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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 47,557 | $4.72M | 0.74% | −406−0.8% | Reduced |
| Wallington Asset Management, LLC | 48,162 | $4.78M | 0.73% | +420+0.9% | Added |
| Plato Investment Management Ltd | 48,291 | $4.79M | 0.45% | +5,746+13.5% | Added |
| Jeppson Wealth Management, LLC | 48,319 | $4.80M | 1.83% | −150.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 48,403 | $4.81M | 0.57% | −12,000−19.9% | Reduced |
| Hanson & Doremus Investment Management | 48,656 | $4.83M | 0.81% | +2,982+6.5% | Added |
| 1st Source Bank | 48,810 | $4.85M | 0.28% | −786−1.6% | Reduced |
| Teza Capital Management LLC | 49,018 | $4.87M | 0.60% | +49,018 | New |
| Conning Inc. | 49,072 | $4.87M | 0.18% | +37,209+313.7% | Added |
| Trust Co of Kansas | 49,109 | $4.88M | 2.55% | +2,070+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,414 | $4.90M | 0.21% | +250+0.5% | Added |
| HB Wealth Management, LLC | 49,546 | $4.92M | 0.06% | +2,466+5.2% | Added |
| Asset Management Group, Inc. | 49,600 | $4.92M | 0.92% | +5,438+12.3% | Added |
| Farmers National Bank | 49,627 | $4.93M | 1.48% | +2,200+4.6% | Added |
| Sara-Bay Financial | 49,711 | $4.94M | 2.00% | +3,499+7.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 50,522 | $4.95M | 0.39% | −8,990−15.1% | Reduced |
| Chemung Canal Trust Co | 49,944 | $4.96M | 0.96% | +1,306+2.7% | Added |
| Alight Capital Management LP | 50,000 | $4.96M | 1.23% | −42,500−45.9% | Reduced |
| BKD Wealth Advisors, LLC | 50,006 | $4.97M | 0.12% | +975+2.0% | Added |
| Sigma Planning Corp | 50,065 | $4.97M | 0.16% | −5,635−10.1% | Reduced |
| KCM Investment Advisors LLC | 50,181 | $4.98M | 0.18% | −925−1.8% | Reduced |
| Van Strum & Towne Inc. | 50,210 | $4.99M | 1.81% | +150+0.3% | Added |
| Strategy Asset Managers LLC | 56,002 | $5.00M | 1.12% | +3,094+5.8% | Added |
| Westchester Capital Management, Inc. | 50,356 | $5.00M | 1.26% | −549−1.1% | Reduced |
| Karpas Strategies, LLC | 50,512 | $5.02M | 1.57% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 50,544 | $5.02M | 0.56% | +5,267+11.6% | Added |
| First Trust Investment Solutions L.P. | 50,554 | $5.02M | 0.71% | +39,025+338.5% | Added |
| Apollon Wealth Management, LLC | 50,566 | $5.02M | 0.15% | −250−0.5% | Reduced |
| Simmons Bank | 50,679 | $5.03M | 0.38% | +764+1.5% | Added |
| Narwhal Capital Management | 50,719 | $5.04M | 0.48% | −18,914−27.2% | Reduced |
| Poehling Capital Management, LLC | 50,747 | $5.04M | 1.38% | −865−1.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 54,500 | $5.05M | 0.65% | −20,500−27.3% | Reduced |
| National Asset Management, Inc. | 50,955 | $5.06M | 0.13% | −13,446−20.9% | Reduced |
| Acadian Asset Management LLC | 50,978 | $5.06M | 0.02% | +29,010+132.1% | Added |
| Brave Asset Management Inc | 50,992 | $5.06M | 1.29% | −385−0.7% | Reduced |
| Savant Capital, LLC | 51,114 | $5.08M | 0.05% | +3,969+8.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 51,256 | $5.09M | 2.22% | +1,434+2.9% | Added |
| Chartwell Investment Partners, LLC | 51,369 | $5.10M | 0.18% | +28+0.1% | Added |
| Permanens Capital L.P. | 51,383 | $5.10M | 0.52% | +6,540+14.6% | Added |
| McGinn Investment Management, Inc. | 51,699 | $5.13M | 3.49% | +80+0.2% | Added |
| JB Capital LLC | 51,944 | $5.16M | 0.32% | −21,765−29.5% | Reduced |
| Patton Albertson Miller Group, LLC | 51,973 | $5.16M | 0.73% | +6,408+14.1% | Added |
| Qsemble Capital Management, LP | 52,057 | $5.17M | 0.98% | +52,057 | New |
| Hoylecohen, LLC | 52,255 | $5.19M | 0.39% | +654+1.3% | Added |
| Engineers Gate Manager LP | 52,264 | $5.19M | 0.12% | +52,264 | New |
| United Services Automobile Association | 52,367 | $5.20M | 0.13% | −2,083−3.8% | Reduced |
| Bessemer Group Inc | 52,569 | $5.22M | 0.01% | −439−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 52,687 | $5.23M | 0.93% | +1,222+2.4% | Added |
| Fagan Associates, Inc. | 52,767 | $5.24M | 0.92% | +454+0.9% | Added |
| Perennial Advisors, LLC | 52,821 | $5.24M | 1.18% | +2,704+5.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 52,835 | $5.25M | 0.94% | +1,051+2.0% | Added |
| Fulton Bank, N.A. | 52,849 | $5.25M | 0.21% | −3,405−6.1% | Reduced |
| Beta Wealth Group, Inc. | 52,986 | $5.26M | 2.49% | −536−1.0% | Reduced |
| RNC Capital Management LLC | 53,317 | $5.29M | 0.29% | +3,321+6.6% | Added |
| Skylands Capital, LLC | 53,750 | $5.34M | 0.76% | +8,425+18.6% | Added |
| Savoie Capital LLC | 53,791 | $5.34M | 0.69% | +17,794+49.4% | Added |
| Logan Capital Management Inc | 53,925 | $5.35M | 0.23% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 53,985 | $5.36M | 1.04% | −299−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 54,170 | $5.38M | 0.53% | +1,156+2.2% | Added |
| Hunter Perkins Capital Management, LLC | 54,325 | $5.39M | 1.13% | −14,470−21.0% | Reduced |
| Pavion Blue Capital, LLC | 54,507 | $5.41M | 2.66% | +384+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 54,573 | $5.42M | 0.13% | −94,501−63.4% | Reduced |
| Glenview Trust Co | 54,616 | $5.42M | 0.11% | −3,814−6.5% | Reduced |
| Hillman Capital Management, Inc. | 54,618 | $5.42M | 1.91% | −390−0.7% | Reduced |
| City Holding Co | 54,736 | $5.43M | 0.80% | −101−0.2% | Reduced |
| Legal Advantage Investments, Inc. | 54,803 | $5.44M | 3.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 54,956 | $5.46M | 0.01% | −13,178−19.3% | Reduced |
| RedJay Asset Management Inc. | 55,000 | $5.46M | 3.65% | −24,000−30.4% | Reduced |
| Shellback Capital, LP | 55,000 | $5.46M | 0.40% | +30,000+120.0% | Added |
| NWF Advisory Services Inc. | 55,061 | $5.47M | 0.87% | +950+1.8% | Added |
| Hamilton Wealth, LLC | 55,307 | $5.49M | 1.48% | −326−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 55,371 | $5.50M | 0.08% | +10,185+22.5% | Added |
| Stamos Capital Partners, L.P. | 55,660 | $5.53M | 1.17% | +10,850+24.2% | Added |
| Daymark Wealth Partners, LLC | 149,720 | $5.53M | 0.25% | +10,678+7.7% | Added |
| Capital Investment Advisors, LLC | 55,817 | $5.54M | 0.13% | −2,410−4.1% | Reduced |
| Vinva Investment Management Ltd | 54,244 | $5.54M | 0.29% | +4,097+8.2% | Added |
| Baxter Bros Inc | 55,829 | $5.54M | 0.73% | −5,426−8.9% | Reduced |
| Ancora Advisors, LLC | 55,833 | $5.54M | 0.14% | −3,196−5.4% | Reduced |
| Ar Asset Management Inc | 55,875 | $5.55M | 1.34% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 55,901 | $5.55M | 0.07% | +3,208+6.1% | Added |
| Vision Capital Management, Inc. | 56,067 | $5.57M | 0.83% | −1,174−2.1% | Reduced |
| Principal Securities, Inc. | 56,159 | $5.58M | 0.15% | +5,330+10.5% | Added |
| General American Investors Co Inc | 56,478 | $5.61M | 0.40% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 56,641 | $5.62M | 0.27% | −93,938−62.4% | Reduced |
| Kanawha Capital Management LLC | 56,708 | $5.63M | 0.44% | +355+0.6% | Added |
| TCTC Holdings, LLC | 56,808 | $5.64M | 0.19% | −170−0.3% | Reduced |
| McCollum Christoferson Group LLC | 57,261 | $5.69M | 1.69% | −443−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 57,266 | $5.69M | 0.68% | +3,626+6.8% | Added |
| Axxcess Wealth Management, LLC | 57,281 | $5.69M | 0.16% | −8,392−12.8% | Reduced |
| Transform Wealth, LLC | 57,489 | $5.71M | 0.43% | +2,983+5.5% | Added |
| Sicart Associates LLC | 57,508 | $5.71M | 2.19% | −2,215−3.7% | Reduced |
| Davy Global Fund Management Ltd | 57,590 | $5.72M | 0.65% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 57,613 | $5.72M | 0.53% | +323+0.6% | Added |
| Snowden Capital Advisors LLC | 57,873 | $5.75M | 0.17% | −74,457−56.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,016 | $5.76M | 0.15% | −188−0.3% | Reduced |
| Signaturefd, LLC | 58,062 | $5.77M | 0.12% | −411−0.7% | Reduced |
| Moors & Cabot, Inc. | 58,078 | $5.77M | 0.31% | −9,880−14.5% | Reduced |
| United Asset Strategies, Inc. | 58,186 | $5.78M | 0.57% | +1,513+2.7% | Added |
| Sowell Financial Services LLC | 58,399 | $5.80M | 0.28% | −8,254−12.4% | Reduced |
| Independent Advisor Alliance | 58,493 | $5.81M | 0.20% | +2,827+5.1% | Added |