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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 3,147 | $312.4K | 0.07% | +24+0.8% | Added |
| Financial Freedom, LLC | 3,150 | $312.8K | 0.18% | +141+4.7% | Added |
| Harmony Asset Management LLC | 3,152 | $312.9K | 0.13% | −72−2.2% | Reduced |
| King Wealth | 3,155 | $313.0K | 0.05% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,154 | $313.1K | 0.09% | −52−1.6% | Reduced |
| Greenhouse Wealth Management, LLC | 3,154 | $313.2K | 0.23% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,156 | $313.4K | 0.07% | −1,276−28.8% | Reduced |
| Gitterman Wealth Management, LLC | 3,157 | $313.4K | 0.12% | +3,157 | New |
| Check Capital Management Inc | 3,160 | $313.8K | 0.02% | −200−6.0% | Reduced |
| Round Rock Advisors, LLC | 3,162 | $314.0K | 0.08% | −60−1.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,178 | $315.5K | 0.21% | −1,081−25.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,180 | $315.7K | 0.15% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,181 | $315.8K | 0.01% | +129+4.2% | Added |
| Waddell & Associates, LLC | 3,192 | $316.9K | 0.04% | +32+1.0% | Added |
| Spinnaker Investment Group, LLC | 3,197 | $317.4K | 0.09% | −291−8.3% | Reduced |
| True North Advisors, LLC | 3,197 | $317.5K | 0.08% | +220+7.4% | Added |
| Atlas Private Wealth Advisors | 3,197 | $317.5K | 0.05% | +3,197 | New |
| Evolution Wealth Advisors, LLC | 3,146 | $319.2K | 0.06% | −1,965−38.4% | Reduced |
| Aspen Investment Management Inc | 3,220 | $320.0K | 0.16% | −205−6.0% | Reduced |
| Redwood Financial Network Corp | 3,223 | $320.0K | 0.27% | −23−0.7% | Reduced |
| Univest Financial Corp | 3,224 | $320.1K | 0.09% | −150−4.4% | Reduced |
| Willow Creek Wealth Management Inc. | 3,226 | $320.4K | 0.04% | +95+3.0% | Added |
| Unison Asset Management LLC | 3,235 | $321.2K | 0.16% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,248 | $322.0K | 0.02% | −2,028−38.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,247 | $322.0K | 0.03% | −900−21.7% | Reduced |
| Wealthgarden F.S. LLC | 3,248 | $322.5K | 0.34% | +3,248 | New |
| Strategic Financial Services, Inc, | 3,259 | $323.6K | 0.02% | +196+6.4% | Added |
| Firethorn Wealth Partners, LLC | 3,266 | $324.3K | 0.18% | −236−6.7% | Reduced |
| Visionary Horizons, LLC | 3,268 | $324.5K | 0.24% | +55+1.7% | Added |
| Coastline Trust Co | 3,270 | $324.7K | 0.04% | +470+16.8% | Added |
| Meridian Wealth Partners, LLC | 3,280 | $325.6K | 0.06% | +285+9.5% | Added |
| Fiducient Advisors LLC | 3,283 | $326.0K | 0.05% | +135+4.3% | Added |
| Redwood Wealth Management Group, LLC | 3,286 | $326.3K | 0.25% | +10+0.3% | Added |
| Somnio Financial Group, LLC | 3,297 | $327.4K | 0.29% | +3,297 | New |
| Acorns Advisers, LLC | 3,321 | $330.0K | 0.00% | +560+20.3% | Added |
| Kathmere Capital Management, LLC | 3,324 | $330.0K | 0.03% | −960−22.4% | Reduced |
| New World Advisors LLC | 3,324 | $330.0K | 0.09% | −100−2.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,392 | $330.3K | 0.17% | −30−0.9% | Reduced |
| Worth Financial Advisory Group, LLC | 3,327 | $330.4K | 0.22% | −662−16.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,331 | $330.7K | 0.11% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 3,339 | $331.5K | 0.18% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,342 | $331.8K | 0.19% | −2−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,343 | $331.9K | 0.18% | −5−0.1% | Reduced |
| Foster & Motley Inc | 3,339 | $332.0K | 0.02% | +396+13.5% | Added |
| Wedge Capital Management L L P | 3,345 | $332.1K | 0.01% | −240−6.7% | Reduced |
| EWG Elevate Inc. | 3,345 | $332.2K | 0.12% | +132+4.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,348 | $332.4K | 0.06% | −134−3.8% | Reduced |
| Union Savings Bank | 3,361 | $333.7K | 0.18% | −640−16.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,364 | $334.0K | 0.18% | +449+15.4% | Added |
| Fortitude Family Office, LLC | 3,365 | $334.1K | 0.19% | +35+1.1% | Added |
| Compass Ion Advisors, LLC | 2,733 | $334.4K | 0.05% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 3,370 | $334.6K | 0.17% | +7+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,379 | $335.5K | 0.04% | −2,734−44.7% | Reduced |
| Security Financial Services, INC. | 3,385 | $336.1K | 0.07% | −188−5.3% | Reduced |
| Broadleaf Partners, LLC | 3,386 | $336.2K | 0.08% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 3,386 | $336.2K | 0.01% | +3,386 | New |
| Tennessee Valley Asset Management Partners | 3,386 | $336.2K | 0.06% | +20+0.6% | Added |
| First Financial Bankshares Inc | 3,393 | $336.9K | 0.01% | −1,450−29.9% | Reduced |
| Fountainhead AM, LLC | 3,401 | $337.7K | 0.08% | +297+9.6% | Added |
| TFC Financial Management | 3,411 | $338.7K | 0.06% | +1,970+136.7% | Added |
| Sym Financial Corp | 3,414 | $339.0K | 0.05% | +742+27.8% | Added |
| Conway Capital Management, Inc. | 3,419 | $339.5K | 0.17% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,434 | $340.9K | 0.15% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,456 | $343.1K | 0.08% | −1,025−22.9% | Reduced |
| Seed Wealth Management, Inc. | 3,456 | $343.1K | 0.30% | +300+9.5% | Added |
| Oxinas Partners Wealth Management LLC | 3,460 | $343.5K | 0.23% | −700−16.8% | Reduced |
| Bath Savings Trust Co | 3,465 | $344.0K | 0.04% | −1,545−30.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,469 | $344.4K | 0.08% | −132−3.7% | Reduced |
| Capstone Financial Advisors, Inc. | 3,473 | $344.8K | 0.02% | +8+0.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,479 | $345.4K | 0.08% | −1,250−26.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,488 | $346.4K | 0.10% | +3,488 | New |
| Vanguard Capital Wealth Advisors | 3,495 | $347.0K | 0.23% | −540−13.4% | Reduced |
| Grace & White Inc | 3,500 | $347.5K | 0.07% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,500 | $347.6K | 0.29% | −107−3.0% | Reduced |
| Exchange Bank | 3,505 | $348.0K | 0.30% | −226−6.1% | Reduced |
| Wiser Advisor Group LLC | 3,506 | $348.1K | 0.55% | −209−5.6% | Reduced |
| Miller Investment Management, LP | 3,523 | $349.8K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,525 | $350.0K | 0.14% | −546−13.4% | Reduced |
| Enterprise Financial Services Corp | 3,532 | $350.7K | 0.22% | −347−8.9% | Reduced |
| Beck Mack & Oliver LLC | 3,532 | $350.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,540 | $351.5K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,547 | $352.2K | 0.06% | −135−3.7% | Reduced |
| Lockerman Financial Group, Inc. | 3,548 | $352.3K | 0.64% | +116+3.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,553 | $352.8K | 0.14% | +100+2.9% | Added |
| Peregrine Asset Advisers, Inc. | 3,555 | $353.0K | 0.14% | −146−3.9% | Reduced |
| Claret Asset Management Corp | 3,554 | $353.0K | 0.06% | +490+16.0% | Added |
| Aufman Associates Inc | 3,557 | $353.2K | 0.25% | −21−0.6% | Reduced |
| Manchester Financial Inc | 3,568 | $354.2K | 0.09% | −754−17.4% | Reduced |
| Hill Island Financial LLC | 3,569 | $354.4K | 0.12% | +550+18.2% | Added |
| MV Capital Management, Inc. | 3,572 | $354.7K | 0.04% | −34−0.9% | Reduced |
| Secure Asset Management, LLC | 3,572 | $354.7K | 0.07% | −4,814−57.4% | Reduced |
| Private Management Group Inc | 3,572 | $354.7K | 0.01% | +104+3.0% | Added |
| Retirement Planning Co of New England, Inc. | 3,593 | $356.8K | 0.19% | −19−0.5% | Reduced |
| Money Concepts Capital Corp | 3,605 | $357.9K | 0.03% | +273+8.2% | Added |
| Northern Financial Advisors Inc | 3,605 | $357.9K | 0.29% | −127−3.4% | Reduced |
| TSFG, LLC | 3,602 | $358.0K | 0.08% | +147+4.3% | Added |
| Apollon Financial, LLC | 3,608 | $358.3K | 0.12% | −150−4.0% | Reduced |
| Retirement Planning Group | 3,609 | $358.3K | 0.02% | +3,609 | New |
| Capital International Sarl | 3,615 | $358.9K | 0.01% | +1,894+110.1% | Added |
| First National Corp | 3,623 | $359.7K | 0.09% | −10.0% | Reduced |