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 |
|---|---|---|---|---|---|
| Okabena Investment Services Inc | 8,593 | $853.2K | 0.27% | +8,593 | New |
| Vance Wealth, Inc. | 8,637 | $857.6K | 0.35% | −386−4.3% | Reduced |
| Cim Investment Mangement Inc | 8,639 | $857.8K | 0.26% | −51−0.6% | Reduced |
| Investors Research Corp | 8,659 | $859.8K | 0.20% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 8,681 | $862.0K | 0.73% | −61−0.7% | Reduced |
| Arvest Investments, Inc. | 8,684 | $862.3K | 0.14% | −66−0.8% | Reduced |
| Gratus Capital LLC | 8,688 | $862.7K | 0.03% | +3,151+56.9% | Added |
| Wendell David Associates Inc | 8,690 | $863.0K | 0.09% | −90−1.0% | Reduced |
| Providence Wealth Advisors, LLC | 8,818 | $863.8K | 0.69% | +291+3.4% | Added |
| Romano Brothers and Company | 8,708 | $864.6K | 0.12% | −587−6.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $867.8K | 0.60% | −6,388−42.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,741 | $867.9K | 0.62% | −1,061−10.8% | Reduced |
| BLB&B Advisors, LLC | 8,746 | $868.4K | 0.05% | −2,430−21.7% | Reduced |
| Keynote Financial Services LLC | 8,747 | $868.5K | 0.73% | 00.0% | Unchanged |
| Strid Group, LLC | 8,786 | $872.4K | 0.14% | +84+1.0% | Added |
| Greenfield Seitz Capital Management, LLC | 8,795 | $873.3K | 0.32% | −77−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 8,820 | $875.8K | 0.08% | −244−2.7% | Reduced |
| Sentry Investment Management LLC | 8,826 | $876.0K | 0.39% | −1,808−17.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,614 | $880.2K | 0.11% | +914+10.5% | Added |
| Legacy Capital Wealth Partners, LLC | 8,878 | $881.5K | 0.22% | +8,878 | New |
| Bluesphere Advisors, LLC | 8,880 | $881.7K | 0.45% | +3,815+75.3% | Added |
| Successful Portfolios LLC | 8,894 | $883.1K | 0.62% | −27−0.3% | Reduced |
| TCM Advisors, LLC | – | $884.0K | 0.78% | – | – |
| Dohj, LLC | 8,935 | $887.2K | 0.22% | +81+0.9% | Added |
| MeadowBrook Investment Advisors LLC | 8,966 | $890.2K | 0.84% | −350−3.8% | Reduced |
| Hardy Reed LLC | 8,967 | $890.3K | 0.09% | +2,334+35.2% | Added |
| Piscataqua Savings Bank | 9,001 | $893.7K | 0.79% | −25−0.3% | Reduced |
| Sweet Financial Partners, LLC | 9,005 | $894.1K | 0.20% | −150−1.6% | Reduced |
| Millennium Capital Advisors, LLC | 9,017 | $895.3K | 0.60% | −495−5.2% | Reduced |
| Sachetta, LLC | 9,568 | $897.3K | 0.39% | −33−0.3% | Reduced |
| Lecap Asset Management Ltd | 9,044 | $898.0K | 0.19% | +9,044 | New |
| Symmetry Partners, LLC | 9,040 | $898.0K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 9,058 | $899.0K | 0.07% | +936+11.5% | Added |
| Ellevest, Inc. | 9,078 | $901.4K | 0.05% | −102−1.1% | Reduced |
| CX Institutional | 9,092 | $902.7K | 0.04% | +115+1.3% | Added |
| Burney Co | 9,094 | $902.9K | 0.03% | −610−6.3% | Reduced |
| Angeles Wealth Management, LLC | 9,119 | $905.4K | 0.08% | +818+9.9% | Added |
| Octavia Wealth Advisors, LLC | 9,127 | $906.2K | 0.12% | −1,845−16.8% | Reduced |
| Garrison Point Advisors, LLC | 9,133 | $906.8K | 0.60% | −210−2.2% | Reduced |
| Simon Quick Advisors, LLC | 9,136 | $907.1K | 0.06% | −2,518−21.6% | Reduced |
| Community Financial Services Group, LLC | 9,150 | $908.5K | 0.20% | −2,586−22.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,174 | $910.8K | 0.23% | −223−2.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,175 | $911.0K | 0.46% | +1,036+12.7% | Added |
| Armstrong Henry H Associates Inc | 9,179 | $911.4K | 0.09% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 9,183 | $911.8K | 0.43% | −398−4.2% | Reduced |
| Biltmore Family Office, LLC | 9,186 | $912.1K | 0.17% | +102+1.1% | Added |
| Hedges Asset Management LLC | 9,200 | $913.5K | 0.66% | +675+7.9% | Added |
| Cidel Asset Management Inc | 9,207 | $914.2K | 0.07% | 00.0% | Unchanged |
| Trust Investment Advisors | 9,212 | $914.7K | 0.58% | +375+4.2% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 9,212 | $914.7K | 0.02% | +4,388+91.0% | Added |
| Los Angeles Capital Management LLC | 9,224 | $915.9K | 0.00% | −183,631−95.2% | Reduced |
| Hilltop Partners LLC | 9,225 | $915.9K | 0.34% | +770+9.1% | Added |
| Proffitt & Goodson Inc | 9,230 | $916.4K | 0.16% | +1,064+13.0% | Added |
| Bridge Advisory, LLC | 9,257 | $919.1K | 0.45% | −104−1.1% | Reduced |
| Zullo Investment Group, Inc. | 9,280 | $921.6K | 0.40% | +331+3.7% | Added |
| LexAurum Advisors, LLC | 9,284 | $921.8K | 0.22% | −37−0.4% | Reduced |
| Davis Capital Management | 9,410 | $922.6K | 0.80% | −831−8.1% | Reduced |
| Pinnacle Holdings, LLC | 9,311 | $924.5K | 0.38% | −150−1.6% | Reduced |
| Valley Brook Capital Group | 9,322 | $925.5K | 0.72% | +30.0% | Added |
| Optimum Investment Advisors | 9,323 | $925.7K | 0.42% | −260−2.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,346 | $928.0K | 0.07% | −100−1.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,367 | $930.0K | 0.31% | +335+3.7% | Added |
| Itau Unibanco Holding S.A. | 9,367 | $930.0K | 0.04% | −29,660−76.0% | Reduced |
| Camden Capital, LLC | 9,386 | $932.0K | 0.07% | +337+3.7% | Added |
| GLOBALT Investments LLC | 9,402 | $933.5K | 0.04% | +7,382+365.4% | Added |
| Monterey Private Wealth, Inc. | 9,410 | $934.3K | 0.35% | −85−0.9% | Reduced |
| Sciencast Management LP | 9,414 | $934.7K | 0.33% | +9,414 | New |
| Bowen Hanes & Co Inc | 9,425 | $935.8K | 0.03% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,425 | $935.8K | 0.20% | +470+5.2% | Added |
| Valmark Advisers, Inc. | 9,464 | $939.7K | 0.02% | +898+10.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,044 | $942.0K | 0.37% | −259−2.5% | Reduced |
| Equitable Trust Co | 9,503 | $943.6K | 0.06% | −919−8.8% | Reduced |
| Beacon Financial Advisory LLC | 9,516 | $944.8K | 0.35% | +2,786+41.4% | Added |
| Forte Capital LLC | 9,532 | $946.5K | 0.11% | −120−1.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 9,540 | $947.1K | 0.02% | +5,180+118.8% | Added |
| Corundum Group, Inc. | 9,548 | $948.0K | 0.37% | +4,884+104.7% | Added |
| Icon Advisers Inc | 9,700 | $951.0K | 0.21% | 00.0% | Unchanged |
| Bank of Stockton | 9,593 | $952.5K | 0.30% | −163−1.7% | Reduced |
| Tower Bridge Advisors | 9,598 | $953.0K | 0.11% | −14,913−60.8% | Reduced |
| TLWM | 9,601 | $953.3K | 0.21% | −207−2.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 9,615 | $954.7K | 0.88% | −79−0.8% | Reduced |
| Aprio Wealth Management, LLC | 9,661 | $959.2K | 0.17% | +1,320+15.8% | Added |
| Keystone Financial Group | 9,695 | $962.6K | 0.34% | +1,482+18.0% | Added |
| Moody Lynn & Lieberson, LLC | 9,696 | $962.7K | 0.06% | +15+0.2% | Added |
| Live Oak Investment Partners | – | $962.9K | 0.80% | – | New |
| Boston Trust Walden Corp | 9,731 | $966.2K | 0.01% | −425−4.2% | Reduced |
| Braun Stacey Associates Inc | 9,752 | $968.0K | 0.04% | +4,651+91.2% | Added |
| Abbot Financial Management, Inc. | 9,820 | $975.0K | 0.52% | −235−2.3% | Reduced |
| Highline Wealth Partners LLC | 9,839 | $976.9K | 0.37% | −96−1.0% | Reduced |
| Salvus Wealth Management, LLC | 9,881 | $981.1K | 0.67% | −119−1.2% | Reduced |
| Americana Partners, LLC | 9,892 | $982.2K | 0.08% | −448−4.3% | Reduced |
| Eagle Asset Management Inc | 10,053 | $985.6K | 0.01% | +1,514+17.7% | Added |
| Rocky Mountain Advisers, LLC | 9,953 | $988.2K | 0.33% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 9,975 | $990.4K | 0.37% | +9,975 | New |
| Great Diamond Partners, LLC | 9,986 | $991.5K | 0.23% | −20.0% | Reduced |
| Fifth Lane Capital, LP | 10,000 | $992.9K | 2.17% | 00.0% | Unchanged |
| Carr Financial Group Corp | 10,013 | $994.2K | 0.32% | −1,569−13.5% | Reduced |
| AlphaStar Capital Management, LLC | 10,024 | $995.3K | 0.09% | −35−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 10,030 | $995.9K | 0.08% | −337−3.3% | Reduced |
| Aaron Wealth Advisors | 10,041 | $996.9K | 0.14% | +633+6.7% | Added |