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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 7,525 | $747.1K | 0.01% | −64,861−89.6% | Reduced |
| Connecticut Wealth Management, LLC | 7,534 | $748.1K | 0.04% | −974−11.4% | Reduced |
| TrinityPoint Wealth, LLC | 7,552 | $749.8K | 0.12% | +79+1.1% | Added |
| Etesian Wealth Advisors, Inc. | 7,559 | $750.5K | 0.42% | −160−2.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,571 | $751.7K | 0.32% | +7,571 | New |
| Collaborative Wealth Managment Inc. | 7,574 | $752.0K | 0.37% | −56−0.7% | Reduced |
| Keystone Wealth Services, LLC | 7,598 | $754.4K | 0.23% | −20.0% | Reduced |
| Milestone Asset Management, LLC | 7,601 | $754.7K | 0.19% | +283+3.9% | Added |
| RVW Wealth, LLC | 7,605 | $755.1K | 0.08% | −378−4.7% | Reduced |
| Prosperity Consulting Group, LLC | 7,606 | $755.2K | 0.10% | −1,471−16.2% | Reduced |
| Alps Advisors Inc | 7,616 | $756.2K | 0.01% | −937−11.0% | Reduced |
| Nebula Research & Development LLC | 7,616 | $756.2K | 0.12% | +7,616 | New |
| Catalyst Capital Advisors LLC | 7,617 | $756.3K | 0.02% | 00.0% | Unchanged |
| CIC Wealth, LLC | 7,625 | $757.1K | 0.21% | −163−2.1% | Reduced |
| Intact Investment Management Inc. | 7,630 | $757.6K | 0.03% | +480+6.7% | Added |
| Aberdeen Wealth Management LLC | 7,639 | $758.5K | 0.51% | −1,020−11.8% | Reduced |
| Aull & Monroe Investment Management Corp | 7,642 | $758.8K | 0.37% | +57+0.8% | Added |
| First Command Advisory Services, Inc. | 7,645 | $759.1K | 0.01% | −133−1.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,657 | $760.3K | 0.49% | +105+1.4% | Added |
| Valicenti Advisory Services Inc | 7,673 | $762.0K | 0.20% | −66−0.9% | Reduced |
| Sippican Capital Advisors | 7,683 | $762.8K | 0.60% | −380−4.7% | Reduced |
| ERn Financial, LLC | 7,684 | $762.9K | 0.13% | +122+1.6% | Added |
| Mittelman Wealth Management | 7,687 | $763.2K | 0.49% | +235+3.2% | Added |
| Boothbay Fund Management, LLC | 7,703 | $764.8K | 0.02% | +7,703 | New |
| Gibbs Wealth Management | 7,709 | $765.4K | 0.31% | +2,416+45.6% | Added |
| Baldwin Investment Management, LLC | 7,718 | $766.3K | 0.10% | −75−1.0% | Reduced |
| Eastern Bank | 7,722 | $766.7K | 0.03% | −1,656−17.7% | Reduced |
| Acorn Wealth Advisors, LLC | 7,728 | $767.3K | 0.38% | +971+14.4% | Added |
| Advisor OS, LLC | 7,728 | $767.4K | 0.08% | −79−1.0% | Reduced |
| Seeds Investor LLC | 7,731 | $767.6K | 0.39% | +445+6.1% | Added |
| Wescott Financial Advisory Group, LLC | 7,734 | $767.9K | 0.09% | +116+1.5% | Added |
| Weaver Consulting Group | 7,735 | $768.0K | 0.27% | −230−2.9% | Reduced |
| Apexium Financial, LP | 7,748 | $769.3K | 0.05% | +138+1.8% | Added |
| Formidable Asset Management, LLC | 7,752 | $769.7K | 0.12% | −289−3.6% | Reduced |
| Chiron Capital Management, LLC | 7,761 | $770.6K | 0.74% | −6,600−46.0% | Reduced |
| Wright Investors Service Inc | 7,763 | $770.8K | 0.20% | +7,763 | New |
| Napatree Capital LLC | 7,770 | $771.5K | 0.63% | +770+11.0% | Added |
| 9258 Wealth Management, LLC | 7,780 | $772.5K | 0.12% | +5+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 7,784 | $772.9K | 0.47% | −8−0.1% | Reduced |
| Marathon Trading Investment Management LLC | 7,802 | $774.7K | 0.21% | +6,000+333.0% | Added |
| Oakworth Capital, Inc. | 7,831 | $777.5K | 0.06% | −421−5.1% | Reduced |
| Arrowroot Family Office, LLC | 7,841 | $778.5K | 0.50% | −233−2.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,867 | $781.1K | 0.07% | −11−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 7,867 | $781.1K | 0.03% | −5,891−42.8% | Reduced |
| Hexagon Capital Partners LLC | 7,879 | $782.3K | 0.17% | +1,311+20.0% | Added |
| GeoWealth Management, LLC | 7,908 | $785.1K | 0.03% | +2,370+42.8% | Added |
| United Community Bank | 7,914 | $785.8K | 0.32% | −916−10.4% | Reduced |
| Silver Oak Securities, Inc | 7,926 | $786.9K | 0.12% | −244−3.0% | Reduced |
| FNY Investment Advisers, LLC | 7,933 | $787.0K | 0.53% | +6,795+597.1% | Added |
| First United Bank Trust | 7,927 | $787.1K | 0.29% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 8,497 | $787.2K | 0.02% | +8,129+2,209.0% | Added |
| Nicolet Bankshares Inc | 7,937 | $788.1K | 0.20% | −171−2.1% | Reduced |
| Outfitter Financial LLC | 7,955 | $789.9K | 0.66% | −10−0.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,957 | $790.0K | 0.30% | +6+0.1% | Added |
| Old Point Trust & Financial Services N A | 7,977 | $792.0K | 0.31% | −394−4.7% | Reduced |
| Prestige Wealth Management Group LLC | 8,006 | $794.9K | 0.17% | −739−8.5% | Reduced |
| LCM Capital Management Inc | 8,030 | $797.3K | 0.50% | +843+11.7% | Added |
| Fairbanks Capital Management, Inc. | 8,045 | $798.8K | 0.52% | −876−9.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 8,046 | $798.9K | 0.85% | +101+1.3% | Added |
| Clear Creek Financial Management, LLC | 8,056 | $799.8K | 0.10% | −1,130−12.3% | Reduced |
| Accredited Investors Inc. | 8,063 | $800.6K | 0.05% | −140−1.7% | Reduced |
| Peoples Bank | 8,077 | $802.0K | 0.63% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,086 | $802.9K | 0.09% | +320+4.1% | Added |
| Manchester Capital Management LLC | 8,087 | $803.0K | 0.10% | +807+11.1% | Added |
| Palogic Value Management, L.P. | 8,131 | $807.3K | 0.34% | +376+4.8% | Added |
| Zevenbergen Capital Investments LLC | 8,139 | $808.1K | 0.02% | −311−3.7% | Reduced |
| Source Financial Advisors LLC | 8,139 | $808.1K | 0.25% | +3,457+73.8% | Added |
| Howard Capital Management Group, LLC | 8,145 | $808.7K | 0.06% | −295−3.5% | Reduced |
| St. Johns Investment Management Company, LLC | 8,155 | $809.7K | 0.38% | −437−5.1% | Reduced |
| PFG Advisors | 8,168 | $811.0K | 0.05% | +735+9.9% | Added |
| MCF Advisors LLC | 8,175 | $811.7K | 0.06% | −122−1.5% | Reduced |
| Legacy Advisory Services, LLC | 8,189 | $813.0K | 0.74% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 8,197 | $814.0K | 0.42% | −20−0.2% | Reduced |
| Hedeker Wealth, LLC | 8,200 | $814.2K | 0.24% | −8,755−51.6% | Reduced |
| Investment Partners, Ltd. | 8,201 | $814.3K | 0.37% | −40−0.5% | Reduced |
| Trust Point Inc. | 8,207 | $814.9K | 0.07% | −805−8.9% | Reduced |
| First National Bank Sioux Falls | 8,221 | $816.3K | 0.42% | 00.0% | Unchanged |
| Aries Wealth Management | 8,225 | $816.7K | 0.26% | −426−4.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,232 | $817.4K | 0.06% | +790+10.6% | Added |
| Cassaday & Co Wealth Management LLC | 8,239 | $818.0K | 0.03% | −331−3.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 8,254 | $819.5K | 0.42% | −661−7.4% | Reduced |
| Smith Thornton Advisors LLC | 8,274 | $821.5K | 0.60% | +8,274 | New |
| Farmers Trust Co | 8,278 | $821.9K | 0.17% | −314−3.7% | Reduced |
| Gleason Group, Inc. | 8,283 | $822.4K | 0.17% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 8,291 | $823.2K | 0.37% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 8,316 | $825.7K | 0.08% | +27+0.3% | Added |
| Excalibur Management Corp | 8,352 | $829.3K | 0.34% | +674+8.8% | Added |
| Twin City Private Wealth, LLC | 8,353 | $829.4K | 0.78% | +1,019+13.9% | Added |
| Castlekeep Investment Advisors LLC | 8,387 | $832.7K | 0.64% | −832−9.0% | Reduced |
| Vista Investment Partners LLC | 8,396 | $833.6K | 0.28% | −25−0.3% | Reduced |
| US Asset Management LLC | 8,411 | $835.0K | 0.75% | −315−3.6% | Reduced |
| iA Global Asset Management Inc. | 8,469 | $841.0K | 0.02% | −89,205−91.3% | Reduced |
| PGGM Investments | 8,466 | $841.0K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 8,492 | $843.2K | 0.14% | −180−2.1% | Reduced |
| Constitution Capital LLC | 8,500 | $844.0K | 0.45% | +8,500 | New |
| Norden Group LLC | 8,517 | $845.7K | 0.17% | −1,020−10.7% | Reduced |
| Consolidated Portfolio Review Corp | 8,532 | $847.2K | 0.20% | +1,768+26.1% | Added |
| Audent Global Asset Management, LLC | 8,554 | $849.3K | 0.88% | −981−10.3% | Reduced |
| First County Bank | 8,574 | $851.3K | 0.44% | −582−6.4% | Reduced |
| Oak Thistle LLC | 8,588 | $852.7K | 0.63% | +8,588 | New |