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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 3,628 | $360.2K | 0.22% | −929−20.4% | Reduced |
| CFM Wealth Partners LLC | 3,630 | $360.4K | 0.07% | −833−18.7% | Reduced |
| Michael S. Ryan, Inc. | 3,631 | $360.5K | 0.27% | −427−10.5% | Reduced |
| Waterfront Wealth Inc. | 3,634 | $360.8K | 0.10% | −1,082−22.9% | Reduced |
| Charter Oak Capital Management, LLC | 3,645 | $361.9K | 0.04% | −310−7.8% | Reduced |
| Quest Partners LLC | 3,656 | $363.0K | 0.05% | +3,646+36,460.0% | Added |
| Sivia Capital Partners, LLC | 3,658 | $363.2K | 0.24% | +285+8.4% | Added |
| Blueprint Investment Partners LLC | 3,659 | $363.3K | 0.08% | −1,616−30.6% | Reduced |
| First Personal Financial Services | 3,660 | $363.4K | 0.08% | −135−3.6% | Reduced |
| Wealth Effects LLC | 3,662 | $363.6K | 0.13% | −354−8.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $363.9K | 0.02% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,665 | $363.9K | 0.15% | −90−2.4% | Reduced |
| Meritage Portfolio Management | 3,664 | $364.0K | 0.02% | −104−2.8% | Reduced |
| Salomon & Ludwin, LLC | 3,668 | $364.2K | 0.04% | −864−19.1% | Reduced |
| McAdam, LLC | 3,671 | $364.5K | 0.02% | −1,545−29.6% | Reduced |
| Prentiss Smith & Co Inc | 3,680 | $365.4K | 0.25% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,047 | $365.4K | 0.03% | −200−4.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,685 | $365.9K | 0.19% | −415−10.1% | Reduced |
| Capital Markets Trading UK LLP | 3,685 | $366.0K | 0.27% | −10,011−73.1% | Reduced |
| Kooman & Associates | 3,686 | $366.0K | 0.15% | +29+0.8% | Added |
| CVA Family Office, LLC | 3,688 | $366.2K | 0.07% | +21+0.6% | Added |
| Seneca Financial Advisors LLC | 3,691 | $366.5K | 0.19% | +50+1.4% | Added |
| Glen Eagle Advisors, LLC | 3,700 | $367.4K | 0.07% | −308−7.7% | Reduced |
| Laraway Financial Inc | 3,721 | $369.5K | 0.32% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,728 | $370.1K | 0.11% | +28+0.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,728 | $370.2K | 0.17% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,737 | $371.1K | 0.07% | +220+6.3% | Added |
| Vantage Financial Partners, LLC | 3,742 | $371.5K | 0.10% | −9−0.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,743 | $371.7K | 0.06% | +1,463+64.2% | Added |
| ArrowMark Colorado Holdings LLC | 3,751 | $372.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,753 | $372.6K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,754 | $372.8K | 0.04% | −55−1.4% | Reduced |
| Gerber, LLC | 3,756 | $373.0K | 0.29% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3,770 | $374.4K | 0.19% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,781 | $375.4K | 0.18% | −145−3.7% | Reduced |
| Sigma Investment Counselors Inc | 3,781 | $375.4K | 0.02% | −92−2.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,781 | $375.4K | 0.31% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,788 | $376.1K | 0.29% | 00.0% | Unchanged |
| Marotta Asset Management | 3,843 | $376.8K | 0.08% | +94+2.5% | Added |
| Gradient Capital Advisors, LLC | 3,795 | $376.8K | 0.13% | +6+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 3,797 | $377.0K | 0.10% | −20−0.5% | Reduced |
| Point72 Hong Kong Ltd | 3,804 | $377.7K | 0.02% | +3,804 | New |
| Pacific Sage Partners, LLC | 3,816 | $378.9K | 0.09% | −186−4.6% | Reduced |
| Kapstone Financial Advisors LLC | 3,816 | $378.9K | 0.25% | −802−17.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,819 | $379.2K | 0.06% | +7+0.2% | Added |
| Burt Wealth Advisors | 3,819 | $379.2K | 0.10% | −268−6.6% | Reduced |
| AA Financial Advisors, LLC | 3,828 | $380.1K | 0.13% | −1,023−21.1% | Reduced |
| Reik & Co., LLC | 3,832 | $380.5K | 0.10% | 00.0% | Unchanged |
| South Street Advisors LLC | 3,832 | $380.5K | 0.06% | −1,000−20.7% | Reduced |
| Paragon Capital Management Ltd | 3,835 | $380.8K | 0.07% | −150−3.8% | Reduced |
| Peoples Financial Services Corp. | 3,836 | $380.9K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,839 | $381.2K | 0.07% | −116−2.9% | Reduced |
| HTLF Bank | 3,846 | $381.9K | 0.04% | −608−13.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,846 | $381.9K | 0.05% | +513+15.4% | Added |
| Legacy Edge Advisors, LLC | 3,853 | $382.6K | 0.07% | +804+26.4% | Added |
| Bridgewealth Advisory Group, LLC | 3,859 | $383.1K | 0.17% | +8+0.2% | Added |
| Gemmer Asset Management LLC | 3,861 | $383.4K | 0.04% | −668−14.7% | Reduced |
| Gryphon Financial Partners LLC | 3,870 | $384.2K | 0.06% | +87+2.3% | Added |
| Cairn Investment Group, Inc. | 3,885 | $385.0K | 0.22% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 3,886 | $385.9K | 0.42% | −790−16.9% | Reduced |
| LaFleur & Godfrey LLC | 3,892 | $386.4K | 0.06% | −1,150−22.8% | Reduced |
| WealthPLAN Partners, LLC | 3,900 | $387.2K | 0.04% | −464−10.6% | Reduced |
| Burford Brothers, Inc. | 3,903 | $387.6K | 0.23% | −30−0.8% | Reduced |
| Thompson Davis & Co., Inc. | 3,905 | $387.7K | 0.34% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 3,913 | $388.5K | 0.32% | +3,913 | New |
| AFS Financial Group, LLC | 3,916 | $388.8K | 5.21% | −1,469−27.3% | Reduced |
| Evermay Wealth Management LLC | 3,919 | $389.2K | 0.06% | −280−6.7% | Reduced |
| BCK Capital Management LP | 3,925 | $389.7K | 0.25% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 3,931 | $390.3K | 0.17% | +863+28.1% | Added |
| LVZ Advisors, Inc. | 3,946 | $391.8K | 0.05% | +10+0.3% | Added |
| Argent Capital Management LLC | 3,950 | $392.2K | 0.01% | −735−15.7% | Reduced |
| Lion Street Advisors, LLC | 3,953 | $392.6K | 0.15% | −487−11.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,957 | $393.0K | 0.12% | +3,957 | New |
| 626 Financial, LLC | 3,960 | $393.2K | 0.23% | −693−14.9% | Reduced |
| FinTrust Capital Advisors, LLC | 3,962 | $393.4K | 0.07% | −1,794−31.2% | Reduced |
| Armstrong Advisory Group, Inc | 3,971 | $394.3K | 0.03% | −335−7.8% | Reduced |
| Alesco Advisors LLC | 3,971 | $394.3K | 0.01% | +75+1.9% | Added |
| Visionary Wealth Advisors | 3,989 | $396.1K | 0.03% | −1,197−23.1% | Reduced |
| Marietta Investment Partners LLC | 3,997 | $396.9K | 0.09% | −60−1.5% | Reduced |
| Professional Advisory Services Inc | 4,000 | $397.0K | 0.05% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 4,004 | $397.6K | 0.07% | +516+14.8% | Added |
| Cannon Financial Strategists, Inc. | 4,023 | $399.4K | 0.08% | +36+0.9% | Added |
| Baron Wealth Management LLC | 4,032 | $400.4K | 0.21% | −24−0.6% | Reduced |
| Cohen Capital Management, Inc. | 4,041 | $401.2K | 0.07% | +450+12.5% | Added |
| Greenwich Wealth Management LLC | 4,045 | $402.0K | 0.03% | −64−1.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,054 | $402.0K | 0.11% | +323+8.7% | Added |
| Concentric Capital Strategies, LP | 4,055 | $402.6K | 0.03% | −72,691−94.7% | Reduced |
| Lakeview Capital Partners, LLC | 3,293 | $402.9K | 0.07% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,058 | $402.9K | 0.10% | +124+3.2% | Added |
| Tobam | 4,058 | $403.0K | 0.06% | −3,699−47.7% | Reduced |
| Vivaldi Capital Management, LLC | 4,071 | $404.2K | 0.12% | +66+1.6% | Added |
| Grant/GrossMendelsohn, LLC | 4,079 | $405.0K | 0.19% | −770−15.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,086 | $405.7K | 0.00% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,096 | $406.7K | 0.13% | −331−7.5% | Reduced |
| Chesapeake Wealth Management | 4,098 | $406.9K | 0.15% | −481−10.5% | Reduced |
| Quantum Private Wealth, LLC | 4,100 | $407.1K | 0.14% | −667−14.0% | Reduced |
| Wealthquest Corp | 4,111 | $408.2K | 0.04% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 4,119 | $409.0K | 0.25% | −110−2.6% | Reduced |
| Sentinus, LLC | 4,122 | $409.2K | 0.13% | +455+12.4% | Added |
| Twelve Points Wealth Management LLC | 4,131 | $410.1K | 0.14% | −4−0.1% | Reduced |