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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 9,078 | $901.4K | 0.05% | −102−1.1% | Reduced |
| Wintrust Investments LLC | 9,058 | $899.0K | 0.07% | +936+11.5% | Added |
| Symmetry Partners, LLC | 9,040 | $898.0K | 0.05% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 9,044 | $898.0K | 0.19% | +9,044 | New |
| Sachetta, LLC | 9,568 | $897.3K | 0.39% | −33−0.3% | Reduced |
| Millennium Capital Advisors, LLC | 9,017 | $895.3K | 0.60% | −495−5.2% | Reduced |
| Sweet Financial Partners, LLC | 9,005 | $894.1K | 0.20% | −150−1.6% | Reduced |
| Piscataqua Savings Bank | 9,001 | $893.7K | 0.79% | −25−0.3% | Reduced |
| Hardy Reed LLC | 8,967 | $890.3K | 0.09% | +2,334+35.2% | Added |
| MeadowBrook Investment Advisors LLC | 8,966 | $890.2K | 0.84% | −350−3.8% | Reduced |
| Dohj, LLC | 8,935 | $887.2K | 0.22% | +81+0.9% | Added |
| TCM Advisors, LLC | – | $884.0K | 0.78% | – | – |
| Successful Portfolios LLC | 8,894 | $883.1K | 0.62% | −27−0.3% | Reduced |
| Bluesphere Advisors, LLC | 8,880 | $881.7K | 0.45% | +3,815+75.3% | Added |
| Legacy Capital Wealth Partners, LLC | 8,878 | $881.5K | 0.22% | +8,878 | New |
| Hudson Valley Investment Advisors Inc | 9,614 | $880.2K | 0.11% | +914+10.5% | Added |
| Sentry Investment Management LLC | 8,826 | $876.0K | 0.39% | −1,808−17.0% | Reduced |
| Main Street Financial Solutions, LLC | 8,820 | $875.8K | 0.08% | −244−2.7% | Reduced |
| Greenfield Seitz Capital Management, LLC | 8,795 | $873.3K | 0.32% | −77−0.9% | Reduced |
| Strid Group, LLC | 8,786 | $872.4K | 0.14% | +84+1.0% | Added |
| Keynote Financial Services LLC | 8,747 | $868.5K | 0.73% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 8,746 | $868.4K | 0.05% | −2,430−21.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,741 | $867.9K | 0.62% | −1,061−10.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $867.8K | 0.60% | −6,388−42.2% | Reduced |
| Romano Brothers and Company | 8,708 | $864.6K | 0.12% | −587−6.3% | Reduced |
| Providence Wealth Advisors, LLC | 8,818 | $863.8K | 0.69% | +291+3.4% | Added |
| Wendell David Associates Inc | 8,690 | $863.0K | 0.09% | −90−1.0% | Reduced |
| Gratus Capital LLC | 8,688 | $862.7K | 0.03% | +3,151+56.9% | Added |
| Arvest Investments, Inc. | 8,684 | $862.3K | 0.14% | −66−0.8% | Reduced |
| Opinicus Capital, Inc. | 8,681 | $862.0K | 0.73% | −61−0.7% | Reduced |
| Investors Research Corp | 8,659 | $859.8K | 0.20% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,639 | $857.8K | 0.26% | −51−0.6% | Reduced |
| Vance Wealth, Inc. | 8,637 | $857.6K | 0.35% | −386−4.3% | Reduced |
| Okabena Investment Services Inc | 8,593 | $853.2K | 0.27% | +8,593 | New |
| Oak Thistle LLC | 8,588 | $852.7K | 0.63% | +8,588 | New |
| First County Bank | 8,574 | $851.3K | 0.44% | −582−6.4% | Reduced |
| Audent Global Asset Management, LLC | 8,554 | $849.3K | 0.88% | −981−10.3% | Reduced |
| Consolidated Portfolio Review Corp | 8,532 | $847.2K | 0.20% | +1,768+26.1% | Added |
| Norden Group LLC | 8,517 | $845.7K | 0.17% | −1,020−10.7% | Reduced |
| Constitution Capital LLC | 8,500 | $844.0K | 0.45% | +8,500 | New |
| Onyx Bridge Wealth Group LLC | 8,492 | $843.2K | 0.14% | −180−2.1% | Reduced |
| iA Global Asset Management Inc. | 8,469 | $841.0K | 0.02% | −89,205−91.3% | Reduced |
| PGGM Investments | 8,466 | $841.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 8,411 | $835.0K | 0.75% | −315−3.6% | Reduced |
| Vista Investment Partners LLC | 8,396 | $833.6K | 0.28% | −25−0.3% | Reduced |
| Castlekeep Investment Advisors LLC | 8,387 | $832.7K | 0.64% | −832−9.0% | Reduced |
| Twin City Private Wealth, LLC | 8,353 | $829.4K | 0.78% | +1,019+13.9% | Added |
| Excalibur Management Corp | 8,352 | $829.3K | 0.34% | +674+8.8% | Added |
| Sax Wealth Advisors, LLC | 8,316 | $825.7K | 0.08% | +27+0.3% | Added |
| Schulhoff & Co Inc | 8,291 | $823.2K | 0.37% | 00.0% | Unchanged |
| Gleason Group, Inc. | 8,283 | $822.4K | 0.17% | 00.0% | Unchanged |
| Farmers Trust Co | 8,278 | $821.9K | 0.17% | −314−3.7% | Reduced |
| Smith Thornton Advisors LLC | 8,274 | $821.5K | 0.60% | +8,274 | New |
| Joseph P. Lucia & Associates, LLC | 8,254 | $819.5K | 0.42% | −661−7.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,239 | $818.0K | 0.03% | −331−3.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,232 | $817.4K | 0.06% | +790+10.6% | Added |
| Aries Wealth Management | 8,225 | $816.7K | 0.26% | −426−4.9% | Reduced |
| First National Bank Sioux Falls | 8,221 | $816.3K | 0.42% | 00.0% | Unchanged |
| Trust Point Inc. | 8,207 | $814.9K | 0.07% | −805−8.9% | Reduced |
| Investment Partners, Ltd. | 8,201 | $814.3K | 0.37% | −40−0.5% | Reduced |
| Hedeker Wealth, LLC | 8,200 | $814.2K | 0.24% | −8,755−51.6% | Reduced |
| Spreng Capital Management, Inc. | 8,197 | $814.0K | 0.42% | −20−0.2% | Reduced |
| Legacy Advisory Services, LLC | 8,189 | $813.0K | 0.74% | 00.0% | Unchanged |
| MCF Advisors LLC | 8,175 | $811.7K | 0.06% | −122−1.5% | Reduced |
| PFG Advisors | 8,168 | $811.0K | 0.05% | +735+9.9% | Added |
| St. Johns Investment Management Company, LLC | 8,155 | $809.7K | 0.38% | −437−5.1% | Reduced |
| Howard Capital Management Group, LLC | 8,145 | $808.7K | 0.06% | −295−3.5% | Reduced |
| Source Financial Advisors LLC | 8,139 | $808.1K | 0.25% | +3,457+73.8% | Added |
| Zevenbergen Capital Investments LLC | 8,139 | $808.1K | 0.02% | −311−3.7% | Reduced |
| Palogic Value Management, L.P. | 8,131 | $807.3K | 0.34% | +376+4.8% | Added |
| Manchester Capital Management LLC | 8,087 | $803.0K | 0.10% | +807+11.1% | Added |
| Quent Capital, LLC | 8,086 | $802.9K | 0.09% | +320+4.1% | Added |
| Peoples Bank | 8,077 | $802.0K | 0.63% | 00.0% | Unchanged |
| Accredited Investors Inc. | 8,063 | $800.6K | 0.05% | −140−1.7% | Reduced |
| Clear Creek Financial Management, LLC | 8,056 | $799.8K | 0.10% | −1,130−12.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 8,046 | $798.9K | 0.85% | +101+1.3% | Added |
| Fairbanks Capital Management, Inc. | 8,045 | $798.8K | 0.52% | −876−9.8% | Reduced |
| LCM Capital Management Inc | 8,030 | $797.3K | 0.50% | +843+11.7% | Added |
| Prestige Wealth Management Group LLC | 8,006 | $794.9K | 0.17% | −739−8.5% | Reduced |
| Old Point Trust & Financial Services N A | 7,977 | $792.0K | 0.31% | −394−4.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,957 | $790.0K | 0.30% | +6+0.1% | Added |
| Outfitter Financial LLC | 7,955 | $789.9K | 0.66% | −10−0.1% | Reduced |
| Nicolet Bankshares Inc | 7,937 | $788.1K | 0.20% | −171−2.1% | Reduced |
| Ofi Invest Asset Management | 8,497 | $787.2K | 0.02% | +8,129+2,209.0% | Added |
| First United Bank Trust | 7,927 | $787.1K | 0.29% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 7,933 | $787.0K | 0.53% | +6,795+597.1% | Added |
| Silver Oak Securities, Inc | 7,926 | $786.9K | 0.12% | −244−3.0% | Reduced |
| United Community Bank | 7,914 | $785.8K | 0.32% | −916−10.4% | Reduced |
| GeoWealth Management, LLC | 7,908 | $785.1K | 0.03% | +2,370+42.8% | Added |
| Hexagon Capital Partners LLC | 7,879 | $782.3K | 0.17% | +1,311+20.0% | Added |
| Exencial Wealth Advisors, LLC | 7,867 | $781.1K | 0.03% | −5,891−42.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,867 | $781.1K | 0.07% | −11−0.1% | Reduced |
| Arrowroot Family Office, LLC | 7,841 | $778.5K | 0.50% | −233−2.9% | Reduced |
| Oakworth Capital, Inc. | 7,831 | $777.5K | 0.06% | −421−5.1% | Reduced |
| Marathon Trading Investment Management LLC | 7,802 | $774.7K | 0.21% | +6,000+333.0% | Added |
| Ridgecrest Wealth Partners, LLC | 7,784 | $772.9K | 0.47% | −8−0.1% | Reduced |
| 9258 Wealth Management, LLC | 7,780 | $772.5K | 0.12% | +5+0.1% | Added |
| Napatree Capital LLC | 7,770 | $771.5K | 0.63% | +770+11.0% | Added |
| Wright Investors Service Inc | 7,763 | $770.8K | 0.20% | +7,763 | New |
| Chiron Capital Management, LLC | 7,761 | $770.6K | 0.74% | −6,600−46.0% | Reduced |