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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 17,961 | $1.78M | 0.25% | −1,720−8.7% | Reduced |
| Montecito Bank & Trust | 17,950 | $1.78M | 0.36% | −39−0.2% | Reduced |
| Invst, LLC | 18,149 | $1.78M | 0.20% | +348+2.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,905 | $1.78M | 0.49% | −135−0.7% | Reduced |
| Diversified Trust Co | 17,901 | $1.78M | 0.05% | −10,577−37.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,887 | $1.78M | 0.48% | −321−1.8% | Reduced |
| Selway Asset Management | 17,877 | $1.78M | 0.72% | −800−4.3% | Reduced |
| Capital Investment Advisory Services, LLC | 17,859 | $1.77M | 0.18% | +281+1.6% | Added |
| Unique Wealth Strategies, LLC | 14,487 | $1.77M | 0.83% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 17,839 | $1.77M | 0.19% | +953+5.6% | Added |
| Chapman Investment Management, LLC | 17,807 | $1.77M | 1.34% | −2,669−13.0% | Reduced |
| Atlantic Trust, LLC | 17,766 | $1.76M | 0.44% | +148+0.8% | Added |
| Smith, Moore & Co. | 17,760 | $1.76M | 0.18% | −5,622−24.0% | Reduced |
| Dover Advisors, LLC | 17,745 | $1.76M | 1.09% | −1,023−5.5% | Reduced |
| Naviter Wealth, LLC | 17,737 | $1.76M | 0.26% | +1,459+9.0% | Added |
| Horizon Wealth Management, LLC | 17,650 | $1.75M | 0.42% | +9+0.1% | Added |
| Three Bridge Wealth Advisors, LLC | 17,612 | $1.75M | 0.69% | −659−3.6% | Reduced |
| Drexel Morgan & Co. | 17,586 | $1.75M | 0.37% | +1,000+6.0% | Added |
| Insight Inv LLC | 17,471 | $1.73M | 1.50% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 17,455 | $1.73M | 0.40% | −204−1.2% | Reduced |
| Stone Point Wealth LLC | 17,446 | $1.73M | 0.62% | −630−3.5% | Reduced |
| Frank, Rimerman Advisors LLC | 17,395 | $1.73M | 0.12% | +16,981+4,101.7% | Added |
| Kingswood Wealth Advisors, LLC | 17,338 | $1.72M | 0.16% | +2,077+13.6% | Added |
| Voya Financial Advisors, Inc. | 16,796 | $1.72M | 0.19% | +1,552+10.2% | Added |
| North Star Investment Management Corp. | 17,249 | $1.71M | 0.13% | −236−1.3% | Reduced |
| GAMMA Investing LLC | 17,232 | $1.71M | 0.23% | +3,884+29.1% | Added |
| Icon Wealth Advisors, LLC | 18,225 | $1.71M | 0.15% | +2,315+14.6% | Added |
| WT Wealth Management | 17,182 | $1.71M | 0.58% | −226−1.3% | Reduced |
| Violich Capital Management, Inc. | 17,124 | $1.70M | 0.23% | −2,165−11.2% | Reduced |
| Turim 21 Investimentos Ltda. | 17,069 | $1.69M | 0.43% | +680+4.1% | Added |
| NBC Securities, Inc. | 17,045 | $1.69M | 0.15% | −2,880−14.5% | Reduced |
| Bramshill Investments, LLC | 17,038 | $1.69M | 0.18% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.69M | 0.52% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16,995 | $1.69M | 0.16% | −781−4.4% | Reduced |
| Scott & Selber, Inc. | 16,942 | $1.68M | 0.54% | +393+2.4% | Added |
| Salem Investment Counselors Inc | 16,939 | $1.68M | 0.05% | −2,654−13.5% | Reduced |
| Summit X, LLC | 16,941 | $1.68M | 0.38% | −4,618−21.4% | Reduced |
| Cladis Investment Advisory, LLC | 16,889 | $1.68M | 1.22% | +225+1.4% | Added |
| Perennial Investment Advisors, LLC | 16,810 | $1.67M | 0.24% | +468+2.9% | Added |
| Umpqua Bank | 16,795 | $1.67M | 0.65% | −900−5.1% | Reduced |
| CRA Financial Services, LLC | 16,759 | $1.66M | 0.34% | −576−3.3% | Reduced |
| Infusive Asset Management Inc. | 16,747 | $1.66M | 0.67% | +16,747 | New |
| Checchi Capital Advisers, LLC | 16,745 | $1.66M | 0.13% | −685−3.9% | Reduced |
| Hudson Canyon Capital Management | 16,699 | $1.66M | 1.12% | +299+1.8% | Added |
| Roberts Glore & Co Inc | 16,685 | $1.66M | 0.50% | −476−2.8% | Reduced |
| Wynn Capital, LLC | 16,674 | $1.66M | 1.22% | −21−0.1% | Reduced |
| Proficio Capital Partners LLC | 16,625 | $1.65M | 0.17% | −315−1.9% | Reduced |
| L.M. Kohn & Company | 16,596 | $1.65M | 0.45% | −943−5.4% | Reduced |
| Broadwater Capital Management LLC | 16,567 | $1.64M | 1.27% | −50−0.3% | Reduced |
| Sterling Investment Counsel, LLC | 16,547 | $1.64M | 0.65% | −1,906−10.3% | Reduced |
| RS Crum Inc. | 16,524 | $1.64M | 0.43% | −411−2.4% | Reduced |
| Qtron Investments LLC | 16,524 | $1.64M | 0.24% | +2,220+15.5% | Added |
| MONECO Advisors, LLC | 16,502 | $1.64M | 0.24% | −4,018−19.6% | Reduced |
| Hudson Value Partners, LLC | 16,499 | $1.64M | 0.69% | +60+0.4% | Added |
| Murphy Pohlad Asset Management LLC | 16,434 | $1.63M | 0.70% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 16,423 | $1.63M | 0.51% | −48−0.3% | Reduced |
| SWS Partners | 16,359 | $1.63M | 0.49% | +1,592+10.8% | Added |
| Boltwood Capital Management | 16,371 | $1.63M | 0.51% | −436−2.6% | Reduced |
| Delphi Management Inc | 16,338 | $1.62M | 1.32% | +785+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,320 | $1.62M | 0.06% | +1,332+8.9% | Added |
| Bright Futures Wealth Management, LLC. | 18,013 | $1.61M | 0.87% | +2,320+14.8% | Added |
| IMS Capital Management | 17,888 | $1.61M | 0.75% | −2,372−11.7% | Reduced |
| Harbor Advisory Corp | 16,165 | $1.61M | 0.55% | −4,670−22.4% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.60M | 1.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,092 | $1.60M | 0.05% | +769+5.0% | Added |
| Schechter Investment Advisors, LLC | 16,081 | $1.60M | 0.12% | +698+4.5% | Added |
| Ferguson Wellman Capital Management, Inc | 16,057 | $1.59M | 0.03% | −1,221−7.1% | Reduced |
| Aspiriant, LLC | 16,045 | $1.59M | 0.06% | −3,857−19.4% | Reduced |
| Gardner Lewis Asset Management L P | 15,970 | $1.59M | 0.44% | −23,975−60.0% | Reduced |
| Letson Investment Management, Inc. | 15,963 | $1.58M | 0.70% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,933 | $1.58M | 0.12% | +1,089+7.3% | Added |
| Bedel Financial Consulting, Inc. | 15,933 | $1.58M | 0.23% | −280−1.7% | Reduced |
| Bangor Savings Bank | 15,855 | $1.57M | 0.16% | +193+1.2% | Added |
| Bridges Investment Management Inc | 15,842 | $1.57M | 0.02% | −2,089−11.7% | Reduced |
| Triangle Securities Wealth Management | 15,810 | $1.57M | 0.44% | −448−2.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,805 | $1.57M | 0.91% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 15,795 | $1.57M | 0.78% | −2,430−13.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 15,776 | $1.57M | 0.91% | +88+0.6% | Added |
| Weik Capital Management | 15,765 | $1.57M | 0.67% | −150−0.9% | Reduced |
| Archer Investment Corp | 15,718 | $1.56M | 0.46% | +1,017+6.9% | Added |
| JNBA Financial Advisors | 15,710 | $1.56M | 0.16% | +224+1.4% | Added |
| Norway Savings Bank | 15,695 | $1.56M | 0.89% | −348−2.2% | Reduced |
| Diamant Asset Management, Inc. | 15,665 | $1.56M | 1.04% | −160−1.0% | Reduced |
| RFG Advisory, LLC | 15,655 | $1.55M | 0.05% | +2,614+20.0% | Added |
| Occidental Asset Management, LLC | 15,651 | $1.55M | 0.27% | +2,224+16.6% | Added |
| GYL Financial Synergies, LLC | 15,616 | $1.55M | 0.12% | −215−1.4% | Reduced |
| Good Life Advisors, LLC | 15,575 | $1.55M | 0.13% | +1,404+9.9% | Added |
| Campbell Newman Asset Management Inc | 15,565 | $1.55M | 0.12% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15,562 | $1.55M | 0.65% | +636+4.3% | Added |
| O'Dell Group, LLC | 12,627 | $1.55M | 0.38% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 15,433 | $1.53M | 1.12% | −130−0.8% | Reduced |
| Pingora Partners LLC | 15,416 | $1.53M | 1.09% | −831−5.1% | Reduced |
| Claro Advisors LLC | 15,410 | $1.53M | 0.24% | +736+5.0% | Added |
| Corrado Advisors, LLC | 15,352 | $1.52M | 0.99% | −766−4.8% | Reduced |
| LM Advisors LLC | 15,336 | $1.52M | 0.00% | −596−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 12,431 | $1.52M | 0.02% | +471+3.9% | Added |
| Altfest L J & Co Inc | 15,280 | $1.52M | 0.21% | −7,578−33.2% | Reduced |
| Wedmont Private Capital | 15,596 | $1.51M | 0.10% | +2,435+18.5% | Added |
| Cumberland Advisors Inc | 15,250 | $1.51M | 0.62% | +1,000+7.0% | Added |
| Private Trust Co NA | 15,180 | $1.51M | 0.16% | +980+6.9% | Added |