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
- −107 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
- 274
- 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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 40,207 | $3.99M | 0.13% | −5,434−11.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 40,092 | $3.98M | 0.41% | −2,737−6.4% | Reduced |
| Yarbrough Capital, LLC | 40,000 | $3.97M | 0.16% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 39,085 | $3.88M | 0.41% | −11,117−22.1% | Reduced |
| Middleton & Co Inc | 38,898 | $3.86M | 0.45% | +334+0.9% | Added |
| PFG Investments, LLC | 38,720 | $3.84M | 0.27% | −8,445−17.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.84M | 0.48% | 00.0% | Unchanged |
| Meyer Handelman Co | 38,688 | $3.84M | 0.14% | −8,380−17.8% | Reduced |
| Koshinski Asset Management, Inc. | 39,419 | $3.83M | 0.35% | +22,499+133.0% | Added |
| Trajan Wealth LLC | 38,283 | $3.80M | 0.24% | +1,741+4.8% | Added |
| Leibman Financial Services, Inc. | 37,998 | $3.77M | 2.81% | +634+1.7% | Added |
| Nilsine Partners, LLC | 37,978 | $3.77M | 0.51% | −232−0.6% | Reduced |
| First Citizens Bank & Trust Co | 37,967 | $3.77M | 0.07% | +1,694+4.7% | Added |
| Gilman Hill Asset Management, LLC | 37,909 | $3.76M | 0.68% | +477+1.3% | Added |
| Horizon Investments, LLC | 37,902 | $3.75M | 0.10% | +77+0.2% | Added |
| Capital Asset Advisory Services LLC | 38,463 | $3.73M | 0.20% | +9,366+32.2% | Added |
| Roberts Wealth Advisors, LLC | 38,441 | $3.73M | 1.27% | +1,767+4.8% | Added |
| IHT Wealth Management, LLC | 37,470 | $3.72M | 0.14% | −3,152−7.8% | Reduced |
| Jag Capital Management, LLC | 37,371 | $3.71M | 0.51% | −24−0.1% | Reduced |
| Lynch Asset Management, Inc. | 37,275 | $3.70M | 1.58% | +650+1.8% | Added |
| Diversify Advisory Services, LLC | 38,108 | $3.70M | 0.20% | −8,364−18.0% | Reduced |
| Insigneo Advisory Services, LLC | 42,104 | $3.70M | 0.42% | −10,068−19.3% | Reduced |
| Twin Capital Management Inc | 37,151 | $3.69M | 0.43% | +3,909+11.8% | Added |
| Rossmore Private Capital | 37,043 | $3.68M | 0.48% | +290+0.8% | Added |
| Adviser Investments LLC | 37,022 | $3.68M | 0.05% | −2,441−6.2% | Reduced |
| Asset Dedication, LLC | 36,777 | $3.65M | 0.25% | +1,809+5.2% | Added |
| Regatta Capital Group, LLC | 36,676 | $3.64M | 0.78% | +2,262+6.6% | Added |
| Ravenstone Capital Management Inc. | 36,650 | $3.64M | 2.42% | −270−0.7% | Reduced |
| Citizens National Bank Trust Department | 36,615 | $3.64M | 0.81% | −24−0.1% | Reduced |
| Farther Finance Advisors, LLC | 37,068 | $3.63M | 0.18% | +4,167+12.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,566 | $3.63M | 0.20% | +36,566 | New |
| Diligent Investors, LLC | 36,498 | $3.62M | 0.90% | +129+0.4% | Added |
| Citizens Business Bank | 36,472 | $3.62M | 0.77% | −103−0.3% | Reduced |
| Hyman Charles D | 36,442 | $3.62M | 0.20% | −573−1.5% | Reduced |
| HBW Advisory Services LLC | 36,424 | $3.62M | 0.60% | −5,127−12.3% | Reduced |
| Gifford Fong Associates | 36,407 | $3.62M | 0.96% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 36,363 | $3.61M | 0.70% | +145+0.4% | Added |
| Granite Investment Partners, LLC | 36,194 | $3.59M | 0.15% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 36,185 | $3.59M | 0.49% | −550−1.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 36,101 | $3.58M | 0.60% | −336−0.9% | Reduced |
| Asset Advisors Investment Management, LLC | 36,083 | $3.58M | 0.39% | +4,394+13.9% | Added |
| Lafayette Investments, Inc. | 36,078 | $3.58M | 0.81% | −945−2.6% | Reduced |
| Ami Investment Management Inc | 36,045 | $3.58M | 1.25% | −792−2.2% | Reduced |
| Diversified Investment Strategies, LLC | 35,956 | $3.57M | 2.50% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 35,849 | $3.56M | 0.26% | +3,470+10.7% | Added |
| Terry L. Blaker | 35,706 | $3.55M | 0.14% | −367−1.0% | Reduced |
| Lincluden Management Ltd | 35,693 | $3.54M | 0.43% | −44−0.1% | Reduced |
| Roanoke Asset Management Corp | 35,680 | $3.54M | 1.17% | −145−0.4% | Reduced |
| Krilogy Financial LLC | 35,584 | $3.53M | 0.26% | +5,699+19.1% | Added |
| Kennon-Green & Company, LLC | 35,579 | $3.53M | 3.25% | −948−2.6% | Reduced |
| Vestcor Inc | 35,423 | $3.52M | 0.12% | +1,305+3.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 35,388 | $3.51M | 0.06% | −2,581−6.8% | Reduced |
| Louisbourg Investments Inc. | 42,629 | $3.51M | 0.98% | +930+2.2% | Added |
| Spire Wealth Management | 35,140 | $3.49M | 0.12% | −10,334−22.7% | Reduced |
| Cypress Capital Group | 35,134 | $3.49M | 0.42% | +691+2.0% | Added |
| Arlington Financial Advisors, LLC | 35,031 | $3.48M | 0.76% | +1,569+4.7% | Added |
| WCG Wealth Advisors LLC | 35,016 | $3.48M | 0.26% | +4,776+15.8% | Added |
| Tairen Capital Ltd | 35,000 | $3.48M | 0.12% | 00.0% | Unchanged |
| Waycross Partners, LLC | 35,000 | $3.48M | 0.53% | 00.0% | Unchanged |
| Connable Office Inc | 34,940 | $3.47M | 0.37% | −1,288−3.6% | Reduced |
| Allen Investment Management LLC | 34,912 | $3.47M | 0.04% | +63+0.2% | Added |
| Eagle Global Advisors LLC | 34,853 | $3.46M | 0.18% | −210−0.6% | Reduced |
| Wolverine Asset Management LLC | 34,781 | $3.45M | 0.06% | +34,781 | New |
| Miracle Mile Advisors, LLC | 34,343 | $3.41M | 0.08% | +745+2.2% | Added |
| Independent Financial Group, LLC | 34,253 | $3.40M | 0.14% | +265+0.8% | Added |
| SlateStone Wealth, LLC | 34,220 | $3.40M | 0.37% | −4,118−10.7% | Reduced |
| German American Bancorp, Inc. | 34,093 | $3.39M | 0.39% | +988+3.0% | Added |
| DoubleLine ETF Adviser LP | 34,066 | $3.38M | 0.89% | −7,311−17.7% | Reduced |
| Mission Wealth Management, LP | 33,988 | $3.37M | 0.09% | +9,509+38.8% | Added |
| Legacy Trust | 33,976 | $3.37M | 0.84% | +6,038+21.6% | Added |
| Rothschild Investment LLC | 33,937 | $3.37M | 0.23% | −1,307−3.7% | Reduced |
| Keene & Associates, Inc. | 33,804 | $3.36M | 2.74% | +90.0% | Added |
| Jacobi Capital Management LLC | 33,791 | $3.36M | 0.29% | −154−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 33,767 | $3.35M | 0.07% | +15,167+81.5% | Added |
| Boston Private Wealth LLC | 33,754 | $3.35M | 0.08% | −6,321−15.8% | Reduced |
| Kirr Marbach & Co LLC | 33,722 | $3.35M | 0.81% | +532+1.6% | Added |
| M. Kraus & Co | 33,713 | $3.35M | 1.03% | −1,205−3.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 33,491 | $3.33M | 0.47% | +16,791+100.5% | Added |
| Essex Investment Management Co LLC | 33,455 | $3.32M | 0.62% | −2,371−6.6% | Reduced |
| Freestone Capital Holdings, LLC | 33,415 | $3.32M | 0.12% | +2,242+7.2% | Added |
| Goelzer Investment Management, Inc. | 33,392 | $3.32M | 0.19% | −1,109−3.2% | Reduced |
| Lynch & Associates | 33,349 | $3.31M | 0.75% | +2,027+6.5% | Added |
| Contrarius Investment Management Ltd | 33,350 | $3.31M | 0.21% | −4,153−11.1% | Reduced |
| Pegasus Asset Management, Inc. | 33,313 | $3.31M | 1.27% | +397+1.2% | Added |
| Graybill Bartz & Assoc Ltd | 33,299 | $3.31M | 1.34% | +916+2.8% | Added |
| RB Capital Management, LLC | 33,245 | $3.30M | 0.84% | −288−0.9% | Reduced |
| William Allan, LLC | 33,237 | $3.30M | 2.21% | −269−0.8% | Reduced |
| Aviance Capital Partners, LLC | 33,170 | $3.29M | 0.47% | +392+1.2% | Added |
| Canandaigua National Bank & Trust Co | 33,167 | $3.29M | 0.36% | +521+1.6% | Added |
| Clarity Capital Partners LLC | 33,152 | $3.29M | 2.02% | −571−1.7% | Reduced |
| Robinson Value Management, Ltd. | 33,039 | $3.28M | 2.29% | −217−0.7% | Reduced |
| Whalerock Point Partners, LLC | 33,003 | $3.28M | 0.88% | −820−2.4% | Reduced |
| Achmea Investment Management B.V. | 32,970 | $3.27M | 0.06% | +16,370+98.6% | Added |
| Pearl River Capital, LLC | 32,888 | $3.27M | 0.52% | +16,835+104.9% | Added |
| Boyar Asset Management Inc. | 32,729 | $3.25M | 2.23% | 00.0% | Unchanged |
| Colonial Trust Co | 32,711 | $3.25M | 0.57% | +958+3.0% | Added |
| Wealthcare Advisory Partners LLC | 32,680 | $3.24M | 0.10% | +3,208+10.9% | Added |
| Mill Creek Capital Advisors, LLC | 32,610 | $3.24M | 0.08% | +141+0.4% | Added |
| Brown Miller Wealth Management, LLC | 32,566 | $3.23M | 1.34% | −36−0.1% | Reduced |
| Seven Eight Capital, LP | 32,549 | $3.23M | 0.34% | +32,549 | New |