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 |
|---|---|---|---|---|---|
| American Financial Advisors, LLC | 5,468 | $542.9K | 0.08% | −443−7.5% | Reduced |
| Delta Investment Management, LLC | 5,470 | $543.1K | 0.12% | −44−0.8% | Reduced |
| Hutchinson Capital Management | 5,474 | $543.5K | 0.11% | +20.0% | Added |
| St. Clair Advisors, LLC | 5,475 | $543.6K | 0.17% | 00.0% | Unchanged |
| SP Asset Management LLC | 5,478 | $544.0K | 0.05% | +100+1.9% | Added |
| Sunbelt Securities, Inc. | 5,492 | $545.3K | 0.06% | −17−0.3% | Reduced |
| Tompkins Financial Corp | 5,511 | $547.2K | 0.06% | −111−2.0% | Reduced |
| Mathes Company, Inc. | 5,515 | $548.0K | 0.20% | −600−9.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,522 | $548.3K | 0.42% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,531 | $549.2K | 0.01% | −1,167−17.4% | Reduced |
| Klingman & Associates, LLC | 5,533 | $549.4K | 0.04% | +1,679+43.6% | Added |
| WP Advisors, LLC | 5,537 | $549.7K | 0.18% | +311+6.0% | Added |
| ProVise Management Group, LLC | 5,540 | $550.0K | 0.05% | −79−1.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 5,573 | $553.4K | 0.46% | +93+1.7% | Added |
| GW Henssler & Associates Ltd | 5,589 | $555.0K | 0.03% | −887−13.7% | Reduced |
| LSV Asset Management | 5,600 | $556.0K | 0.00% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,605 | $556.5K | 0.25% | −35−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 5,609 | $556.9K | 0.07% | −136−2.4% | Reduced |
| Wellington Shields Capital Management, LLC | 5,633 | $559.3K | 0.10% | +482+9.4% | Added |
| Probity Advisors, Inc. | 5,637 | $559.7K | 0.12% | −60−1.1% | Reduced |
| Great Lakes Retirement, Inc. | 5,645 | $560.5K | 0.08% | +622+12.4% | Added |
| Pacific Center for Financial Services | 5,655 | $561.4K | 0.16% | −27−0.5% | Reduced |
| Mason & Associates Inc | 5,658 | $561.8K | 0.15% | −481−7.8% | Reduced |
| Cromwell Holdings LLC | 5,663 | $562.3K | 0.34% | +5,663 | New |
| Twin Lakes Capital Management, LLC | 5,675 | $563.5K | 0.38% | −206−3.5% | Reduced |
| Callan Capital, LLC | 5,679 | $563.9K | 0.05% | +40+0.7% | Added |
| Quadcap Wealth Management, LLC | 5,717 | $567.8K | 0.10% | −332−5.5% | Reduced |
| Prentice Wealth Management LLC | 5,730 | $569.0K | 0.19% | −85−1.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,730 | $569.0K | 0.28% | −40−0.7% | Reduced |
| Athena Investment Management | 5,739 | $569.8K | 0.35% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 5,741 | $570.0K | 0.09% | +5,741 | New |
| Drive Wealth Management, LLC | 5,746 | $570.5K | 0.15% | −239−4.0% | Reduced |
| OMC Financial Services LTD | 5,759 | $572.0K | 0.27% | −3,538−38.1% | Reduced |
| RiverFront Investment Group, LLC | 5,780 | $573.9K | 0.02% | +216+3.9% | Added |
| Tran Capital Management, L.P. | 5,787 | $574.6K | 0.07% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,788 | $574.7K | 0.36% | −20−0.3% | Reduced |
| Harvey Investment Co LLC | 5,788 | $575.0K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 5,800 | $575.9K | 0.05% | −65−1.1% | Reduced |
| Flynn Zito Capital Management, LLC | 5,812 | $577.0K | 0.30% | +25+0.4% | Added |
| Whitener Capital Management, Inc. | 5,816 | $577.5K | 0.17% | +204+3.6% | Added |
| Tyche Wealth Partners LLC | 5,823 | $578.2K | 0.14% | −141−2.4% | Reduced |
| Compass Capital Management, Inc | 5,830 | $578.9K | 0.04% | −493,229−98.8% | Reduced |
| Wilkins Investment Counsel Inc | 5,830 | $578.9K | 0.09% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,843 | $580.2K | 0.55% | −280−4.6% | Reduced |
| Oxford Financial Group Ltd | 5,857 | $581.5K | 0.04% | +208+3.7% | Added |
| Cozad Asset Management Inc | 5,907 | $586.5K | 0.06% | +284+5.1% | Added |
| Forza Wealth Management, LLC | 5,921 | $587.9K | 0.30% | +401+7.3% | Added |
| Sage Mountain Advisors LLC | 5,927 | $588.5K | 0.05% | +877+17.4% | Added |
| NovaPoint Capital, LLC | 5,963 | $592.1K | 0.20% | −9,685−61.9% | Reduced |
| Waterloo Capital, L.P. | 5,969 | $592.7K | 0.07% | −1,974−24.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,969 | $592.7K | 0.06% | +3,849+181.6% | Added |
| Fiduciary Family Office, LLC | 5,982 | $594.0K | 0.23% | −1,375−18.7% | Reduced |
| RMR Wealth Builders | 5,988 | $594.6K | 0.07% | −1,302−17.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,005 | $596.3K | 0.07% | −414−6.4% | Reduced |
| BCJ Capital Management, LLC | 6,013 | $597.0K | 0.05% | −915−13.2% | Reduced |
| Spinnaker Trust | 6,022 | $597.9K | 0.04% | −451−7.0% | Reduced |
| Copperwynd Financial, LLC | 6,383 | $598.1K | 0.20% | +694+12.2% | Added |
| 1620 Investment Advisors, Inc. | 6,024 | $598.1K | 0.46% | +752+14.3% | Added |
| Soltis Investment Advisors LLC | 6,037 | $599.4K | 0.06% | −1,198−16.6% | Reduced |
| Keeley-Teton Advisors, LLC | 6,039 | $599.6K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,044 | $600.1K | 0.10% | −53−0.9% | Reduced |
| Ledyard National Bank | 6,065 | $602.2K | 0.06% | −474−7.2% | Reduced |
| Savvy Advisors, Inc. | 6,101 | $605.8K | 0.20% | +2,213+56.9% | Added |
| Westside Investment Management, Inc. | 6,108 | $606.5K | 0.14% | −660−9.8% | Reduced |
| Venturi Wealth Management, LLC | 6,113 | $607.0K | 0.04% | −801−11.6% | Reduced |
| Valley National Advisers Inc | 6,131 | $608.0K | 0.09% | −22−0.4% | Reduced |
| Central Bank & Trust Co | 6,159 | $611.5K | 0.09% | −58−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 6,160 | $611.6K | 0.06% | −150−2.4% | Reduced |
| Diversified, LLC | 6,171 | $612.7K | 0.07% | −476−7.2% | Reduced |
| Prospect Financial Services LLC | 6,174 | $613.0K | 0.47% | +290+4.9% | Added |
| Fulton Breakefield Broenniman LLC | 6,185 | $614.1K | 0.05% | +203+3.4% | Added |
| WealthTrust Axiom LLC | 6,193 | $614.9K | 0.20% | −281−4.3% | Reduced |
| Plancorp, LLC | 6,194 | $615.0K | 0.03% | +259+4.4% | Added |
| Lineweaver Wealth Advisors, LLC | 6,193 | $615.2K | 0.13% | −133−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 6,206 | $616.3K | 0.05% | −2,165−25.9% | Reduced |
| LGL Partners, LLC | 6,208 | $616.4K | 0.09% | −144−2.3% | Reduced |
| Access Investment Management LLC | 6,216 | $617.2K | 0.20% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 6,233 | $618.9K | 0.16% | 00.0% | Unchanged |
| Landaas & Co | 6,232 | $619.0K | 0.19% | 00.0% | Unchanged |
| Callan Family Office, LLC | 6,237 | $619.3K | 0.12% | +2,319+59.2% | Added |
| Ipswich Investment Management Co., Inc. | 6,240 | $619.6K | 0.15% | −5−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 7,215 | $620.2K | 0.09% | −3,518−32.8% | Reduced |
| TCI Wealth Advisors, Inc. | 6,248 | $620.3K | 0.06% | +717+13.0% | Added |
| Pacific Sun Financial Corp | 6,252 | $620.8K | 0.37% | −458−6.8% | Reduced |
| River Street Advisors LLC | 6,262 | $621.8K | 0.39% | +41+0.7% | Added |
| Parisi Gray Wealth Management | 6,266 | $622.1K | 0.22% | −434−6.5% | Reduced |
| Bray Capital Advisors | 6,269 | $622.4K | 0.16% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 6,648 | $622.9K | 0.33% | −4,267−39.1% | Reduced |
| Barton Investment Management | 6,289 | $624.4K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,290 | $624.6K | 0.17% | +152+2.5% | Added |
| Clarity Wealth Advisors, LLC | 6,299 | $625.4K | 0.20% | −677−9.7% | Reduced |
| PBMares Wealth Management LLC | 6,305 | $626.0K | 0.15% | −402−6.0% | Reduced |
| Hunter Associates Investment Management LLC | 6,295 | $626.0K | 0.11% | −100−1.6% | Reduced |
| Stableford Capital II LLC | 6,437 | $626.4K | 0.25% | +6,437 | New |
| Golden State Equity Partners | 6,332 | $628.7K | 0.13% | +6,332 | New |
| Gillespie Robinson & Grimm Inc | 6,333 | $628.8K | 0.05% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,333 | $629.0K | 0.06% | +75+1.2% | Added |
| Liberty Capital Management, Inc. | 6,336 | $629.1K | 0.15% | −500−7.3% | Reduced |
| Circle Wealth Management, LLC | 6,378 | $633.3K | 0.01% | −4,012−38.6% | Reduced |
| Harbor Investment Advisory, LLC | 6,379 | $633.3K | 0.07% | −820−11.4% | Reduced |