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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 22,041 | $2.19M | 0.60% | −2,763−11.1% | Reduced |
| WBH Advisory Inc | 22,026 | $2.19M | 0.22% | −1,362−5.8% | Reduced |
| Manhattan West Asset Management, LLC | 21,998 | $2.18M | 0.59% | −2,980−11.9% | Reduced |
| Premier Path Wealth Partners, LLC | 21,927 | $2.18M | 0.37% | +1,040+5.0% | Added |
| Monarch Capital Management Inc | 21,790 | $2.16M | 0.64% | −516−2.3% | Reduced |
| Moody National Bank Trust Division | 21,759 | $2.16M | 0.17% | +669+3.2% | Added |
| Guardian Capital LP | 21,726 | $2.16M | 0.08% | −6,130−22.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,722 | $2.16M | 0.89% | +1,305+6.4% | Added |
| Guardian Investment Management | 21,683 | $2.15M | 1.57% | +18,433+567.2% | Added |
| Curbstone Financial Management Corp | 21,610 | $2.15M | 0.47% | −400−1.8% | Reduced |
| Nelson Capital Management, LLC | 21,596 | $2.14M | 0.38% | −411−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 21,570 | $2.14M | 0.04% | −215−1.0% | Reduced |
| Brevan Howard Capital Management LP | 21,556 | $2.14M | 0.14% | −25,205−53.9% | Reduced |
| DRW Securities, LLC | 21,553 | $2.14M | 0.13% | +15,044+231.1% | Added |
| BCGM Wealth Management, LLC | 21,519 | $2.14M | 0.74% | −86−0.4% | Reduced |
| Elevatus Welath Management | 21,475 | $2.13M | 0.80% | −24,239−53.0% | Reduced |
| Westmount Partners, LLC | 21,726 | $2.13M | 0.70% | +2,774+14.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 21,416 | $2.13M | 1.46% | −175−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 21,402 | $2.13M | 0.55% | +4,325+25.3% | Added |
| Harbour Investment Management LLC | 21,352 | $2.12M | 0.98% | +138+0.7% | Added |
| Sumitomo Life Insurance Co | 21,240 | $2.11M | 0.05% | −2,768−11.5% | Reduced |
| Xcel Wealth Management, LLC | 21,174 | $2.10M | 0.66% | −198−0.9% | Reduced |
| Marex Group plc | 21,126 | $2.10M | 0.06% | −358,037−94.4% | Reduced |
| Trust Asset Management LLC | 21,108 | $2.10M | 0.18% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,100 | $2.10M | 0.07% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 21,094 | $2.09M | 0.63% | −1,207−5.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 21,087 | $2.09M | 0.15% | +4,416+26.5% | Added |
| Ellsworth Advisors, LLC | 21,009 | $2.09M | 0.58% | +1,336+6.8% | Added |
| Summit Financial, LLC | 21,007 | $2.09M | 0.10% | +9,321+79.8% | Added |
| Fox Run Management, L.L.C. | 20,966 | $2.08M | 0.39% | +20,966 | New |
| Harbour Investments, Inc. | 20,966 | $2.08M | 0.07% | −1,391−6.2% | Reduced |
| Kornitzer Capital Management Inc | 20,932 | $2.08M | 0.04% | +1,303+6.6% | Added |
| Robertson Stephens Wealth Management, LLC | 20,923 | $2.08M | 0.11% | +1,411+7.2% | Added |
| Integrated Advisors Network LLC | 20,779 | $2.06M | 0.11% | −40,521−66.1% | Reduced |
| Cornercap Investment Counsel Inc | 20,693 | $2.05M | 0.33% | +18,390+798.5% | Added |
| Vista Investment Management | 20,659 | $2.05M | 0.83% | −2,876−12.2% | Reduced |
| Gs Investments, Inc. | 20,614 | $2.05M | 0.97% | 00.0% | Unchanged |
| Wealth Alliance | 20,608 | $2.05M | 0.26% | −288−1.4% | Reduced |
| Spirit of America Management Corp | 20,600 | $2.05M | 0.41% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 20,599 | $2.05M | 0.11% | −243−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 20,584 | $2.04M | 0.07% | −657−3.1% | Reduced |
| Palumbo Wealth Management LLC | 20,482 | $2.03M | 0.86% | −4,723−18.7% | Reduced |
| Congress Park Capital LLC | 20,428 | $2.03M | 0.81% | −179−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 20,404 | $2.03M | 0.45% | −131−0.6% | Reduced |
| First Horizon Advisors, Inc. | 20,288 | $2.01M | 0.06% | −4,256−17.3% | Reduced |
| Cornerstone Wealth Management, LLC | 20,264 | $2.01M | 0.15% | +352+1.8% | Added |
| Chapin Davis, Inc. | 20,221 | $2.01M | 0.69% | −470−2.3% | Reduced |
| Atlas Brown,Inc. | 20,167 | $2.00M | 0.72% | −395−1.9% | Reduced |
| Continuum Advisory, LLC | 20,147 | $2.00M | 0.29% | −985−4.7% | Reduced |
| Tritonpoint Wealth, LLC | 20,135 | $2.00M | 0.19% | −307−1.5% | Reduced |
| Hendershot Investments Inc. | 20,105 | $2.00M | 0.29% | −1,525−7.1% | Reduced |
| Diversify Wealth Management, LLC | 22,705 | $1.99M | 0.25% | +22,705 | New |
| Menlo Advisors LLC | 20,063 | $1.99M | 1.11% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 20,010 | $1.99M | 0.51% | +1,080+5.7% | Added |
| Atlantic Union Bankshares Corp | 19,991 | $1.98M | 0.12% | −1,938−8.8% | Reduced |
| S.E.E.D. Planning Group LLC | 19,927 | $1.98M | 0.72% | +8,247+70.6% | Added |
| Magnus Financial Group LLC | 19,872 | $1.97M | 0.22% | +498+2.6% | Added |
| Lynx Capital Group Ltd | 19,854 | $1.97M | 1.36% | +94+0.5% | Added |
| Rehmann Capital Advisory Group | 19,704 | $1.96M | 0.14% | −351−1.8% | Reduced |
| Csenge Advisory Group | 19,704 | $1.96M | 0.11% | +452+2.3% | Added |
| Avidian Wealth Solutions, LLC | 19,679 | $1.95M | 0.09% | +1,065+5.7% | Added |
| Old Second National Bank of Aurora | 19,522 | $1.94M | 0.50% | +139+0.7% | Added |
| Rowland & Co Investment Counsel | 19,379 | $1.92M | 0.42% | −80−0.4% | Reduced |
| Regal Investment Advisors LLC | 19,281 | $1.91M | 0.13% | +1,508+8.5% | Added |
| Fosun International Ltd | 19,272 | $1.91M | 0.65% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 19,242 | $1.91M | 1.01% | +182+1.0% | Added |
| Beach Investment Counsel Inc | 19,223 | $1.91M | 0.24% | −3,963−17.1% | Reduced |
| Cigna Investments Inc | 19,224 | $1.91M | 0.36% | −168−0.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 18,660 | $1.91M | 0.04% | +1,982+11.9% | Added |
| Mount Capital Ltd | 19,200 | $1.90M | 0.76% | 00.0% | Unchanged |
| Greenline Partners, LLC | 19,315 | $1.89M | 0.29% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 18,509 | $1.89M | 1.35% | −704−3.7% | Reduced |
| Tevis Investment Management | 19,009 | $1.89M | 1.52% | +541+2.9% | Added |
| Sculati Wealth Management, LLC | 18,982 | $1.88M | 0.81% | +267+1.4% | Added |
| Weil Company, Inc. | 18,981 | $1.88M | 0.69% | −2,894−13.2% | Reduced |
| Landscape Capital Management, L.L.C. | 18,977 | $1.88M | 0.16% | +18,977 | New |
| Garda Capital Partners LP | 18,920 | $1.88M | 1.01% | +18,920 | New |
| New Potomac Partners, LLC | 18,874 | $1.87M | 1.02% | +248+1.3% | Added |
| Smithfield Trust Co | 18,767 | $1.86M | 0.10% | −180−1.0% | Reduced |
| Charter Research & Investment Group, Inc. | 18,727 | $1.86M | 1.46% | −85−0.5% | Reduced |
| Councilmark Asset Management, LLC | 18,711 | $1.86M | 1.32% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18,690 | $1.86M | 0.27% | −14,895−44.4% | Reduced |
| Belpointe Asset Management LLC | 18,658 | $1.85M | 0.13% | +1,100+6.3% | Added |
| Sofos Investments, Inc. | 18,631 | $1.85M | 0.46% | −16,456−46.9% | Reduced |
| Hoertkorn Richard Charles | 18,614 | $1.85M | 0.80% | −300−1.6% | Reduced |
| Udine Wealth Management, Inc. | 18,552 | $1.84M | 1.28% | +1,026+5.9% | Added |
| Mirabaud & Cie SA | 18,530 | $1.84M | 0.62% | +1,145+6.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 18,626 | $1.83M | 1.57% | −266−1.4% | Reduced |
| Winch Advisory Services, LLC | 18,329 | $1.82M | 0.52% | +155+0.9% | Added |
| Independence Bank of Kentucky | 18,267 | $1.81M | 0.48% | +795+4.6% | Added |
| GM Advisory Group, Inc. | 18,215 | $1.81M | 0.12% | −46−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 18,188 | $1.81M | 0.09% | −1,184−6.1% | Reduced |
| Morse Asset Management, Inc | 18,181 | $1.80M | 0.44% | +855+4.9% | Added |
| BEAM Asset Management, LLC | 18,133 | $1.80M | 0.60% | +15,517+593.2% | Added |
| NTV Asset Management LLC | 18,112 | $1.80M | 0.26% | +269+1.5% | Added |
| McDonald Partners LLC | 18,072 | $1.79M | 0.48% | +97+0.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $1.79M | 0.92% | −7,000−28.0% | Reduced |
| Auxano Advisors, LLC | 17,983 | $1.79M | 0.49% | −246−1.3% | Reduced |
| Westpac Banking Corp | 17,982 | $1.79M | 0.14% | +1,356+8.2% | Added |
| Central Pacific Bank - Trust Division | 17,977 | $1.78M | 0.21% | −1,872−9.4% | Reduced |