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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 15,153 | $1.50M | 0.10% | −1,005−6.2% | Reduced |
| Fort Sheridan Advisors LLC | 15,148 | $1.50M | 0.24% | +1,817+13.6% | Added |
| FLC Capital Advisors | 15,146 | $1.50M | 0.37% | −14−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 15,141 | $1.50M | 0.29% | −195−1.3% | Reduced |
| Delta Financial Advisors LLC | 15,104 | $1.50M | 0.58% | +318+2.2% | Added |
| Auxier Asset Management | 15,027 | $1.49M | 0.24% | −192−1.3% | Reduced |
| Trustco Bank Corp N Y | 15,013 | $1.49M | 1.59% | −200−1.3% | Reduced |
| Financial Advocates Investment Management | 14,884 | $1.48M | 0.09% | −217−1.4% | Reduced |
| National Philanthropic Trust | 14,875 | $1.48M | 0.03% | −505−3.3% | Reduced |
| Townsend Asset Management Corp | 14,849 | $1.47M | 0.57% | −23,328−61.1% | Reduced |
| J. W. Coons Advisors, LLC | 14,811 | $1.47M | 0.36% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 14,731 | $1.46M | 0.70% | −138−0.9% | Reduced |
| Cohen Investment Advisors LLC | 18,040 | $1.46M | 1.18% | −1,953−9.8% | Reduced |
| Legacy Private Trust Co. | 14,718 | $1.46M | 0.10% | +1,655+12.7% | Added |
| Moloney Securities Asset Management, LLC | 14,693 | $1.46M | 0.21% | −1,984−11.9% | Reduced |
| Sheets Smith Wealth Management | 14,680 | $1.46M | 0.17% | +170+1.2% | Added |
| Pinnacle West Asset Management, Inc. | 14,660 | $1.46M | 1.13% | −175−1.2% | Reduced |
| BBR Partners, LLC | 14,608 | $1.45M | 0.12% | −1,881−11.4% | Reduced |
| Founders Financial Securities LLC | 14,603 | $1.45M | 0.14% | +1,133+8.4% | Added |
| Legacy Capital Group California, Inc. | 14,526 | $1.44M | 0.52% | +2,515+20.9% | Added |
| Quotient Wealth Partners, LLC | 14,479 | $1.44M | 0.05% | −12,989−47.3% | Reduced |
| Birchbrook, Inc. | 14,352 | $1.43M | 0.85% | −865−5.7% | Reduced |
| Adell Harriman & Carpenter Inc | 14,322 | $1.42M | 0.11% | −2,793−16.3% | Reduced |
| Ridgewood Investments LLC | 14,288 | $1.42M | 0.71% | +253+1.8% | Added |
| Alpha Cubed Investments, LLC | 14,269 | $1.42M | 0.07% | −829−5.5% | Reduced |
| Skopos Labs, Inc. | 11,643 | $1.41M | 0.61% | 00.0% | Unchanged |
| American Investment Services, Inc. | 14,248 | $1.41M | 0.25% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14,246 | $1.41M | 0.03% | −1,835−11.4% | Reduced |
| Perpetual Ltd | 14,197 | $1.41M | 0.02% | +659+4.9% | Added |
| Winthrop Advisory Group LLC | 14,164 | $1.41M | 0.19% | −233−1.6% | Reduced |
| Dana Investment Advisors, Inc. | 14,150 | $1.40M | 0.05% | +110+0.8% | Added |
| David Loasby | 14,471 | $1.40M | 0.13% | +890+6.6% | Added |
| Baker Tilly Wealth Management, LLC | 14,106 | $1.40M | 0.57% | −17,939−56.0% | Reduced |
| Embree Financial Group | 14,100 | $1.40M | 0.27% | −2,394−14.5% | Reduced |
| Modern Wealth Management, LLC | 14,096 | $1.40M | 0.10% | +20.0% | Added |
| MWA Asset Management | 14,079 | $1.40M | 1.00% | −105−0.7% | Reduced |
| Northwest Bancshares, Inc. | 14,038 | $1.39M | 0.24% | −39,572−73.8% | Reduced |
| Rockland Trust Co | 14,031 | $1.39M | 0.07% | +40.0% | Added |
| Absher Wealth Management, LLC | 14,030 | $1.39M | 0.20% | −4,482−24.2% | Reduced |
| KPP Advisory Services LLC | 14,005 | $1.39M | 0.37% | −65−0.5% | Reduced |
| Cetera Trust Company, N.A | 14,000 | $1.39M | 0.87% | −225−1.6% | Reduced |
| Monetta Financial Services Inc | 14,000 | $1.39M | 1.20% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 13,991 | $1.39M | 0.58% | +1,939+16.1% | Added |
| BSW Wealth Partners | 13,961 | $1.39M | 0.23% | −332−2.3% | Reduced |
| James Investment Research Inc | 13,921 | $1.38M | 0.16% | +60.0% | Added |
| Game Plan Financial Advisors, LLC | 13,910 | $1.38M | 0.68% | −169−1.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,883 | $1.38M | 1.36% | +13,883 | New |
| Carl P. Sherr & Co., LLC | 13,868 | $1.38M | 0.77% | −230−1.6% | Reduced |
| American National Bank | 13,854 | $1.38M | 0.17% | −3,678−21.0% | Reduced |
| Eos Management, L.P. | 13,831 | $1.37M | 0.54% | 00.0% | Unchanged |
| BancorpSouth Bank | 13,723 | $1.36M | 0.10% | −88−0.6% | Reduced |
| HAP Trading, LLC | 13,673 | $1.36M | 0.59% | +13,673 | New |
| Chicago Trust Co NA | 13,670 | $1.36M | 0.28% | −3,845−22.0% | Reduced |
| Trust Co of Oklahoma | 13,657 | $1.36M | 0.48% | −924−6.3% | Reduced |
| Estabrook Capital Management | 13,655 | $1.36M | 0.21% | −388−2.8% | Reduced |
| MidWestOne Financial Group, Inc. | 13,625 | $1.35M | 0.24% | −1,051−7.2% | Reduced |
| Clare Market Investments LLC | 13,616 | $1.35M | 0.38% | +1,587+13.2% | Added |
| Investors Asset Management of Georgia Inc | 13,536 | $1.34M | 0.65% | +197+1.5% | Added |
| Global Financial Private Client, LLC | 13,511 | $1.34M | 0.56% | +8,003+145.3% | Added |
| Omnia Family Wealth, LLC | 13,465 | $1.34M | 0.57% | −426−3.1% | Reduced |
| Hollencrest Capital Management | 13,444 | $1.33M | 0.06% | −60.0% | Reduced |
| Jmac Enterprises LLC | 13,419 | $1.33M | 0.23% | −178−1.3% | Reduced |
| Cordatus Wealth Management LLC | 13,419 | $1.33M | 0.50% | +13,419 | New |
| First National Bank & Trust Co of Newtown | 13,383 | $1.33M | 0.27% | −825−5.8% | Reduced |
| Ceera Investments, LLC | 13,360 | $1.33M | 0.56% | −170−1.3% | Reduced |
| My Legacy Advisors, LLC | 13,332 | $1.32M | 0.42% | −664−4.7% | Reduced |
| Family Legacy, Inc. | 13,321 | $1.32M | 0.47% | +209+1.6% | Added |
| Mirae Asset Securities (USA) Inc. | 13,252 | $1.32M | 0.08% | +13,252 | New |
| Coastal Bridge Advisors, LLC | 13,240 | $1.31M | 0.33% | +1,653+14.3% | Added |
| Avestar Capital, LLC | 13,236 | $1.31M | 0.15% | +1,331+11.2% | Added |
| Davidson Trust Co | 13,220 | $1.31M | 0.90% | −2,335−15.0% | Reduced |
| Hancock Whitney Corp | 13,219 | $1.31M | 0.04% | −160−1.2% | Reduced |
| Kovack Advisors, Inc. | 13,206 | $1.31M | 0.14% | −2,633−16.6% | Reduced |
| Maia Wealth LLC | 13,528 | $1.31M | 0.39% | +13,528 | New |
| TD Private Client Wealth LLC | 13,194 | $1.31M | 0.04% | −159−1.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 13,174 | $1.31M | 0.33% | −9,269−41.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,139 | $1.30M | 0.03% | +2,017+18.1% | Added |
| Elmwood Wealth Management, Inc. | 13,134 | $1.30M | 0.58% | −645−4.7% | Reduced |
| Boomfish Wealth Group, LLC | 13,073 | $1.30M | 0.84% | +154+1.2% | Added |
| Agate Pass Investment Management, LLC | 13,058 | $1.30M | 0.69% | +905+7.4% | Added |
| Journey Advisory Group, LLC | 13,054 | $1.30M | 0.15% | −1,785−12.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,049 | $1.30M | 0.13% | −63−0.5% | Reduced |
| Donaldson Capital Management, LLC | 13,010 | $1.29M | 0.05% | −161−1.2% | Reduced |
| Paloma Partners Management Co | 13,000 | $1.29M | 0.11% | −10,544−44.8% | Reduced |
| Cove Private Wealth, LLC | 13,000 | $1.29M | 1.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 12,938 | $1.28M | 0.13% | +55+0.4% | Added |
| Hartline Investment Corp | 12,928 | $1.28M | 0.17% | +2,326+21.9% | Added |
| SOA Wealth Advisors, LLC. | 12,927 | $1.28M | 0.26% | −4,460−25.7% | Reduced |
| Caldwell Trust Co | 12,900 | $1.28M | 0.14% | +608+4.9% | Added |
| Old National Bancorp | 12,854 | $1.28M | 0.03% | −1,349−9.5% | Reduced |
| Resurgent Financial Advisors LLC | 12,795 | $1.27M | 0.79% | −862−6.3% | Reduced |
| Herold Advisors, Inc. | 12,776 | $1.27M | 0.29% | +250+2.0% | Added |
| LBMC Investment Advisors, LLC | 12,770 | $1.27M | 0.11% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 12,752 | $1.27M | 0.08% | +10,722+528.2% | Added |
| Gen-Wealth Partners Inc | 12,744 | $1.27M | 0.61% | +658+5.4% | Added |
| Mechanics Bank Trust Department | 12,724 | $1.26M | 0.18% | +860+7.2% | Added |
| Tectonic Advisors LLC | 12,670 | $1.26M | 0.09% | +984+8.4% | Added |
| Midland Wealth Advisors LLC | 12,658 | $1.26M | 0.07% | −1,631−11.4% | Reduced |
| Wimmer Associates 1, LLC | 12,650 | $1.26M | 0.64% | −310−2.4% | Reduced |
| Cinctive Capital Management LP | 12,620 | $1.25M | 0.07% | +6,754+115.1% | Added |