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 |
|---|---|---|---|---|---|
| Lansing Street Advisors | 2,114 | $209.9K | 0.09% | +99+4.9% | Added |
| Quarry LP | 2,115 | $210.0K | 0.09% | +2,115 | New |
| Paradigm, Strategies in Wealth Management, LLC | 2,121 | $210.6K | 0.13% | 00.0% | Unchanged |
| Camden National Bank | 2,124 | $210.9K | 0.03% | +120+6.0% | Added |
| Montz Harcus Wealth Management LLC | 2,126 | $211.1K | 0.14% | −147−6.5% | Reduced |
| Truvestments Capital LLC | 2,128 | $211.3K | 0.08% | −140−6.2% | Reduced |
| Financial Council Asset Management Inc | 2,129 | $211.3K | 0.12% | −80−3.6% | Reduced |
| Lodestone Wealth Management LLC | 2,134 | $211.9K | 0.11% | −20−0.9% | Reduced |
| Stephens Consulting, LLC | 2,140 | $212.5K | 0.06% | +320+17.6% | Added |
| Rise Advisors, LLC | 2,142 | $212.7K | 0.11% | −67−3.0% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,143 | $212.8K | 0.08% | +266+14.2% | Added |
| Bogart Wealth, LLC | 2,145 | $212.9K | 0.01% | +482+29.0% | Added |
| Summit Global Investments | 2,149 | $213.0K | 0.01% | +6+0.3% | Added |
| Fairfield Financial Advisors, LTD | 2,146 | $213.1K | 0.08% | +2,146 | New |
| Flaharty Asset Management, LLC | 2,153 | $213.8K | 0.03% | −6−0.3% | Reduced |
| Firestone Capital Management | 2,154 | $213.8K | 0.06% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 2,154 | $213.9K | 0.09% | −52−2.4% | Reduced |
| Triton Wealth Management, PLLC | 2,353 | $214.0K | 0.13% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 2,159 | $214.4K | 0.16% | −45−2.0% | Reduced |
| One Charles Private Wealth Services, LLC | 2,165 | $215.0K | 0.09% | −50−2.3% | Reduced |
| Iron Financial, LLC | 2,171 | $215.5K | 0.12% | +500+29.9% | Added |
| WealthShield Partners, LLC | 2,174 | $215.8K | 0.03% | +2,174 | New |
| O'Keefe Stevens Advisory, Inc. | 2,174 | $215.9K | 0.07% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,180 | $216.5K | 0.01% | −62−2.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,181 | $216.6K | 0.07% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,184 | $216.9K | 0.17% | +233+11.9% | Added |
| Templeton & Phillips Capital Management, LLC | 2,186 | $217.0K | 0.19% | +2,186 | New |
| Bullock Wealth Management Group | 2,214 | $217.1K | 0.14% | +49+2.3% | Added |
| Childress Capital Advisors, LLC | 2,187 | $217.1K | 0.06% | −404−15.6% | Reduced |
| Bristol John W & Co Inc | 2,192 | $217.6K | 0.00% | −1,320−37.6% | Reduced |
| Southland Equity Partners LLC | 2,192 | $217.6K | 0.06% | −207−8.6% | Reduced |
| Holland Advisory Services, Inc. | 2,194 | $217.8K | 0.27% | −18−0.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,195 | $217.9K | 0.08% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 2,191 | $218.0K | 0.02% | +980+80.9% | Added |
| FMA Wealth Management, LLC | 2,200 | $218.4K | 0.18% | 00.0% | Unchanged |
| Arden Trust Co | 2,204 | $218.8K | 0.03% | −24−1.1% | Reduced |
| Brass Tax Wealth Management, Inc | 2,204 | $218.8K | 0.04% | +2,204 | New |
| Adamsbrown Wealth Consultants LLC | 2,206 | $219.0K | 0.09% | +48+2.2% | Added |
| Paragon Financial Partners, Inc. | 2,209 | $219.3K | 0.17% | 00.0% | Unchanged |
| Karpus Management, Inc. | 2,215 | $219.9K | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,215 | $220.0K | 0.12% | −42−1.9% | Reduced |
| Pennsylvania Capital Management Inc | 2,221 | $220.5K | 0.08% | −34−1.5% | Reduced |
| Lesa Sroufe & Co | 2,231 | $221.0K | 0.21% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,228 | $221.2K | 0.06% | −575−20.5% | Reduced |
| Investment Advisory Group, LLC | 2,231 | $221.5K | 0.09% | −172−7.2% | Reduced |
| Betterment LLC | 2,235 | $222.0K | 0.00% | +210+10.4% | Added |
| Lakeshore Financial Planning, Inc. | 2,240 | $222.6K | 0.11% | −125−5.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,242 | $222.6K | 0.03% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,244 | $222.8K | 0.10% | +190+9.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 2,248 | $223.2K | 0.16% | −1,231−35.4% | Reduced |
| S.A. Mason LLC | 2,251 | $223.5K | 0.13% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,253 | $223.7K | 0.00% | −462−17.0% | Reduced |
| Alpha Family Trust | 2,255 | $223.9K | 0.13% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,255 | $223.9K | 0.05% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,256 | $224.0K | 0.11% | +80+3.7% | Added |
| Aspire Capital Advisors LLC | 2,262 | $224.6K | 0.07% | −879−28.0% | Reduced |
| Traynor Capital Management, Inc. | 2,263 | $224.7K | 0.02% | −383−14.5% | Reduced |
| Austin Wealth Management, LLC | 2,328 | $224.9K | 0.05% | −394−14.5% | Reduced |
| Maltin Wealth Management, Inc. | 2,267 | $225.1K | 0.12% | +27+1.2% | Added |
| Royal Fund Management, LLC | 2,273 | $225.8K | 0.03% | −2,529−52.7% | Reduced |
| SJS Investment Consulting Inc. | 2,278 | $226.2K | 0.04% | +3+0.1% | Added |
| DT Investment Partners, LLC | 2,280 | $226.4K | 0.02% | +800+54.1% | Added |
| ROI Financial Advisors, LLC | 2,281 | $226.5K | 0.16% | −309−11.9% | Reduced |
| Gill Capital Partners, LLC | 2,282 | $226.6K | 0.09% | −142−5.9% | Reduced |
| Centennial Bank | 2,283 | $226.7K | 0.11% | −60−2.6% | Reduced |
| Truepoint, Inc. | 2,283 | $226.7K | 0.01% | +99+4.5% | Added |
| Redmont Wealth Advisors LLC | 2,284 | $226.8K | 0.36% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,285 | $226.9K | 0.01% | +134+6.2% | Added |
| Linscomb & Williams, Inc. | 2,292 | $227.6K | 0.01% | −160−6.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,300 | $228.4K | 0.05% | −71,472−96.9% | Reduced |
| Tranquilli Financial Advisor LLC | 2,333 | $228.7K | 0.15% | −113−4.6% | Reduced |
| Long Run Wealth Advisors, LLC | 2,304 | $228.8K | 0.06% | +100+4.5% | Added |
| Morling Financial Advisors, LLC | 2,306 | $229.0K | 0.10% | +185+8.7% | Added |
| Financial Engines Advisors L.L.C. | 2,307 | $229.1K | 0.00% | +2,307 | New |
| Quantum Financial Advisors, LLC | 2,308 | $229.2K | 0.04% | +3+0.1% | Added |
| Concord Wealth Partners | 2,312 | $229.6K | 0.04% | −1,079−31.8% | Reduced |
| Encompass More Asset Management | 2,317 | $230.1K | 0.16% | +237+11.4% | Added |
| Francis Financial, Inc. | 2,318 | $230.2K | 0.07% | −855−26.9% | Reduced |
| Jacobsen Capital Management | 2,321 | $230.5K | 0.10% | −639−21.6% | Reduced |
| Affinity Capital Advisors, LLC | 2,325 | $230.8K | 0.05% | +129+5.9% | Added |
| Alliance Wealth Management Group | 2,327 | $231.0K | 0.07% | +36+1.6% | Added |
| Allen Capital Group, LLC | 2,331 | $231.4K | 0.03% | +16+0.7% | Added |
| InTrack Investment Management Inc | 2,337 | $232.0K | 0.17% | −240−9.3% | Reduced |
| Headinvest, LLC | 2,341 | $232.4K | 0.05% | +77+3.4% | Added |
| Pointe Capital Management LLC | 2,345 | $232.8K | 0.14% | +42+1.8% | Added |
| MGB Wealth Management, LLC | 2,400 | $232.9K | 0.09% | +400+20.0% | Added |
| Fairhaven Wealth Management, LLC | 2,350 | $233.3K | 0.08% | +37+1.6% | Added |
| Hilltop Wealth Advisors, LLC | 2,355 | $233.8K | 0.12% | +21+0.9% | Added |
| Basso Capital Management, L.P. | 2,356 | $233.9K | 0.21% | +1,043+79.4% | Added |
| IVC Wealth Advisors LLC | 2,356 | $233.9K | 0.13% | −1,214−34.0% | Reduced |
| Legacy Financial Group, Inc. | 2,357 | $234.0K | 0.09% | −5−0.2% | Reduced |
| Ironwood Investment Management LLC | 2,357 | $234.0K | 0.13% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,383 | $234.7K | 0.02% | −2,421−50.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,368 | $235.0K | 0.06% | +31+1.3% | Added |
| AJOVista, LLC | 2,368 | $235.1K | 0.68% | 00.0% | Unchanged |
| West Wealth Group, LLC | 2,368 | $235.2K | 0.08% | +81+3.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,368 | $235.2K | 0.12% | −319−11.9% | Reduced |
| Traveka Wealth, LLC | 2,375 | $235.8K | 0.12% | +97+4.3% | Added |
| Opes Wealth Management LLC | 2,378 | $236.1K | 0.05% | −55−2.3% | Reduced |
| Seamount Financial Group Inc | 2,380 | $236.3K | 0.19% | +450+23.3% | Added |