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; 2,947 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 | 2,947 | $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 |
|---|---|---|---|---|---|
| Painted Porch Advisors LLC | 333 | $33.1K | 0.02% | +333 | New |
| Luken Investment Analytics, LLC | 335 | $33.3K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 340 | $33.8K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 368 | $36.5K | 0.02% | +50+15.7% | Added |
| Harvest Fund Management Co., Ltd | 390 | $39.0K | 0.00% | −4,965−92.7% | Reduced |
| Pittenger & Anderson Inc | 398 | $39.5K | 0.00% | −528−57.0% | Reduced |
| Security National Bank | 400 | $39.7K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 406 | $40.3K | 0.00% | −711−63.7% | Reduced |
| Camelot Portfolios, LLC | 410 | $40.7K | 0.02% | +410 | New |
| Wolff Wiese Magana LLC | 427 | $42.4K | 0.03% | −14−3.2% | Reduced |
| ICA Group Wealth Management, LLC | 436 | $43.3K | 0.03% | −2,959−87.2% | Reduced |
| Coston, McIsaac & Partners | 448 | $44.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 443 | $44.0K | 0.01% | +122+38.0% | Added |
| Clear Point Advisors Inc. | 446 | $44.3K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 446 | $44.3K | 0.01% | −502−53.0% | Reduced |
| Stone House Investment Management, LLC | 447 | $44.4K | 0.01% | −37−7.6% | Reduced |
| Chesapeake Asset Management LLC | 465 | $46.2K | 0.04% | +15+3.3% | Added |
| American Capital Advisory, LLC | 516 | $46.6K | 0.03% | −113−18.0% | Reduced |
| Dogwood Wealth Management LLC | 471 | $46.8K | 0.03% | −1−0.2% | Reduced |
| ZynergyRetirementPlanningLLC | 473 | $47.0K | 0.04% | +473 | New |
| Syntax Research, Inc. | 475 | $47.1K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 476 | $47.3K | 0.00% | −25−5.0% | Reduced |
| Provenance Wealth Advisors, LLC | 486 | $48.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 500 | $49.6K | 0.01% | +500 | New |
| Covestor Ltd | 504 | $50.0K | 0.03% | −769−60.4% | Reduced |
| PFG Private Wealth Management, LLC | 504 | $50.0K | 0.03% | +92+22.3% | Added |
| GoalVest Advisory LLC | 507 | $50.3K | 0.02% | −190−27.3% | Reduced |
| Red Tortoise LLC | 517 | $51.3K | 0.03% | +150+40.9% | Added |
| Deane Retirement Strategies, Inc. | 536 | $53.2K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 542 | $53.4K | 0.02% | −293−35.1% | Reduced |
| Signature Resources Capital Management, LLC | 539 | $53.5K | 0.04% | −137−20.3% | Reduced |
| America First Investment Advisors, LLC | 540 | $53.6K | 0.01% | −40−6.9% | Reduced |
| Orion Capital Management LLC | 549 | $54.5K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 552 | $54.8K | 0.04% | −1,165−67.9% | Reduced |
| Iron Horse Wealth Management, LLC | 557 | $55.3K | 0.02% | +333+148.7% | Added |
| WFA of San Diego, LLC | 568 | $56.4K | 0.05% | +568 | New |
| NCP Inc. | 569 | $56.4K | 0.04% | +100+21.3% | Added |
| Voisard Asset Management Group, Inc. | 591 | $58.7K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 599 | $58.7K | 0.05% | −276−31.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 599 | $59.5K | 0.01% | +101+20.3% | Added |
| Operose Advisors LLC | 605 | $60.1K | 0.02% | −240−28.4% | Reduced |
| Ogorek Anthony Joseph | 620 | $61.0K | 0.02% | +59+10.5% | Added |
| Trivant Custom Portfolio Group, LLC | 615 | $61.1K | 0.04% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 644 | $63.9K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 646 | $64.1K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 651 | $64.6K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 662 | $65.7K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 674 | $66.9K | 0.01% | +134+24.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 551 | $67.4K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 693 | $68.8K | 0.03% | −26−3.6% | Reduced |
| Timber Creek Capital Management LLC | 713 | $70.8K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 730 | $72.5K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 736 | $73.1K | 0.00% | −12−1.6% | Reduced |
| Canton Hathaway, LLC | 745 | $74.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 751 | $75.0K | 0.06% | +19+2.6% | Added |
| Roble, Belko & Company, Inc | 766 | $76.0K | 0.01% | +9+1.2% | Added |
| Private Wealth Management Group, LLC | 782 | $77.6K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 788 | $78.2K | 0.06% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 802 | $79.6K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 811 | $80.0K | 0.04% | +811 | New |
| Clarity Asset Management, Inc. | 807 | $80.2K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 813 | $80.7K | 0.02% | −68−7.7% | Reduced |
| Chris Bulman Inc | 822 | $81.6K | 0.06% | +822 | New |
| WealthCollab, LLC | 832 | $82.6K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 837 | $83.1K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 846 | $84.0K | 0.01% | +521+160.3% | Added |
| Cornerstone Planning Group LLC | 966 | $84.7K | 0.02% | −1−0.1% | Reduced |
| Frazier Financial Advisors, LLC | 870 | $86.4K | 0.07% | −53−5.7% | Reduced |
| Caitlin John, LLC | 871 | $86.5K | 0.06% | +49+6.0% | Added |
| Annapolis Financial Services, LLC | 872 | $86.6K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 895 | $88.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 891 | $88.0K | 0.00% | +102+12.9% | Added |
| Mizuho Securities Co. Ltd. | 890 | $88.4K | 0.21% | −660−42.6% | Reduced |
| Ramirez Asset Management, Inc. | 900 | $89.4K | 0.02% | +100+12.5% | Added |
| Aspire Private Capital, LLC | 902 | $89.6K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 923 | $90.5K | 0.03% | −349−27.4% | Reduced |
| AllSquare Wealth Management LLC | 922 | $91.5K | 0.05% | 00.0% | Unchanged |
| Aviso Financial Inc. | 934 | $92.6K | 0.01% | +934 | New |
| Dakota Community Bank & Trust NA | 933 | $92.6K | 0.50% | −25−2.6% | Reduced |
| Moser Wealth Advisors, LLC | 945 | $93.8K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 950 | $94.0K | 0.01% | +263+38.3% | Added |
| PFS Partners, LLC | 960 | $95.3K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 985 | $97.8K | 0.01% | −2,157−68.7% | Reduced |
| Bank & Trust Co | 989 | $98.2K | 0.08% | +989 | New |
| Bell Investment Advisors, Inc | 991 | $98.4K | 0.02% | −1−0.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,001 | $99.4K | 0.08% | −50−4.8% | Reduced |
| AlphaMark Advisors, LLC | 1,011 | $100.0K | 0.03% | +160+18.8% | Added |
| Tidemark, LLC | 1,014 | $100.6K | 0.05% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,014 | $100.7K | 0.03% | +3+0.3% | Added |
| Hobbs Group Advisors, LLC | 1,024 | $101.7K | 0.04% | +1,024 | New |
| Standard Family Office LLC | 1,026 | $101.9K | 0.13% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,029 | $102.2K | 0.06% | −364−26.1% | Reduced |
| Spotlight Asset Group, Inc. | 1,032 | $102.5K | 0.07% | +50+5.1% | Added |
| Y.D. More Investments Ltd | 1,042 | $103.5K | 0.01% | +597+134.2% | Added |
| Kelly Financial Services LLC | 1,053 | $104.5K | 0.04% | −3−0.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,057 | $105.0K | 0.04% | +497+88.8% | Added |
| Pathway Financial Advisers, LLC | 1,064 | $105.3K | 0.04% | +4+0.4% | Added |
| Arlington Trust Co LLC | 1,075 | $106.7K | 0.03% | +300+38.7% | Added |
| Hoey Investments, Inc | 1,078 | $107.0K | 0.02% | −400−27.1% | Reduced |
| Black Cypress Capital Management, LLC | 1,081 | $107.3K | 0.10% | −4,603−81.0% | Reduced |