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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 51,784 | $6.07M | 1.16% | −378−0.7% | Reduced |
| Rakuten Investment Management, Inc. | 49,427 | $6.05M | 0.04% | +44,903+992.6% | Added |
| Dynamic Advisor Solutions LLC | 49,369 | $6.04M | 0.20% | −15,444−23.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,164 | $6.00M | 0.28% | +7,712+18.6% | Added |
| BKD Wealth Advisors, LLC | 49,031 | $6.00M | 0.15% | +877+1.8% | Added |
| Wolverine Trading, LLC | 48,731 | $5.96M | 0.06% | −216,606−81.6% | Reduced |
| Chemung Canal Trust Co | 48,638 | $5.95M | 1.15% | +42,487+690.7% | Added |
| Jeppson Wealth Management, LLC | 48,334 | $5.91M | 2.29% | +6,899+16.7% | Added |
| Clearstead Advisors, LLC | 55,864 | $5.91M | 0.29% | −1,408−2.5% | Reduced |
| Evercore Wealth Management, LLC | 48,271 | $5.91M | 0.09% | −1,892−3.8% | Reduced |
| Kennedy Capital Management, Inc. | 48,244 | $5.90M | 0.12% | +48,244 | New |
| Courier Capital LLC | 48,116 | $5.89M | 0.43% | −5,815−10.8% | Reduced |
| Marietta Wealth Management, LLC | 47,963 | $5.87M | 0.97% | −776−1.6% | Reduced |
| Wallington Asset Management, LLC | 47,742 | $5.84M | 0.91% | +2,554+5.7% | Added |
| V2 Financial group LLC | 47,608 | $5.83M | 3.97% | −2,029−4.1% | Reduced |
| Financial Avengers, Inc. | 47,805 | $5.81M | 3.08% | +3,460+7.8% | Added |
| Farmers National Bank | 47,427 | $5.80M | 1.73% | −1,374−2.8% | Reduced |
| PFG Investments, LLC | 47,165 | $5.77M | 0.35% | +34,775+280.7% | Added |
| Savant Capital, LLC | 47,145 | $5.77M | 0.07% | +1,849+4.1% | Added |
| HB Wealth Management, LLC | 47,080 | $5.76M | 0.07% | −810−1.7% | Reduced |
| Meyer Handelman Co | 47,068 | $5.76M | 0.20% | −3,193−6.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 47,066 | $5.76M | 0.44% | +13,290+39.3% | Added |
| Trust Co of Kansas | 47,039 | $5.76M | 3.14% | −285−0.6% | Reduced |
| Keel Point, LLC | 46,926 | $5.74M | 0.59% | +8,452+22.0% | Added |
| NZS Capital, LLC | 46,887 | $5.74M | 0.24% | −1,973−4.0% | Reduced |
| Brevan Howard Capital Management LP | 46,761 | $5.72M | 0.52% | −1,823−3.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 46,532 | $5.69M | 0.11% | −4,270−8.4% | Reduced |
| Institute for Wealth Management, LLC. | 46,439 | $5.68M | 0.74% | +200.0% | Added |
| Welch & Forbes LLC | 46,300 | $5.67M | 0.08% | −5,959−11.4% | Reduced |
| PEAK6 Investments LLC | 46,289 | $5.66M | 0.27% | −51,575−52.7% | Reduced |
| Prospera Financial Services Inc | 46,240 | $5.66M | 0.17% | −1,037−2.2% | Reduced |
| Diversify Advisory Services, LLC | 46,472 | $5.65M | 0.33% | +46,472 | New |
| NEOS Investment Management LLC | 46,070 | $5.64M | 0.35% | +15,996+53.2% | Added |
| Evoke Wealth, LLC | 45,992 | $5.63M | 0.17% | +45,992 | New |
| Sara-Bay Financial | 46,212 | $5.62M | 2.52% | −399−0.9% | Reduced |
| Boston Research & Management Inc | 45,789 | $5.60M | 1.38% | +302+0.7% | Added |
| Trust Co of Toledo NA | 45,770 | $5.60M | 0.88% | +135+0.3% | Added |
| Capital Analysts, LLC | 45,728 | $5.59M | 0.26% | −560−1.2% | Reduced |
| Elevatus Welath Management | 45,714 | $5.59M | 2.21% | +45,714 | New |
| Hanson & Doremus Investment Management | 45,674 | $5.59M | 0.96% | +4,161+10.0% | Added |
| First Hawaiian Bank | 45,641 | $5.58M | 0.17% | +55+0.1% | Added |
| swisspartners Advisors Ltd | 50,613 | $5.58M | 4.60% | +2,280+4.7% | Added |
| Patton Albertson Miller Group, LLC | 45,565 | $5.58M | 0.84% | +7,741+20.5% | Added |
| Independent Investors Inc | 45,564 | $5.58M | 1.33% | −150.0% | Reduced |
| Spire Wealth Management | 45,474 | $5.56M | 0.15% | −336−0.7% | Reduced |
| Family Capital Trust Co | 45,460 | $5.56M | 1.91% | +1,301+2.9% | Added |
| Skylands Capital, LLC | 45,325 | $5.55M | 0.77% | −2,425−5.1% | Reduced |
| Bank of Nova Scotia Trust Co | 45,277 | $5.54M | 0.60% | +720+1.6% | Added |
| Charter Trust Co | 45,222 | $5.53M | 0.37% | +1,900+4.4% | Added |
| Illinois Municipal Retirement Fund | 45,186 | $5.53M | 0.08% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 45,048 | $5.51M | 1.99% | +8,156+22.1% | Added |
| Avalon Global Asset Management LLC | 45,000 | $5.51M | 1.77% | +45,000 | New |
| Lyell Wealth Management, LP | 44,909 | $5.50M | 0.56% | −1,000−2.2% | Reduced |
| Greenleaf Trust | 44,897 | $5.49M | 0.05% | +3,991+9.8% | Added |
| Permanens Capital L.P. | 44,843 | $5.49M | 0.67% | +658+1.5% | Added |
| Rice Partnership, LLC | 44,835 | $5.49M | 1.29% | +6,643+17.4% | Added |
| Daymark Wealth Partners, LLC | 139,042 | $5.48M | 0.30% | −190−0.1% | Reduced |
| Stamos Capital Partners, L.P. | 44,810 | $5.48M | 1.24% | −4,910−9.9% | Reduced |
| Montag A & Associates Inc | 44,793 | $5.48M | 0.27% | +243+0.5% | Added |
| Burns J W & Co Inc | 44,760 | $5.48M | 0.76% | −4,327−8.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 44,680 | $5.47M | 0.95% | +44,680 | New |
| Graves-Light Private Wealth Management, Inc. | 44,679 | $5.47M | 0.63% | −10,836−19.5% | Reduced |
| Beech Hill Advisors, Inc. | 44,607 | $5.46M | 2.27% | +1,221+2.8% | Added |
| South State Corp. | 44,508 | $5.45M | 0.42% | +6,571+17.3% | Added |
| VELA Investment Management, LLC | 44,272 | $5.42M | 1.99% | +2,291+5.5% | Added |
| We Are One Seven, LLC | 44,228 | $5.41M | 0.28% | −3,393−7.1% | Reduced |
| Asset Management Group, Inc. | 44,162 | $5.40M | 1.01% | +1,898+4.5% | Added |
| Howe & Rusling Inc | 44,095 | $5.40M | 0.52% | +44,095 | New |
| Quadrant Private Wealth Management, LLC | 43,982 | $5.38M | 1.36% | −331−0.7% | Reduced |
| Leavell Investment Management, Inc. | 43,856 | $5.37M | 0.31% | −931−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 43,852 | $5.37M | 0.41% | −1,699−3.7% | Reduced |
| Shufro Rose & Co LLC | 43,607 | $5.34M | 0.44% | −688−1.6% | Reduced |
| Cubic Asset Management, LLC | 43,274 | $5.30M | 1.25% | −190−0.4% | Reduced |
| Sepio Capital, LP | 43,143 | $5.28M | 0.45% | +8,022+22.8% | Added |
| Eisler Capital (US) LLC | 42,920 | $5.25M | 1.79% | +42,920 | New |
| Highland Capital Management, LLC | 42,882 | $5.25M | 0.30% | −200−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 42,829 | $5.24M | 0.56% | −726−1.7% | Reduced |
| National Asset Management, Inc. | 64,401 | $5.22M | 0.14% | −1,140−1.7% | Reduced |
| Nwam LLC | 49,252 | $5.22M | 0.42% | +33,054+204.1% | Added |
| Anchor Investment Management, LLC | 42,623 | $5.22M | 0.55% | −2,477−5.5% | Reduced |
| LVM Capital Management Ltd | 42,591 | $5.21M | 0.62% | −1,190−2.7% | Reduced |
| Hartford Financial Management Inc. | 42,563 | $5.21M | 1.10% | −142−0.3% | Reduced |
| Exchange Capital Management, Inc. | 42,561 | $5.21M | 0.85% | −253−0.6% | Reduced |
| Plato Investment Management Ltd | 42,545 | $5.21M | 0.54% | +39,269+1,198.7% | Added |
| Greenup Street Wealth Management LLC | 42,369 | $5.18M | 1.31% | +42,369 | New |
| Wells Trecaso Financial Group, LLC | 42,155 | $5.16M | 1.82% | +1,790+4.4% | Added |
| Bridge Creek Capital Management LLC | 42,050 | $5.15M | 1.65% | −1,355−3.1% | Reduced |
| HBK Sorce Advisory LLC | 42,001 | $5.14M | 0.18% | +1,923+4.8% | Added |
| Alberta Investment Management Corp | 42,000 | $5.14M | 0.05% | −7,500−15.2% | Reduced |
| Richelieu Gestion PLC | 41,601 | $5.09M | 5.23% | −6,823−14.1% | Reduced |
| Capital Investment Counsel, Inc | 41,538 | $5.08M | 0.88% | −3,474−7.7% | Reduced |
| Sawyer & Company, Inc | 41,505 | $5.08M | 2.03% | −100.0% | Reduced |
| CAPROCK Group, Inc. | 41,484 | $5.08M | 0.29% | −10,873−20.8% | Reduced |
| DoubleLine ETF Adviser LP | 41,377 | $5.06M | 1.29% | +499+1.2% | Added |
| Blue Zone Wealth Advisors, LLC | 41,371 | $5.06M | 1.74% | +376+0.9% | Added |
| Brown Brothers Harriman & Co | 41,163 | $5.04M | 0.04% | −5,570−11.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 40,921 | $5.01M | 0.05% | −1,093−2.6% | Reduced |
| Reliant Investment Management, LLC | 40,897 | $5.00M | 2.35% | −600−1.4% | Reduced |
| Strategic Advisors LLC | 40,752 | $4.99M | 0.98% | −516−1.3% | Reduced |
| IHT Wealth Management, LLC | 40,622 | $4.97M | 0.20% | −1,847−4.3% | Reduced |