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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 33,688 | $3.03M | 0.67% | −110−0.3% | Reduced |
| Arlington Partners LLC | 30,530 | $3.03M | 1.51% | −603−1.9% | Reduced |
| White Pine Investment CO | 30,621 | $3.04M | 0.89% | +1,178+4.0% | Added |
| Thematics Asset Management | 30,815 | $3.06M | 0.12% | −1,447−4.5% | Reduced |
| TCG Advisory Services, LLC | 30,827 | $3.06M | 0.15% | +1,159+3.9% | Added |
| Texas Yale Capital Corp. | 30,908 | $3.07M | 0.15% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 30,942 | $3.07M | 0.12% | −981−3.1% | Reduced |
| Cullen Capital Management LLC | 30,981 | $3.08M | 0.04% | +1,229+4.1% | Added |
| Concentric Wealth Management, LLC | 30,985 | $3.08M | 0.80% | +653+2.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 30,995 | $3.08M | 0.13% | +13,902+81.3% | Added |
| Guardian Capital Advisors LP | 31,760 | $3.08M | 0.33% | +1,610+5.3% | Added |
| Summit Place Financial Advisors, LLC | 31,032 | $3.08M | 1.82% | −1,592−4.9% | Reduced |
| DLK Investment Management, LLC | 31,110 | $3.09M | 1.28% | −140.0% | Reduced |
| IPG Investment Advisors LLC | 31,288 | $3.11M | 0.68% | −20,410−39.5% | Reduced |
| WSFS Capital Management, LLC | 31,291 | $3.11M | 0.17% | −2,462−7.3% | Reduced |
| Robbins Farley LLC | 31,330 | $3.11M | 1.65% | +2,378+8.2% | Added |
| Paradigm Financial Partners, LLC | 31,472 | $3.12M | 0.47% | +3,501+12.5% | Added |
| Ostrum Asset Management | 31,482 | $3.13M | 0.27% | +188+0.6% | Added |
| Resources Management Corp | 31,536 | $3.13M | 0.46% | −1,025−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 31,624 | $3.14M | 0.32% | −1,855−5.5% | Reduced |
| Wellington Shields & Co., LLC | 31,696 | $3.15M | 1.03% | −451−1.4% | Reduced |
| YHB Investment Advisors, Inc. | 31,799 | $3.16M | 0.27% | −1,862−5.5% | Reduced |
| First Western Trust Bank | 31,921 | $3.17M | 0.15% | −4,430−12.2% | Reduced |
| Cullen Investment Group, Ltd. | 31,921 | $3.17M | 0.51% | −1,747−5.2% | Reduced |
| Lockheed Martin Investment Management Co | 31,940 | $3.17M | 0.18% | −1,150−3.5% | Reduced |
| Central Trust Co | 32,005 | $3.18M | 0.08% | −2,908−8.3% | Reduced |
| Steel Peak Wealth Management LLC | 32,016 | $3.18M | 0.15% | +4,707+17.2% | Added |
| Eisler Capital (US) LLC | 32,081 | $3.19M | 0.60% | −10,839−25.3% | Reduced |
| Longbow Finance SA | 32,133 | $3.19M | 0.33% | −37,045−53.6% | Reduced |
| Heritage Trust Co | 32,294 | $3.21M | 0.42% | −89−0.3% | Reduced |
| Leonteq Securities AG | 32,378 | $3.21M | 0.45% | −7,164−18.1% | Reduced |
| Arrow Financial Corp | 32,512 | $3.23M | 0.31% | +448+1.4% | Added |
| Zuckerman Investment Group, LLC | 32,518 | $3.23M | 0.37% | +3,218+11.0% | Added |
| Seven Eight Capital, LP | 32,549 | $3.23M | 0.34% | +32,549 | New |
| Brown Miller Wealth Management, LLC | 32,566 | $3.23M | 1.34% | −36−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 32,610 | $3.24M | 0.08% | +141+0.4% | Added |
| Wealthcare Advisory Partners LLC | 32,680 | $3.24M | 0.10% | +3,208+10.9% | Added |
| Colonial Trust Co | 32,711 | $3.25M | 0.57% | +958+3.0% | Added |
| Boyar Asset Management Inc. | 32,729 | $3.25M | 2.23% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 32,888 | $3.27M | 0.52% | +16,835+104.9% | Added |
| Achmea Investment Management B.V. | 32,970 | $3.27M | 0.06% | +16,370+98.6% | Added |
| Whalerock Point Partners, LLC | 33,003 | $3.28M | 0.88% | −820−2.4% | Reduced |
| Robinson Value Management, Ltd. | 33,039 | $3.28M | 2.29% | −217−0.7% | Reduced |
| Clarity Capital Partners LLC | 33,152 | $3.29M | 2.02% | −571−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 33,167 | $3.29M | 0.36% | +521+1.6% | Added |
| Aviance Capital Partners, LLC | 33,170 | $3.29M | 0.47% | +392+1.2% | Added |
| William Allan, LLC | 33,237 | $3.30M | 2.21% | −269−0.8% | Reduced |
| RB Capital Management, LLC | 33,245 | $3.30M | 0.84% | −288−0.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 33,299 | $3.31M | 1.34% | +916+2.8% | Added |
| Pegasus Asset Management, Inc. | 33,313 | $3.31M | 1.27% | +397+1.2% | Added |
| Contrarius Investment Management Ltd | 33,350 | $3.31M | 0.21% | −4,153−11.1% | Reduced |
| Lynch & Associates | 33,349 | $3.31M | 0.75% | +2,027+6.5% | Added |
| Goelzer Investment Management, Inc. | 33,392 | $3.32M | 0.19% | −1,109−3.2% | Reduced |
| Freestone Capital Holdings, LLC | 33,415 | $3.32M | 0.12% | +2,242+7.2% | Added |
| Essex Investment Management Co LLC | 33,455 | $3.32M | 0.62% | −2,371−6.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 33,491 | $3.33M | 0.47% | +16,791+100.5% | Added |
| M. Kraus & Co | 33,713 | $3.35M | 1.03% | −1,205−3.5% | Reduced |
| Kirr Marbach & Co LLC | 33,722 | $3.35M | 0.81% | +532+1.6% | Added |
| Boston Private Wealth LLC | 33,754 | $3.35M | 0.08% | −6,321−15.8% | Reduced |
| Capstone Investment Advisors, LLC | 33,767 | $3.35M | 0.07% | +15,167+81.5% | Added |
| Jacobi Capital Management LLC | 33,791 | $3.36M | 0.29% | −154−0.5% | Reduced |
| Keene & Associates, Inc. | 33,804 | $3.36M | 2.74% | +90.0% | Added |
| Rothschild Investment LLC | 33,937 | $3.37M | 0.23% | −1,307−3.7% | Reduced |
| Legacy Trust | 33,976 | $3.37M | 0.84% | +6,038+21.6% | Added |
| Mission Wealth Management, LP | 33,988 | $3.37M | 0.09% | +9,509+38.8% | Added |
| DoubleLine ETF Adviser LP | 34,066 | $3.38M | 0.89% | −7,311−17.7% | Reduced |
| German American Bancorp, Inc. | 34,093 | $3.39M | 0.39% | +988+3.0% | Added |
| SlateStone Wealth, LLC | 34,220 | $3.40M | 0.37% | −4,118−10.7% | Reduced |
| Independent Financial Group, LLC | 34,253 | $3.40M | 0.14% | +265+0.8% | Added |
| Miracle Mile Advisors, LLC | 34,343 | $3.41M | 0.08% | +745+2.2% | Added |
| Wolverine Asset Management LLC | 34,781 | $3.45M | 0.06% | +34,781 | New |
| Eagle Global Advisors LLC | 34,853 | $3.46M | 0.18% | −210−0.6% | Reduced |
| Allen Investment Management LLC | 34,912 | $3.47M | 0.04% | +63+0.2% | Added |
| Connable Office Inc | 34,940 | $3.47M | 0.37% | −1,288−3.6% | Reduced |
| Tairen Capital Ltd | 35,000 | $3.48M | 0.12% | 00.0% | Unchanged |
| Waycross Partners, LLC | 35,000 | $3.48M | 0.53% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 35,016 | $3.48M | 0.26% | +4,776+15.8% | Added |
| Arlington Financial Advisors, LLC | 35,031 | $3.48M | 0.76% | +1,569+4.7% | Added |
| Cypress Capital Group | 35,134 | $3.49M | 0.42% | +691+2.0% | Added |
| Spire Wealth Management | 35,140 | $3.49M | 0.12% | −10,334−22.7% | Reduced |
| Louisbourg Investments Inc. | 42,629 | $3.51M | 0.98% | +930+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 35,388 | $3.51M | 0.06% | −2,581−6.8% | Reduced |
| Vestcor Inc | 35,423 | $3.52M | 0.12% | +1,305+3.8% | Added |
| Kennon-Green & Company, LLC | 35,579 | $3.53M | 3.25% | −948−2.6% | Reduced |
| Krilogy Financial LLC | 35,584 | $3.53M | 0.26% | +5,699+19.1% | Added |
| Roanoke Asset Management Corp | 35,680 | $3.54M | 1.17% | −145−0.4% | Reduced |
| Lincluden Management Ltd | 35,693 | $3.54M | 0.43% | −44−0.1% | Reduced |
| Terry L. Blaker | 35,706 | $3.55M | 0.14% | −367−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 35,849 | $3.56M | 0.26% | +3,470+10.7% | Added |
| Diversified Investment Strategies, LLC | 35,956 | $3.57M | 2.50% | 00.0% | Unchanged |
| Ami Investment Management Inc | 36,045 | $3.58M | 1.25% | −792−2.2% | Reduced |
| Lafayette Investments, Inc. | 36,078 | $3.58M | 0.81% | −945−2.6% | Reduced |
| Asset Advisors Investment Management, LLC | 36,083 | $3.58M | 0.39% | +4,394+13.9% | Added |
| Jamison Private Wealth Management, Inc. | 36,101 | $3.58M | 0.60% | −336−0.9% | Reduced |
| Rodgers Brothers Inc. | 36,185 | $3.59M | 0.49% | −550−1.5% | Reduced |
| Granite Investment Partners, LLC | 36,194 | $3.59M | 0.15% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 36,363 | $3.61M | 0.70% | +145+0.4% | Added |
| Gifford Fong Associates | 36,407 | $3.62M | 0.96% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 36,424 | $3.62M | 0.60% | −5,127−12.3% | Reduced |
| Hyman Charles D | 36,442 | $3.62M | 0.20% | −573−1.5% | Reduced |