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 |
|---|---|---|---|---|---|
| Cary Street Partners Asset Management LLC | 26,407 | $2.62M | 0.39% | +3,266+14.1% | Added |
| Summit Trail Advisors, LLC | 26,373 | $2.62M | 0.07% | +8,670+49.0% | Added |
| Essex LLC | 26,235 | $2.60M | 0.58% | −215−0.8% | Reduced |
| Morton Community Bank | 26,235 | $2.60M | 0.74% | +1,725+7.0% | Added |
| Centerstone Investors, LLC | 26,188 | $2.60M | 2.17% | +9,848+60.3% | Added |
| Shayne & Co., LLC | 26,147 | $2.60M | 0.72% | +1,245+5.0% | Added |
| Beaumont Financial Advisors, LLC | 26,044 | $2.59M | 0.21% | −3,600−12.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 25,808 | $2.56M | 1.21% | −588−2.2% | Reduced |
| Studio Investment Management LLC | 25,786 | $2.56M | 0.58% | +1,581+6.5% | Added |
| Costello Asset Management, INC | 25,773 | $2.56M | 1.91% | −6,339−19.7% | Reduced |
| M. Kulyk & Associates, LLC | 25,714 | $2.55M | 0.59% | +74+0.3% | Added |
| MainStreet Investment Advisors LLC | 25,701 | $2.55M | 0.31% | −1,983−7.2% | Reduced |
| La Banque Postale Asset Management SA | 25,687 | $2.55M | 0.10% | +431+1.7% | Added |
| Abbrea Capital, LLC | 25,638 | $2.55M | 0.34% | −792−3.0% | Reduced |
| RiverPark Advisors, LLC | 25,597 | $2.54M | 2.10% | +1,206+4.9% | Added |
| Burke & Herbert Bank & Trust Co | 25,591 | $2.54M | 0.62% | +19,855+346.1% | Added |
| Mogy Joel R Investment Counsel Inc | 25,550 | $2.54M | 0.16% | −750−2.9% | Reduced |
| Patten & Patten Inc | 25,521 | $2.53M | 0.18% | −504−1.9% | Reduced |
| Autumn Glory Partners, LLC | 25,482 | $2.53M | 1.29% | 00.0% | Unchanged |
| Knuff & Co LLC | 25,362 | $2.52M | 0.82% | −595−2.3% | Reduced |
| Atomi Financial Group, Inc. | 25,303 | $2.51M | 0.19% | +3,217+14.6% | Added |
| NVWM, LLC | 25,224 | $2.50M | 0.67% | −3,667−12.7% | Reduced |
| Sanders Morris Harris LLC | 25,173 | $2.50M | 0.41% | −500−1.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 25,167 | $2.50M | 0.64% | +8,017+46.7% | Added |
| Thompson Siegel & Walmsley LLC | 25,088 | $2.49M | 0.04% | −857−3.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 25,039 | $2.49M | 0.38% | −4,631−15.6% | Reduced |
| Longfellow Investment Management Co LLC | 25,038 | $2.49M | 0.62% | −42−0.2% | Reduced |
| EULAV Asset Management | 25,000 | $2.48M | 0.07% | −17−0.1% | Reduced |
| RBF Capital, LLC | 25,000 | $2.48M | 0.14% | 00.0% | Unchanged |
| Anson Funds Management LP | 25,000 | $2.48M | 0.38% | +25,000 | New |
| Kingfisher Capital LLC | 24,997 | $2.48M | 0.58% | −230−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 24,966 | $2.48M | 0.06% | +1,844+8.0% | Added |
| Benin Management CORP | 24,959 | $2.48M | 0.75% | −500−2.0% | Reduced |
| Citadel Investment Advisory, Inc. | 24,876 | $2.47M | 1.40% | −309−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 24,812 | $2.46M | 0.13% | −163−0.7% | Reduced |
| Graypoint LLC | 24,799 | $2.46M | 0.17% | −161−0.6% | Reduced |
| Two Sigma Advisers, LP | 24,700 | $2.45M | 0.01% | +24,700 | New |
| Portside Wealth Group, LLC | 24,675 | $2.45M | 0.47% | −770−3.0% | Reduced |
| Geneos Wealth Management Inc. | 24,629 | $2.45M | 0.11% | +2,525+11.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 24,553 | $2.44M | 1.13% | +1,611+7.0% | Added |
| Investment House LLC | 24,495 | $2.43M | 0.14% | +17,846+268.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 24,507 | $2.43M | 0.16% | −743−2.9% | Reduced |
| Webster Bank, N. A. | 24,478 | $2.43M | 0.27% | +2,035+9.1% | Added |
| Pettee Investors, Inc. | 24,443 | $2.43M | 1.17% | −1,050−4.1% | Reduced |
| Petredis Investment Advisors LLC | 24,427 | $2.43M | 0.27% | +42+0.2% | Added |
| Fruth Investment Management | 24,373 | $2.42M | 0.66% | +25+0.1% | Added |
| TriaGen Wealth Management LLC | 24,335 | $2.42M | 0.93% | +1,615+7.1% | Added |
| Iowa State Bank | 24,268 | $2.41M | 0.53% | +892+3.8% | Added |
| Gladius Capital Management LP | 24,263 | $2.41M | 2.41% | +23,591+3,510.6% | Added |
| Financial Advisory Service, Inc. | 24,253 | $2.41M | 0.21% | +1,091+4.7% | Added |
| Panagora Asset Management Inc | 24,204 | $2.40M | 0.01% | +5,387+28.6% | Added |
| Bill Few Associates, Inc. | 24,196 | $2.40M | 0.92% | +48+0.2% | Added |
| Birch Hill Investment Advisors LLC | 24,155 | $2.40M | 0.12% | −71−0.3% | Reduced |
| Means Investment Co., Inc. | 24,144 | $2.40M | 0.29% | −931−3.7% | Reduced |
| Proequities, Inc. | 24,123 | $2.40M | 0.15% | −2,706−10.1% | Reduced |
| Laurel Wealth Advisors LLC | 24,109 | $2.39M | 0.42% | −2,007−7.7% | Reduced |
| Beaton Management Co. Inc. | 24,102 | $2.39M | 1.29% | +50+0.2% | Added |
| Key Financial Inc | 24,079 | $2.39M | 0.57% | −4,700−16.3% | Reduced |
| Parsons Capital Management Inc | 24,070 | $2.39M | 0.16% | −1,165−4.6% | Reduced |
| Alliance Wealth Advisors, LLC | 24,008 | $2.38M | 1.50% | −735−3.0% | Reduced |
| Hilltop Holdings Inc. | 23,992 | $2.38M | 0.28% | +4,085+20.5% | Added |
| Cito Capital Group, LLC | 23,990 | $2.38M | 0.92% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 23,942 | $2.38M | 0.08% | −167−0.7% | Reduced |
| Quadrant Capital Group LLC | 23,884 | $2.37M | 0.18% | +1,197+5.3% | Added |
| Penobscot Investment Management Company, Inc. | 23,843 | $2.37M | 0.23% | −7,464−23.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 23,830 | $2.37M | 0.17% | −2,547−9.7% | Reduced |
| Keel Point, LLC | 27,590 | $2.36M | 0.21% | −19,336−41.2% | Reduced |
| Forum Financial Management, LP | 23,651 | $2.35M | 0.04% | +202+0.9% | Added |
| Community Bank, N.A. | 23,631 | $2.35M | 0.31% | −380−1.6% | Reduced |
| LMG Wealth Partners, LLC | 23,628 | $2.35M | 0.58% | +225+1.0% | Added |
| Verus Capital Partners, LLC | 23,915 | $2.34M | 0.24% | −874−3.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 23,574 | $2.34M | 0.27% | −277−1.2% | Reduced |
| Plimoth Trust Co LLC | 23,497 | $2.33M | 0.62% | +85+0.4% | Added |
| Westhampton Capital, LLC | 23,378 | $2.32M | 1.26% | −26−0.1% | Reduced |
| David R. Rahn & Associates Inc. | 23,372 | $2.32M | 0.74% | −1,002−4.1% | Reduced |
| First National Trust Co | 23,168 | $2.30M | 0.09% | −4,314−15.7% | Reduced |
| Windsor Advisory Group, LLC | 23,125 | $2.30M | 4.60% | −824−3.4% | Reduced |
| Northstar Asset Management LLC | 23,063 | $2.29M | 0.55% | −1,080−4.5% | Reduced |
| Ashton Thomas Securities, LLC | 23,474 | $2.28M | 0.55% | +23,474 | New |
| Herbst Group, LLC | 22,908 | $2.27M | 1.38% | −50−0.2% | Reduced |
| Privium Fund Management (UK) Ltd | 23,061 | $2.27M | 0.89% | −4,520−16.4% | Reduced |
| JSF Financial, LLC | 22,855 | $2.27M | 0.70% | −166−0.7% | Reduced |
| IFP Advisors, Inc | 22,844 | $2.27M | 0.09% | −2,732−10.7% | Reduced |
| Machina Capital S.A.S. | 22,835 | $2.27M | 1.02% | +22,835 | New |
| Wealthspire Advisors, LLC | 22,824 | $2.27M | 0.03% | −1,407−5.8% | Reduced |
| Stratos Wealth Advisors, LLC | 22,816 | $2.27M | 0.11% | +4,695+25.9% | Added |
| Thompson Investment Management, Inc. | 22,815 | $2.27M | 0.35% | +20+0.1% | Added |
| One Capital Management, LLC | 22,800 | $2.26M | 0.08% | +7,880+52.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 22,715 | $2.26M | 0.33% | −45−0.2% | Reduced |
| Riverpark Capital Management LLC | 22,659 | $2.25M | 2.98% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 22,643 | $2.25M | 0.46% | −467−2.0% | Reduced |
| JCIC Asset Management Inc. | 22,627 | $2.25M | 0.92% | −143−0.6% | Reduced |
| Virtu Financial LLC | 22,573 | $2.24M | 0.16% | +22,573 | New |
| Searle & Co. | 22,545 | $2.24M | 0.52% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 22,540 | $2.24M | 0.50% | +661+3.0% | Added |
| Profund Advisors LLC | 22,513 | $2.24M | 0.08% | +2,067+10.1% | Added |
| Hixon Zuercher, LLC | 22,379 | $2.22M | 0.94% | −670−2.9% | Reduced |
| Berkshire Bank | 22,245 | $2.21M | 0.56% | −1,850−7.7% | Reduced |
| Ingalls & Snyder LLC | 22,150 | $2.20M | 0.10% | −1,481−6.3% | Reduced |
| Ballentine Partners, LLC | 22,084 | $2.19M | 0.04% | −2,199−9.1% | Reduced |