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
- 3,179
- +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
- 1,202 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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 82,570 | $10.1M | 0.97% | −3,720−4.3% | Reduced |
| L & S Advisors Inc | 81,916 | $10.0M | 1.13% | +61,700+305.2% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 110,000 | $9.93M | 8.56% | +110,000 | New |
| Exchange Traded Concepts, LLC | 81,093 | $9.92M | 0.26% | −12,576−13.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 80,997 | $9.91M | 1.01% | +2,404+3.1% | Added |
| Synovus Financial Corp | 80,980 | $9.91M | 0.13% | +6,423+8.6% | Added |
| John G Ullman & Associates Inc | 80,724 | $9.88M | 1.52% | −2,075−2.5% | Reduced |
| Cornerstone Advisors, LLC | 80,400 | $9.84M | 0.41% | −4,200−5.0% | Reduced |
| Pacific Global Investment Management CO | 80,355 | $9.83M | 1.88% | −1,125−1.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 80,111 | $9.80M | 2.45% | −7,912−9.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 79,673 | $9.75M | 1.59% | +13,965+21.3% | Added |
| Bourgeon Capital Management LLC | 79,058 | $9.67M | 1.89% | +15,381+24.2% | Added |
| RedJay Asset Management Inc. | 79,000 | $9.67M | 6.01% | +69,000+690.0% | Added |
| WoodTrust Financial Corp | 78,835 | $9.65M | 1.53% | +14,337+22.2% | Added |
| Park Avenue Securities LLC | 78,660 | $9.62M | 0.12% | +2,080+2.7% | Added |
| Morningstar Investment Management LLC | 78,405 | $9.59M | 1.04% | −17,727−18.4% | Reduced |
| Ironvine Capital Partners, LLC | 78,108 | $9.56M | 1.05% | −60.0% | Reduced |
| Integrated Wealth Concepts LLC | 78,059 | $9.55M | 0.14% | +1,998+2.6% | Added |
| Journey Strategic Wealth LLC | 77,116 | $9.44M | 0.42% | +403+0.5% | Added |
| Edge Wealth Management LLC | 77,063 | $9.43M | 1.98% | −1,096−1.4% | Reduced |
| Concentric Capital Strategies, LP | 76,746 | $9.39M | 0.60% | +30,217+64.9% | Added |
| Connectus Wealth, LLC | 76,573 | $9.37M | 0.26% | −139,811−64.6% | Reduced |
| Mutual Advisors, LLC | 76,480 | $9.36M | 0.30% | −5,511−6.7% | Reduced |
| Sonora Investment Management Group, LLC | 76,006 | $9.30M | 0.73% | +6,509+9.4% | Added |
| NBT Bank N A | 75,975 | $9.30M | 0.68% | −4,324−5.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 75,811 | $9.28M | 0.03% | +14,809+24.3% | Added |
| E. Ohman J:or Asset Management AB | 75,170 | $9.20M | 0.23% | +4,070+5.7% | Added |
| Northwest & Ethical Investments L.P. | 75,150 | $9.20M | 0.26% | +3,259+4.5% | Added |
| Bulltick Wealth Management, LLC | 74,892 | $9.16M | 1.91% | −38,848−34.2% | Reduced |
| Parthenon LLC | 74,797 | $9.15M | 1.16% | +1,120+1.5% | Added |
| Walleye Capital LLC | 74,416 | $9.11M | 0.10% | +61,182+462.3% | Added |
| Trust Co of Vermont | 74,389 | $9.10M | 0.51% | −2,609−3.4% | Reduced |
| AMG National Trust Bank | 74,319 | $9.09M | 0.27% | +50,638+213.8% | Added |
| Noesis Capital Mangement Corp | 74,312 | $9.09M | 2.02% | −3,728−4.8% | Reduced |
| Coulter & Justus Financial Services, LLC | 74,312 | $9.09M | 2.02% | +74,312 | New |
| Choate Investment Advisors | 74,130 | $9.07M | 0.24% | +7,511+11.3% | Added |
| Telos Capital Management, Inc. | 74,007 | $9.06M | 1.02% | −760−1.0% | Reduced |
| Metropolitan Life Insurance Co | 73,983 | $9.05M | 0.39% | −497−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 73,772 | $9.03M | 2.05% | −1,890−2.5% | Reduced |
| JB Capital LLC | 73,709 | $9.02M | 0.60% | +3,450+4.9% | Added |
| First Foundation Advisors | 73,481 | $8.99M | 0.36% | −17,386−19.1% | Reduced |
| Weatherly Asset Management L. P. | 72,837 | $8.91M | 0.86% | −1,687−2.3% | Reduced |
| Talbot Financial, LLC | 72,648 | $8.89M | 1.19% | +4,474+6.6% | Added |
| Cubist Systematic Strategies, LLC | 72,386 | $8.86M | 0.10% | −231,118−76.1% | Reduced |
| Broad Run Investment Management, LLC | 72,166 | $8.83M | 1.08% | −1,852−2.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 72,019 | $8.81M | 0.25% | −813−1.1% | Reduced |
| Annandale Capital, LLC | 71,969 | $8.81M | 2.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 71,979 | $8.80M | 0.32% | +6,244+9.5% | Added |
| Valeo Financial Advisors, LLC | 107,565 | $8.79M | 0.32% | −8,789−7.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 71,728 | $8.78M | 0.68% | +15,999+28.7% | Added |
| St Germain D J Co Inc | 71,652 | $8.77M | 0.43% | +41,548+138.0% | Added |
| Meiji Yasuda Life Insurance Co | 71,209 | $8.71M | 0.18% | −7,180−9.2% | Reduced |
| First National Bank of Omaha | 88,143 | $8.70M | 0.59% | −11,610−11.6% | Reduced |
| LS Investment Advisors, LLC | 71,026 | $8.69M | 1.38% | +170+0.2% | Added |
| Haverford Trust Co | 70,459 | $8.62M | 0.09% | −1,115−1.6% | Reduced |
| Pacific Heights Asset Management LLC | 70,000 | $8.57M | 0.70% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 69,818 | $8.54M | 1.01% | −1,374−1.9% | Reduced |
| Bryn Mawr Trust Co | 69,765 | $8.54M | 0.33% | +69,765 | New |
| Tufton Capital Management | 69,725 | $8.53M | 1.68% | −626−0.9% | Reduced |
| Callahan Advisors, LLC | 69,712 | $8.53M | 0.89% | +875+1.3% | Added |
| Van Den Berg Management I, Inc | 69,646 | $8.52M | 2.50% | −811−1.2% | Reduced |
| Narwhal Capital Management | 69,633 | $8.52M | 0.83% | −13,779−16.5% | Reduced |
| Buckingham Capital Management, Inc. | 69,551 | $8.51M | 1.04% | −267−0.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $8.50M | 1.12% | 00.0% | Unchanged |
| Shelton Capital Management | 69,250 | $8.47M | 0.24% | +13,900+25.1% | Added |
| Longbow Finance SA | 69,178 | $8.46M | 0.86% | +69,178 | New |
| Empowered Funds, LLC | 69,135 | $8.46M | 0.15% | +13,959+25.3% | Added |
| Stelac Advisory Services LLC | 68,909 | $8.43M | 3.96% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 68,795 | $8.42M | 1.73% | −41,830−37.8% | Reduced |
| Mitchell Sinkler & Starr | 68,588 | $8.39M | 2.10% | −6,011−8.1% | Reduced |
| Earnest Partners LLC | 68,342 | $8.36M | 0.04% | −69,973−50.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 68,134 | $8.34M | 0.02% | +8,399+14.1% | Added |
| Sand Hill Global Advisors, LLC | 68,059 | $8.33M | 0.40% | +7,840+13.0% | Added |
| Moors & Cabot, Inc. | 67,958 | $8.32M | 0.45% | +2,985+4.6% | Added |
| VGI Partners Ltd | 67,850 | $8.30M | 0.83% | −287,384−80.9% | Reduced |
| Fiduciary Alliance LLC | 67,996 | $8.26M | 1.46% | +21,375+45.8% | Added |
| Winslow Asset Management Inc | 67,488 | $8.26M | 1.56% | +210+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 67,313 | $8.24M | 1.58% | −1,585−2.3% | Reduced |
| Sowell Financial Services LLC | 66,653 | $8.16M | 0.38% | +13,475+25.3% | Added |
| Managed Asset Portfolios, LLC | 66,559 | $8.14M | 1.19% | +31,180+88.1% | Added |
| Lazari Capital Management, Inc. | 66,381 | $8.12M | 4.41% | −1,683−2.5% | Reduced |
| Banque Cantonale Vaudoise | 66,378 | $8.12M | 0.32% | −25,204−27.5% | Reduced |
| Nishkama Capital, LLC | 66,337 | $8.12M | 0.92% | +43,612+191.9% | Added |
| Empirical Finance, LLC | 66,219 | $8.10M | 0.50% | +2,239+3.5% | Added |
| Axxcess Wealth Management, LLC | 65,673 | $8.04M | 0.23% | +9,346+16.6% | Added |
| Dorsey & Whitney Trust CO LLC | 65,559 | $8.02M | 0.55% | −78−0.1% | Reduced |
| Atwater Malick LLC | 65,550 | $8.02M | 2.83% | +1,466+2.3% | Added |
| Grassi Investment Management | 65,466 | $8.01M | 0.72% | +45,801+232.9% | Added |
| Johnson Investment Counsel Inc | 65,178 | $7.98M | 0.09% | −29,432−31.1% | Reduced |
| Sienna Gestion | 65,040 | $7.96M | 0.73% | +65,040 | New |
| Argent Trust Co | 64,811 | $7.93M | 0.36% | +826+1.3% | Added |
| First American Bank | 64,786 | $7.93M | 0.60% | +444+0.7% | Added |
| Anderson Hoagland & Co | 66,780 | $7.83M | 0.88% | +601+0.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 63,703 | $7.79M | 2.43% | +140.0% | Added |
| Marco Investment Management LLC | 63,694 | $7.79M | 0.73% | −1,390−2.1% | Reduced |
| Toroso Investments, LLC | 63,643 | $7.79M | 0.13% | +3,318+5.5% | Added |
| Eagle Rock Investment Company, LLC | 63,387 | $7.76M | 1.44% | +8,658+15.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 63,281 | $7.74M | 8.74% | −33,108−34.3% | Reduced |
| GHP Investment Advisors, Inc. | 63,063 | $7.72M | 0.38% | +2,222+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,743 | $7.68M | 0.33% | +4,125+7.0% | Added |