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, Q2 2024
Institutional positions in Walt Disney Co as of Jun 30, 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
- 3,035
- −106 vs. Q1 2024
- Shares held
- 1.24B
- −9.33M (−0.7%) vs. Q1 2024
- Total value
- $122.6B
- −$29.2B (−19.2%) vs. Q1 2024
- New holders
- 167
- 1,098 more added
- Sold out
- 273
- 1,423 more reduced
37 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 4,777 | $474.3K | 0.05% | −1,193−20.0% | Reduced |
| Activest Wealth Management | 4,781 | $474.7K | 0.16% | +2,990+166.9% | Added |
| Bayesian Capital Management, LP | 4,787 | $475.3K | 0.05% | −28,600−85.7% | Reduced |
| Wealth Management Associates, Inc. | 4,796 | $476.2K | 0.22% | 00.0% | Unchanged |
| Onefund, LLC | 4,800 | $476.6K | 0.52% | +79+1.7% | Added |
| Caldwell Sutter Capital, Inc. | 4,815 | $478.1K | 0.24% | +149+3.2% | Added |
| Schrum Private Wealth Management LLC | 4,820 | $478.6K | 0.43% | 00.0% | Unchanged |
| MQS Management LLC | 4,825 | $479.1K | 0.29% | +4,825 | New |
| Saranac Partners Ltd | 4,832 | $479.8K | 0.29% | +485+11.2% | Added |
| Acorn Financial Advisory Services Inc | 4,837 | $480.3K | 0.09% | −375−7.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,841 | $480.6K | 0.12% | +10+0.2% | Added |
| Triumph Capital Management | 4,878 | $484.3K | 0.19% | +70+1.5% | Added |
| Ellis Investment Partners, LLC | 4,882 | $484.8K | 0.10% | +117+2.5% | Added |
| Patten Group, Inc. | 4,885 | $485.0K | 0.11% | −427−8.0% | Reduced |
| Invesco, LLC | 4,899 | $486.4K | 0.20% | +9+0.2% | Added |
| Alta Advisers Ltd | 4,900 | $486.5K | 0.23% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,916 | $488.1K | 0.32% | −40−0.8% | Reduced |
| Evernest Financial Advisors, LLC | 4,923 | $488.8K | 0.22% | −320−6.1% | Reduced |
| Aureus Asset Management, LLC | 4,930 | $489.5K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,937 | $490.2K | 0.15% | +19+0.4% | Added |
| Revolve Wealth Partners, LLC | 4,943 | $490.8K | 0.08% | −12−0.2% | Reduced |
| Cadinha & Co LLC | 4,948 | $491.3K | 0.09% | +4,948 | New |
| Per Stirling Capital Management, LLC. | 4,959 | $492.4K | 0.08% | −111−2.2% | Reduced |
| Archford Capital Strategies, LLC | 4,966 | $493.1K | 0.08% | +112+2.3% | Added |
| Strait & Sound Wealth Management LLC | 4,985 | $494.9K | 0.25% | +1,988+66.3% | Added |
| MSH Capital Advisors LLC | 5,011 | $497.5K | 0.17% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,012 | $497.7K | 0.28% | −97−1.9% | Reduced |
| Geller Advisors LLC | 5,021 | $498.5K | 0.04% | −157−3.0% | Reduced |
| Grant Street Asset Management, Inc. | 5,032 | $499.6K | 0.16% | +642+14.6% | Added |
| S. R. Schill & Associates | 5,034 | $499.8K | 0.22% | −2,692−34.8% | Reduced |
| Veracity Capital LLC | 5,039 | $500.3K | 0.21% | −437−8.0% | Reduced |
| Vise Technologies, Inc. | 5,039 | $500.3K | 0.09% | +891+21.5% | Added |
| Presilium Private Wealth, LLC | 5,049 | $501.3K | 0.13% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 5,052 | $501.6K | 0.35% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,170 | $501.8K | 0.21% | 00.0% | Unchanged |
| Main Street Group, LTD | 5,120 | $502.1K | 0.21% | −198−3.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,090 | $505.4K | 0.16% | +143+2.9% | Added |
| Carson Advisory Inc. | 5,094 | $505.7K | 0.35% | +9+0.2% | Added |
| Northwest Bank & Trust Co | 5,098 | $506.1K | 0.42% | +435+9.3% | Added |
| CWS Financial Advisors, LLC | 5,107 | $507.1K | 0.20% | +1,180+30.0% | Added |
| Catalyst Financial Partners LLC | 5,118 | $508.2K | 0.11% | +363+7.6% | Added |
| AdvisorNet Financial, Inc | 5,121 | $508.5K | 0.05% | −181−3.4% | Reduced |
| 3Chopt Investment Partners, LLC | 5,124 | $508.8K | 0.16% | +5,124 | New |
| Am Investment Strategies LLC | 5,128 | $509.0K | 0.13% | +1,095+27.2% | Added |
| Sierra Summit Advisors LLC | 5,132 | $509.5K | 0.13% | +552+12.1% | Added |
| Catalina Capital Group, LLC | 5,132 | $509.6K | 0.19% | −606−10.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,150 | $511.4K | 0.19% | +15+0.3% | Added |
| Silverlake Wealth Management LLC | 5,154 | $511.8K | 0.21% | −523−9.2% | Reduced |
| Contravisory Investment Management, Inc. | 5,159 | $512.2K | 0.11% | +3,889+306.2% | Added |
| Finer Wealth Management, Inc. | 5,162 | $512.6K | 0.33% | −155−2.9% | Reduced |
| Prudent Man Advisors, LLC | 5,171 | $513.4K | 0.18% | +186+3.7% | Added |
| Northside Capital Management, LLC | 5,191 | $515.4K | 0.09% | +218+4.4% | Added |
| Waypoint Capital Advisors, LLC | 5,198 | $516.1K | 0.13% | +28+0.5% | Added |
| First Community Trust NA | 5,204 | $516.7K | 0.44% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,209 | $517.2K | 0.10% | −215−4.0% | Reduced |
| Edge Capital Group, LLC | 5,220 | $518.2K | 0.03% | −1,189−18.6% | Reduced |
| Sargent Investment Group, LLC | 5,226 | $518.9K | 0.11% | +633+13.8% | Added |
| Cable Hill Partners, LLC | 5,229 | $519.2K | 0.06% | +5,229 | New |
| Oak Asset Management, LLC | 5,238 | $520.1K | 0.19% | −40−0.8% | Reduced |
| Westwood Holdings Group Inc. | 5,239 | $520.2K | 0.00% | +81+1.6% | Added |
| Matrix Private Capital Group LLC | 5,248 | $521.1K | 0.33% | −93−1.7% | Reduced |
| 180 Wealth Advisors, LLC | 5,396 | $521.2K | 0.09% | −11,653−68.4% | Reduced |
| Alpine Global Management, LLC | 5,252 | $521.5K | 0.09% | +5,252 | New |
| Everpar Advisors LLC | 5,255 | $521.8K | 0.26% | +978+22.9% | Added |
| Maple Capital Management, Inc. | 5,257 | $522.0K | 0.04% | +309+6.2% | Added |
| Financial Perspectives, Inc | 5,259 | $522.2K | 0.19% | −45−0.8% | Reduced |
| Central Valley Advisors, LLC | 6,353 | $522.8K | 0.29% | −697−9.9% | Reduced |
| Parkside Financial Bank & Trust | 5,266 | $522.8K | 0.08% | −963−15.5% | Reduced |
| Intrua Financial, LLC | 5,269 | $523.2K | 0.09% | −86−1.6% | Reduced |
| H&H Retirement Design & Management INC | 5,564 | $523.7K | 0.32% | +298+5.7% | Added |
| Indiana Trust & Investment Management CO | 5,283 | $524.5K | 0.19% | −1,420−21.2% | Reduced |
| Little House Capital LLC | 5,286 | $524.8K | 0.16% | −10,976−67.5% | Reduced |
| Clean Yield Group | 5,289 | $525.1K | 0.20% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,292 | $525.4K | 0.01% | −495,932−98.9% | Reduced |
| Willner & Heller, LLC | 5,293 | $525.5K | 0.50% | −460−8.0% | Reduced |
| Dearborn Partners LLC | 5,300 | $526.2K | 0.02% | −1,872−26.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,307 | $527.0K | 0.15% | +55+1.0% | Added |
| Sabal Trust CO | 5,319 | $528.1K | 0.03% | −1,993−27.3% | Reduced |
| Sandhill Capital Partners LLC | 5,319 | $528.1K | 0.04% | −177−3.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,320 | $528.2K | 0.03% | −44−0.8% | Reduced |
| Gunn & Co Investment Management, Inc. | 5,320 | $528.2K | 0.03% | +5,320 | New |
| McDonough Capital Management, Inc | 5,329 | $529.1K | 0.38% | −65−1.2% | Reduced |
| Aspen Wealth Strategies, LLC | 5,441 | $529.5K | 0.37% | −904−14.2% | Reduced |
| Personal Cfo Solutions, LLC | 5,363 | $532.5K | 0.08% | −164−3.0% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $532.6K | 0.18% | 00.0% | Unchanged |
| Beacon Financial Group | 5,365 | $532.7K | 0.06% | −383−6.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,369 | $533.1K | 0.15% | +457+9.3% | Added |
| New Covenant Trust Company, N.A. | 5,580 | $534.2K | 0.61% | +164+3.0% | Added |
| Fiduciary Financial Group, LLC | 5,430 | $534.7K | 0.13% | +5,430 | New |
| Detalus Advisors, LLC | 5,390 | $535.1K | 0.18% | −40−0.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,393 | $535.5K | 0.44% | −85−1.6% | Reduced |
| Goldstein Advisors, LLC | 5,394 | $535.6K | 0.09% | −1,638−23.3% | Reduced |
| Boit C F David | 5,400 | $536.2K | 0.28% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,414 | $537.6K | 0.34% | +368+7.3% | Added |
| McKinley Carter Wealth Services, Inc. | 5,423 | $538.5K | 0.03% | −471−8.0% | Reduced |
| Lifeworks Advisors, LLC | 5,427 | $538.8K | 0.15% | −538−9.0% | Reduced |
| Pinnacle Bancorp, Inc. | 5,428 | $538.9K | 0.16% | −31−0.6% | Reduced |
| LVW Advisors, LLC | 5,439 | $540.1K | 0.08% | +1,005+22.7% | Added |
| Morton Capital Management LLC | 5,447 | $540.8K | 0.13% | −272−4.8% | Reduced |
| Altus Wealth Group LLC | 5,451 | $541.2K | 0.27% | −15−0.3% | Reduced |