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
- 3,034
- −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
- 1,422 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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 20,923 | $2.08M | 0.11% | +1,411+7.2% | Added |
| Kornitzer Capital Management Inc | 20,932 | $2.08M | 0.04% | +1,303+6.6% | Added |
| Harbour Investments, Inc. | 20,966 | $2.08M | 0.07% | −1,391−6.2% | Reduced |
| Fox Run Management, L.L.C. | 20,966 | $2.08M | 0.39% | +20,966 | New |
| Summit Financial, LLC | 21,007 | $2.09M | 0.10% | +9,321+79.8% | Added |
| Ellsworth Advisors, LLC | 21,009 | $2.09M | 0.58% | +1,336+6.8% | Added |
| BOK Financial Private Wealth, Inc. | 21,087 | $2.09M | 0.15% | +4,416+26.5% | Added |
| Frisch Financial Group, Inc. | 21,094 | $2.09M | 0.63% | −1,207−5.4% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $2.10M | 0.07% | 00.0% | Unchanged |
| Trust Asset Management LLC | 21,108 | $2.10M | 0.18% | 00.0% | Unchanged |
| Marex Group plc | 21,126 | $2.10M | 0.06% | −358,037−94.4% | Reduced |
| Xcel Wealth Management, LLC | 21,174 | $2.10M | 0.66% | −198−0.9% | Reduced |
| Sumitomo Life Insurance Co | 21,240 | $2.11M | 0.05% | −2,768−11.5% | Reduced |
| Harbour Investment Management LLC | 21,352 | $2.12M | 0.98% | +138+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 21,402 | $2.13M | 0.55% | +4,325+25.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 21,416 | $2.13M | 1.46% | −175−0.8% | Reduced |
| Westmount Partners, LLC | 21,726 | $2.13M | 0.70% | +2,774+14.6% | Added |
| Elevatus Welath Management | 21,475 | $2.13M | 0.80% | −24,239−53.0% | Reduced |
| BCGM Wealth Management, LLC | 21,519 | $2.14M | 0.74% | −86−0.4% | Reduced |
| DRW Securities, LLC | 21,553 | $2.14M | 0.13% | +15,044+231.1% | Added |
| Brevan Howard Capital Management LP | 21,556 | $2.14M | 0.14% | −25,205−53.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 21,570 | $2.14M | 0.04% | −215−1.0% | Reduced |
| Nelson Capital Management, LLC | 21,596 | $2.14M | 0.38% | −411−1.9% | Reduced |
| Curbstone Financial Management Corp | 21,610 | $2.15M | 0.47% | −400−1.8% | Reduced |
| Guardian Investment Management | 21,683 | $2.15M | 1.57% | +18,433+567.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,722 | $2.16M | 0.89% | +1,305+6.4% | Added |
| Guardian Capital LP | 21,726 | $2.16M | 0.08% | −6,130−22.0% | Reduced |
| Moody National Bank Trust Division | 21,759 | $2.16M | 0.17% | +669+3.2% | Added |
| Monarch Capital Management Inc | 21,790 | $2.16M | 0.64% | −516−2.3% | Reduced |
| Premier Path Wealth Partners, LLC | 21,927 | $2.18M | 0.37% | +1,040+5.0% | Added |
| Manhattan West Asset Management, LLC | 21,998 | $2.18M | 0.59% | −2,980−11.9% | Reduced |
| WBH Advisory Inc | 22,026 | $2.19M | 0.22% | −1,362−5.8% | Reduced |
| Intellectus Partners, LLC | 22,041 | $2.19M | 0.60% | −2,763−11.1% | Reduced |
| Ballentine Partners, LLC | 22,084 | $2.19M | 0.04% | −2,199−9.1% | Reduced |
| Ingalls & Snyder LLC | 22,150 | $2.20M | 0.10% | −1,481−6.3% | Reduced |
| Berkshire Bank | 22,245 | $2.21M | 0.56% | −1,850−7.7% | Reduced |
| Hixon Zuercher, LLC | 22,379 | $2.22M | 0.94% | −670−2.9% | Reduced |
| Profund Advisors LLC | 22,513 | $2.24M | 0.08% | +2,067+10.1% | Added |
| TBH Global Asset Management, LLC | 22,540 | $2.24M | 0.50% | +661+3.0% | Added |
| Searle & Co. | 22,545 | $2.24M | 0.52% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,573 | $2.24M | 0.16% | +22,573 | New |
| JCIC Asset Management Inc. | 22,627 | $2.25M | 0.92% | −143−0.6% | Reduced |
| Mengis Capital Management, Inc. | 22,643 | $2.25M | 0.46% | −467−2.0% | Reduced |
| Riverpark Capital Management LLC | 22,659 | $2.25M | 2.98% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22,715 | $2.26M | 0.33% | −45−0.2% | Reduced |
| One Capital Management, LLC | 22,800 | $2.26M | 0.08% | +7,880+52.8% | Added |
| Thompson Investment Management, Inc. | 22,815 | $2.27M | 0.35% | +20+0.1% | Added |
| Stratos Wealth Advisors, LLC | 22,816 | $2.27M | 0.11% | +4,695+25.9% | Added |
| Wealthspire Advisors, LLC | 22,824 | $2.27M | 0.03% | −1,407−5.8% | Reduced |
| Machina Capital S.A.S. | 22,835 | $2.27M | 1.02% | +22,835 | New |
| IFP Advisors, Inc | 22,844 | $2.27M | 0.09% | −2,732−10.7% | Reduced |
| JSF Financial, LLC | 22,855 | $2.27M | 0.70% | −166−0.7% | Reduced |
| Privium Fund Management (UK) Ltd | 23,061 | $2.27M | 0.89% | −4,520−16.4% | Reduced |
| Herbst Group, LLC | 22,908 | $2.27M | 1.38% | −50−0.2% | Reduced |
| Ashton Thomas Securities, LLC | 23,474 | $2.28M | 0.55% | +23,474 | New |
| Northstar Asset Management LLC | 23,063 | $2.29M | 0.55% | −1,080−4.5% | Reduced |
| Windsor Advisory Group, LLC | 23,125 | $2.30M | 4.60% | −824−3.4% | Reduced |
| First National Trust Co | 23,168 | $2.30M | 0.09% | −4,314−15.7% | Reduced |
| David R. Rahn & Associates Inc. | 23,372 | $2.32M | 0.74% | −1,002−4.1% | Reduced |
| Westhampton Capital, LLC | 23,378 | $2.32M | 1.26% | −26−0.1% | Reduced |
| Plimoth Trust Co LLC | 23,497 | $2.33M | 0.62% | +85+0.4% | Added |
| Gluskin Sheff & Assoc Inc | 23,574 | $2.34M | 0.27% | −277−1.2% | Reduced |
| Verus Capital Partners, LLC | 23,915 | $2.34M | 0.24% | −874−3.5% | Reduced |
| LMG Wealth Partners, LLC | 23,628 | $2.35M | 0.58% | +225+1.0% | Added |
| Community Bank, N.A. | 23,631 | $2.35M | 0.31% | −380−1.6% | Reduced |
| Forum Financial Management, LP | 23,651 | $2.35M | 0.04% | +202+0.9% | Added |
| Keel Point, LLC | 27,590 | $2.36M | 0.21% | −19,336−41.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 23,830 | $2.37M | 0.17% | −2,547−9.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,843 | $2.37M | 0.23% | −7,464−23.8% | Reduced |
| Quadrant Capital Group LLC | 23,884 | $2.37M | 0.18% | +1,197+5.3% | Added |
| Ritholtz Wealth Management | 23,942 | $2.38M | 0.08% | −167−0.7% | Reduced |
| Cito Capital Group, LLC | 23,990 | $2.38M | 0.92% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,992 | $2.38M | 0.28% | +4,085+20.5% | Added |
| Alliance Wealth Advisors, LLC | 24,008 | $2.38M | 1.50% | −735−3.0% | Reduced |
| Parsons Capital Management Inc | 24,070 | $2.39M | 0.16% | −1,165−4.6% | Reduced |
| Key Financial Inc | 24,079 | $2.39M | 0.57% | −4,700−16.3% | Reduced |
| Beaton Management Co. Inc. | 24,102 | $2.39M | 1.29% | +50+0.2% | Added |
| Laurel Wealth Advisors LLC | 24,109 | $2.39M | 0.42% | −2,007−7.7% | Reduced |
| Proequities, Inc. | 24,123 | $2.40M | 0.15% | −2,706−10.1% | Reduced |
| Means Investment Co., Inc. | 24,144 | $2.40M | 0.29% | −931−3.7% | Reduced |
| Birch Hill Investment Advisors LLC | 24,155 | $2.40M | 0.12% | −71−0.3% | Reduced |
| Bill Few Associates, Inc. | 24,196 | $2.40M | 0.92% | +48+0.2% | Added |
| Panagora Asset Management Inc | 24,204 | $2.40M | 0.01% | +5,387+28.6% | Added |
| Financial Advisory Service, Inc. | 24,253 | $2.41M | 0.21% | +1,091+4.7% | Added |
| Gladius Capital Management LP | 24,263 | $2.41M | 2.41% | +23,591+3,510.6% | Added |
| Iowa State Bank | 24,268 | $2.41M | 0.53% | +892+3.8% | Added |
| TriaGen Wealth Management LLC | 24,335 | $2.42M | 0.93% | +1,615+7.1% | Added |
| Fruth Investment Management | 24,373 | $2.42M | 0.66% | +25+0.1% | Added |
| Petredis Investment Advisors LLC | 24,427 | $2.43M | 0.27% | +42+0.2% | Added |
| Pettee Investors, Inc. | 24,443 | $2.43M | 1.17% | −1,050−4.1% | Reduced |
| Webster Bank, N. A. | 24,478 | $2.43M | 0.27% | +2,035+9.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 24,507 | $2.43M | 0.16% | −743−2.9% | Reduced |
| Investment House LLC | 24,495 | $2.43M | 0.14% | +17,846+268.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 24,553 | $2.44M | 1.13% | +1,611+7.0% | Added |
| Geneos Wealth Management Inc. | 24,629 | $2.45M | 0.11% | +2,525+11.4% | Added |
| Portside Wealth Group, LLC | 24,675 | $2.45M | 0.47% | −770−3.0% | Reduced |
| Two Sigma Advisers, LP | 24,700 | $2.45M | 0.01% | +24,700 | New |
| Graypoint LLC | 24,799 | $2.46M | 0.17% | −161−0.6% | Reduced |
| Joel Isaacson & Co., LLC | 24,812 | $2.46M | 0.13% | −163−0.7% | Reduced |
| Citadel Investment Advisory, Inc. | 24,876 | $2.47M | 1.40% | −309−1.2% | Reduced |