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
- −107 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
- 274
- 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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 11,960 | $1.19M | 0.09% | −159−1.3% | Reduced |
| Waldron Private Wealth LLC | 11,960 | $1.19M | 0.05% | −350−2.8% | Reduced |
| AlphaCore Capital LLC | 11,970 | $1.19M | 0.29% | +6,766+130.0% | Added |
| Guardian Wealth Management, Inc. | 11,985 | $1.19M | 0.91% | +123+1.0% | Added |
| Dillon & Associates Inc | 12,030 | $1.19M | 0.17% | −1,390−10.4% | Reduced |
| Ransom Advisory, Ltd | 12,017 | $1.19M | 0.60% | −195−1.6% | Reduced |
| AIA Group Ltd | 12,019 | $1.19M | 0.03% | +1,672+16.2% | Added |
| Novare Capital Management LLC | 12,049 | $1.20M | 0.11% | −39,140−76.5% | Reduced |
| Garden State Investment Advisory Services LLC | 12,059 | $1.20M | 0.41% | −160−1.3% | Reduced |
| Focus Financial Network, Inc. | 12,353 | $1.20M | 0.05% | +537+4.5% | Added |
| Leisure Capital Management | 12,108 | $1.20M | 0.56% | +284+2.4% | Added |
| Reynders McVeigh Capital Management, LLC | 12,166 | $1.21M | 0.07% | −840−6.5% | Reduced |
| Eads & Heald Wealth Management | 12,201 | $1.21M | 0.59% | +827+7.3% | Added |
| New England Asset Management Inc | 12,200 | $1.21M | 0.20% | 00.0% | Unchanged |
| Certified Advisory Corp | 12,265 | $1.22M | 0.15% | +12,265 | New |
| Essex Savings Bank | 12,269 | $1.22M | 0.33% | +371+3.1% | Added |
| Ballast, Inc. | 12,273 | $1.22M | 0.38% | +1,151+10.3% | Added |
| Adirondack Trust Co | 12,306 | $1.22M | 0.50% | −268−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 12,322 | $1.22M | 0.24% | −1,084−8.1% | Reduced |
| LJI Wealth Management, LLC | 12,325 | $1.22M | 0.27% | −6,913−35.9% | Reduced |
| ZWJ Investment Counsel Inc | 12,342 | $1.23M | 0.05% | +1,274+11.5% | Added |
| Cape Investment Advisory, Inc. | 12,353 | $1.23M | 0.55% | −473−3.7% | Reduced |
| Kings Path Partners LLC | 12,358 | $1.23M | 0.58% | +12,358 | New |
| Obermeyer Wood Investment Counsel, LLLP | 12,380 | $1.23M | 0.07% | +545+4.6% | Added |
| Fullcircle Wealth LLC | 13,699 | $1.23M | 0.60% | +13,699 | New |
| Garrison Asset Management, LLC | 12,410 | $1.23M | 0.65% | −84−0.7% | Reduced |
| Schnieders Capital Management LLC | 12,418 | $1.23M | 0.25% | −832−6.3% | Reduced |
| First National Advisers, LLC | 12,454 | $1.24M | 0.23% | +619+5.2% | Added |
| Semmax Financial Advisors Inc. | 14,460 | $1.24M | 0.37% | +2,759+23.6% | Added |
| Legacy Financial Advisors, Inc. | 12,503 | $1.24M | 0.22% | +239+1.9% | Added |
| Stablepoint Partners, LLC | 13,536 | $1.25M | 0.24% | −3,105−18.7% | Reduced |
| Moseley Investment Management Inc | 12,566 | $1.25M | 0.58% | +174+1.4% | Added |
| Bank of Hawaii | 12,588 | $1.25M | 0.06% | +780+6.6% | Added |
| Capricorn Fund Managers Ltd | 12,600 | $1.25M | 0.88% | +1,600+14.5% | Added |
| Cinctive Capital Management LP | 12,620 | $1.25M | 0.07% | +6,754+115.1% | Added |
| Wimmer Associates 1, LLC | 12,650 | $1.26M | 0.64% | −310−2.4% | Reduced |
| Midland Wealth Advisors LLC | 12,658 | $1.26M | 0.07% | −1,631−11.4% | Reduced |
| Tectonic Advisors LLC | 12,670 | $1.26M | 0.09% | +984+8.4% | Added |
| Mechanics Bank Trust Department | 12,724 | $1.26M | 0.18% | +860+7.2% | Added |
| Gen-Wealth Partners Inc | 12,744 | $1.27M | 0.61% | +658+5.4% | Added |
| Pensionmark Financial Group, LLC | 12,752 | $1.27M | 0.08% | +10,722+528.2% | Added |
| LBMC Investment Advisors, LLC | 12,770 | $1.27M | 0.11% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 12,776 | $1.27M | 0.29% | +250+2.0% | Added |
| Resurgent Financial Advisors LLC | 12,795 | $1.27M | 0.79% | −862−6.3% | Reduced |
| Old National Bancorp | 12,854 | $1.28M | 0.03% | −1,349−9.5% | Reduced |
| Caldwell Trust Co | 12,900 | $1.28M | 0.14% | +608+4.9% | Added |
| SOA Wealth Advisors, LLC. | 12,927 | $1.28M | 0.26% | −4,460−25.7% | Reduced |
| Hartline Investment Corp | 12,928 | $1.28M | 0.17% | +2,326+21.9% | Added |
| Naples Global Advisors, LLC | 12,938 | $1.28M | 0.13% | +55+0.4% | Added |
| Paloma Partners Management Co | 13,000 | $1.29M | 0.11% | −10,544−44.8% | Reduced |
| Cove Private Wealth, LLC | 13,000 | $1.29M | 1.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 13,010 | $1.29M | 0.05% | −161−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,049 | $1.30M | 0.13% | −63−0.5% | Reduced |
| Journey Advisory Group, LLC | 13,054 | $1.30M | 0.15% | −1,785−12.0% | Reduced |
| Agate Pass Investment Management, LLC | 13,058 | $1.30M | 0.69% | +905+7.4% | Added |
| Boomfish Wealth Group, LLC | 13,073 | $1.30M | 0.84% | +154+1.2% | Added |
| Elmwood Wealth Management, Inc. | 13,134 | $1.30M | 0.58% | −645−4.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,139 | $1.30M | 0.03% | +2,017+18.1% | Added |
| Mission Creek Capital Partners, Inc. | 13,174 | $1.31M | 0.33% | −9,269−41.3% | Reduced |
| TD Private Client Wealth LLC | 13,194 | $1.31M | 0.04% | −159−1.2% | Reduced |
| Maia Wealth LLC | 13,528 | $1.31M | 0.39% | +13,528 | New |
| Kovack Advisors, Inc. | 13,206 | $1.31M | 0.14% | −2,633−16.6% | Reduced |
| Hancock Whitney Corp | 13,219 | $1.31M | 0.04% | −160−1.2% | Reduced |
| Davidson Trust Co | 13,220 | $1.31M | 0.90% | −2,335−15.0% | Reduced |
| Avestar Capital, LLC | 13,236 | $1.31M | 0.15% | +1,331+11.2% | Added |
| Coastal Bridge Advisors, LLC | 13,240 | $1.31M | 0.33% | +1,653+14.3% | Added |
| Mirae Asset Securities (USA) Inc. | 13,252 | $1.32M | 0.08% | +13,252 | New |
| Family Legacy, Inc. | 13,321 | $1.32M | 0.47% | +209+1.6% | Added |
| My Legacy Advisors, LLC | 13,332 | $1.32M | 0.42% | −664−4.7% | Reduced |
| Ceera Investments, LLC | 13,360 | $1.33M | 0.56% | −170−1.3% | Reduced |
| First National Bank & Trust Co of Newtown | 13,383 | $1.33M | 0.27% | −825−5.8% | Reduced |
| Cordatus Wealth Management LLC | 13,419 | $1.33M | 0.50% | +13,419 | New |
| Jmac Enterprises LLC | 13,419 | $1.33M | 0.23% | −178−1.3% | Reduced |
| Hollencrest Capital Management | 13,444 | $1.33M | 0.06% | −60.0% | Reduced |
| Omnia Family Wealth, LLC | 13,465 | $1.34M | 0.57% | −426−3.1% | Reduced |
| Global Financial Private Client, LLC | 13,511 | $1.34M | 0.56% | +8,003+145.3% | Added |
| Investors Asset Management of Georgia Inc | 13,536 | $1.34M | 0.65% | +197+1.5% | Added |
| Clare Market Investments LLC | 13,616 | $1.35M | 0.38% | +1,587+13.2% | Added |
| MidWestOne Financial Group, Inc. | 13,625 | $1.35M | 0.24% | −1,051−7.2% | Reduced |
| Estabrook Capital Management | 13,655 | $1.36M | 0.21% | −388−2.8% | Reduced |
| Trust Co of Oklahoma | 13,657 | $1.36M | 0.48% | −924−6.3% | Reduced |
| Chicago Trust Co NA | 13,670 | $1.36M | 0.28% | −3,845−22.0% | Reduced |
| HAP Trading, LLC | 13,673 | $1.36M | 0.59% | +13,673 | New |
| BancorpSouth Bank | 13,723 | $1.36M | 0.10% | −88−0.6% | Reduced |
| Eos Management, L.P. | 13,831 | $1.37M | 0.54% | 00.0% | Unchanged |
| American National Bank | 13,854 | $1.38M | 0.17% | −3,678−21.0% | Reduced |
| Carl P. Sherr & Co., LLC | 13,868 | $1.38M | 0.77% | −230−1.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,883 | $1.38M | 1.36% | +13,883 | New |
| Game Plan Financial Advisors, LLC | 13,910 | $1.38M | 0.68% | −169−1.2% | Reduced |
| James Investment Research Inc | 13,921 | $1.38M | 0.16% | +60.0% | Added |
| BSW Wealth Partners | 13,961 | $1.39M | 0.23% | −332−2.3% | Reduced |
| Tempus Wealth Planning, LLC | 13,991 | $1.39M | 0.58% | +1,939+16.1% | Added |
| Cetera Trust Company, N.A | 14,000 | $1.39M | 0.87% | −225−1.6% | Reduced |
| Monetta Financial Services Inc | 14,000 | $1.39M | 1.20% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 14,005 | $1.39M | 0.37% | −65−0.5% | Reduced |
| Absher Wealth Management, LLC | 14,030 | $1.39M | 0.20% | −4,482−24.2% | Reduced |
| Rockland Trust Co | 14,031 | $1.39M | 0.07% | +40.0% | Added |
| Northwest Bancshares, Inc. | 14,038 | $1.39M | 0.24% | −39,572−73.8% | Reduced |
| MWA Asset Management | 14,079 | $1.40M | 1.00% | −105−0.7% | Reduced |
| Modern Wealth Management, LLC | 14,096 | $1.40M | 0.10% | +20.0% | Added |