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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 6,850 | $680.2K | 0.42% | −351−4.9% | Reduced |
| PDS Planning, Inc | 6,845 | $679.6K | 0.07% | −70−1.0% | Reduced |
| Principal Street Partners, LLC | 6,842 | $679.3K | 0.12% | +86+1.3% | Added |
| West Paces Advisors Inc. | 6,833 | $678.4K | 0.18% | 00.0% | Unchanged |
| Hara Capital LLC | 6,819 | $677.1K | 0.43% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,525 | $676.0K | 0.19% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 6,785 | $673.7K | 0.35% | −150−2.2% | Reduced |
| Everhart Financial Group, Inc. | 6,874 | $672.6K | 0.17% | +1,110+19.3% | Added |
| Platform Technology Partners | 6,749 | $670.2K | 0.23% | +6,749 | New |
| Abacus Planning Group, Inc. | 6,745 | $669.7K | 0.13% | +141+2.1% | Added |
| Empirical Asset Management, LLC | 11,800 | $669.3K | 0.25% | +9,953+538.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 6,713 | $666.6K | 0.40% | −161−2.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,711 | $666.4K | 0.10% | −26−0.4% | Reduced |
| Cypress Wealth Services, LLC | 6,699 | $665.2K | 0.15% | −1,127−14.4% | Reduced |
| Opal Wealth Advisors, LLC | 6,631 | $658.4K | 0.21% | −534−7.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,619 | $657.2K | 0.27% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,616 | $656.9K | 0.15% | +239+3.7% | Added |
| Shepherd Financial Partners LLC | 6,609 | $656.2K | 0.08% | +2,937+80.0% | Added |
| PAX Financial Group, LLC | 6,599 | $655.2K | 0.13% | +748+12.8% | Added |
| Baldwin Brothers Inc | 6,586 | $653.9K | 0.05% | −121−1.8% | Reduced |
| Elevated Capital Advisors, LLC | 6,572 | $652.5K | 0.18% | +465+7.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,557 | $651.0K | 0.09% | −862−11.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,534 | $648.8K | 0.07% | −46−0.7% | Reduced |
| Zacks Investment Management | 6,525 | $648.0K | 0.01% | +1,445+28.4% | Added |
| Edgestream Partners, L.P. | 6,486 | $644.0K | 0.03% | +2,610+67.3% | Added |
| Richardson Financial Services Inc. | 6,481 | $643.5K | 0.46% | −838−11.4% | Reduced |
| Cooper Financial Group | 6,424 | $637.9K | 0.09% | −100−1.5% | Reduced |
| Annex Advisory Services, LLC | 6,416 | $637.1K | 0.02% | +408+6.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,411 | $636.6K | 0.07% | +565+9.7% | Added |
| Wealth Advisory Solutions, LLC | 6,408 | $636.3K | 0.17% | −474−6.9% | Reduced |
| CNB Bank | 6,400 | $635.5K | 0.31% | +3,164+97.8% | Added |
| Addison Advisors LLC | 6,399 | $635.4K | 0.21% | +194+3.1% | Added |
| IFG Advisory, LLC | 6,393 | $634.9K | 0.04% | +6,393 | New |
| Virtue Capital Management, LLC | 6,966 | $633.9K | 0.11% | −13,065−65.2% | Reduced |
| Harbor Investment Advisory, LLC | 6,379 | $633.3K | 0.07% | −820−11.4% | Reduced |
| Circle Wealth Management, LLC | 6,378 | $633.3K | 0.01% | −4,012−38.6% | Reduced |
| Liberty Capital Management, Inc. | 6,336 | $629.1K | 0.15% | −500−7.3% | Reduced |
| First Heartland Consultants, Inc. | 6,333 | $629.0K | 0.06% | +75+1.2% | Added |
| Gillespie Robinson & Grimm Inc | 6,333 | $628.8K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 6,332 | $628.7K | 0.13% | +6,332 | New |
| Stableford Capital II LLC | 6,437 | $626.4K | 0.25% | +6,437 | New |
| Hunter Associates Investment Management LLC | 6,295 | $626.0K | 0.11% | −100−1.6% | Reduced |
| PBMares Wealth Management LLC | 6,305 | $626.0K | 0.15% | −402−6.0% | Reduced |
| Clarity Wealth Advisors, LLC | 6,299 | $625.4K | 0.20% | −677−9.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,290 | $624.6K | 0.17% | +152+2.5% | Added |
| Barton Investment Management | 6,289 | $624.4K | 0.08% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 6,648 | $622.9K | 0.33% | −4,267−39.1% | Reduced |
| Bray Capital Advisors | 6,269 | $622.4K | 0.16% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,266 | $622.1K | 0.22% | −434−6.5% | Reduced |
| River Street Advisors LLC | 6,262 | $621.8K | 0.39% | +41+0.7% | Added |
| Pacific Sun Financial Corp | 6,252 | $620.8K | 0.37% | −458−6.8% | Reduced |
| TCI Wealth Advisors, Inc. | 6,248 | $620.3K | 0.06% | +717+13.0% | Added |
| Fidelis Capital Partners, LLC | 7,215 | $620.2K | 0.09% | −3,518−32.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,240 | $619.6K | 0.15% | −5−0.1% | Reduced |
| Callan Family Office, LLC | 6,237 | $619.3K | 0.12% | +2,319+59.2% | Added |
| Landaas & Co | 6,232 | $619.0K | 0.19% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 6,233 | $618.9K | 0.16% | 00.0% | Unchanged |
| Access Investment Management LLC | 6,216 | $617.2K | 0.20% | 00.0% | Unchanged |
| LGL Partners, LLC | 6,208 | $616.4K | 0.09% | −144−2.3% | Reduced |
| Clear Harbor Asset Management, LLC | 6,206 | $616.3K | 0.05% | −2,165−25.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,193 | $615.2K | 0.13% | −133−2.1% | Reduced |
| Plancorp, LLC | 6,194 | $615.0K | 0.03% | +259+4.4% | Added |
| WealthTrust Axiom LLC | 6,193 | $614.9K | 0.20% | −281−4.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,185 | $614.1K | 0.05% | +203+3.4% | Added |
| Prospect Financial Services LLC | 6,174 | $613.0K | 0.47% | +290+4.9% | Added |
| Diversified, LLC | 6,171 | $612.7K | 0.07% | −476−7.2% | Reduced |
| Marks Group Wealth Management, Inc | 6,160 | $611.6K | 0.06% | −150−2.4% | Reduced |
| Central Bank & Trust Co | 6,159 | $611.5K | 0.09% | −58−0.9% | Reduced |
| Valley National Advisers Inc | 6,131 | $608.0K | 0.09% | −22−0.4% | Reduced |
| Venturi Wealth Management, LLC | 6,113 | $607.0K | 0.04% | −801−11.6% | Reduced |
| Westside Investment Management, Inc. | 6,108 | $606.5K | 0.14% | −660−9.8% | Reduced |
| Savvy Advisors, Inc. | 6,101 | $605.8K | 0.20% | +2,213+56.9% | Added |
| Ledyard National Bank | 6,065 | $602.2K | 0.06% | −474−7.2% | Reduced |
| Grove Bank & Trust | 6,044 | $600.1K | 0.10% | −53−0.9% | Reduced |
| Keeley-Teton Advisors, LLC | 6,039 | $599.6K | 0.08% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,037 | $599.4K | 0.06% | −1,198−16.6% | Reduced |
| 1620 Investment Advisors, Inc. | 6,024 | $598.1K | 0.46% | +752+14.3% | Added |
| Copperwynd Financial, LLC | 6,383 | $598.1K | 0.20% | +694+12.2% | Added |
| Spinnaker Trust | 6,022 | $597.9K | 0.04% | −451−7.0% | Reduced |
| BCJ Capital Management, LLC | 6,013 | $597.0K | 0.05% | −915−13.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,005 | $596.3K | 0.07% | −414−6.4% | Reduced |
| RMR Wealth Builders | 5,988 | $594.6K | 0.07% | −1,302−17.9% | Reduced |
| Fiduciary Family Office, LLC | 5,982 | $594.0K | 0.23% | −1,375−18.7% | Reduced |
| SRS Capital Advisors, Inc. | 5,969 | $592.7K | 0.06% | +3,849+181.6% | Added |
| Waterloo Capital, L.P. | 5,969 | $592.7K | 0.07% | −1,974−24.9% | Reduced |
| NovaPoint Capital, LLC | 5,963 | $592.1K | 0.20% | −9,685−61.9% | Reduced |
| Sage Mountain Advisors LLC | 5,927 | $588.5K | 0.05% | +877+17.4% | Added |
| Forza Wealth Management, LLC | 5,921 | $587.9K | 0.30% | +401+7.3% | Added |
| Cozad Asset Management Inc | 5,907 | $586.5K | 0.06% | +284+5.1% | Added |
| Oxford Financial Group Ltd | 5,857 | $581.5K | 0.04% | +208+3.7% | Added |
| Coastwise Capital Group, LLC | 5,843 | $580.2K | 0.55% | −280−4.6% | Reduced |
| Compass Capital Management, Inc | 5,830 | $578.9K | 0.04% | −493,229−98.8% | Reduced |
| Wilkins Investment Counsel Inc | 5,830 | $578.9K | 0.09% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,823 | $578.2K | 0.14% | −141−2.4% | Reduced |
| Whitener Capital Management, Inc. | 5,816 | $577.5K | 0.17% | +204+3.6% | Added |
| Flynn Zito Capital Management, LLC | 5,812 | $577.0K | 0.30% | +25+0.4% | Added |
| Allstate Corp | 5,800 | $575.9K | 0.05% | −65−1.1% | Reduced |
| Harvey Investment Co LLC | 5,788 | $575.0K | 0.07% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,788 | $574.7K | 0.36% | −20−0.3% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $574.6K | 0.07% | 00.0% | Unchanged |