6% | Added |
| Washington Trust Advisors, Inc. | 152,461 | $18.7M | 1.71% | −1,888−1.2% | Reduced |
| Wetherby Asset Management Inc | 150,579 | $18.4M | 0.88% | +675+0.5% | Added |
| Honeycomb Asset Management LP | 150,000 | $18.4M | 3.52% | +150,000 | New |
| Bridgeway Capital Management, LLC | 149,905 | $18.3M | 0.37% | +1,356+0.9% | Added |
| Van Hulzen Asset Management, LLC | 149,107 | $18.2M | 1.21% | +4,088+2.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 149,074 | $18.2M | 0.41% | −3,738−2.4% | Reduced |
| Taurus Asset Management, LLC | 148,873 | $18.2M | 1.84% | −1,426−0.9% | Reduced |
| Nixon Capital, LLC | 147,352 | $18.0M | 6.94% | +21,553+17.1% | Added |
| Rbo & Co LLC | 146,595 | $17.9M | 3.00% | −842−0.6% | Reduced |
| Colony Group, LLC | 146,449 | $17.9M | 0.15% | +79,234+117.9% | Added |
| Swiss Life Asset Management Ltd | 143,640 | $17.6M | 0.24% | −151,166−51.3% | Reduced |
| Rafferty Asset Management, LLC | 143,512 | $17.6M | 0.07% | −3,483−2.4% | Reduced |
| Easterly Investment Partners LLC | 143,416 | $17.5M | 1.34% | −45,710−24.2% | Reduced |
| Marshall Wace, LLP | 142,772 | $17.5M | 0.03% | −1,895,041−93.0% | Reduced |
| Nan Fung Trinity (HK) Ltd | 142,108 | $17.4M | 3.96% | −110,000−43.6% | Reduced |
| Prudential PLC | 141,818 | $17.4M | 0.14% | +39,250+38.3% | Added |
| Baader Bank INC | 140,689 | $17.2M | 1.41% | +21,933+18.5% | Added |
| Kovitz Investment Group Partners, LLC | 140,395 | $17.2M | 0.22% | +41,863+42.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 139,467 | $17.1M | 0.43% | +9,985+7.7% | Added |
| Kentucky Retirement Systems | 139,302 | $17.0M | 0.51% | −7,100−4.8% | Reduced |
| Addenda Capital Inc. | 138,455 | $16.9M | 0.64% | −4,004−2.8% | Reduced |
| Country Club Bank | 138,082 | $16.9M | 1.19% | −6,372−4.4% | Reduced |
| QRG Capital Management, Inc. | 137,653 | $16.8M | 0.21% | +5,561+4.2% | Added |
| Fiduciary Trust Co | 137,171 | $16.8M | 0.26% | −5,903−4.1% | Reduced |
| Nomura Holdings Inc | 137,138 | $16.8M | 0.14% | −125,415−47.8% | Reduced |
| Woodline Partners LP | 136,821 | $16.7M | 0.15% | −127,670−48.3% | Reduced |
| Clifford Capital Partners LLC | 136,490 | $16.7M | 4.24% | +3,585+2.7% | Added |
| Knights of Columbus Asset Advisors LLC | 136,141 | $16.7M | 1.21% | +136,141 | New |
| Bradley Foster & Sargent Inc | 134,742 | $16.5M | 0.30% | −17,758−11.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 133,856 | $16.4M | 0.88% | +2,474+1.9% | Added |
| Stonebridge Capital Advisors LLC | 133,686 | $16.4M | 1.47% | +966+0.7% | Added |
| Terril Brothers, Inc. | 133,479 | $16.3M | 5.62% | −3,650−2.7% | Reduced |
| Pinebridge Investments, L.P. | 133,404 | $16.3M | 0.13% | +133,404 | New |
| Chilton Capital Management LLC | 133,309 | $16.3M | 0.77% | +1,633+1.2% | Added |
| Intech Investment Management LLC | 133,245 | $16.3M | 0.23% | +20,211+17.9% | Added |
| Raymond James Trust N.A. | 133,167 | $16.3M | 0.40% | −1,899−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 132,965 | $16.3M | 0.11% | −9,450−6.6% | Reduced |
| Maryland State Retirement & Pension System | 143,390 | $16.2M | 0.32% | +1,017+0.7% | Added |
| Snowden Capital Advisors LLC | 132,330 | $16.2M | 0.51% | +23,857+22.0% | Added |
| Sawgrass Asset Management LLC | 131,601 | $16.1M | 1.76% | −7,899−5.7% | Reduced |
| JustInvest LLC | 131,284 | $16.1M | 0.34% | +22,408+20.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 131,211 | $16.1M | 2.94% | −69,100−34.5% | Reduced |
| Apriem Advisors | 131,028 | $16.0M | 2.01% | +578+0.4% | Added |
| Hosking Partners LLP | 130,616 | $16.0M | 0.59% | −407−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 130,008 | $15.9M | 0.18% | +54,447+72.1% | Added |
| Night Owl Capital Management, LLC | 129,811 | $15.9M | 2.41% | +4,032+3.2% | Added |
| MAI Capital Management | 129,486 | $15.8M | 0.17% | +47,863+58.6% | Added |
| Osborne Partners Capital Management, LLC | 129,302 | $15.8M | 0.97% | +31,310+32.0% | Added |
| Beese Fulmer Investment Management, Inc. | 128,288 | $15.7M | 1.48% | +70+0.1% | Added |
| Gotham Asset Management, LLC | 127,808 | $15.6M | 0.24% | −40,083−23.9% | Reduced |
| Townsend & Associates, Inc | 136,934 | $15.6M | 1.82% | +1,671+1.2% | Added |
| Punch & Associates Investment Management, Inc. | 125,931 | $15.4M | 0.88% | +4,735+3.9% | Added |
| Flputnam Investment Management Co | 125,807 | $15.4M | 0.33% | −1,870−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 125,374 | $15.3M | 0.20% | −67,933−35.1% | Reduced |
| Sandy Spring Bank | 124,116 | $15.2M | 0.69% | −1,473−1.2% | Reduced |
| Pacer Advisors, Inc. | 123,915 | $15.2M | 0.03% | +4,943+4.2% | Added |
| Lathrop Investment Management Corp | 123,880 | $15.2M | 2.94% | +280+0.2% | Added |
| Bragg Financial Advisors, Inc | 123,499 | $15.1M | 0.68% | +786+0.6% | Added |
| Washington Trust Co | 122,945 | $15.0M | 0.55% | +24,427+24.8% | Added |
| Tamar Securities, LLC | 122,085 | $14.9M | 2.53% | −1,320−1.1% | Reduced |
| GAM Holding AG | 122,052 | $14.9M | 1.08% | +858+0.7% | Added |
| Phoenix Holdings Ltd. | 120,770 | $14.8M | 0.20% | +36,618+43.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 120,755 | $14.8M | 1.23% | +926+0.8% | Added |
| Simplicity Wealth,LLC | 120,145 | $14.7M | 0.35% | +120,145 | New |
| First Fiduciary Investment Counsel, Inc. | 119,713 | $14.6M | 3.04% | −6,999−5.5% | Reduced |
| LGT Group Foundation | 119,168 | $14.6M | 0.34% | −72,351−37.8% | Reduced |
| Olstein Capital Management, L.P. | 119,000 | $14.6M | 2.38% | −20,000−14.4% | Reduced |
| Massmutual Trust Co FSB | 118,975 | $14.6M | 0.45% | +24,239+25.6% | Added |
| Adams Diversified Equity Fund, Inc. | 118,900 | $14.5M | 0.52% | +118,900 | New |
| Hartford Investment Management Co | 118,538 | $14.5M | 0.51% | −4,768−3.9% | Reduced |
| Washington Trust Bank | 116,850 | $14.3M | 1.36% | −935−0.8% | Reduced |
| DDD Partners, LLC | 114,247 | $14.0M | 1.71% | −29,210−20.4% | Reduced |
| Jones Financial Companies LLLP | 113,958 | $13.9M | 0.02% | +14,226+14.3% | Added |
| Tredje AP-fonden | 113,424 | $13.9M | 0.14% | −35,000−23.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 113,343 | $13.9M | 0.59% | −5,180−4.4% | Reduced |