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
- 3,034
- −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
- 1,422 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 |
|---|---|---|---|---|---|
| Capricorn Fund Managers Ltd | 12,600 | $1.25M | 0.88% | +1,600+14.5% | Added |
| Bank of Hawaii | 12,588 | $1.25M | 0.06% | +780+6.6% | Added |
| Moseley Investment Management Inc | 12,566 | $1.25M | 0.58% | +174+1.4% | Added |
| Stablepoint Partners, LLC | 13,536 | $1.25M | 0.24% | −3,105−18.7% | Reduced |
| Legacy Financial Advisors, Inc. | 12,503 | $1.24M | 0.22% | +239+1.9% | Added |
| Semmax Financial Advisors Inc. | 14,460 | $1.24M | 0.37% | +2,759+23.6% | Added |
| First National Advisers, LLC | 12,454 | $1.24M | 0.23% | +619+5.2% | Added |
| Schnieders Capital Management LLC | 12,418 | $1.23M | 0.25% | −832−6.3% | Reduced |
| Garrison Asset Management, LLC | 12,410 | $1.23M | 0.65% | −84−0.7% | Reduced |
| Fullcircle Wealth LLC | 13,699 | $1.23M | 0.60% | +13,699 | New |
| Obermeyer Wood Investment Counsel, LLLP | 12,380 | $1.23M | 0.07% | +545+4.6% | Added |
| Kings Path Partners LLC | 12,358 | $1.23M | 0.58% | +12,358 | New |
| Cape Investment Advisory, Inc. | 12,353 | $1.23M | 0.55% | −473−3.7% | Reduced |
| ZWJ Investment Counsel Inc | 12,342 | $1.23M | 0.05% | +1,274+11.5% | Added |
| LJI Wealth Management, LLC | 12,325 | $1.22M | 0.27% | −6,913−35.9% | Reduced |
| Coastal Investment Advisors, Inc. | 12,322 | $1.22M | 0.24% | −1,084−8.1% | Reduced |
| Adirondack Trust Co | 12,306 | $1.22M | 0.50% | −268−2.1% | Reduced |
| Ballast, Inc. | 12,273 | $1.22M | 0.38% | +1,151+10.3% | Added |
| Essex Savings Bank | 12,269 | $1.22M | 0.33% | +371+3.1% | Added |
| Certified Advisory Corp | 12,265 | $1.22M | 0.15% | +12,265 | New |
| New England Asset Management Inc | 12,200 | $1.21M | 0.20% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 12,201 | $1.21M | 0.59% | +827+7.3% | Added |
| Reynders McVeigh Capital Management, LLC | 12,166 | $1.21M | 0.07% | −840−6.5% | Reduced |
| Leisure Capital Management | 12,108 | $1.20M | 0.56% | +284+2.4% | Added |
| Focus Financial Network, Inc. | 12,353 | $1.20M | 0.05% | +537+4.5% | Added |
| Garden State Investment Advisory Services LLC | 12,059 | $1.20M | 0.41% | −160−1.3% | Reduced |
| Novare Capital Management LLC | 12,049 | $1.20M | 0.11% | −39,140−76.5% | Reduced |
| AIA Group Ltd | 12,019 | $1.19M | 0.03% | +1,672+16.2% | Added |
| Ransom Advisory, Ltd | 12,017 | $1.19M | 0.60% | −195−1.6% | Reduced |
| Dillon & Associates Inc | 12,030 | $1.19M | 0.17% | −1,390−10.4% | Reduced |
| Guardian Wealth Management, Inc. | 11,985 | $1.19M | 0.91% | +123+1.0% | Added |
| AlphaCore Capital LLC | 11,970 | $1.19M | 0.29% | +6,766+130.0% | Added |
| Waldron Private Wealth LLC | 11,960 | $1.19M | 0.05% | −350−2.8% | Reduced |
| Confluence Wealth Services, Inc. | 11,960 | $1.19M | 0.09% | −159−1.3% | Reduced |
| Capital Advisors Inc | 11,957 | $1.19M | 0.02% | +227+1.9% | Added |
| Inscription Capital, LLC | 11,933 | $1.18M | 0.19% | +143+1.2% | Added |
| Fernwood Investment Management, LLC | 11,928 | $1.18M | 0.37% | −254−2.1% | Reduced |
| Avantax Planning Partners, Inc. | 11,898 | $1.18M | 0.04% | −457−3.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 11,848 | $1.18M | 0.37% | −125−1.0% | Reduced |
| Nemes Rush Group LLC | 11,828 | $1.17M | 0.16% | +738+6.7% | Added |
| Strategic Blueprint, LLC | 11,820 | $1.17M | 0.08% | +883+8.1% | Added |
| Chicago Capital, LLC | 11,808 | $1.17M | 0.03% | +1,277+12.1% | Added |
| WNY Asset Management, LLC | 11,744 | $1.17M | 0.15% | −479−3.9% | Reduced |
| Oder Investment Management, LLC | 11,724 | $1.16M | 1.05% | +25+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 11,724 | $1.16M | 0.10% | −6,189−34.6% | Reduced |
| Martin & Co Inc | 11,715 | $1.16M | 0.29% | −26−0.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,686 | $1.16M | 0.75% | −1,000−7.9% | Reduced |
| Aldebaran Financial Inc. | 11,664 | $1.16M | 1.60% | +174+1.5% | Added |
| Alliance Wealth Advisors, LLC | 11,656 | $1.16M | 0.34% | +410+3.6% | Added |
| Integral Investment Advisors, Inc. | 11,301 | $1.15M | 0.43% | +4,259+60.5% | Added |
| Transatlantique Private Wealth LLC | 11,808 | $1.15M | 0.47% | −84−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 11,626 | $1.15M | 0.09% | +1,084+10.3% | Added |
| AXS Investments LLC | 11,626 | $1.15M | 0.32% | +562+5.1% | Added |
| VitalStone Financial, LLC | 11,622 | $1.15M | 0.84% | +1,129+10.8% | Added |
| Doliver Advisors, LP | 11,614 | $1.15M | 0.32% | −461−3.8% | Reduced |
| Howland Capital Management LLC | 11,608 | $1.15M | 0.06% | −157,363−93.1% | Reduced |
| Welch Group, LLC | 11,606 | $1.15M | 0.06% | +4,083+54.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,600 | $1.15M | 0.29% | +300+2.7% | Added |
| Atlas Capital Advisors LLC | 11,563 | $1.15M | 0.15% | +10,955+1,801.8% | Added |
| Drucker Wealth 3.0, LLC | 11,551 | $1.15M | 0.30% | +11,551 | New |
| United Bank | 11,433 | $1.14M | 0.57% | +2,099+22.5% | Added |
| Copperleaf Capital, LLC | 11,422 | $1.13M | 0.91% | +1,594+16.2% | Added |
| Nations Financial Group Inc, | 11,420 | $1.13M | 0.09% | −3,226−22.0% | Reduced |
| E Fund Management Co., Ltd. | 11,395 | $1.13M | 0.06% | +1,267+12.5% | Added |
| China Universal Asset Management Co., Ltd. | 11,384 | $1.13M | 0.16% | −4,288−27.4% | Reduced |
| Keating Investment Counselors Inc | 11,366 | $1.13M | 0.36% | −473−4.0% | Reduced |
| Smith Anglin Financial, LLC | 11,345 | $1.13M | 0.11% | +165+1.5% | Added |
| Sierra Capital LLC | 11,340 | $1.13M | 0.15% | −474−4.0% | Reduced |
| Profit Investment Management, LLC | 11,265 | $1.12M | 0.70% | +2,037+22.1% | Added |
| Allred Capital Management, LLC | 11,202 | $1.11M | 0.43% | −47−0.4% | Reduced |
| Monograph Wealth Advisors, LLC | 11,198 | $1.11M | 0.16% | +2,524+29.1% | Added |
| XML Financial, LLC | 11,155 | $1.11M | 0.11% | +225+2.1% | Added |
| Enterprise Bank & Trust Co | 11,140 | $1.11M | 0.38% | +726+7.0% | Added |
| Duncker Streett & Co Inc | 11,140 | $1.11M | 0.21% | −450−3.9% | Reduced |
| Bank Hapoalim BM | 11,126 | $1.10M | 0.16% | −3,123−21.9% | Reduced |
| Pure Financial Advisors, Inc. | 11,128 | $1.10M | 0.03% | −1,877−14.4% | Reduced |
| Maxi Investments CY Ltd | 11,100 | $1.10M | 0.25% | +11,100 | New |
| Mechanics Financial Corp | 11,096 | $1.10M | 0.57% | +169+1.5% | Added |
| Calamos Wealth Management LLC | 11,081 | $1.10M | 0.06% | −2,216−16.7% | Reduced |
| Old Mission Investment Co LLC | 11,078 | $1.10M | 0.36% | +360+3.4% | Added |
| DF Dent & Co Inc | 11,065 | $1.10M | 0.01% | −125−1.1% | Reduced |
| Prossimo Advisors, LLC | 10,956 | $1.09M | 0.98% | +10,956 | New |
| StoneX Group Inc. | 10,903 | $1.08M | 0.09% | +528+5.1% | Added |
| Avitas Wealth Management LLC | 10,900 | $1.08M | 0.16% | −72−0.7% | Reduced |
| Interchange Capital Partners, LLC | 10,898 | $1.08M | 0.40% | +6,948+175.9% | Added |
| Larson Financial Group LLC | 10,882 | $1.08M | 0.07% | +1,049+10.7% | Added |
| Cornerstone National Bank & Trust Co | 10,860 | $1.08M | 0.53% | +1,570+16.9% | Added |
| Change Path, LLC | 10,858 | $1.08M | 0.05% | −33−0.3% | Reduced |
| Clarius Group, LLC | 10,853 | $1.08M | 0.08% | −647−5.6% | Reduced |
| Forbes J M & Co LLP | 10,823 | $1.07M | 0.11% | −64−0.6% | Reduced |
| Intrust Bank NA | 10,813 | $1.07M | 0.11% | +372+3.6% | Added |
| Palouse Capital Management, Inc. | 10,807 | $1.07M | 0.72% | −187−1.7% | Reduced |
| Hayek Kallen Investment Management | 10,808 | $1.07M | 0.40% | −200−1.8% | Reduced |
| Stokes Family Office, LLC | 10,802 | $1.07M | 0.13% | −555−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 10,794 | $1.07M | 0.07% | +4,502+71.6% | Added |
| Sittner & Nelson, LLC | 10,775 | $1.07M | 0.53% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,745 | $1.07M | 0.12% | −633−5.6% | Reduced |
| HF Advisory Group, LLC | 10,729 | $1.07M | 0.55% | +227+2.2% | Added |
| Breakwater Capital Group | 10,725 | $1.06M | 0.24% | +1,146+12.0% | Added |
| World Equity Group, Inc. | 10,699 | $1.06M | 0.32% | −10,181−48.8% | Reduced |