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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 106,191 | $7.53M | 0.24% | −1,374−1.3% | Reduced |
| Mutual Advisors, LLC | 81,763 | $7.53M | 0.23% | +5,283+6.9% | Added |
| Park Avenue Securities LLC | 75,937 | $7.54M | 0.09% | −2,723−3.5% | Reduced |
| Omers Administration Corp | 76,104 | $7.56M | 0.07% | +76,104 | New |
| Talbot Financial, LLC | 76,632 | $7.61M | 1.00% | +3,984+5.5% | Added |
| Choate Investment Advisors | 76,689 | $7.61M | 0.20% | +2,559+3.5% | Added |
| Ironvine Capital Partners, LLC | 78,054 | $7.75M | 0.85% | −54−0.1% | Reduced |
| Synovus Financial Corp | 78,152 | $7.76M | 0.10% | −2,828−3.5% | Reduced |
| Noesis Capital Mangement Corp | 78,422 | $7.79M | 1.73% | +4,110+5.5% | Added |
| Pacific Global Investment Management CO | 78,487 | $7.79M | 1.48% | −1,868−2.3% | Reduced |
| Journey Strategic Wealth LLC | 78,656 | $7.81M | 0.33% | +1,540+2.0% | Added |
| DuPont Capital Management Corp | 79,006 | $7.84M | 0.68% | +79,006 | New |
| Meiji Yasuda Life Insurance Co | 79,086 | $7.85M | 0.16% | +7,877+11.1% | Added |
| Optiver Holding B.V. | 79,150 | $7.86M | 0.15% | +79,150 | New |
| E. Ohman J:or Asset Management AB | 79,220 | $7.87M | 0.20% | +4,050+5.4% | Added |
| Northwest & Ethical Investments L.P. | 79,414 | $7.88M | 0.23% | +4,264+5.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 79,431 | $7.89M | 1.71% | −40,282−33.6% | Reduced |
| Bourgeon Capital Management LLC | 79,612 | $7.90M | 1.55% | +554+0.7% | Added |
| Cornerstone Advisors, LLC | 79,700 | $7.91M | 0.32% | −700−0.9% | Reduced |
| Rakuten Investment Management, Inc. | 77,914 | $7.96M | 0.05% | +28,487+57.6% | Added |
| Bahl & Gaynor Inc | 80,412 | $7.98M | 0.04% | −7,390−8.4% | Reduced |
| RSM US Wealth Management LLC | 81,623 | $8.01M | 0.13% | +31,978+64.4% | Added |
| First Financial Bank - Trust Division | 80,827 | $8.03M | 0.79% | −1,743−2.1% | Reduced |
| AMG National Trust Bank | 80,928 | $8.04M | 0.22% | +6,609+8.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 80,939 | $8.04M | 1.94% | +828+1.0% | Added |
| Close Asset Management Ltd | 81,142 | $8.05M | 0.27% | +9,163+12.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,216 | $8.16M | 0.83% | +1,219+1.5% | Added |
| WoodTrust Financial Corp | 83,314 | $8.27M | 1.29% | +4,479+5.7% | Added |
| Venture Visionary Partners LLC | 83,363 | $8.28M | 0.38% | +742+0.9% | Added |
| Phoenix Holdings Ltd. | 83,160 | $8.29M | 0.13% | −37,610−31.1% | Reduced |
| Integrated Wealth Concepts LLC | 83,541 | $8.29M | 0.11% | +5,482+7.0% | Added |
| Caxton Associates LP | 83,888 | $8.33M | 0.33% | +60,000+251.2% | Added |
| Associated Banc-Corp | 83,891 | $8.33M | 0.26% | −2,714−3.1% | Reduced |
| Quantinno Capital Management LP | 83,894 | $8.33M | 0.15% | −7,681−8.4% | Reduced |
| Empowered Funds, LLC | 84,453 | $8.39M | 0.15% | +15,318+22.2% | Added |
| HighPoint Advisor Group LLC | 89,424 | $8.39M | 0.50% | +23,858+36.4% | Added |
| Foundry Partners, LLC | 84,495 | $8.39M | 0.45% | +84,495 | New |
| Berkshire Asset Management LLC | 84,601 | $8.40M | 0.42% | +152+0.2% | Added |
| Blume Capital Management, Inc. | 84,660 | $8.41M | 2.03% | +929+1.1% | Added |
| DCM Advisors, LLC | 84,685 | $8.41M | 4.44% | −9,077−9.7% | Reduced |
| Round Hill Asset Management | 84,860 | $8.43M | 5.37% | −2,045−2.4% | Reduced |
| Woodline Partners LP | 84,974 | $8.44M | 0.08% | −51,847−37.9% | Reduced |
| Woodstock Corp | 85,251 | $8.46M | 0.86% | −1,977−2.3% | Reduced |
| Brown Shipley& Co Ltd | 85,973 | $8.54M | 3.84% | −7,241−7.8% | Reduced |
| Wedbush Securities Inc | 86,024 | $8.54M | 0.31% | −1,247−1.4% | Reduced |
| Perigon Wealth Management, LLC | 86,089 | $8.55M | 0.25% | +2,929+3.5% | Added |
| Quantitative Investment Management, LLC | 86,802 | $8.62M | 0.94% | +86,802 | New |
| CSM Advisors, LLC | 87,482 | $8.68M | 0.61% | +300.0% | Added |
| Boston Family Office LLC | 87,854 | $8.72M | 0.63% | +1,180+1.4% | Added |
| John G Ullman & Associates Inc | 88,289 | $8.77M | 1.34% | +7,565+9.4% | Added |
| Greenwood Gearhart Inc | 88,374 | $8.77M | 0.83% | −289−0.3% | Reduced |
| Motco | 88,568 | $8.79M | 0.52% | +2,910+3.4% | Added |
| Founders Capital Management, LLC | 88,640 | $8.80M | 1.58% | −2,989−3.3% | Reduced |
| Parkside Investments, LLC | 89,547 | $8.89M | 1.40% | −650−0.7% | Reduced |
| Colonial Trust Advisors | 89,750 | $8.91M | 0.85% | −65−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 90,053 | $8.94M | 1.05% | +610+0.7% | Added |
| Barlow Wealth Partners, Inc. | 99,657 | $8.95M | 1.24% | +907+0.9% | Added |
| MSA Advisors, LLC | 90,240 | $8.96M | 2.57% | −9,300−9.3% | Reduced |
| Private Wealth Partners, LLC | 90,655 | $9.00M | 0.68% | +54,552+151.1% | Added |
| Tiaa Trust, National Association | 90,664 | $9.00M | 0.03% | −1,466−1.6% | Reduced |
| Connors Investor Services Inc | 90,862 | $9.02M | 0.94% | +5,265+6.2% | Added |
| River & Mercantile Asset Management LLP | 91,806 | $9.11M | 2.50% | −2,288−2.4% | Reduced |
| NZS Capital, LLC | 92,045 | $9.14M | 0.37% | +45,158+96.3% | Added |
| New Mexico Educational Retirement Board | 92,155 | $9.15M | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 92,371 | $9.17M | 0.25% | +33,562+57.1% | Added |
| Cullinan Associates Inc | 92,474 | $9.18M | 0.52% | +61,823+201.7% | Added |
| Cabot Wealth Management Inc | 92,558 | $9.19M | 1.20% | −179−0.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 93,166 | $9.25M | 2.78% | +4,420+5.0% | Added |
| Albion Financial Group | 93,212 | $9.26M | 0.70% | +2,659+2.9% | Added |
| First National Bank of Omaha | 93,310 | $9.26M | 0.61% | +5,167+5.9% | Added |
| Toroso Investments, LLC | 93,638 | $9.30M | 0.13% | +29,995+47.1% | Added |
| Sonora Investment Management Group, LLC | 76,006 | $9.30M | 0.73% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 94,204 | $9.35M | 0.02% | −801,136−89.5% | Reduced |
| Shelton Capital Management | 94,237 | $9.36M | 0.26% | +24,987+36.1% | Added |
| Baader Bank INC | 94,692 | $9.40M | 0.73% | −45,997−32.7% | Reduced |
| Graham Capital Management, L.P. | 95,263 | $9.46M | 0.33% | −2,157−2.2% | Reduced |
| Arvest Trust Co N A | 95,641 | $9.50M | 0.56% | −3,768−3.8% | Reduced |
| KLCM Advisors, Inc. | 95,698 | $9.50M | 1.17% | −712−0.7% | Reduced |
| Northeast Financial Consultants Inc | 95,712 | $9.50M | 0.44% | −1,800−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 96,329 | $9.56M | 0.19% | −10,310−9.7% | Reduced |
| CCM Investment Advisers LLC | 96,501 | $9.58M | 1.13% | +140+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 97,261 | $9.66M | 0.10% | −537−0.5% | Reduced |
| Griffin Asset Management, Inc. | 97,281 | $9.66M | 1.12% | +5,900+6.5% | Added |
| Trillium Asset Management, LLC | 97,308 | $9.66M | 0.24% | −1,955−2.0% | Reduced |
| Lincoln Capital LLC | 97,385 | $9.67M | 2.16% | −1,416−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 97,656 | $9.70M | 0.30% | −5,441−5.3% | Reduced |
| Van Cleef Asset Management,Inc | 97,735 | $9.70M | 1.22% | −1,466−1.5% | Reduced |
| Bailard, Inc. | 98,205 | $9.75M | 0.27% | −2,294−2.3% | Reduced |
| Wesbanco Bank Inc | 98,539 | $9.78M | 0.37% | −3,399−3.3% | Reduced |
| Bulltick Wealth Management, LLC | 98,611 | $9.79M | 2.74% | +23,719+31.7% | Added |
| Nikko Asset Management Americas, Inc. | 98,617 | $9.79M | 0.11% | +10,269+11.6% | Added |
| Kingsview Wealth Management, LLC | 99,201 | $9.85M | 0.23% | +9,286+10.3% | Added |
| DRH Investments, Inc. | 99,860 | $9.92M | 10.75% | −3,824−3.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 100,000 | $9.93M | 0.12% | −385,000−79.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 100,807 | $10.0M | 2.04% | −654−0.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 101,069 | $10.0M | 1.94% | −2,108−2.0% | Reduced |
| Parallel Advisors, LLC | 101,398 | $10.1M | 0.26% | −3,429−3.3% | Reduced |
| Blackhill Capital Inc | 101,500 | $10.1M | 0.62% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 102,629 | $10.2M | 0.26% | −3,754−3.5% | Reduced |
| Headlands Technologies LLC | 102,705 | $10.2M | 1.08% | +102,705 | New |