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
- 3,035
- −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 | 2,948 | $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 | 3,178 | $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 |
|---|---|---|---|---|---|
| Rockline Wealth Management, LLC | 2,714 | $269.5K | 0.08% | +204+8.1% | Added |
| Olistico Wealth, LLC | 2,715 | $269.6K | 0.17% | +873+47.4% | Added |
| Encompass Wealth Advisors, LLC | 2,717 | $269.7K | 0.07% | −5,385−66.5% | Reduced |
| Full Sail Capital, LLC | 2,724 | $270.5K | 0.02% | +985+56.6% | Added |
| TFG Advisers LLC | 2,725 | $270.5K | 0.10% | −148−5.2% | Reduced |
| High Note Wealth, LLC | 2,725 | $270.6K | 0.08% | +4+0.1% | Added |
| Vista Private Wealth Partners. LLC | 2,730 | $271.1K | 0.11% | +20+0.7% | Added |
| Strategic Advocates LLC | 2,731 | $271.2K | 0.11% | −1,548−36.2% | Reduced |
| Progressive Investment Management Corp | 2,757 | $273.7K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,758 | $274.0K | 0.04% | +227+9.0% | Added |
| Greatmark Investment Partners, Inc. | 2,762 | $274.2K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,768 | $274.8K | 0.17% | +179+6.9% | Added |
| Trilogy Capital Inc. | 2,768 | $274.8K | 0.01% | +2,768 | New |
| Alera Investment Advisors, LLC | 2,769 | $274.9K | 0.03% | +2,769 | New |
| United Advisor Group, LLC | 2,772 | $275.2K | 0.09% | +2,772 | New |
| Five Oceans Advisors | 2,773 | $275.3K | 0.14% | −93−3.2% | Reduced |
| Hudock, Inc. | 2,778 | $275.8K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,780 | $276.0K | 0.08% | +6+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 2,781 | $276.1K | 0.20% | −1,098−28.3% | Reduced |
| Fusion Capital, LLC | 2,791 | $277.1K | 0.13% | −240−7.9% | Reduced |
| Fort Point Capital Partners LLC | 2,793 | $277.3K | 0.04% | −34−1.2% | Reduced |
| DORVAL Corp | 2,671 | $277.5K | 0.12% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,797 | $277.7K | 0.14% | −48−1.7% | Reduced |
| Garner Asset Management Corp | 2,800 | $278.0K | 0.14% | −100−3.4% | Reduced |
| PSI Advisors, LLC | 2,800 | $278.0K | 0.09% | −362−11.4% | Reduced |
| CMG Global Holdings, LLC | 2,802 | $278.2K | 0.18% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,803 | $278.3K | 0.13% | +34+1.2% | Added |
| Dunhill Financial, LLC | 2,806 | $278.6K | 0.17% | +2,479+758.1% | Added |
| Cooper/Haims Advisors, LLC | 2,807 | $278.7K | 0.16% | +10+0.4% | Added |
| Latitude Advisors, LLC | 2,808 | $278.8K | 0.17% | +186+7.1% | Added |
| Crescent Grove Advisors, LLC | 2,809 | $279.0K | 0.03% | −163−5.5% | Reduced |
| Laffer Tengler Investments | 2,817 | $279.7K | 0.06% | +134+5.0% | Added |
| RWM Asset Management, LLC | 2,822 | $280.2K | 0.05% | −695−19.8% | Reduced |
| Hofer & Associates. Inc | 2,823 | $280.3K | 0.22% | −90−3.1% | Reduced |
| Peninsula Asset Management Inc | 2,825 | $280.5K | 0.15% | −25−0.9% | Reduced |
| Versant Capital Management, Inc | 2,844 | $282.4K | 0.07% | +317+12.5% | Added |
| Gries Financial LLC | 2,852 | $283.2K | 0.06% | +370+14.9% | Added |
| Towercrest Capital Management | 2,856 | $283.6K | 0.05% | +12+0.4% | Added |
| Heartwood Wealth Advisors LLC | 2,863 | $284.3K | 0.03% | +706+32.7% | Added |
| Wulff, Hansen & Co. | 2,865 | $284.5K | 0.28% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,476 | $284.8K | 0.09% | +2,476 | New |
| CAP Partners, LLC | 2,878 | $285.7K | 0.23% | −205−6.6% | Reduced |
| L & S Advisors Inc | 2,882 | $286.2K | 0.03% | −79,034−96.5% | Reduced |
| Pathway Financial Advisors LLC | 2,883 | $286.3K | 0.08% | −28−1.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,884 | $286.4K | 0.07% | +83+3.0% | Added |
| Abacus Wealth Partners, LLC | 2,885 | $286.4K | 0.05% | +118+4.3% | Added |
| UMA Financial Services, Inc. | 2,910 | $286.5K | 0.05% | −150−4.9% | Reduced |
| Sterling Wealth Management, Inc. | 2,894 | $287.3K | 0.14% | −40−1.4% | Reduced |
| Clearwater Capital Advisors, LLC | 2,895 | $287.4K | 0.03% | +511+21.4% | Added |
| Wharton Business Group, LLC | 2,912 | $289.0K | 0.01% | −91−3.0% | Reduced |
| Rock Point Advisors, LLC | 2,917 | $289.6K | 0.09% | 00.0% | Unchanged |
| Altrafin AG | 2,918 | $289.7K | 0.11% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,934 | $291.3K | 0.06% | +86+3.0% | Added |
| Acropolis Investment Management, LLC | 2,943 | $292.2K | 0.02% | +98+3.4% | Added |
| XTX Topco Ltd | 2,948 | $292.7K | 0.03% | −3,412−53.6% | Reduced |
| Private Ocean, LLC | 2,963 | $294.2K | 0.03% | +10.0% | Added |
| Prostatis Group LLC | 2,964 | $294.3K | 0.10% | −7,967−72.9% | Reduced |
| McRae Capital Management Inc | 2,985 | $296.4K | 0.07% | 00.0% | Unchanged |
| Trust Co of the South | 2,991 | $297.0K | 0.07% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,991 | $297.0K | 0.15% | +2,991 | New |
| New England Capital Financial Advisors LLC | 2,995 | $297.4K | 0.17% | −220−6.8% | Reduced |
| Accurate Wealth Management, LLC | 3,072 | $297.5K | 0.07% | −429−12.3% | Reduced |
| DAGCO, Inc. | 3,000 | $297.8K | 0.13% | −100−3.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,000 | $297.8K | 0.07% | +448+17.6% | Added |
| Ameliora Wealth Management Ltd. | 3,000 | $297.9K | 0.14% | 00.0% | Unchanged |
| Price Jennifer C. | 3,000 | $297.9K | 0.36% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,007 | $298.6K | 0.07% | −39−1.3% | Reduced |
| Marathon Capital Management | 3,013 | $299.2K | 0.08% | +100+3.4% | Added |
| Kearns & Associates LLC | 3,020 | $299.9K | 0.22% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 3,022 | $300.1K | 0.11% | +80+2.7% | Added |
| Keudell/Morrison Wealth Management | 3,031 | $301.0K | 0.09% | +36+1.2% | Added |
| Custos Family Office, LLC | 3,032 | $301.0K | 0.12% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,040 | $301.9K | 0.03% | +437+16.8% | Added |
| CFO4Life Group, LLC | 3,041 | $302.0K | 0.06% | −294−8.8% | Reduced |
| SNS Financial Group, LLC | 3,047 | $302.6K | 0.03% | −321−9.5% | Reduced |
| Fairfield, Bush & Co. | 3,050 | $302.8K | 0.18% | +478+18.6% | Added |
| James J. Burns & Company, LLC | 3,045 | $303.0K | 0.06% | +1,099+56.5% | Added |
| EPG Wealth Management LLC | 0 | $303.0K | 0.07% | −3,059−100.0% | Reduced |
| Capital Square, LLC | 3,219 | $303.1K | 0.20% | −93−2.8% | Reduced |
| Creative Financial Designs Inc | 3,051 | $303.1K | 0.03% | +258+9.2% | Added |
| Falcon Wealth Planning | 3,056 | $303.4K | 0.04% | +126+4.3% | Added |
| McLean Asset Management Corp | 3,132 | $303.7K | 0.10% | −5−0.2% | Reduced |
| Gateway Wealth Partners, LLC | 3,069 | $304.7K | 0.09% | −8−0.3% | Reduced |
| First Commonwealth Financial Corp | 3,070 | $304.8K | 0.08% | −184−5.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,070 | $304.8K | 0.11% | +3,070 | New |
| Lodestar Private Asset Management LLC | 3,074 | $305.2K | 0.04% | −50−1.6% | Reduced |
| Intrepid Financial Planning Group LLC | 3,075 | $305.3K | 0.13% | −2−0.1% | Reduced |
| FreeGulliver LLC | 3,077 | $305.5K | 0.21% | +555+22.0% | Added |
| Insight Advisors, LLC | 3,080 | $305.8K | 0.06% | −180−5.5% | Reduced |
| Mach-1 Financial Group, Inc. | 3,081 | $306.0K | 0.22% | −254−7.6% | Reduced |
| First Bank & Trust | 3,083 | $306.1K | 0.06% | −87−2.7% | Reduced |
| BlueCrest Capital Management Ltd | 3,088 | $306.6K | 0.05% | −413−11.8% | Reduced |
| Eagle Wealth Strategies LLC | 3,088 | $306.6K | 0.25% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,092 | $307.0K | 0.15% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,105 | $308.3K | 0.01% | +3,105 | New |
| Sonata Capital Group Inc | 3,122 | $310.0K | 0.16% | −210−6.3% | Reduced |
| Eagle Capital Management LLC | 3,128 | $310.6K | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 3,128 | $310.6K | 0.13% | +59+1.9% | Added |
| Rede Wealth, LLC | 3,138 | $311.6K | 0.29% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 3,145 | $312.3K | 0.17% | −1,011−24.3% | Reduced |