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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 16,995 | $1.69M | 0.16% | −781−4.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.69M | 0.52% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 17,038 | $1.69M | 0.18% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,045 | $1.69M | 0.15% | −2,880−14.5% | Reduced |
| Turim 21 Investimentos Ltda. | 17,069 | $1.69M | 0.43% | +680+4.1% | Added |
| Violich Capital Management, Inc. | 17,124 | $1.70M | 0.23% | −2,165−11.2% | Reduced |
| WT Wealth Management | 17,182 | $1.71M | 0.58% | −226−1.3% | Reduced |
| Icon Wealth Advisors, LLC | 18,225 | $1.71M | 0.15% | +2,315+14.6% | Added |
| GAMMA Investing LLC | 17,232 | $1.71M | 0.23% | +3,884+29.1% | Added |
| North Star Investment Management Corp. | 17,249 | $1.71M | 0.13% | −236−1.3% | Reduced |
| Voya Financial Advisors, Inc. | 16,796 | $1.72M | 0.19% | +1,552+10.2% | Added |
| Kingswood Wealth Advisors, LLC | 17,338 | $1.72M | 0.16% | +2,077+13.6% | Added |
| Frank, Rimerman Advisors LLC | 17,395 | $1.73M | 0.12% | +16,981+4,101.7% | Added |
| Stone Point Wealth LLC | 17,446 | $1.73M | 0.62% | −630−3.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,455 | $1.73M | 0.40% | −204−1.2% | Reduced |
| Insight Inv LLC | 17,471 | $1.73M | 1.50% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 17,586 | $1.75M | 0.37% | +1,000+6.0% | Added |
| Three Bridge Wealth Advisors, LLC | 17,612 | $1.75M | 0.69% | −659−3.6% | Reduced |
| Horizon Wealth Management, LLC | 17,650 | $1.75M | 0.42% | +9+0.1% | Added |
| Naviter Wealth, LLC | 17,737 | $1.76M | 0.26% | +1,459+9.0% | Added |
| Dover Advisors, LLC | 17,745 | $1.76M | 1.09% | −1,023−5.5% | Reduced |
| Smith, Moore & Co. | 17,760 | $1.76M | 0.18% | −5,622−24.0% | Reduced |
| Atlantic Trust, LLC | 17,766 | $1.76M | 0.44% | +148+0.8% | Added |
| Chapman Investment Management, LLC | 17,807 | $1.77M | 1.34% | −2,669−13.0% | Reduced |
| First Business Financial Services, Inc. | 17,839 | $1.77M | 0.19% | +953+5.6% | Added |
| Unique Wealth Strategies, LLC | 14,487 | $1.77M | 0.83% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,859 | $1.77M | 0.18% | +281+1.6% | Added |
| Selway Asset Management | 17,877 | $1.78M | 0.72% | −800−4.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,887 | $1.78M | 0.48% | −321−1.8% | Reduced |
| Diversified Trust Co | 17,901 | $1.78M | 0.05% | −10,577−37.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,905 | $1.78M | 0.49% | −135−0.7% | Reduced |
| Invst, LLC | 18,149 | $1.78M | 0.20% | +348+2.0% | Added |
| Montecito Bank & Trust | 17,950 | $1.78M | 0.36% | −39−0.2% | Reduced |
| HCR Wealth Advisors | 17,961 | $1.78M | 0.25% | −1,720−8.7% | Reduced |
| Central Pacific Bank - Trust Division | 17,977 | $1.78M | 0.21% | −1,872−9.4% | Reduced |
| Westpac Banking Corp | 17,982 | $1.79M | 0.14% | +1,356+8.2% | Added |
| Auxano Advisors, LLC | 17,983 | $1.79M | 0.49% | −246−1.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $1.79M | 0.92% | −7,000−28.0% | Reduced |
| McDonald Partners LLC | 18,072 | $1.79M | 0.48% | +97+0.5% | Added |
| NTV Asset Management LLC | 18,112 | $1.80M | 0.26% | +269+1.5% | Added |
| BEAM Asset Management, LLC | 18,133 | $1.80M | 0.60% | +15,517+593.2% | Added |
| Morse Asset Management, Inc | 18,181 | $1.80M | 0.44% | +855+4.9% | Added |
| Lake Street Advisors Group, LLC | 18,188 | $1.81M | 0.09% | −1,184−6.1% | Reduced |
| GM Advisory Group, Inc. | 18,215 | $1.81M | 0.12% | −46−0.3% | Reduced |
| Independence Bank of Kentucky | 18,267 | $1.81M | 0.48% | +795+4.6% | Added |
| Winch Advisory Services, LLC | 18,329 | $1.82M | 0.52% | +155+0.9% | Added |
| St. Louis Financial Planners Asset Management, LLC | 18,626 | $1.83M | 1.57% | −266−1.4% | Reduced |
| Mirabaud & Cie SA | 18,530 | $1.84M | 0.62% | +1,145+6.6% | Added |
| Udine Wealth Management, Inc. | 18,552 | $1.84M | 1.28% | +1,026+5.9% | Added |
| Hoertkorn Richard Charles | 18,614 | $1.85M | 0.80% | −300−1.6% | Reduced |
| Sofos Investments, Inc. | 18,631 | $1.85M | 0.46% | −16,456−46.9% | Reduced |
| Belpointe Asset Management LLC | 18,658 | $1.85M | 0.13% | +1,100+6.3% | Added |
| Focused Wealth Management, Inc | 18,690 | $1.86M | 0.27% | −14,895−44.4% | Reduced |
| Councilmark Asset Management, LLC | 18,711 | $1.86M | 1.32% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 18,727 | $1.86M | 1.46% | −85−0.5% | Reduced |
| Smithfield Trust Co | 18,767 | $1.86M | 0.10% | −180−1.0% | Reduced |
| New Potomac Partners, LLC | 18,874 | $1.87M | 1.02% | +248+1.3% | Added |
| Garda Capital Partners LP | 18,920 | $1.88M | 1.01% | +18,920 | New |
| Landscape Capital Management, L.L.C. | 18,977 | $1.88M | 0.16% | +18,977 | New |
| Weil Company, Inc. | 18,981 | $1.88M | 0.69% | −2,894−13.2% | Reduced |
| Sculati Wealth Management, LLC | 18,982 | $1.88M | 0.81% | +267+1.4% | Added |
| Tevis Investment Management | 19,009 | $1.89M | 1.52% | +541+2.9% | Added |
| Byrne Asset Management LLC | 18,509 | $1.89M | 1.35% | −704−3.7% | Reduced |
| Greenline Partners, LLC | 19,315 | $1.89M | 0.29% | 00.0% | Unchanged |
| Mount Capital Ltd | 19,200 | $1.90M | 0.76% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 18,660 | $1.91M | 0.04% | +1,982+11.9% | Added |
| Cigna Investments Inc | 19,224 | $1.91M | 0.36% | −168−0.9% | Reduced |
| Beach Investment Counsel Inc | 19,223 | $1.91M | 0.24% | −3,963−17.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,242 | $1.91M | 1.01% | +182+1.0% | Added |
| Fosun International Ltd | 19,272 | $1.91M | 0.65% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 19,281 | $1.91M | 0.13% | +1,508+8.5% | Added |
| Rowland & Co Investment Counsel | 19,379 | $1.92M | 0.42% | −80−0.4% | Reduced |
| Old Second National Bank of Aurora | 19,522 | $1.94M | 0.50% | +139+0.7% | Added |
| Avidian Wealth Solutions, LLC | 19,679 | $1.95M | 0.09% | +1,065+5.7% | Added |
| Csenge Advisory Group | 19,704 | $1.96M | 0.11% | +452+2.3% | Added |
| Rehmann Capital Advisory Group | 19,704 | $1.96M | 0.14% | −351−1.8% | Reduced |
| Lynx Capital Group Ltd | 19,854 | $1.97M | 1.36% | +94+0.5% | Added |
| Magnus Financial Group LLC | 19,872 | $1.97M | 0.22% | +498+2.6% | Added |
| S.E.E.D. Planning Group LLC | 19,927 | $1.98M | 0.72% | +8,247+70.6% | Added |
| Atlantic Union Bankshares Corp | 19,991 | $1.98M | 0.12% | −1,938−8.8% | Reduced |
| Chemistry Wealth Management LLC | 20,010 | $1.99M | 0.51% | +1,080+5.7% | Added |
| Menlo Advisors LLC | 20,063 | $1.99M | 1.11% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 22,705 | $1.99M | 0.25% | +22,705 | New |
| Hendershot Investments Inc. | 20,105 | $2.00M | 0.29% | −1,525−7.1% | Reduced |
| Tritonpoint Wealth, LLC | 20,135 | $2.00M | 0.19% | −307−1.5% | Reduced |
| Continuum Advisory, LLC | 20,147 | $2.00M | 0.29% | −985−4.7% | Reduced |
| Atlas Brown,Inc. | 20,167 | $2.00M | 0.72% | −395−1.9% | Reduced |
| Chapin Davis, Inc. | 20,221 | $2.01M | 0.69% | −470−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 20,264 | $2.01M | 0.15% | +352+1.8% | Added |
| First Horizon Advisors, Inc. | 20,288 | $2.01M | 0.06% | −4,256−17.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 20,404 | $2.03M | 0.45% | −131−0.6% | Reduced |
| Congress Park Capital LLC | 20,428 | $2.03M | 0.81% | −179−0.9% | Reduced |
| Palumbo Wealth Management LLC | 20,482 | $2.03M | 0.86% | −4,723−18.7% | Reduced |
| Ameritas Investment Partners, Inc. | 20,584 | $2.04M | 0.07% | −657−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,599 | $2.05M | 0.11% | −243−1.2% | Reduced |
| Spirit of America Management Corp | 20,600 | $2.05M | 0.41% | 00.0% | Unchanged |
| Wealth Alliance | 20,608 | $2.05M | 0.26% | −288−1.4% | Reduced |
| Gs Investments, Inc. | 20,614 | $2.05M | 0.97% | 00.0% | Unchanged |
| Vista Investment Management | 20,659 | $2.05M | 0.83% | −2,876−12.2% | Reduced |
| Cornercap Investment Counsel Inc | 20,693 | $2.05M | 0.33% | +18,390+798.5% | Added |