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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 7,752 | $769.7K | 0.12% | −289−3.6% | Reduced |
| Apexium Financial, LP | 7,748 | $769.3K | 0.05% | +138+1.8% | Added |
| Weaver Consulting Group | 7,735 | $768.0K | 0.27% | −230−2.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 7,734 | $767.9K | 0.09% | +116+1.5% | Added |
| Seeds Investor LLC | 7,731 | $767.6K | 0.39% | +445+6.1% | Added |
| Advisor OS, LLC | 7,728 | $767.4K | 0.08% | −79−1.0% | Reduced |
| Acorn Wealth Advisors, LLC | 7,728 | $767.3K | 0.38% | +971+14.4% | Added |
| Eastern Bank | 7,722 | $766.7K | 0.03% | −1,656−17.7% | Reduced |
| Baldwin Investment Management, LLC | 7,718 | $766.3K | 0.10% | −75−1.0% | Reduced |
| Gibbs Wealth Management | 7,709 | $765.4K | 0.31% | +2,416+45.6% | Added |
| Boothbay Fund Management, LLC | 7,703 | $764.8K | 0.02% | +7,703 | New |
| Mittelman Wealth Management | 7,687 | $763.2K | 0.49% | +235+3.2% | Added |
| ERn Financial, LLC | 7,684 | $762.9K | 0.13% | +122+1.6% | Added |
| Sippican Capital Advisors | 7,683 | $762.8K | 0.60% | −380−4.7% | Reduced |
| Valicenti Advisory Services Inc | 7,673 | $762.0K | 0.20% | −66−0.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,657 | $760.3K | 0.49% | +105+1.4% | Added |
| First Command Advisory Services, Inc. | 7,645 | $759.1K | 0.01% | −133−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 7,642 | $758.8K | 0.37% | +57+0.8% | Added |
| Aberdeen Wealth Management LLC | 7,639 | $758.5K | 0.51% | −1,020−11.8% | Reduced |
| Intact Investment Management Inc. | 7,630 | $757.6K | 0.03% | +480+6.7% | Added |
| CIC Wealth, LLC | 7,625 | $757.1K | 0.21% | −163−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 7,617 | $756.3K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,616 | $756.2K | 0.01% | −937−11.0% | Reduced |
| Nebula Research & Development LLC | 7,616 | $756.2K | 0.12% | +7,616 | New |
| Prosperity Consulting Group, LLC | 7,606 | $755.2K | 0.10% | −1,471−16.2% | Reduced |
| RVW Wealth, LLC | 7,605 | $755.1K | 0.08% | −378−4.7% | Reduced |
| Milestone Asset Management, LLC | 7,601 | $754.7K | 0.19% | +283+3.9% | Added |
| Keystone Wealth Services, LLC | 7,598 | $754.4K | 0.23% | −20.0% | Reduced |
| Collaborative Wealth Managment Inc. | 7,574 | $752.0K | 0.37% | −56−0.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,571 | $751.7K | 0.32% | +7,571 | New |
| Etesian Wealth Advisors, Inc. | 7,559 | $750.5K | 0.42% | −160−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,552 | $749.8K | 0.12% | +79+1.1% | Added |
| Connecticut Wealth Management, LLC | 7,534 | $748.1K | 0.04% | −974−11.4% | Reduced |
| Cubist Systematic Strategies, LLC | 7,525 | $747.1K | 0.01% | −64,861−89.6% | Reduced |
| Lake Street Financial LLC | 7,513 | $746.2K | 0.10% | −195−2.5% | Reduced |
| Relative Value Partners Group, LLC | 7,513 | $746.2K | 0.10% | +1,823+32.0% | Added |
| CoreFirst Bank & Trust | 7,505 | $745.2K | 0.50% | −180−2.3% | Reduced |
| White Pine Capital LLC | 7,486 | $743.2K | 0.28% | +26+0.3% | Added |
| KG&L Capital Management,LLC | 7,502 | $741.3K | 0.26% | +1,469+24.3% | Added |
| Syon Capital LLC | 7,464 | $741.1K | 0.07% | −861−10.3% | Reduced |
| Arnhold LLC | 7,464 | $741.1K | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,455 | $740.2K | 0.10% | −2,451−24.7% | Reduced |
| BigSur Wealth Management LLC | 7,450 | $739.7K | 0.23% | −800−9.7% | Reduced |
| Eclectic Associates Inc | 7,438 | $738.5K | 0.33% | −199−2.6% | Reduced |
| Cedrus LLC | 7,421 | $736.9K | 0.37% | +140+1.9% | Added |
| Alhambra Investment Partners LLC | 7,417 | $736.4K | 0.40% | +199+2.8% | Added |
| Saybrook Capital | 7,400 | $735.0K | 0.21% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 7,389 | $733.7K | 0.27% | −118−1.6% | Reduced |
| Paulson Wealth Management Inc. | 7,389 | $733.7K | 0.21% | 00.0% | Unchanged |
| Vicus Capital | 7,377 | $732.5K | 0.07% | −124−1.7% | Reduced |
| Gables Capital Management Inc. | 7,366 | $731.4K | 0.38% | −320−4.2% | Reduced |
| Verdence Capital Advisors LLC | 7,340 | $728.8K | 0.06% | −186−2.5% | Reduced |
| MGO Private Wealth, LLC | 7,336 | $728.4K | 0.46% | −30−0.4% | Reduced |
| First Pacific Financial | 7,267 | $721.6K | 0.19% | +354+5.1% | Added |
| Founders Financial Alliance, LLC | 7,252 | $720.1K | 0.21% | −24−0.3% | Reduced |
| Lewis Asset Management, LLC | 7,246 | $719.5K | 0.55% | −64−0.9% | Reduced |
| Old Port Advisors | 7,237 | $718.6K | 0.21% | −59−0.8% | Reduced |
| Covey Capital Advisors, LLC | 7,223 | $717.2K | 0.83% | −281−3.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,200 | $714.9K | 0.12% | −3,402−32.1% | Reduced |
| VisionPoint Advisory Group, LLC | 7,197 | $714.6K | 0.25% | +1,131+18.6% | Added |
| Pictet & Cie (Europe) SA | 7,193 | $714.2K | 0.02% | −25,280−77.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,178 | $712.7K | 0.09% | +175+2.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,177 | $712.6K | 0.11% | +10+0.1% | Added |
| Traphagen Investment Advisors LLC | 7,175 | $712.4K | 0.08% | −169−2.3% | Reduced |
| Convergence Financial, LLC | 7,172 | $712.1K | 0.19% | +4,908+216.8% | Added |
| Navellier & Associates Inc | 7,171 | $712.0K | 0.08% | −100−1.4% | Reduced |
| Nadler Financial Group, Inc. | 7,158 | $710.8K | 0.08% | +50+0.7% | Added |
| Boston Financial Mangement LLC | 7,130 | $707.9K | 0.02% | −10,522−59.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,128 | $707.7K | 0.57% | +15+0.2% | Added |
| West Coast Financial LLC | 7,115 | $706.5K | 0.08% | +965+15.7% | Added |
| WESCAP Management Group, Inc. | 7,094 | $704.4K | 0.20% | +40+0.6% | Added |
| Lantern Wealth Advisors, LLC | 5,374 | $704.4K | 0.51% | −1,622−23.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,076 | $702.6K | 0.60% | −10−0.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,067 | $701.7K | 0.07% | +1,342+23.4% | Added |
| Liberty Wealth Management LLC | 16,885 | $701.0K | 0.13% | +9,918+142.4% | Added |
| Foster Group, Inc. | 7,044 | $699.4K | 0.03% | −119−1.7% | Reduced |
| Youngs Advisory Group, Inc. | 7,040 | $699.0K | 0.31% | −70−1.0% | Reduced |
| L2 Asset Management, LLC | 7,038 | $698.8K | 0.21% | +691+10.9% | Added |
| KC Investment Advisors, LLC | 7,036 | $698.6K | 0.35% | −215−3.0% | Reduced |
| Point72 (DIFC) Ltd | 7,029 | $697.9K | 0.06% | +7,029 | New |
| Silverleafe Capital Partners, LLC | 7,018 | $696.8K | 0.24% | −597−7.8% | Reduced |
| Advisory Alpha, LLC | 7,014 | $696.5K | 0.03% | +813+13.1% | Added |
| Hazlett, Burt & Watson, Inc. | 7,019 | $694.0K | 0.36% | −72−1.0% | Reduced |
| MJP Associates Inc | 6,948 | $689.9K | 0.14% | +286+4.3% | Added |
| Palisade Asset Management, LLC | 6,938 | $688.8K | 0.07% | +100+1.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 6,934 | $688.6K | 0.04% | +5,277+318.5% | Added |
| Chicago Partners Investment Group LLC | 7,339 | $688.4K | 0.03% | +513+7.5% | Added |
| Relyea Zuckerberg Hanson LLC | 6,931 | $688.2K | 0.12% | +156+2.3% | Added |
| Mayflower Financial Advisors, LLC | 6,920 | $687.1K | 0.11% | −1,268−15.5% | Reduced |
| Apella Capital, LLC | 7,076 | $686.7K | 0.03% | +1,583+28.8% | Added |
| Chatham Capital Group, Inc. | 6,901 | $685.2K | 0.12% | −50−0.7% | Reduced |
| Heritage Wealth Advisors | 6,896 | $684.7K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 6,883 | $683.4K | 0.25% | −2,506−26.7% | Reduced |
| Amplius Wealth Advisors, LLC | 6,877 | $682.9K | 0.08% | −49−0.7% | Reduced |
| Briaud Financial Planning, Inc | 6,872 | $682.0K | 0.39% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,859 | $681.0K | 0.06% | −498−6.8% | Reduced |
| Hartford Funds Management Co LLC | 6,858 | $680.9K | 0.06% | −979−12.5% | Reduced |
| Cape Ann Savings Bank | 6,852 | $680.3K | 0.42% | −355−4.9% | Reduced |
| Aire Advisors, LLC | 6,850 | $680.3K | 0.16% | −33−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,851 | $680.2K | 0.26% | +72+1.1% | Added |