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 |
|---|---|---|---|---|---|
| Kempner Capital Management Inc. | 62,631 | $7.66M | 4.16% | −40.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 62,611 | $7.66M | 2.84% | −550−0.9% | Reduced |
| Greenwood Capital Associates LLC | 61,998 | $7.59M | 1.01% | −7,413−10.7% | Reduced |
| Advisory Services Network, LLC | 61,733 | $7.55M | 0.17% | +5,298+9.4% | Added |
| Gibraltar Capital Management, Inc. | 61,634 | $7.54M | 3.51% | −998−1.6% | Reduced |
| Integrated Advisors Network LLC | 61,300 | $7.50M | 0.38% | +40,019+188.1% | Added |
| Baxter Bros Inc | 61,255 | $7.50M | 0.96% | −4,519−6.9% | Reduced |
| Providence Capital Advisors, LLC | 61,205 | $7.49M | 1.63% | −54,679−47.2% | Reduced |
| Pioneer Trust Bank N A | 61,047 | $7.47M | 2.08% | +1,125+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 60,533 | $7.41M | 0.51% | −4,654−7.1% | Reduced |
| Churchill Management Corp | 60,490 | $7.40M | 0.09% | +60,490 | New |
| ICICI Prudential Asset Management Co Ltd | 60,403 | $7.39M | 0.84% | −44,120−42.2% | Reduced |
| First American Trust, FSB | 60,066 | $7.35M | 0.77% | +6,172+11.5% | Added |
| Sicart Associates LLC | 59,723 | $7.31M | 2.68% | −2,183−3.5% | Reduced |
| Aptus Capital Advisors, LLC | 59,532 | $7.28M | 0.16% | +6,459+12.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 59,512 | $7.28M | 0.59% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 59,387 | $7.27M | 0.46% | −219,983−78.7% | Reduced |
| First Interstate Bank | 59,291 | $7.25M | 0.50% | −4,075−6.4% | Reduced |
| Lincoln National Corp | 59,214 | $7.25M | 0.11% | +1,099+1.9% | Added |
| Ascent Wealth Partners, LLC | 59,175 | $7.24M | 1.08% | +59,175 | New |
| Ancora Advisors, LLC | 59,029 | $7.22M | 0.17% | −69,031−53.9% | Reduced |
| River Wealth Advisors LLC | 58,963 | $7.21M | 1.05% | +2,395+4.2% | Added |
| Toth Financial Advisory Corp | 58,898 | $7.21M | 0.90% | +4,531+8.3% | Added |
| Vident Advisory, LLC | 58,809 | $7.20M | 0.15% | +53,393+985.8% | Added |
| Signaturefd, LLC | 58,473 | $7.15M | 0.15% | +3,178+5.7% | Added |
| Glenview Trust Co | 58,430 | $7.15M | 0.15% | −6,202−9.6% | Reduced |
| Capital Investment Advisors, LLC | 58,227 | $7.12M | 0.17% | −15,803−21.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,204 | $7.12M | 0.19% | +287+0.5% | Added |
| McCollum Christoferson Group LLC | 57,704 | $7.06M | 2.04% | +3,002+5.5% | Added |
| Davy Global Fund Management Ltd | 57,590 | $7.05M | 0.80% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 57,290 | $7.01M | 0.64% | +57,290 | New |
| Vision Capital Management, Inc. | 57,241 | $7.00M | 1.04% | −1,114−1.9% | Reduced |
| TCTC Holdings, LLC | 56,978 | $6.97M | 0.23% | −6,912−10.8% | Reduced |
| Vestor Capital, LLC | 56,959 | $6.97M | 0.59% | +54,324+2,061.6% | Added |
| Everence Capital Management Inc | 56,882 | $6.96M | 0.46% | 00.0% | Unchanged |
| Maven Securities LTD | 56,839 | $6.95M | 0.41% | +521+0.9% | Added |
| HighPoint Advisor Group LLC | 65,566 | $6.94M | 0.49% | −80.0% | Reduced |
| United Asset Strategies, Inc. | 56,673 | $6.93M | 0.69% | +603+1.1% | Added |
| General American Investors Co Inc | 56,478 | $6.91M | 0.51% | −30,000−34.7% | Reduced |
| Kanawha Capital Management LLC | 56,353 | $6.90M | 0.55% | +1,932+3.6% | Added |
| Perfromance Wealth Partners, LLC | 56,255 | $6.88M | 0.29% | +56,255 | New |
| Fulton Bank, N.A. | 56,254 | $6.88M | 0.28% | +1,657+3.0% | Added |
| Hantz Financial Services, Inc. | 55,972 | $6.85M | 0.13% | −2,348−4.0% | Reduced |
| Ar Asset Management Inc | 55,875 | $6.84M | 1.67% | 00.0% | Unchanged |
| Sigma Planning Corp | 55,700 | $6.82M | 0.21% | +28,889+107.8% | Added |
| Independent Advisor Alliance | 55,666 | $6.81M | 0.25% | −1,863−3.2% | Reduced |
| Hamilton Wealth, LLC | 55,633 | $6.81M | 2.12% | −52,604−48.6% | Reduced |
| AlTi Global, Inc. | 55,596 | $6.80M | 0.19% | +33,353+149.9% | Added |
| Concurrent Investment Advisors, LLC | 55,492 | $6.79M | 0.28% | +13,372+31.7% | Added |
| Veriti Management LLC | 55,261 | $6.76M | 0.50% | +6,367+13.0% | Added |
| Pitcairn Co | 55,178 | $6.75M | 0.44% | +13,563+32.6% | Added |
| Hillman Capital Management, Inc. | 55,008 | $6.73M | 2.16% | −3,243−5.6% | Reduced |
| City Holding Co | 54,837 | $6.71M | 1.01% | −266−0.5% | Reduced |
| Legal Advantage Investments, Inc. | 54,803 | $6.71M | 3.75% | +1,850+3.5% | Added |
| Transform Wealth, LLC | 54,506 | $6.67M | 0.63% | +54,506 | New |
| United Services Automobile Association | 54,450 | $6.66M | 0.16% | +359+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 54,284 | $6.64M | 1.32% | +838+1.6% | Added |
| Pavion Blue Capital, LLC | 54,123 | $6.62M | 3.28% | +2,952+5.8% | Added |
| NWF Advisory Services Inc. | 54,111 | $6.62M | 1.11% | −320−0.6% | Reduced |
| Motley Fool Asset Management LLC | 54,003 | $6.61M | 0.43% | +3,604+7.2% | Added |
| Logan Capital Management Inc | 53,925 | $6.60M | 0.28% | −3,205−5.6% | Reduced |
| Harbour Trust & Investment Management Co | 53,640 | $6.56M | 0.82% | +3,449+6.9% | Added |
| Kinneret Advisory, LLC | 53,629 | $6.56M | 0.66% | −167−0.3% | Reduced |
| Northwest Bancshares, Inc. | 53,610 | $6.56M | 1.04% | −2,361−4.2% | Reduced |
| Beta Wealth Group, Inc. | 53,522 | $6.55M | 3.19% | −1,463−2.7% | Reduced |
| Bessemer Group Inc | 53,008 | $6.49M | 0.01% | +5,327+11.2% | Added |
| KMG Fiduciary Partners, LLC | 53,014 | $6.49M | 0.67% | +3,863+7.9% | Added |
| Strategy Asset Managers LLC | 52,908 | $6.47M | 1.39% | −595−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 52,693 | $6.45M | 0.08% | −7,557−12.5% | Reduced |
| Great Valley Advisor Group, Inc. | 52,410 | $6.41M | 0.19% | −5,067−8.8% | Reduced |
| Fagan Associates, Inc. | 52,313 | $6.40M | 1.20% | +229+0.4% | Added |
| Insigneo Advisory Services, LLC | 52,172 | $6.38M | 0.76% | +6,770+14.9% | Added |
| IPG Investment Advisors LLC | 51,698 | $6.33M | 1.38% | −15,292−22.8% | Reduced |
| McGinn Investment Management, Inc. | 51,619 | $6.32M | 4.14% | −395−0.8% | Reduced |
| Poehling Capital Management, LLC | 51,612 | $6.32M | 1.69% | +537+1.1% | Added |
| Hoylecohen, LLC | 51,601 | $6.31M | 0.48% | −1,640−3.1% | Reduced |
| Ironwood Investment Counsel, LLC | 51,465 | $6.30M | 1.11% | +1,619+3.2% | Added |
| Brave Asset Management Inc | 51,377 | $6.29M | 1.63% | +1,137+2.3% | Added |
| Chartwell Investment Partners, LLC | 51,341 | $6.28M | 0.22% | +51,341 | New |
| Novare Capital Management LLC | 51,189 | $6.26M | 0.57% | +3,366+7.0% | Added |
| KCM Investment Advisors LLC | 51,106 | $6.25M | 0.23% | −18,284−26.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 51,100 | $6.25M | 0.02% | −254,500−83.3% | Reduced |
| Allworth Financial LP | 50,992 | $6.24M | 0.04% | +4,097+8.7% | Added |
| Westchester Capital Management, Inc. | 50,905 | $6.23M | 1.56% | −4,283−7.8% | Reduced |
| Banque Pictet & Cie SA | 50,845 | $6.22M | 0.07% | +7,885+18.4% | Added |
| Principal Securities, Inc. | 50,829 | $6.22M | 0.19% | +5,439+12.0% | Added |
| Apollon Wealth Management, LLC | 50,816 | $6.22M | 0.20% | −2,211−4.2% | Reduced |
| Karpas Strategies, LLC | 50,512 | $6.18M | 1.92% | −29−0.1% | Reduced |
| Wafra Inc. | 50,497 | $6.18M | 0.32% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50,403 | $6.17M | 0.23% | +324+0.6% | Added |
| Sora Investors LLC | 50,293 | $6.15M | 1.01% | +50,293 | New |
| Levin Capital Strategies, L.P. | 50,202 | $6.14M | 0.62% | −787−1.5% | Reduced |
| Vinva Investment Management Ltd | 50,147 | $6.14M | 0.35% | +11,752+30.6% | Added |
| Perennial Advisors, LLC | 50,117 | $6.13M | 1.43% | +477+1.0% | Added |
| Van Strum & Towne Inc. | 50,060 | $6.13M | 2.24% | −685−1.3% | Reduced |
| RNC Capital Management LLC | 49,996 | $6.12M | 0.35% | +7,276+17.0% | Added |
| Simmons Bank | 49,915 | $6.11M | 0.46% | +217+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 49,822 | $6.10M | 2.61% | +1,707+3.5% | Added |
| RSM US Wealth Management LLC | 49,645 | $6.07M | 0.16% | +2,237+4.7% | Added |
| 1st Source Bank | 49,596 | $6.07M | 0.35% | −1,577−3.1% | Reduced |