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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 2,384 | $236.7K | 0.08% | +150+6.7% | Added |
| Deseret Mutual Benefit Administrators | 2,386 | $236.9K | 0.11% | 00.0% | Unchanged |
| Members Wealth LLC | 1,949 | $237.4K | 0.16% | +1,949 | New |
| New Insight Wealth Advisors | 2,398 | $238.1K | 0.14% | +31+1.3% | Added |
| Mad River Investors | 2,400 | $238.3K | 0.16% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,403 | $238.6K | 0.11% | −339−12.4% | Reduced |
| Baker Avenue Asset Management, LP | 2,406 | $238.9K | 0.01% | −257−9.7% | Reduced |
| Ignite Planners, LLC | 2,451 | $240.2K | 0.06% | −82−3.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,420 | $240.3K | 0.06% | −164−6.3% | Reduced |
| Rempart Asset Management Inc. | 2,425 | $240.8K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,426 | $241.0K | 0.21% | −350−12.6% | Reduced |
| Centerpoint Advisors, LLC | 2,425 | $241.0K | 0.09% | +80+3.4% | Added |
| Element Wealth, LLC | 2,428 | $241.1K | 0.14% | +102+4.4% | Added |
| First Citizens Financial Corp | 2,430 | $241.3K | 0.14% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,432 | $241.5K | 0.24% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 2,446 | $242.0K | 0.09% | 00.0% | Unchanged |
| RDA Financial Network | 2,441 | $242.4K | 0.08% | −146−5.6% | Reduced |
| Rational Advisors LLC | 2,444 | $242.7K | 0.02% | +1,484+154.6% | Added |
| New Republic Capital, LLC | 2,445 | $242.8K | 0.12% | −90−3.6% | Reduced |
| Phraction Management LLC | 2,447 | $243.0K | 0.09% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,448 | $243.0K | 0.14% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 2,453 | $243.6K | 0.12% | +218+9.8% | Added |
| Titleist Asset Management, LLC | 2,454 | $243.7K | 0.04% | +125+5.4% | Added |
| Family Firm, Inc. | 2,457 | $244.0K | 0.05% | +12+0.5% | Added |
| SPC Financial, Inc. | 2,459 | $244.2K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,460 | $244.3K | 0.10% | −447−15.4% | Reduced |
| GSG Advisors LLC | 2,497 | $244.8K | 0.09% | −59−2.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,466 | $244.8K | 0.06% | +15+0.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,464 | $245.0K | 0.01% | +2,464 | New |
| Wealth Alliance Advisory Group, LLC | 2,473 | $245.5K | 0.06% | −180−6.8% | Reduced |
| Greenup Street Wealth Management LLC | 2,473 | $245.5K | 0.06% | −39,896−94.2% | Reduced |
| Nichols & Pratt Advisers LLP | 2,474 | $245.6K | 0.02% | −1,506−37.8% | Reduced |
| Fortis Capital Advisors, LLC | 2,479 | $246.1K | 0.09% | +2,479 | New |
| Elser Financial Planning, Inc | 2,487 | $246.9K | 0.04% | +2,487 | New |
| Kesler, Norman & Wride, LLC | 2,491 | $247.4K | 0.05% | −111−4.3% | Reduced |
| Brookmont Capital Management | 2,494 | $247.6K | 0.14% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,497 | $248.0K | 0.06% | −200−7.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $248.2K | 0.04% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 2,500 | $248.2K | 0.16% | +2,500 | New |
| Avaii Wealth Management, LLC | 2,508 | $249.0K | 0.14% | −628−20.0% | Reduced |
| Ade, LLC | 2,509 | $249.1K | 0.17% | +110+4.6% | Added |
| Foguth Wealth Management, LLC. | 2,509 | $249.2K | 0.11% | +136+5.7% | Added |
| Tanglewood Legacy Advisors, LLC | 2,514 | $249.6K | 0.12% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,520 | $250.2K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,523 | $250.5K | 0.29% | −4−0.2% | Reduced |
| Element Pointe Advisors, LLC | 2,527 | $250.9K | 0.06% | −78−3.0% | Reduced |
| Advisors Management Group Inc | 2,530 | $251.0K | 0.06% | −105−4.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,534 | $251.6K | 0.03% | −24−0.9% | Reduced |
| Fidelity D & D Bancorp Inc | 2,535 | $251.7K | 0.19% | −8−0.3% | Reduced |
| East Coast Asset Management, LLC. | 2,538 | $252.0K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,599 | $252.0K | 0.08% | −1,063−29.0% | Reduced |
| Facet Wealth, Inc. | 2,689 | $252.2K | 0.01% | +2,689 | New |
| Capital Investment Counsel, LLC | 2,541 | $252.3K | 0.05% | +2,541 | New |
| West Bancorporation Inc | 2,542 | $252.4K | 0.19% | −494−16.3% | Reduced |
| West Oak Capital, LLC | 2,546 | $252.8K | 0.10% | +50+2.0% | Added |
| Calton & Associates, Inc. | 2,548 | $252.9K | 0.13% | −101−3.8% | Reduced |
| Northwest Financial Advisors | 2,553 | $253.5K | 0.26% | +37+1.5% | Added |
| Capital CS Group, LLC | 2,553 | $253.5K | 0.29% | +120+4.9% | Added |
| Northwest Wealth Management, LLC | 2,557 | $253.9K | 0.07% | +79+3.2% | Added |
| Ackerman Capital Advisors, LLC | 2,566 | $254.8K | 0.07% | −7−0.3% | Reduced |
| Zions Bancorporation, N.A. | 2,574 | $255.6K | 0.02% | −474−15.6% | Reduced |
| MBA Advisors LLC | 2,574 | $255.6K | 0.13% | +469+22.3% | Added |
| GPM Growth Investors, Inc. | 2,577 | $255.9K | 0.11% | +2,577 | New |
| Platte River Wealth Advisors, LLC | 2,583 | $256.5K | 0.07% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,985 | $256.6K | 0.17% | +136+4.8% | Added |
| BFSG, LLC | 2,588 | $257.0K | 0.03% | −29−1.1% | Reduced |
| Invictus Private Wealth, LLC | 2,590 | $257.2K | 0.02% | −24−0.9% | Reduced |
| waypoint wealth counsel | 2,594 | $257.6K | 0.20% | +75+3.0% | Added |
| Cyrus J. Lawrence, LLC | 2,600 | $258.0K | 0.05% | +185+7.7% | Added |
| Meridian Investment Counsel Inc. | 2,601 | $258.3K | 0.08% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,605 | $259.0K | 0.04% | −1,470−36.1% | Reduced |
| Cardiff Park Advisors, LLC | 2,614 | $259.5K | 0.03% | +14+0.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,615 | $259.6K | 0.06% | −300−10.3% | Reduced |
| Wealth Quarterback LLC | 2,615 | $259.7K | 0.15% | +250+10.6% | Added |
| Financial Network Wealth Advisors LLC | 2,621 | $260.2K | 0.19% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,627 | $260.8K | 0.11% | +125+5.0% | Added |
| Vestor Capital, LLC | 2,632 | $261.0K | 0.02% | −54,327−95.4% | Reduced |
| Dodds Wealth, LLC | 2,696 | $261.6K | 0.10% | 00.0% | Unchanged |
| Unique Wealth, LLC | 2,636 | $261.8K | 0.07% | +87+3.4% | Added |
| Dixon Fnancial Services, Inc. | 2,638 | $261.9K | 0.15% | 00.0% | Unchanged |
| Avenir Corp | 2,646 | $262.7K | 0.03% | −140−5.0% | Reduced |
| Investmark Advisory Group LLC | 2,650 | $263.2K | 0.14% | −10.0% | Reduced |
| Emfo, LLC | 2,651 | $263.2K | 0.24% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 2,654 | $263.5K | 0.12% | +92+3.6% | Added |
| SeaBridge Investment Advisors LLC | 2,655 | $263.6K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,661 | $264.1K | 0.19% | −985−27.0% | Reduced |
| Fortis Group Advisors, LLC | 2,662 | $264.3K | 0.05% | −98−3.6% | Reduced |
| Laidlaw Wealth Management LLC | 2,666 | $264.7K | 0.15% | −180−6.3% | Reduced |
| Ethos Financial Group, LLC | 2,670 | $265.0K | 0.05% | −304−10.2% | Reduced |
| Cascade Financial Partners, LLC | 2,675 | $265.6K | 0.03% | −41−1.5% | Reduced |
| Ssi Investment Management LLC | 2,675 | $265.6K | 0.02% | −2−0.1% | Reduced |
| Twinbeech Capital LP | 2,687 | $266.8K | 0.01% | +2,687 | New |
| Oxford Asset Management LLP | 2,694 | $267.5K | 0.26% | +2,694 | New |
| WJ Wealth Management, LLC | 2,700 | $268.1K | 0.10% | −200−6.9% | Reduced |
| Humankind Investments LLC | 2,705 | $268.6K | 0.07% | −5,164−65.6% | Reduced |
| Trifecta Capital Advisors, LLC | 2,705 | $268.6K | 0.06% | −849−23.9% | Reduced |
| Correct Capital Wealth Management | 2,705 | $268.6K | 0.06% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,736 | $268.9K | 0.03% | −2,230−44.9% | Reduced |
| Heritage Wealth Management, Inc. | 2,747 | $269.2K | 0.09% | +2,747 | New |
| Carolinas Wealth Consulting LLC | 9,422 | $269.4K | 0.05% | −147−1.5% | Reduced |