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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 36,472 | $3.62M | 0.77% | −103−0.3% | Reduced |
| Diligent Investors, LLC | 36,498 | $3.62M | 0.90% | +129+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,566 | $3.63M | 0.20% | +36,566 | New |
| Farther Finance Advisors, LLC | 37,068 | $3.63M | 0.18% | +4,167+12.7% | Added |
| Citizens National Bank Trust Department | 36,615 | $3.64M | 0.81% | −24−0.1% | Reduced |
| Ravenstone Capital Management Inc. | 36,650 | $3.64M | 2.42% | −270−0.7% | Reduced |
| Regatta Capital Group, LLC | 36,676 | $3.64M | 0.78% | +2,262+6.6% | Added |
| Asset Dedication, LLC | 36,777 | $3.65M | 0.25% | +1,809+5.2% | Added |
| Adviser Investments LLC | 37,022 | $3.68M | 0.05% | −2,441−6.2% | Reduced |
| Rossmore Private Capital | 37,043 | $3.68M | 0.48% | +290+0.8% | Added |
| Twin Capital Management Inc | 37,151 | $3.69M | 0.43% | +3,909+11.8% | Added |
| Insigneo Advisory Services, LLC | 42,104 | $3.70M | 0.42% | −10,068−19.3% | Reduced |
| Diversify Advisory Services, LLC | 38,108 | $3.70M | 0.20% | −8,364−18.0% | Reduced |
| Lynch Asset Management, Inc. | 37,275 | $3.70M | 1.58% | +650+1.8% | Added |
| Jag Capital Management, LLC | 37,371 | $3.71M | 0.51% | −24−0.1% | Reduced |
| IHT Wealth Management, LLC | 37,470 | $3.72M | 0.14% | −3,152−7.8% | Reduced |
| Roberts Wealth Advisors, LLC | 38,441 | $3.73M | 1.27% | +1,767+4.8% | Added |
| Capital Asset Advisory Services LLC | 38,463 | $3.73M | 0.20% | +9,366+32.2% | Added |
| Horizon Investments, LLC | 37,902 | $3.75M | 0.10% | +77+0.2% | Added |
| Gilman Hill Asset Management, LLC | 37,909 | $3.76M | 0.68% | +477+1.3% | Added |
| First Citizens Bank & Trust Co | 37,967 | $3.77M | 0.07% | +1,694+4.7% | Added |
| Nilsine Partners, LLC | 37,978 | $3.77M | 0.51% | −232−0.6% | Reduced |
| Leibman Financial Services, Inc. | 37,998 | $3.77M | 2.81% | +634+1.7% | Added |
| Trajan Wealth LLC | 38,283 | $3.80M | 0.24% | +1,741+4.8% | Added |
| Koshinski Asset Management, Inc. | 39,419 | $3.83M | 0.35% | +22,499+133.0% | Added |
| Meyer Handelman Co | 38,688 | $3.84M | 0.14% | −8,380−17.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.84M | 0.48% | 00.0% | Unchanged |
| PFG Investments, LLC | 38,720 | $3.84M | 0.27% | −8,445−17.9% | Reduced |
| Middleton & Co Inc | 38,898 | $3.86M | 0.45% | +334+0.9% | Added |
| Levin Capital Strategies, L.P. | 39,085 | $3.88M | 0.41% | −11,117−22.1% | Reduced |
| Yarbrough Capital, LLC | 40,000 | $3.97M | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 40,092 | $3.98M | 0.41% | −2,737−6.4% | Reduced |
| First Hawaiian Bank | 40,207 | $3.99M | 0.13% | −5,434−11.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,276 | $4.00M | 1.34% | +158+0.4% | Added |
| Exchange Capital Management, Inc. | 40,430 | $4.01M | 0.65% | −2,131−5.0% | Reduced |
| Strategic Advisors LLC | 40,516 | $4.02M | 0.78% | −236−0.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 40,538 | $4.03M | 1.39% | −833−2.0% | Reduced |
| Highland Capital Management, LLC | 40,710 | $4.04M | 0.24% | −2,172−5.1% | Reduced |
| Reliant Investment Management, LLC | 40,787 | $4.05M | 1.91% | −110−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 40,799 | $4.05M | 0.31% | +17,989+78.9% | Added |
| Investment Management Corp of Ontario | 40,809 | $4.05M | 0.11% | +11,200+37.8% | Added |
| Bridge Creek Capital Management LLC | 40,885 | $4.06M | 1.31% | −1,165−2.8% | Reduced |
| HBK Sorce Advisory LLC | 40,901 | $4.06M | 0.14% | −1,100−2.6% | Reduced |
| Hantz Financial Services, Inc. | 40,971 | $4.07M | 0.08% | −15,001−26.8% | Reduced |
| Arkadios Wealth Advisors | 40,973 | $4.07M | 0.27% | +7,491+22.4% | Added |
| LVM Capital Management Ltd | 40,986 | $4.07M | 0.46% | −1,605−3.8% | Reduced |
| Bristlecone Advisors, LLC | 41,229 | $4.09M | 0.35% | +1,674+4.2% | Added |
| Hartford Financial Management Inc. | 41,341 | $4.10M | 0.88% | −1,222−2.9% | Reduced |
| Sawyer & Company, Inc | 41,463 | $4.12M | 1.64% | −42−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 41,666 | $4.14M | 0.37% | +1,643+4.1% | Added |
| K.J. Harrison & Partners Inc | 41,707 | $4.14M | 0.68% | −41,220−49.7% | Reduced |
| Leavell Investment Management, Inc. | 41,834 | $4.15M | 0.23% | −2,022−4.6% | Reduced |
| Burns J W & Co Inc | 41,914 | $4.16M | 0.56% | −2,846−6.4% | Reduced |
| Anchor Investment Management, LLC | 41,961 | $4.17M | 0.43% | −662−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 42,070 | $4.18M | 0.04% | +1,149+2.8% | Added |
| Capital Investment Counsel, Inc | 42,186 | $4.19M | 0.63% | +648+1.6% | Added |
| Axiom Advisory, LLC | 39,051 | $4.20M | 0.05% | +39,051 | New |
| VELA Investment Management, LLC | 42,375 | $4.21M | 1.49% | −1,897−4.3% | Reduced |
| Sepio Capital, LP | 42,599 | $4.23M | 0.39% | −544−1.3% | Reduced |
| Greenleaf Trust | 42,744 | $4.24M | 0.04% | −2,153−4.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 42,756 | $4.25M | 1.47% | +601+1.4% | Added |
| Shufro Rose & Co LLC | 42,797 | $4.25M | 0.35% | −810−1.9% | Reduced |
| Neo Ivy Capital Management | 43,032 | $4.27M | 0.84% | +43,032 | New |
| Brown Brothers Harriman & Co | 43,072 | $4.28M | 0.03% | +1,909+4.6% | Added |
| Kennedy Capital Management, Inc. | 43,123 | $4.28M | 0.09% | −5,121−10.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 43,890 | $4.30M | 0.49% | −789−1.8% | Reduced |
| CAPROCK Group, Inc. | 43,397 | $4.31M | 0.18% | +1,913+4.6% | Added |
| Columbia Asset Management | 43,553 | $4.32M | 0.81% | −1,289−2.9% | Reduced |
| V2 Financial group LLC | 46,943 | $4.33M | 2.90% | −665−1.4% | Reduced |
| Welch & Forbes LLC | 44,397 | $4.33M | 0.06% | −1,903−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 43,733 | $4.34M | 0.34% | −3,333−7.1% | Reduced |
| We Are One Seven, LLC | 43,830 | $4.35M | 0.21% | −398−0.9% | Reduced |
| Level Four Advisory Services, LLC | 43,849 | $4.35M | 0.20% | +5,926+15.6% | Added |
| Capital Analysts, LLC | 43,922 | $4.36M | 0.19% | −1,806−3.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 44,160 | $4.38M | 1.01% | +178+0.4% | Added |
| Siemens Fonds Invest GmbH | 44,332 | $4.40M | 0.33% | +480+1.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,432 | $4.41M | 0.72% | −248−0.6% | Reduced |
| Sender Co & Partners, Inc. | 44,567 | $4.43M | 5.08% | +44,567 | New |
| Princeton Capital Management LLC | 44,579 | $4.43M | 1.44% | −469−1.0% | Reduced |
| Montag A & Associates Inc | 44,678 | $4.44M | 0.22% | −115−0.3% | Reduced |
| Charter Trust Co | 45,161 | $4.48M | 0.30% | −61−0.1% | Reduced |
| Family Capital Trust Co | 45,395 | $4.51M | 1.47% | −65−0.1% | Reduced |
| Lyell Wealth Management, LP | 45,484 | $4.52M | 0.43% | +575+1.3% | Added |
| Independent Investors Inc | 45,564 | $4.52M | 0.99% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 45,703 | $4.54M | 0.13% | −537−1.2% | Reduced |
| Howe & Rusling Inc | 45,871 | $4.55M | 0.42% | +1,776+4.0% | Added |
| Evercore Wealth Management, LLC | 45,891 | $4.56M | 0.07% | −2,380−4.9% | Reduced |
| Anderson Hoagland & Co | 47,021 | $4.56M | 0.48% | −19,759−29.6% | Reduced |
| Koss-Olinger Consulting, LLC | 46,226 | $4.59M | 0.42% | +46,226 | New |
| Courier Capital LLC | 46,251 | $4.59M | 0.36% | −1,865−3.9% | Reduced |
| Beech Hill Advisors, Inc. | 46,492 | $4.62M | 1.90% | +1,885+4.2% | Added |
| South State Corp. | 46,705 | $4.64M | 0.34% | +2,197+4.9% | Added |
| swisspartners Advisors Ltd | 51,733 | $4.64M | 4.69% | +1,120+2.2% | Added |
| Institute for Wealth Management, LLC. | 46,735 | $4.64M | 0.62% | +296+0.6% | Added |
| Trust Co of Toledo NA | 46,881 | $4.65M | 0.67% | +1,111+2.4% | Added |
| Rice Partnership, LLC | 47,165 | $4.68M | 1.02% | +2,330+5.2% | Added |
| Resources Investment Advisors, LLC. | 47,399 | $4.71M | 0.06% | +7,788+19.7% | Added |
| Dynamic Advisor Solutions LLC | 47,426 | $4.71M | 0.15% | −1,943−3.9% | Reduced |
| Boston Research & Management Inc | 47,479 | $4.71M | 1.19% | +1,690+3.7% | Added |
| Financial Avengers, Inc. | 47,513 | $4.72M | 2.50% | −292−0.6% | Reduced |