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 |
|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 4,132 | $410.2K | 0.14% | +28+0.7% | Added |
| Crumly & Associates Inc. | 4,132 | $410.3K | 0.12% | −1,346−24.6% | Reduced |
| Blue Fin Capital, Inc. | 4,135 | $410.7K | 0.08% | −309−7.0% | Reduced |
| Eqis Capital Management, Inc. | 4,137 | $410.8K | 0.03% | +185+4.7% | Added |
| Independent Solutions Wealth Management, LLC | 4,138 | $410.8K | 0.09% | −175−4.1% | Reduced |
| Rockingstone Advisors LLC | 4,141 | $411.2K | 0.21% | −5,938−58.9% | Reduced |
| Consolidated Investment Group LLC | 4,150 | $412.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 4,158 | $412.8K | 0.17% | +1,036+33.2% | Added |
| Financial Advisory Corp | 4,159 | $413.0K | 0.17% | −2,913−41.2% | Reduced |
| Wittenberg Investment Management, Inc. | 4,166 | $413.6K | 0.14% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 4,172 | $414.2K | 0.15% | −10−0.2% | Reduced |
| Crew Capital Management, Ltd. | 4,172 | $414.2K | 0.33% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 4,173 | $414.3K | 0.11% | −12−0.3% | Reduced |
| Horan Capital Advisors, LLC. | 4,181 | $415.1K | 0.15% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,191 | $416.1K | 0.02% | −2,438−36.8% | Reduced |
| Wellspring Financial Advisors, LLC | 4,192 | $416.3K | 0.06% | +120+2.9% | Added |
| Duff & Phelps Investment Management Co | 4,197 | $416.7K | 0.01% | −16,912−80.1% | Reduced |
| Crane Advisory, LLC | 4,257 | $417.1K | 0.08% | +825+24.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 4,204 | $417.4K | 0.36% | 00.0% | Unchanged |
| Optas, LLC | 4,208 | $417.8K | 0.11% | −264−5.9% | Reduced |
| Rogco, LP | 4,226 | $419.6K | 0.17% | +465+12.4% | Added |
| My Personal CFO, LLC | 4,233 | $420.3K | 0.22% | −38−0.9% | Reduced |
| LongView Wealth Management | 4,235 | $420.5K | 0.16% | −140−3.2% | Reduced |
| Wrapmanager Inc | 4,256 | $422.6K | 0.12% | +695+19.5% | Added |
| Sloy Dahl & Holst, LLC | 4,266 | $423.6K | 0.09% | −206−4.6% | Reduced |
| Aviso Wealth Management | 4,269 | $423.9K | 0.25% | −695−14.0% | Reduced |
| Summit Financial Strategies, Inc. | 4,275 | $424.5K | 0.05% | −100−2.3% | Reduced |
| Prosperity Wealth Management, Inc. | 4,282 | $425.2K | 0.21% | −7−0.2% | Reduced |
| Trustmark National Bank Trust Department | 4,290 | $426.0K | 0.03% | −490−10.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 4,300 | $426.9K | 0.04% | −34,900−89.0% | Reduced |
| Litman Gregory Asset Management LLC | 4,300 | $426.9K | 0.04% | −500−10.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,305 | $427.5K | 0.14% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,308 | $427.8K | 0.11% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,316 | $428.5K | 0.03% | +4+0.1% | Added |
| Sentry LLC | 4,319 | $428.8K | 0.08% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,322 | $429.1K | 0.30% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,338 | $430.0K | 0.14% | +35+0.8% | Added |
| Royal Capital Wealth Management, LLC | 4,340 | $430.9K | 0.32% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,346 | $431.5K | 0.22% | −250−5.4% | Reduced |
| Advus Financial Partners, LLC | 4,357 | $432.6K | 0.13% | −46−1.0% | Reduced |
| Global Trust Asset Management, LLC | 4,360 | $432.9K | 0.17% | −20−0.5% | Reduced |
| Emprise Bank | 4,368 | $433.7K | 0.27% | −881−16.8% | Reduced |
| Castle Rock Wealth Management, LLC | 4,446 | $436.0K | 0.11% | −615−12.2% | Reduced |
| Monetary Management Group Inc | 4,425 | $439.4K | 0.12% | +268+6.4% | Added |
| Redhawk Wealth Advisors, Inc. | 4,428 | $439.7K | 0.07% | −125−2.7% | Reduced |
| SFMG, LLC | 4,441 | $440.9K | 0.04% | −650−12.8% | Reduced |
| Retirement Income Solutions, Inc | 4,444 | $441.2K | 0.11% | −355−7.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,444 | $441.3K | 0.16% | −1,522−25.5% | Reduced |
| Pallas Capital Advisors LLC | 4,577 | $443.0K | 0.02% | +1,205+35.7% | Added |
| Castleview Partners, LLC | 4,462 | $443.0K | 0.25% | +83+1.9% | Added |
| Wealth Advisors of Iowa, LLC | 4,469 | $443.7K | 0.25% | −25−0.6% | Reduced |
| Planning Capital Management Corp | 4,479 | $444.7K | 0.31% | +110+2.5% | Added |
| Marino, Stram & Associates LLC | 4,480 | $444.9K | 0.11% | −3,298−42.4% | Reduced |
| Coppell Advisory Solutions LLC | 4,481 | $444.9K | 0.07% | +4,481 | New |
| First Financial Corp | 4,484 | $445.2K | 0.23% | −358−7.4% | Reduced |
| Hall Kathryn A. | 4,504 | $447.2K | 0.10% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,504 | $447.2K | 0.11% | +131+3.0% | Added |
| Holderness Investments Co | 4,511 | $447.9K | 0.11% | −1,132−20.1% | Reduced |
| TRUE Private Wealth Advisors | 4,515 | $448.3K | 0.05% | −630−12.2% | Reduced |
| Fermata Advisors, LLC | 4,518 | $448.6K | 0.10% | +1,663+58.2% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,526 | $449.4K | 0.23% | +369+8.9% | Added |
| Sovereign Financial Group, Inc. | 4,537 | $450.5K | 0.11% | −162−3.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,537 | $450.5K | 0.01% | −90−1.9% | Reduced |
| Westwood Wealth Management | 4,570 | $453.8K | 0.18% | −800−14.9% | Reduced |
| Wealth Architects, LLC | 4,577 | $454.5K | 0.06% | +39+0.9% | Added |
| Westbourne Investment Advisors, Inc. | 4,591 | $456.0K | 0.17% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,595 | $456.2K | 0.32% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,601 | $456.8K | 0.01% | +717+18.5% | Added |
| FRG Family Wealth Advisors LLC | 5,084 | $457.4K | 0.09% | −1,449−22.2% | Reduced |
| Burton Enright Welch | 4,629 | $459.7K | 0.11% | −250−5.1% | Reduced |
| Sendero Wealth Management, LLC | 4,632 | $459.9K | 0.08% | −17−0.4% | Reduced |
| First National Bank | 4,639 | $460.6K | 0.34% | +702+17.8% | Added |
| Berkeley Capital Partners, LLC | 4,639 | $460.6K | 0.14% | +151+3.4% | Added |
| Schmidt P J Investment Management Inc | 4,655 | $462.2K | 0.08% | −9−0.2% | Reduced |
| Allegheny Financial Group LTD | 4,660 | $462.7K | 0.13% | +546+13.3% | Added |
| Wall Street Access Asset Management, LLC | 4,667 | $463.4K | 0.19% | −743−13.7% | Reduced |
| LRI Investments, LLC | 4,675 | $464.2K | 0.05% | +1,527+48.5% | Added |
| Sound Income Strategies, LLC | 4,680 | $464.6K | 0.03% | +192+4.3% | Added |
| Taylor Financial Group, Inc. | 4,685 | $465.2K | 0.36% | −470−9.1% | Reduced |
| West Family Investments, Inc. | 4,690 | $465.7K | 0.14% | −17−0.4% | Reduced |
| First Affirmative Financial Network | 4,708 | $467.5K | 0.32% | +665+16.4% | Added |
| Fca Corp | 4,710 | $467.6K | 0.15% | −5−0.1% | Reduced |
| SkyOak Wealth, LLC | 4,722 | $468.9K | 0.11% | −805−14.6% | Reduced |
| American Money Management, LLC | 4,724 | $469.0K | 0.10% | +94+2.0% | Added |
| Conscious Wealth Investments, LLC | 5,159 | $469.2K | 0.34% | −25−0.5% | Reduced |
| Papp L Roy & Associates | 4,726 | $469.2K | 0.06% | −1,445−23.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,729 | $469.5K | 0.18% | +4,729 | New |
| FSB Premier Wealth Management, Inc. | 4,729 | $469.5K | 0.21% | +1,439+43.7% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $469.7K | 0.02% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,731 | $469.7K | 0.45% | +255+5.7% | Added |
| ORG Partners LLC | 4,794 | $470.3K | 0.06% | +4,312+894.6% | Added |
| Petix & Botte Co | 4,740 | $470.6K | 0.13% | +2,370+100.0% | Added |
| TFB Advisors LLC | 4,747 | $471.3K | 0.15% | +458+10.7% | Added |
| Heron Bay Capital Management | 4,750 | $471.6K | 0.10% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,756 | $472.2K | 0.17% | −347−6.8% | Reduced |
| Harbor Advisors LLC | 4,759 | $472.5K | 0.09% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 4,764 | $473.0K | 0.24% | +4,764 | New |
| Financial Management Network Inc | 4,831 | $473.4K | 0.11% | −915−15.9% | Reduced |
| LifeSteps Financial, Inc. | 4,773 | $473.9K | 0.39% | −10.0% | Reduced |
| Smart Portfolios, LLC | 4,777 | $474.3K | 0.48% | +705+17.3% | Added |