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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 10,581 | $1.05M | 0.21% | −53−0.5% | Reduced |
| Southeast Asset Advisors Inc. | 10,565 | $1.05M | 0.13% | −360−3.3% | Reduced |
| Marcum Wealth, LLC | 10,565 | $1.05M | 0.11% | +202+1.9% | Added |
| Synergy Financial Group, LTD | 10,555 | $1.05M | 1.10% | −435−4.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,541 | $1.05M | 0.10% | −363−3.3% | Reduced |
| Citizens & Northern Corp | 10,508 | $1.04M | 0.33% | +71+0.7% | Added |
| Nicholas Hoffman & Company, LLC. | 10,492 | $1.04M | 0.05% | −26−0.2% | Reduced |
| Girard Partners Ltd. | 10,487 | $1.04M | 0.10% | −1,160−10.0% | Reduced |
| Balboa Wealth Partners | 10,477 | $1.04M | 0.27% | −2,872−21.5% | Reduced |
| Thomasville National Bank | 10,464 | $1.04M | 0.08% | −1,513−12.6% | Reduced |
| Deltec Asset Management LLC | 10,458 | $1.04M | 0.20% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 10,453 | $1.04M | 0.41% | −173−1.6% | Reduced |
| Argus Investors' Counsel, Inc. | 10,445 | $1.04M | 0.64% | −1,615−13.4% | Reduced |
| DeDora Capital, Inc. | 10,443 | $1.04M | 0.32% | +979+10.3% | Added |
| Berger Financial Group, Inc | 10,428 | $1.04M | 0.08% | +3,248+45.2% | Added |
| Court Place Advisors, LLC | 10,408 | $1.03M | 0.32% | −1,011−8.9% | Reduced |
| ELCO Management Co., LLC | 10,391 | $1.03M | 0.60% | −440−4.1% | Reduced |
| Smartleaf Asset Management LLC | 10,093 | $1.03M | 0.17% | +1,114+12.4% | Added |
| Missouri Trust & Investment Co | 10,382 | $1.03M | 0.39% | +965+10.2% | Added |
| EverSource Wealth Advisors, LLC | 10,987 | $1.03M | 0.07% | +1,684+18.1% | Added |
| Garde Capital, Inc. | 10,368 | $1.03M | 0.07% | −373−3.5% | Reduced |
| Birmingham Capital Management Co Inc | 10,346 | $1.03M | 0.40% | −310−2.9% | Reduced |
| Palisade Capital Management LLC | 10,330 | $1.03M | 0.03% | −150−1.4% | Reduced |
| Joule Financial, LLC | 10,308 | $1.02M | 0.42% | +225+2.2% | Added |
| JT Stratford LLC | 10,251 | $1.02M | 0.19% | +5,196+102.8% | Added |
| Kiley Juergens Wealth Management, LLC | 10,225 | $1.02M | 0.28% | +10,225 | New |
| First Nebraska Trust Co | 10,179 | $1.01M | 0.10% | −28,760−73.9% | Reduced |
| Uncommon Cents Investing LLC | 10,174 | $1.01M | 0.32% | −160−1.5% | Reduced |
| Ausdal Financial Partners, Inc. | 10,165 | $1.01M | 0.11% | −245−2.4% | Reduced |
| Wolf Group Capital Advisors | 10,120 | $1.00M | 0.40% | +1,557+18.2% | Added |
| Widmann Financial Services, Inc. | 10,109 | $1.00M | 0.82% | −25−0.2% | Reduced |
| LCNB Corp | 10,097 | $1.00M | 0.37% | −316−3.0% | Reduced |
| Connective Portfolio Management, LLC | 10,090 | $1.00M | 1.63% | −11,000−52.2% | Reduced |
| Blue Edge Capital, LLC | 10,084 | $1.00M | 0.17% | −100−1.0% | Reduced |
| Aaron Wealth Advisors | 10,041 | $996.9K | 0.14% | +633+6.7% | Added |
| JFS Wealth Advisors, LLC | 10,030 | $995.9K | 0.08% | −337−3.3% | Reduced |
| AlphaStar Capital Management, LLC | 10,024 | $995.3K | 0.09% | −35−0.3% | Reduced |
| Carr Financial Group Corp | 10,013 | $994.2K | 0.32% | −1,569−13.5% | Reduced |
| Fifth Lane Capital, LP | 10,000 | $992.9K | 2.17% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 9,986 | $991.5K | 0.23% | −20.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 9,975 | $990.4K | 0.37% | +9,975 | New |
| Rocky Mountain Advisers, LLC | 9,953 | $988.2K | 0.33% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 10,053 | $985.6K | 0.01% | +1,514+17.7% | Added |
| Americana Partners, LLC | 9,892 | $982.2K | 0.08% | −448−4.3% | Reduced |
| Salvus Wealth Management, LLC | 9,881 | $981.1K | 0.67% | −119−1.2% | Reduced |
| Highline Wealth Partners LLC | 9,839 | $976.9K | 0.37% | −96−1.0% | Reduced |
| Abbot Financial Management, Inc. | 9,820 | $975.0K | 0.52% | −235−2.3% | Reduced |
| Braun Stacey Associates Inc | 9,752 | $968.0K | 0.04% | +4,651+91.2% | Added |
| Boston Trust Walden Corp | 9,731 | $966.2K | 0.01% | −425−4.2% | Reduced |
| Live Oak Investment Partners | – | $962.9K | 0.80% | – | New |
| Moody Lynn & Lieberson, LLC | 9,696 | $962.7K | 0.06% | +15+0.2% | Added |
| Keystone Financial Group | 9,695 | $962.6K | 0.34% | +1,482+18.0% | Added |
| Aprio Wealth Management, LLC | 9,661 | $959.2K | 0.17% | +1,320+15.8% | Added |
| DB Fitzpatrick & Co, Inc | 9,615 | $954.7K | 0.88% | −79−0.8% | Reduced |
| TLWM | 9,601 | $953.3K | 0.21% | −207−2.1% | Reduced |
| Tower Bridge Advisors | 9,598 | $953.0K | 0.11% | −14,913−60.8% | Reduced |
| Bank of Stockton | 9,593 | $952.5K | 0.30% | −163−1.7% | Reduced |
| Icon Advisers Inc | 9,700 | $951.0K | 0.21% | 00.0% | Unchanged |
| Corundum Group, Inc. | 9,548 | $948.0K | 0.37% | +4,884+104.7% | Added |
| Signature Estate & Investment Advisors LLC | 9,540 | $947.1K | 0.02% | +5,180+118.8% | Added |
| Forte Capital LLC | 9,532 | $946.5K | 0.11% | −120−1.2% | Reduced |
| Beacon Financial Advisory LLC | 9,516 | $944.8K | 0.35% | +2,786+41.4% | Added |
| Equitable Trust Co | 9,503 | $943.6K | 0.06% | −919−8.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,044 | $942.0K | 0.37% | −259−2.5% | Reduced |
| Valmark Advisers, Inc. | 9,464 | $939.7K | 0.02% | +898+10.5% | Added |
| Bowen Hanes & Co Inc | 9,425 | $935.8K | 0.03% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,425 | $935.8K | 0.20% | +470+5.2% | Added |
| Sciencast Management LP | 9,414 | $934.7K | 0.33% | +9,414 | New |
| Monterey Private Wealth, Inc. | 9,410 | $934.3K | 0.35% | −85−0.9% | Reduced |
| GLOBALT Investments LLC | 9,402 | $933.5K | 0.04% | +7,382+365.4% | Added |
| Camden Capital, LLC | 9,386 | $932.0K | 0.07% | +337+3.7% | Added |
| Itau Unibanco Holding S.A. | 9,367 | $930.0K | 0.04% | −29,660−76.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,367 | $930.0K | 0.31% | +335+3.7% | Added |
| Fukoku Mutual Life Insurance Co | 9,346 | $928.0K | 0.07% | −100−1.1% | Reduced |
| Optimum Investment Advisors | 9,323 | $925.7K | 0.42% | −260−2.7% | Reduced |
| Valley Brook Capital Group | 9,322 | $925.5K | 0.72% | +30.0% | Added |
| Pinnacle Holdings, LLC | 9,311 | $924.5K | 0.38% | −150−1.6% | Reduced |
| Davis Capital Management | 9,410 | $922.6K | 0.80% | −831−8.1% | Reduced |
| LexAurum Advisors, LLC | 9,284 | $921.8K | 0.22% | −37−0.4% | Reduced |
| Zullo Investment Group, Inc. | 9,280 | $921.6K | 0.40% | +331+3.7% | Added |
| Bridge Advisory, LLC | 9,257 | $919.1K | 0.45% | −104−1.1% | Reduced |
| Proffitt & Goodson Inc | 9,230 | $916.4K | 0.16% | +1,064+13.0% | Added |
| Hilltop Partners LLC | 9,225 | $915.9K | 0.34% | +770+9.1% | Added |
| Los Angeles Capital Management LLC | 9,224 | $915.9K | 0.00% | −183,631−95.2% | Reduced |
| Trust Investment Advisors | 9,212 | $914.7K | 0.58% | +375+4.2% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 9,212 | $914.7K | 0.02% | +4,388+91.0% | Added |
| Cidel Asset Management Inc | 9,207 | $914.2K | 0.07% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 9,200 | $913.5K | 0.66% | +675+7.9% | Added |
| Biltmore Family Office, LLC | 9,186 | $912.1K | 0.17% | +102+1.1% | Added |
| Samalin Investment Counsel, LLC | 9,183 | $911.8K | 0.43% | −398−4.2% | Reduced |
| Armstrong Henry H Associates Inc | 9,179 | $911.4K | 0.09% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 9,175 | $911.0K | 0.46% | +1,036+12.7% | Added |
| Newman Dignan & Sheerar, Inc. | 9,174 | $910.8K | 0.23% | −223−2.4% | Reduced |
| Community Financial Services Group, LLC | 9,150 | $908.5K | 0.20% | −2,586−22.0% | Reduced |
| Simon Quick Advisors, LLC | 9,136 | $907.1K | 0.06% | −2,518−21.6% | Reduced |
| Garrison Point Advisors, LLC | 9,133 | $906.8K | 0.60% | −210−2.2% | Reduced |
| Octavia Wealth Advisors, LLC | 9,127 | $906.2K | 0.12% | −1,845−16.8% | Reduced |
| Angeles Wealth Management, LLC | 9,119 | $905.4K | 0.08% | +818+9.9% | Added |
| Burney Co | 9,094 | $902.9K | 0.03% | −610−6.3% | Reduced |
| CX Institutional | 9,092 | $902.7K | 0.04% | +115+1.3% | Added |