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 |
|---|---|---|---|---|---|
| Embree Financial Group | 14,100 | $1.40M | 0.27% | −2,394−14.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,106 | $1.40M | 0.57% | −17,939−56.0% | Reduced |
| David Loasby | 14,471 | $1.40M | 0.13% | +890+6.6% | Added |
| Dana Investment Advisors, Inc. | 14,150 | $1.40M | 0.05% | +110+0.8% | Added |
| Winthrop Advisory Group LLC | 14,164 | $1.41M | 0.19% | −233−1.6% | Reduced |
| Perpetual Ltd | 14,197 | $1.41M | 0.02% | +659+4.9% | Added |
| NewEdge Wealth, LLC | 14,246 | $1.41M | 0.03% | −1,835−11.4% | Reduced |
| American Investment Services, Inc. | 14,248 | $1.41M | 0.25% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 11,643 | $1.41M | 0.61% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,269 | $1.42M | 0.07% | −829−5.5% | Reduced |
| Ridgewood Investments LLC | 14,288 | $1.42M | 0.71% | +253+1.8% | Added |
| Adell Harriman & Carpenter Inc | 14,322 | $1.42M | 0.11% | −2,793−16.3% | Reduced |
| Birchbrook, Inc. | 14,352 | $1.43M | 0.85% | −865−5.7% | Reduced |
| Quotient Wealth Partners, LLC | 14,479 | $1.44M | 0.05% | −12,989−47.3% | Reduced |
| Legacy Capital Group California, Inc. | 14,526 | $1.44M | 0.52% | +2,515+20.9% | Added |
| Founders Financial Securities LLC | 14,603 | $1.45M | 0.14% | +1,133+8.4% | Added |
| BBR Partners, LLC | 14,608 | $1.45M | 0.12% | −1,881−11.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,660 | $1.46M | 1.13% | −175−1.2% | Reduced |
| Sheets Smith Wealth Management | 14,680 | $1.46M | 0.17% | +170+1.2% | Added |
| Moloney Securities Asset Management, LLC | 14,693 | $1.46M | 0.21% | −1,984−11.9% | Reduced |
| Legacy Private Trust Co. | 14,718 | $1.46M | 0.10% | +1,655+12.7% | Added |
| Cohen Investment Advisors LLC | 18,040 | $1.46M | 1.18% | −1,953−9.8% | Reduced |
| Bigelow Investment Advisors, LLC | 14,731 | $1.46M | 0.70% | −138−0.9% | Reduced |
| J. W. Coons Advisors, LLC | 14,811 | $1.47M | 0.36% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 14,849 | $1.47M | 0.57% | −23,328−61.1% | Reduced |
| National Philanthropic Trust | 14,875 | $1.48M | 0.03% | −505−3.3% | Reduced |
| Financial Advocates Investment Management | 14,884 | $1.48M | 0.09% | −217−1.4% | Reduced |
| Trustco Bank Corp N Y | 15,013 | $1.49M | 1.59% | −200−1.3% | Reduced |
| Auxier Asset Management | 15,027 | $1.49M | 0.24% | −192−1.3% | Reduced |
| Delta Financial Advisors LLC | 15,104 | $1.50M | 0.58% | +318+2.2% | Added |
| Alpha Omega Wealth Management LLC | 15,141 | $1.50M | 0.29% | −195−1.3% | Reduced |
| FLC Capital Advisors | 15,146 | $1.50M | 0.37% | −14−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 15,148 | $1.50M | 0.24% | +1,817+13.6% | Added |
| WMS Partners, LLC | 15,153 | $1.50M | 0.10% | −1,005−6.2% | Reduced |
| Private Trust Co NA | 15,180 | $1.51M | 0.16% | +980+6.9% | Added |
| Cumberland Advisors Inc | 15,250 | $1.51M | 0.62% | +1,000+7.0% | Added |
| Wedmont Private Capital | 15,596 | $1.51M | 0.10% | +2,435+18.5% | Added |
| Altfest L J & Co Inc | 15,280 | $1.52M | 0.21% | −7,578−33.2% | Reduced |
| Ronald Blue Trust, Inc. | 12,431 | $1.52M | 0.02% | +471+3.9% | Added |
| LM Advisors LLC | 15,336 | $1.52M | 0.00% | −596−3.7% | Reduced |
| Corrado Advisors, LLC | 15,352 | $1.52M | 0.99% | −766−4.8% | Reduced |
| Claro Advisors LLC | 15,410 | $1.53M | 0.24% | +736+5.0% | Added |
| Pingora Partners LLC | 15,416 | $1.53M | 1.09% | −831−5.1% | Reduced |
| Banco de Sabadell, S.A | 15,433 | $1.53M | 1.12% | −130−0.8% | Reduced |
| O'Dell Group, LLC | 12,627 | $1.55M | 0.38% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15,562 | $1.55M | 0.65% | +636+4.3% | Added |
| Campbell Newman Asset Management Inc | 15,565 | $1.55M | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 15,575 | $1.55M | 0.13% | +1,404+9.9% | Added |
| GYL Financial Synergies, LLC | 15,616 | $1.55M | 0.12% | −215−1.4% | Reduced |
| Occidental Asset Management, LLC | 15,651 | $1.55M | 0.27% | +2,224+16.6% | Added |
| RFG Advisory, LLC | 15,655 | $1.55M | 0.05% | +2,614+20.0% | Added |
| Diamant Asset Management, Inc. | 15,665 | $1.56M | 1.04% | −160−1.0% | Reduced |
| Norway Savings Bank | 15,695 | $1.56M | 0.89% | −348−2.2% | Reduced |
| JNBA Financial Advisors | 15,710 | $1.56M | 0.16% | +224+1.4% | Added |
| Archer Investment Corp | 15,718 | $1.56M | 0.46% | +1,017+6.9% | Added |
| Weik Capital Management | 15,765 | $1.57M | 0.67% | −150−0.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 15,776 | $1.57M | 0.91% | +88+0.6% | Added |
| PFC Capital Group, Inc. | 15,795 | $1.57M | 0.78% | −2,430−13.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,805 | $1.57M | 0.91% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 15,810 | $1.57M | 0.44% | −448−2.8% | Reduced |
| Bridges Investment Management Inc | 15,842 | $1.57M | 0.02% | −2,089−11.7% | Reduced |
| Bangor Savings Bank | 15,855 | $1.57M | 0.16% | +193+1.2% | Added |
| Bedel Financial Consulting, Inc. | 15,933 | $1.58M | 0.23% | −280−1.7% | Reduced |
| Western Wealth Management, LLC | 15,933 | $1.58M | 0.12% | +1,089+7.3% | Added |
| Letson Investment Management, Inc. | 15,963 | $1.58M | 0.70% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 15,970 | $1.59M | 0.44% | −23,975−60.0% | Reduced |
| Aspiriant, LLC | 16,045 | $1.59M | 0.06% | −3,857−19.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,057 | $1.59M | 0.03% | −1,221−7.1% | Reduced |
| Schechter Investment Advisors, LLC | 16,081 | $1.60M | 0.12% | +698+4.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,092 | $1.60M | 0.05% | +769+5.0% | Added |
| Helios Capital Management Pte. Ltd | 16,150 | $1.60M | 1.04% | 00.0% | Unchanged |
| Harbor Advisory Corp | 16,165 | $1.61M | 0.55% | −4,670−22.4% | Reduced |
| IMS Capital Management | 17,888 | $1.61M | 0.75% | −2,372−11.7% | Reduced |
| Bright Futures Wealth Management, LLC. | 18,013 | $1.61M | 0.87% | +2,320+14.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,320 | $1.62M | 0.06% | +1,332+8.9% | Added |
| Delphi Management Inc | 16,338 | $1.62M | 1.32% | +785+5.0% | Added |
| Boltwood Capital Management | 16,371 | $1.63M | 0.51% | −436−2.6% | Reduced |
| SWS Partners | 16,359 | $1.63M | 0.49% | +1,592+10.8% | Added |
| Oak Harbor Wealth Partners, LLC | 16,423 | $1.63M | 0.51% | −48−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,434 | $1.63M | 0.70% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 16,499 | $1.64M | 0.69% | +60+0.4% | Added |
| MONECO Advisors, LLC | 16,502 | $1.64M | 0.24% | −4,018−19.6% | Reduced |
| Qtron Investments LLC | 16,524 | $1.64M | 0.24% | +2,220+15.5% | Added |
| RS Crum Inc. | 16,524 | $1.64M | 0.43% | −411−2.4% | Reduced |
| Sterling Investment Counsel, LLC | 16,547 | $1.64M | 0.65% | −1,906−10.3% | Reduced |
| Broadwater Capital Management LLC | 16,567 | $1.64M | 1.27% | −50−0.3% | Reduced |
| L.M. Kohn & Company | 16,596 | $1.65M | 0.45% | −943−5.4% | Reduced |
| Proficio Capital Partners LLC | 16,625 | $1.65M | 0.17% | −315−1.9% | Reduced |
| Wynn Capital, LLC | 16,674 | $1.66M | 1.22% | −21−0.1% | Reduced |
| Roberts Glore & Co Inc | 16,685 | $1.66M | 0.50% | −476−2.8% | Reduced |
| Hudson Canyon Capital Management | 16,699 | $1.66M | 1.12% | +299+1.8% | Added |
| Checchi Capital Advisers, LLC | 16,745 | $1.66M | 0.13% | −685−3.9% | Reduced |
| Infusive Asset Management Inc. | 16,747 | $1.66M | 0.67% | +16,747 | New |
| CRA Financial Services, LLC | 16,759 | $1.66M | 0.34% | −576−3.3% | Reduced |
| Umpqua Bank | 16,795 | $1.67M | 0.65% | −900−5.1% | Reduced |
| Perennial Investment Advisors, LLC | 16,810 | $1.67M | 0.24% | +468+2.9% | Added |
| Cladis Investment Advisory, LLC | 16,889 | $1.68M | 1.22% | +225+1.4% | Added |
| Summit X, LLC | 16,941 | $1.68M | 0.38% | −4,618−21.4% | Reduced |
| Salem Investment Counselors Inc | 16,939 | $1.68M | 0.05% | −2,654−13.5% | Reduced |
| Scott & Selber, Inc. | 16,942 | $1.68M | 0.54% | +393+2.4% | Added |