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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 1,082 | $107.4K | 0.05% | +4+0.4% | Added |
| Avion Wealth | 1,102 | $109.0K | 0.03% | −68−5.8% | Reduced |
| Lynx Investment Advisory | 1,128 | $112.0K | 0.08% | +1,128 | New |
| Oliver Lagore Vanvalin Investment Group | 1,175 | $116.6K | 0.03% | −39−3.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,196 | $118.8K | 0.02% | +30+2.6% | Added |
| Maryland Capital Advisors Inc. | 1,216 | $120.7K | 0.07% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,241 | $123.2K | 0.03% | −328−20.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,251 | $124.2K | 0.04% | −28−2.2% | Reduced |
| Morton Brown Family Wealth, LLC | 1,289 | $124.8K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,268 | $125.9K | 0.03% | −17−1.3% | Reduced |
| Pineridge Advisors LLC | 1,282 | $127.2K | 0.04% | +8+0.6% | Added |
| Founders Capital Management | 1,288 | $127.9K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,308 | $129.9K | 0.03% | −151−10.3% | Reduced |
| Riverview Trust Co | 1,357 | $134.7K | 0.13% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,395 | $138.5K | 0.08% | +18+1.3% | Added |
| Cranbrook Wealth Management, LLC | 1,408 | $139.8K | 0.03% | +735+109.2% | Added |
| PrairieView Partners, LLC | 1,414 | $140.0K | 0.02% | +14+1.0% | Added |
| Gilliland Jeter Wealth Management LLC | 1,412 | $140.2K | 0.05% | +48+3.5% | Added |
| Tower View Investment Management & Research LLC | 1,435 | $142.5K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $144.0K | 0.05% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,451 | $144.1K | 0.08% | −6,461−81.7% | Reduced |
| Compass Wealth Management LLC | 1,465 | $145.5K | 0.04% | +90+6.5% | Added |
| Keener Financial Planning LLC | 1,500 | $148.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $148.9K | 0.04% | −500−25.0% | Reduced |
| WR Wealth Planners, LLC | 1,517 | $150.7K | 0.05% | −29−1.9% | Reduced |
| M&R Capital Management Inc | 1,572 | $156.1K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,606 | $159.5K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,611 | $160.0K | 0.09% | −2,000−55.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,629 | $161.8K | 0.07% | −400−19.7% | Reduced |
| Princeton Global Asset Management LLC | 1,631 | $162.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,639 | $162.7K | 0.05% | +70+4.5% | Added |
| Tyler-Stone Wealth Management | 1,657 | $164.5K | 0.07% | −320−16.2% | Reduced |
| Tucker Asset Management LLC | 1,659 | $164.7K | 0.04% | +131+8.6% | Added |
| Macroview Investment Management LLC | 1,687 | $167.5K | 0.18% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $167.7K | 0.09% | −50−2.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,724 | $171.3K | 0.10% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,728 | $171.6K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 1,743 | $173.1K | 0.06% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $174.0K | 0.09% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 1,763 | $175.1K | 0.02% | −585−24.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,793 | $178.0K | 0.07% | +373+26.3% | Added |
| Criterion Capital Advisors, LLC | 1,798 | $178.5K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,798 | $178.5K | 0.06% | −4−0.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,471 | $180.0K | 0.10% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,815 | $180.0K | 0.09% | +141+8.4% | Added |
| HHM Wealth Advisors, LLC | 1,830 | $181.7K | 0.03% | +116+6.8% | Added |
| Northwest Capital Management Inc | 1,830 | $181.7K | 0.07% | −827−31.1% | Reduced |
| Coombe, Bender & Co LLC | 1,834 | $182.2K | 0.11% | −123−6.3% | Reduced |
| Lipe & Dalton | 1,841 | $183.0K | 0.10% | −700−27.5% | Reduced |
| West Branch Capital LLC | 1,855 | $184.2K | 0.07% | +651+54.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,857 | $184.3K | 0.04% | −150−7.5% | Reduced |
| Beacon Capital Management, LLC | 1,864 | $185.1K | 0.03% | −236−11.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,873 | $186.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,913 | $189.9K | 0.08% | −231−10.8% | Reduced |
| Bellevue Asset Management, LLC | 1,923 | $190.9K | 0.11% | −537−21.8% | Reduced |
| State of Wyoming | 1,925 | $191.1K | 0.03% | −150−7.2% | Reduced |
| Institutional & Family Asset Management, LLC | 1,930 | $191.6K | 0.03% | +546+39.5% | Added |
| Sit Investment Associates Inc | 1,930 | $192.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,945 | $193.1K | 0.01% | −472−19.5% | Reduced |
| McIlrath & Eck, LLC | 1,959 | $194.5K | 0.03% | +89+4.8% | Added |
| Tortoise Investment Management, LLC | 1,980 | $196.6K | 0.02% | −270−12.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,991 | $197.7K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,998 | $198.4K | 0.08% | +6+0.3% | Added |
| BOCHK Asset Management Ltd | 2,000 | $198.6K | 0.06% | −3,000−60.0% | Reduced |
| Park Place Capital Corp | 2,004 | $199.0K | 0.06% | −124−5.8% | Reduced |
| Pin Oak Investment Advisors Inc | 2,010 | $200.0K | 0.19% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,033 | $200.5K | 0.05% | −124−5.7% | Reduced |
| Sharp Financial Services, LLC | 2,026 | $201.2K | 0.17% | +2,026 | New |
| Tang Capital Management LLC | 2,029 | $201.4K | 0.02% | +2,029 | New |
| NFP Retirement, Inc. | 2,029 | $201.5K | 0.02% | −1,435−41.4% | Reduced |
| FF Advisors,LLC | 2,031 | $201.7K | 0.14% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 2,038 | $202.3K | 0.16% | +75+3.8% | Added |
| Tillman Hartley LLC | 2,038 | $202.4K | 0.07% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,043 | $202.9K | 0.21% | +302+17.3% | Added |
| Alterna Wealth Management, Inc | 2,045 | $203.0K | 0.18% | +170+9.1% | Added |
| Boston Mountain Money Management Inc | 2,052 | $203.8K | 0.13% | −91−4.2% | Reduced |
| Hendley & Co Inc | 2,054 | $204.0K | 0.07% | −2,766−57.4% | Reduced |
| Future Financial Wealth Managment LLC | 2,056 | $204.1K | 0.18% | +150+7.9% | Added |
| Greenfield Savings Bank | 2,058 | $204.3K | 0.11% | −645−23.9% | Reduced |
| Helen Stephens Group, LLC | 2,064 | $205.0K | 0.07% | +2,064 | New |
| Prelude Capital Management, LLC | 2,065 | $205.0K | 0.02% | +42+2.1% | Added |
| Blue Barn Wealth, LLC | 2,069 | $205.4K | 0.11% | −633−23.4% | Reduced |
| Objectivity Squared, LLC | 2,087 | $205.5K | 0.16% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 2,072 | $205.7K | 0.13% | +6+0.3% | Added |
| Private Capital Advisors, Inc. | 2,073 | $206.0K | 0.02% | −105−4.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,075 | $206.1K | 0.09% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 2,077 | $206.2K | 0.41% | −1,629−44.0% | Reduced |
| Zhang Financial LLC | 2,078 | $206.3K | 0.01% | +112+5.7% | Added |
| Towerpoint Wealth, LLC | 2,079 | $206.4K | 0.10% | −212−9.3% | Reduced |
| E&G Advisors, LP | 2,084 | $206.9K | 0.06% | −115−5.2% | Reduced |
| Wealth Group, Ltd. | 2,084 | $207.0K | 0.15% | +180+9.5% | Added |
| Financial Advisors, LLC | 2,085 | $207.0K | 0.04% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 2,094 | $207.9K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,099 | $208.0K | 0.00% | −629−23.1% | Reduced |
| Benedict Financial Advisors Inc | 2,096 | $208.1K | 0.05% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 2,100 | $208.5K | 0.12% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,100 | $208.5K | 0.09% | +372+21.5% | Added |
| Swisher Financial Concepts, Inc. | 2,134 | $209.0K | 0.21% | −3−0.1% | Reduced |
| Signet Financial Management, LLC | 2,108 | $209.3K | 0.03% | −150−6.6% | Reduced |
| Monticello Wealth Management, LLC | 2,114 | $209.9K | 0.02% | 00.0% | Unchanged |