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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 112,583 | $13.8M | 0.64% | +112,583 | New |
| QV Investors Inc. | 112,480 | $13.8M | 1.19% | −910−0.8% | Reduced |
| North Star Asset Management Inc | 112,113 | $13.7M | 0.65% | +9,111+8.8% | Added |
| Pinnacle Financial Partners Inc | 111,741 | $13.7M | 0.30% | +340+0.3% | Added |
| Stratos Wealth Partners, LTD. | 111,337 | $13.6M | 0.23% | −758−0.7% | Reduced |
| RPG Investment Advisory, LLC | 110,621 | $13.5M | 2.03% | +170.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 110,500 | $13.5M | 0.14% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 109,782 | $13.4M | 0.39% | +5,549+5.3% | Added |
| Peak Asset Management, LLC | 109,747 | $13.4M | 2.66% | +1,150+1.1% | Added |
| Azimuth Capital Investment Management LLC | 108,813 | $13.3M | 0.55% | −7,535−6.5% | Reduced |
| Fiduciary Group LLC | 108,241 | $13.2M | 1.44% | −1,225−1.1% | Reduced |
| Securian Asset Management, Inc | 108,039 | $13.2M | 0.39% | −7,837−6.8% | Reduced |
| Squarepoint Ops LLC | 108,004 | $13.2M | 0.05% | −528,915−83.0% | Reduced |
| Stephens Inc | 107,854 | $13.2M | 0.20% | −414−0.4% | Reduced |
| FineMark National Bank & Trust | 107,097 | $13.1M | 0.49% | +2,548+2.4% | Added |
| Louisiana State Employees Retirement System | 106,800 | $13.1M | 0.25% | −3,800−3.4% | Reduced |
| Crake Asset Management LLP | 106,654 | $13.1M | 1.32% | −118,346−52.6% | Reduced |
| Kestra Private Wealth Services, LLC | 106,639 | $13.0M | 0.29% | −1,911−1.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 106,383 | $13.0M | 0.37% | +33,617+46.2% | Added |
| Avantax Advisory Services, Inc. | 105,614 | $12.9M | 0.11% | +4,401+4.3% | Added |
| Barr E S & Co | 105,569 | $12.9M | 0.84% | −73,412−41.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 105,408 | $12.9M | 0.65% | +1,090+1.0% | Added |
| Live Oak Private Wealth LLC | 105,369 | $12.9M | 2.23% | −684−0.6% | Reduced |
| Jacobs & Co | 105,279 | $12.9M | 1.36% | +205+0.2% | Added |
| Modera Wealth Management, LLC | 105,139 | $12.9M | 0.20% | +59+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 104,870 | $12.8M | 1.60% | −7,233−6.5% | Reduced |
| Parallel Advisors, LLC | 104,827 | $12.8M | 0.35% | +1,701+1.6% | Added |
| Equitable Holdings, Inc. | 103,805 | $12.7M | 0.14% | −45,721−30.6% | Reduced |
| DRH Investments, Inc. | 103,684 | $12.7M | 12.42% | −7,553−6.8% | Reduced |
| Centre Asset Management, LLC | 103,655 | $12.7M | 3.03% | +103,655 | New |
| Allspring Global Investments Holdings, LLC | 103,429 | $12.7M | 0.02% | −2,604−2.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 103,177 | $12.6M | 2.39% | −1,441−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 103,097 | $12.6M | 0.39% | +2,453+2.4% | Added |
| Metis Global Partners, LLC | 102,957 | $12.6M | 0.46% | −523−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 102,458 | $12.5M | 0.54% | +5,322+5.5% | Added |
| Wesbanco Bank Inc | 101,938 | $12.5M | 0.47% | +45,174+79.6% | Added |
| Brookstone Capital Management | 101,680 | $12.4M | 0.22% | +8,496+9.1% | Added |
| Blackhill Capital Inc | 101,500 | $12.4M | 0.71% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 101,461 | $12.4M | 2.51% | −160−0.2% | Reduced |
| Wealthfront Advisers LLC | 100,969 | $12.4M | 0.04% | +8,784+9.5% | Added |
| GWM Advisors LLC | 100,597 | $12.3M | 0.11% | +3,955+4.1% | Added |
| Bailard, Inc. | 100,499 | $12.3M | 0.34% | +3,725+3.8% | Added |
| MSA Advisors, LLC | 99,540 | $12.2M | 3.65% | +11,800+13.4% | Added |
| Arvest Trust Co N A | 99,409 | $12.2M | 0.69% | −1,162−1.2% | Reduced |
| Trillium Asset Management, LLC | 99,263 | $12.1M | 0.31% | +295+0.3% | Added |
| Van Cleef Asset Management,Inc | 99,201 | $12.1M | 1.53% | +358+0.4% | Added |
| Bridgewater Associates, LP | 99,109 | $12.1M | 0.06% | +99,109 | New |
| Lincoln Capital LLC | 98,801 | $12.1M | 2.69% | −694−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 97,798 | $12.0M | 0.13% | +32,882+50.7% | Added |
| iA Global Asset Management Inc. | 97,674 | $12.0M | 0.24% | −4,468−4.4% | Reduced |
| Northeast Financial Consultants Inc | 97,512 | $11.9M | 0.59% | −159−0.2% | Reduced |
| Graham Capital Management, L.P. | 97,420 | $11.9M | 0.34% | +17,736+22.3% | Added |
| Group One Trading, L.P. | 97,130 | $11.9M | 0.42% | +76,035+360.4% | Added |
| KLCM Advisors, Inc. | 96,410 | $11.8M | 1.51% | −74,665−43.6% | Reduced |
| CCM Investment Advisers LLC | 96,361 | $11.8M | 1.41% | −3,122−3.1% | Reduced |
| Evergreen Capital Management LLC | 96,023 | $11.7M | 0.44% | +2,135+2.3% | Added |
| LMCG Investments, LLC | 95,173 | $11.6M | 0.69% | +20,775+27.9% | Added |
| Umb Bank N A | 94,840 | $11.6M | 0.18% | −1,416−1.5% | Reduced |
| River & Mercantile Asset Management LLP | 94,094 | $11.5M | 2.89% | −14,688−13.5% | Reduced |
| Kahn Brothers Group Inc | 93,932 | $11.5M | 1.70% | +93,932 | New |
| DCM Advisors, LLC | 93,762 | $11.5M | 4.73% | −9,486−9.2% | Reduced |
| Iyo Bank, Ltd. | 93,348 | $11.4M | 4.55% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 92,737 | $11.3M | 1.48% | −348−0.4% | Reduced |
| Mirabaud Asset Management Ltd | 92,628 | $11.3M | 4.58% | +92,628 | New |
| Brown Shipley& Co Ltd | 93,214 | $11.3M | 3.56% | +26,211+39.1% | Added |
| Alight Capital Management LP | 92,500 | $11.3M | 3.59% | −7,500−7.5% | Reduced |
| New Mexico Educational Retirement Board | 92,155 | $11.3M | 0.40% | −2,900−3.1% | Reduced |
| Tiaa Trust, National Association | 92,130 | $11.3M | 0.03% | +1,621+1.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100,556 | $11.3M | 0.11% | −8,567−7.9% | Reduced |
| Barlow Wealth Partners, Inc. | 98,750 | $11.3M | 1.53% | +666+0.7% | Added |
| Founders Capital Management, LLC | 91,629 | $11.2M | 2.07% | −430.0% | Reduced |
| Formuepleje A/S | 91,606 | $11.2M | 0.63% | +1,137+1.3% | Added |
| Quantinno Capital Management LP | 91,575 | $11.2M | 0.24% | +29,601+47.8% | Added |
| Griffin Asset Management, Inc. | 91,381 | $11.2M | 1.33% | −226−0.2% | Reduced |
| Albion Financial Group | 90,553 | $11.1M | 0.86% | +7,925+9.6% | Added |
| Parkside Investments, LLC | 90,197 | $11.0M | 1.75% | −12,790−12.4% | Reduced |
| Kingsview Wealth Management, LLC | 89,915 | $11.0M | 0.28% | +45,991+104.7% | Added |
| Colonial Trust Advisors | 89,815 | $11.0M | 1.09% | −1,438−1.6% | Reduced |
| Appleton Partners Inc | 89,711 | $11.0M | 0.85% | +695+0.8% | Added |
| Marble Harbor Investment Counsel, LLC | 89,443 | $10.9M | 1.26% | +5,048+6.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 88,746 | $10.9M | 3.27% | −1,276−1.4% | Reduced |
| Readystate Asset Management LP | 88,680 | $10.9M | 0.39% | −89,743−50.3% | Reduced |
| Greenwood Gearhart Inc | 88,663 | $10.8M | 1.06% | −37,363−29.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 88,348 | $10.8M | 0.11% | −1,252−1.4% | Reduced |
| Bahl & Gaynor Inc | 87,802 | $10.7M | 0.06% | −1,931−2.2% | Reduced |
| CSM Advisors, LLC | 87,452 | $10.7M | 0.70% | −1,245−1.4% | Reduced |
| Wedbush Securities Inc | 87,271 | $10.7M | 0.40% | −1,780−2.0% | Reduced |
| Woodstock Corp | 87,228 | $10.7M | 1.10% | +4,347+5.2% | Added |
| Round Hill Asset Management | 86,905 | $10.6M | 6.44% | −757−0.9% | Reduced |
| Boston Family Office LLC | 86,674 | $10.6M | 0.76% | +2,607+3.1% | Added |
| Associated Banc-Corp | 86,605 | $10.6M | 0.34% | −4,808−5.3% | Reduced |
| Motco | 85,658 | $10.5M | 0.63% | +4,161+5.1% | Added |
| Connors Investor Services Inc | 85,597 | $10.5M | 1.10% | +85,597 | New |
| Brinker Capital Investments, LLC | 85,519 | $10.5M | 0.11% | +739+0.9% | Added |
| Orion Portfolio Solutions, LLC | 85,519 | $10.5M | 0.11% | +739+0.9% | Added |
| Berkshire Asset Management LLC | 84,449 | $10.3M | 0.55% | −501−0.6% | Reduced |
| Blume Capital Management, Inc. | 83,731 | $10.2M | 2.50% | −7,462−8.2% | Reduced |
| Perigon Wealth Management, LLC | 83,160 | $10.2M | 0.31% | −9,711−10.5% | Reduced |
| K.J. Harrison & Partners Inc | 82,927 | $10.1M | 1.57% | +25,200+43.7% | Added |
| Venture Visionary Partners LLC | 82,621 | $10.1M | 0.48% | +1,073+1.3% | Added |