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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 6,966 | $633.9K | 0.11% | −13,065−65.2% | Reduced |
| IFG Advisory, LLC | 6,393 | $634.9K | 0.04% | +6,393 | New |
| Addison Advisors LLC | 6,399 | $635.4K | 0.21% | +194+3.1% | Added |
| CNB Bank | 6,400 | $635.5K | 0.31% | +3,164+97.8% | Added |
| Wealth Advisory Solutions, LLC | 6,408 | $636.3K | 0.17% | −474−6.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,411 | $636.6K | 0.07% | +565+9.7% | Added |
| Annex Advisory Services, LLC | 6,416 | $637.1K | 0.02% | +408+6.8% | Added |
| Cooper Financial Group | 6,424 | $637.9K | 0.09% | −100−1.5% | Reduced |
| Richardson Financial Services Inc. | 6,481 | $643.5K | 0.46% | −838−11.4% | Reduced |
| Edgestream Partners, L.P. | 6,486 | $644.0K | 0.03% | +2,610+67.3% | Added |
| Zacks Investment Management | 6,525 | $648.0K | 0.01% | +1,445+28.4% | Added |
| Strategic Wealth Partners, Ltd. | 6,534 | $648.8K | 0.07% | −46−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,557 | $651.0K | 0.09% | −862−11.6% | Reduced |
| Elevated Capital Advisors, LLC | 6,572 | $652.5K | 0.18% | +465+7.6% | Added |
| Baldwin Brothers Inc | 6,586 | $653.9K | 0.05% | −121−1.8% | Reduced |
| PAX Financial Group, LLC | 6,599 | $655.2K | 0.13% | +748+12.8% | Added |
| Shepherd Financial Partners LLC | 6,609 | $656.2K | 0.08% | +2,937+80.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,616 | $656.9K | 0.15% | +239+3.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,619 | $657.2K | 0.27% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,631 | $658.4K | 0.21% | −534−7.5% | Reduced |
| Cypress Wealth Services, LLC | 6,699 | $665.2K | 0.15% | −1,127−14.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,711 | $666.4K | 0.10% | −26−0.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,713 | $666.6K | 0.40% | −161−2.3% | Reduced |
| Empirical Asset Management, LLC | 11,800 | $669.3K | 0.25% | +9,953+538.9% | Added |
| Abacus Planning Group, Inc. | 6,745 | $669.7K | 0.13% | +141+2.1% | Added |
| Platform Technology Partners | 6,749 | $670.2K | 0.23% | +6,749 | New |
| Everhart Financial Group, Inc. | 6,874 | $672.6K | 0.17% | +1,110+19.3% | Added |
| NCM Capital Management, LLC | 6,785 | $673.7K | 0.35% | −150−2.2% | Reduced |
| Integrated Investment Consultants, LLC | 5,525 | $676.0K | 0.19% | 00.0% | Unchanged |
| Hara Capital LLC | 6,819 | $677.1K | 0.43% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,833 | $678.4K | 0.18% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,842 | $679.3K | 0.12% | +86+1.3% | Added |
| PDS Planning, Inc | 6,845 | $679.6K | 0.07% | −70−1.0% | Reduced |
| Viawealth, LLC | 6,850 | $680.2K | 0.42% | −351−4.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,851 | $680.2K | 0.26% | +72+1.1% | Added |
| Aire Advisors, LLC | 6,850 | $680.3K | 0.16% | −33−0.5% | Reduced |
| Cape Ann Savings Bank | 6,852 | $680.3K | 0.42% | −355−4.9% | Reduced |
| Hartford Funds Management Co LLC | 6,858 | $680.9K | 0.06% | −979−12.5% | Reduced |
| Trust Co of Virginia | 6,859 | $681.0K | 0.06% | −498−6.8% | Reduced |
| Briaud Financial Planning, Inc | 6,872 | $682.0K | 0.39% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 6,877 | $682.9K | 0.08% | −49−0.7% | Reduced |
| ASB Consultores, LLC | 6,883 | $683.4K | 0.25% | −2,506−26.7% | Reduced |
| Heritage Wealth Advisors | 6,896 | $684.7K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 6,901 | $685.2K | 0.12% | −50−0.7% | Reduced |
| Apella Capital, LLC | 7,076 | $686.7K | 0.03% | +1,583+28.8% | Added |
| Mayflower Financial Advisors, LLC | 6,920 | $687.1K | 0.11% | −1,268−15.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,931 | $688.2K | 0.12% | +156+2.3% | Added |
| Chicago Partners Investment Group LLC | 7,339 | $688.4K | 0.03% | +513+7.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 6,934 | $688.6K | 0.04% | +5,277+318.5% | Added |
| Palisade Asset Management, LLC | 6,938 | $688.8K | 0.07% | +100+1.5% | Added |
| MJP Associates Inc | 6,948 | $689.9K | 0.14% | +286+4.3% | Added |
| Hazlett, Burt & Watson, Inc. | 7,019 | $694.0K | 0.36% | −72−1.0% | Reduced |
| Advisory Alpha, LLC | 7,014 | $696.5K | 0.03% | +813+13.1% | Added |
| Silverleafe Capital Partners, LLC | 7,018 | $696.8K | 0.24% | −597−7.8% | Reduced |
| Point72 (DIFC) Ltd | 7,029 | $697.9K | 0.06% | +7,029 | New |
| KC Investment Advisors, LLC | 7,036 | $698.6K | 0.35% | −215−3.0% | Reduced |
| L2 Asset Management, LLC | 7,038 | $698.8K | 0.21% | +691+10.9% | Added |
| Youngs Advisory Group, Inc. | 7,040 | $699.0K | 0.31% | −70−1.0% | Reduced |
| Foster Group, Inc. | 7,044 | $699.4K | 0.03% | −119−1.7% | Reduced |
| Liberty Wealth Management LLC | 16,885 | $701.0K | 0.13% | +9,918+142.4% | Added |
| Plante Moran Financial Advisors, LLC | 7,067 | $701.7K | 0.07% | +1,342+23.4% | Added |
| Pine Haven Investment Counsel, Inc | 7,076 | $702.6K | 0.60% | −10−0.1% | Reduced |
| Lantern Wealth Advisors, LLC | 5,374 | $704.4K | 0.51% | −1,622−23.2% | Reduced |
| WESCAP Management Group, Inc. | 7,094 | $704.4K | 0.20% | +40+0.6% | Added |
| West Coast Financial LLC | 7,115 | $706.5K | 0.08% | +965+15.7% | Added |
| Patrick M Sweeney & Associates, Inc | 7,128 | $707.7K | 0.57% | +15+0.2% | Added |
| Boston Financial Mangement LLC | 7,130 | $707.9K | 0.02% | −10,522−59.6% | Reduced |
| Nadler Financial Group, Inc. | 7,158 | $710.8K | 0.08% | +50+0.7% | Added |
| Navellier & Associates Inc | 7,171 | $712.0K | 0.08% | −100−1.4% | Reduced |
| Convergence Financial, LLC | 7,172 | $712.1K | 0.19% | +4,908+216.8% | Added |
| Traphagen Investment Advisors LLC | 7,175 | $712.4K | 0.08% | −169−2.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,177 | $712.6K | 0.11% | +10+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 7,178 | $712.7K | 0.09% | +175+2.5% | Added |
| Pictet & Cie (Europe) SA | 7,193 | $714.2K | 0.02% | −25,280−77.8% | Reduced |
| VisionPoint Advisory Group, LLC | 7,197 | $714.6K | 0.25% | +1,131+18.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,200 | $714.9K | 0.12% | −3,402−32.1% | Reduced |
| Covey Capital Advisors, LLC | 7,223 | $717.2K | 0.83% | −281−3.7% | Reduced |
| Old Port Advisors | 7,237 | $718.6K | 0.21% | −59−0.8% | Reduced |
| Lewis Asset Management, LLC | 7,246 | $719.5K | 0.55% | −64−0.9% | Reduced |
| Founders Financial Alliance, LLC | 7,252 | $720.1K | 0.21% | −24−0.3% | Reduced |
| First Pacific Financial | 7,267 | $721.6K | 0.19% | +354+5.1% | Added |
| MGO Private Wealth, LLC | 7,336 | $728.4K | 0.46% | −30−0.4% | Reduced |
| Verdence Capital Advisors LLC | 7,340 | $728.8K | 0.06% | −186−2.5% | Reduced |
| Gables Capital Management Inc. | 7,366 | $731.4K | 0.38% | −320−4.2% | Reduced |
| Vicus Capital | 7,377 | $732.5K | 0.07% | −124−1.7% | Reduced |
| Paulson Wealth Management Inc. | 7,389 | $733.7K | 0.21% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 7,389 | $733.7K | 0.27% | −118−1.6% | Reduced |
| Saybrook Capital | 7,400 | $735.0K | 0.21% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 7,417 | $736.4K | 0.40% | +199+2.8% | Added |
| Cedrus LLC | 7,421 | $736.9K | 0.37% | +140+1.9% | Added |
| Eclectic Associates Inc | 7,438 | $738.5K | 0.33% | −199−2.6% | Reduced |
| BigSur Wealth Management LLC | 7,450 | $739.7K | 0.23% | −800−9.7% | Reduced |
| Cornerstone Advisory, LLC | 7,455 | $740.2K | 0.10% | −2,451−24.7% | Reduced |
| Syon Capital LLC | 7,464 | $741.1K | 0.07% | −861−10.3% | Reduced |
| Arnhold LLC | 7,464 | $741.1K | 0.08% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,502 | $741.3K | 0.26% | +1,469+24.3% | Added |
| White Pine Capital LLC | 7,486 | $743.2K | 0.28% | +26+0.3% | Added |
| CoreFirst Bank & Trust | 7,505 | $745.2K | 0.50% | −180−2.3% | Reduced |
| Lake Street Financial LLC | 7,513 | $746.2K | 0.10% | −195−2.5% | Reduced |
| Relative Value Partners Group, LLC | 7,513 | $746.2K | 0.10% | +1,823+32.0% | Added |