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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 5,780 | $573.9K | 0.02% | +216+3.9% | Added |
| OMC Financial Services LTD | 5,759 | $572.0K | 0.27% | −3,538−38.1% | Reduced |
| Drive Wealth Management, LLC | 5,746 | $570.5K | 0.15% | −239−4.0% | Reduced |
| Ibex Wealth Advisors | 5,741 | $570.0K | 0.09% | +5,741 | New |
| Athena Investment Management | 5,739 | $569.8K | 0.35% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,730 | $569.0K | 0.28% | −40−0.7% | Reduced |
| Prentice Wealth Management LLC | 5,730 | $569.0K | 0.19% | −85−1.5% | Reduced |
| Quadcap Wealth Management, LLC | 5,717 | $567.8K | 0.10% | −332−5.5% | Reduced |
| Callan Capital, LLC | 5,679 | $563.9K | 0.05% | +40+0.7% | Added |
| Twin Lakes Capital Management, LLC | 5,675 | $563.5K | 0.38% | −206−3.5% | Reduced |
| Cromwell Holdings LLC | 5,663 | $562.3K | 0.34% | +5,663 | New |
| Mason & Associates Inc | 5,658 | $561.8K | 0.15% | −481−7.8% | Reduced |
| Pacific Center for Financial Services | 5,655 | $561.4K | 0.16% | −27−0.5% | Reduced |
| Great Lakes Retirement, Inc. | 5,645 | $560.5K | 0.08% | +622+12.4% | Added |
| Probity Advisors, Inc. | 5,637 | $559.7K | 0.12% | −60−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 5,633 | $559.3K | 0.10% | +482+9.4% | Added |
| Guardian Wealth Advisors, LLC | 5,609 | $556.9K | 0.07% | −136−2.4% | Reduced |
| Tiemann Investment Advisors, LLC | 5,605 | $556.5K | 0.25% | −35−0.6% | Reduced |
| LSV Asset Management | 5,600 | $556.0K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 5,589 | $555.0K | 0.03% | −887−13.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 5,573 | $553.4K | 0.46% | +93+1.7% | Added |
| ProVise Management Group, LLC | 5,540 | $550.0K | 0.05% | −79−1.4% | Reduced |
| WP Advisors, LLC | 5,537 | $549.7K | 0.18% | +311+6.0% | Added |
| Klingman & Associates, LLC | 5,533 | $549.4K | 0.04% | +1,679+43.6% | Added |
| Crawford Investment Counsel Inc | 5,531 | $549.2K | 0.01% | −1,167−17.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,522 | $548.3K | 0.42% | 00.0% | Unchanged |
| Mathes Company, Inc. | 5,515 | $548.0K | 0.20% | −600−9.8% | Reduced |
| Tompkins Financial Corp | 5,511 | $547.2K | 0.06% | −111−2.0% | Reduced |
| Sunbelt Securities, Inc. | 5,492 | $545.3K | 0.06% | −17−0.3% | Reduced |
| SP Asset Management LLC | 5,478 | $544.0K | 0.05% | +100+1.9% | Added |
| St. Clair Advisors, LLC | 5,475 | $543.6K | 0.17% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,474 | $543.5K | 0.11% | +20.0% | Added |
| Delta Investment Management, LLC | 5,470 | $543.1K | 0.12% | −44−0.8% | Reduced |
| American Financial Advisors, LLC | 5,468 | $542.9K | 0.08% | −443−7.5% | Reduced |
| Altus Wealth Group LLC | 5,451 | $541.2K | 0.27% | −15−0.3% | Reduced |
| Morton Capital Management LLC | 5,447 | $540.8K | 0.13% | −272−4.8% | Reduced |
| LVW Advisors, LLC | 5,439 | $540.1K | 0.08% | +1,005+22.7% | Added |
| Pinnacle Bancorp, Inc. | 5,428 | $538.9K | 0.16% | −31−0.6% | Reduced |
| Lifeworks Advisors, LLC | 5,427 | $538.8K | 0.15% | −538−9.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,423 | $538.5K | 0.03% | −471−8.0% | Reduced |
| Prosperity Financial Group, Inc. | 5,414 | $537.6K | 0.34% | +368+7.3% | Added |
| Boit C F David | 5,400 | $536.2K | 0.28% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5,394 | $535.6K | 0.09% | −1,638−23.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,393 | $535.5K | 0.44% | −85−1.6% | Reduced |
| Detalus Advisors, LLC | 5,390 | $535.1K | 0.18% | −40−0.7% | Reduced |
| Fiduciary Financial Group, LLC | 5,430 | $534.7K | 0.13% | +5,430 | New |
| New Covenant Trust Company, N.A. | 5,580 | $534.2K | 0.61% | +164+3.0% | Added |
| Wealth Dimensions Group, Ltd. | 5,369 | $533.1K | 0.15% | +457+9.3% | Added |
| Beacon Financial Group | 5,365 | $532.7K | 0.06% | −383−6.7% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $532.6K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,363 | $532.5K | 0.08% | −164−3.0% | Reduced |
| Aspen Wealth Strategies, LLC | 5,441 | $529.5K | 0.37% | −904−14.2% | Reduced |
| McDonough Capital Management, Inc | 5,329 | $529.1K | 0.38% | −65−1.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,320 | $528.2K | 0.03% | −44−0.8% | Reduced |
| Gunn & Co Investment Management, Inc. | 5,320 | $528.2K | 0.03% | +5,320 | New |
| Sabal Trust CO | 5,319 | $528.1K | 0.03% | −1,993−27.3% | Reduced |
| Sandhill Capital Partners LLC | 5,319 | $528.1K | 0.04% | −177−3.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,307 | $527.0K | 0.15% | +55+1.0% | Added |
| Dearborn Partners LLC | 5,300 | $526.2K | 0.02% | −1,872−26.1% | Reduced |
| Willner & Heller, LLC | 5,293 | $525.5K | 0.50% | −460−8.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,292 | $525.4K | 0.01% | −495,932−98.9% | Reduced |
| Clean Yield Group | 5,289 | $525.1K | 0.20% | 00.0% | Unchanged |
| Little House Capital LLC | 5,286 | $524.8K | 0.16% | −10,976−67.5% | Reduced |
| Indiana Trust & Investment Management CO | 5,283 | $524.5K | 0.19% | −1,420−21.2% | Reduced |
| H&H Retirement Design & Management INC | 5,564 | $523.7K | 0.32% | +298+5.7% | Added |
| Intrua Financial, LLC | 5,269 | $523.2K | 0.09% | −86−1.6% | Reduced |
| Parkside Financial Bank & Trust | 5,266 | $522.8K | 0.08% | −963−15.5% | Reduced |
| Central Valley Advisors, LLC | 6,353 | $522.8K | 0.29% | −697−9.9% | Reduced |
| Financial Perspectives, Inc | 5,259 | $522.2K | 0.19% | −45−0.8% | Reduced |
| Maple Capital Management, Inc. | 5,257 | $522.0K | 0.04% | +309+6.2% | Added |
| Everpar Advisors LLC | 5,255 | $521.8K | 0.26% | +978+22.9% | Added |
| Alpine Global Management, LLC | 5,252 | $521.5K | 0.09% | +5,252 | New |
| 180 Wealth Advisors, LLC | 5,396 | $521.2K | 0.09% | −11,653−68.4% | Reduced |
| Matrix Private Capital Group LLC | 5,248 | $521.1K | 0.33% | −93−1.7% | Reduced |
| Westwood Holdings Group Inc. | 5,239 | $520.2K | 0.00% | +81+1.6% | Added |
| Oak Asset Management, LLC | 5,238 | $520.1K | 0.19% | −40−0.8% | Reduced |
| Cable Hill Partners, LLC | 5,229 | $519.2K | 0.06% | +5,229 | New |
| Sargent Investment Group, LLC | 5,226 | $518.9K | 0.11% | +633+13.8% | Added |
| Edge Capital Group, LLC | 5,220 | $518.2K | 0.03% | −1,189−18.6% | Reduced |
| Mirador Capital Partners LP | 5,209 | $517.2K | 0.10% | −215−4.0% | Reduced |
| First Community Trust NA | 5,204 | $516.7K | 0.44% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 5,198 | $516.1K | 0.13% | +28+0.5% | Added |
| Northside Capital Management, LLC | 5,191 | $515.4K | 0.09% | +218+4.4% | Added |
| Prudent Man Advisors, LLC | 5,171 | $513.4K | 0.18% | +186+3.7% | Added |
| Finer Wealth Management, Inc. | 5,162 | $512.6K | 0.33% | −155−2.9% | Reduced |
| Contravisory Investment Management, Inc. | 5,159 | $512.2K | 0.11% | +3,889+306.2% | Added |
| Silverlake Wealth Management LLC | 5,154 | $511.8K | 0.21% | −523−9.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,150 | $511.4K | 0.19% | +15+0.3% | Added |
| Catalina Capital Group, LLC | 5,132 | $509.6K | 0.19% | −606−10.6% | Reduced |
| Sierra Summit Advisors LLC | 5,132 | $509.5K | 0.13% | +552+12.1% | Added |
| Am Investment Strategies LLC | 5,128 | $509.0K | 0.13% | +1,095+27.2% | Added |
| 3Chopt Investment Partners, LLC | 5,124 | $508.8K | 0.16% | +5,124 | New |
| AdvisorNet Financial, Inc | 5,121 | $508.5K | 0.05% | −181−3.4% | Reduced |
| Catalyst Financial Partners LLC | 5,118 | $508.2K | 0.11% | +363+7.6% | Added |
| CWS Financial Advisors, LLC | 5,107 | $507.1K | 0.20% | +1,180+30.0% | Added |
| Northwest Bank & Trust Co | 5,098 | $506.1K | 0.42% | +435+9.3% | Added |
| Carson Advisory Inc. | 5,094 | $505.7K | 0.35% | +9+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 5,090 | $505.4K | 0.16% | +143+2.9% | Added |
| Main Street Group, LTD | 5,120 | $502.1K | 0.21% | −198−3.7% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $501.8K | 0.21% | 00.0% | Unchanged |