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 |
|---|---|---|---|---|---|
| Meritas Wealth Management, LLC | 5,052 | $501.6K | 0.35% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 5,049 | $501.3K | 0.13% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,039 | $500.3K | 0.09% | +891+21.5% | Added |
| Veracity Capital LLC | 5,039 | $500.3K | 0.21% | −437−8.0% | Reduced |
| S. R. Schill & Associates | 5,034 | $499.8K | 0.22% | −2,692−34.8% | Reduced |
| Grant Street Asset Management, Inc. | 5,032 | $499.6K | 0.16% | +642+14.6% | Added |
| Geller Advisors LLC | 5,021 | $498.5K | 0.04% | −157−3.0% | Reduced |
| Paragon Private Wealth Management, LLC | 5,012 | $497.7K | 0.28% | −97−1.9% | Reduced |
| MSH Capital Advisors LLC | 5,011 | $497.5K | 0.17% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 4,985 | $494.9K | 0.25% | +1,988+66.3% | Added |
| Archford Capital Strategies, LLC | 4,966 | $493.1K | 0.08% | +112+2.3% | Added |
| Per Stirling Capital Management, LLC. | 4,959 | $492.4K | 0.08% | −111−2.2% | Reduced |
| Cadinha & Co LLC | 4,948 | $491.3K | 0.09% | +4,948 | New |
| Revolve Wealth Partners, LLC | 4,943 | $490.8K | 0.08% | −12−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,937 | $490.2K | 0.15% | +19+0.4% | Added |
| Aureus Asset Management, LLC | 4,930 | $489.5K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,923 | $488.8K | 0.22% | −320−6.1% | Reduced |
| Sunpointe, LLC | 4,916 | $488.1K | 0.32% | −40−0.8% | Reduced |
| Alta Advisers Ltd | 4,900 | $486.5K | 0.23% | 00.0% | Unchanged |
| Invesco, LLC | 4,899 | $486.4K | 0.20% | +9+0.2% | Added |
| Patten Group, Inc. | 4,885 | $485.0K | 0.11% | −427−8.0% | Reduced |
| Ellis Investment Partners, LLC | 4,882 | $484.8K | 0.10% | +117+2.5% | Added |
| Triumph Capital Management | 4,878 | $484.3K | 0.19% | +70+1.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,841 | $480.6K | 0.12% | +10+0.2% | Added |
| Acorn Financial Advisory Services Inc | 4,837 | $480.3K | 0.09% | −375−7.2% | Reduced |
| Saranac Partners Ltd | 4,832 | $479.8K | 0.29% | +485+11.2% | Added |
| MQS Management LLC | 4,825 | $479.1K | 0.29% | +4,825 | New |
| Schrum Private Wealth Management LLC | 4,820 | $478.6K | 0.43% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,815 | $478.1K | 0.24% | +149+3.2% | Added |
| Onefund, LLC | 4,800 | $476.6K | 0.52% | +79+1.7% | Added |
| Wealth Management Associates, Inc. | 4,796 | $476.2K | 0.22% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,787 | $475.3K | 0.05% | −28,600−85.7% | Reduced |
| Activest Wealth Management | 4,781 | $474.7K | 0.16% | +2,990+166.9% | Added |
| Aveo Capital Partners, LLC | 4,777 | $474.3K | 0.05% | −1,193−20.0% | Reduced |
| Smart Portfolios, LLC | 4,777 | $474.3K | 0.48% | +705+17.3% | Added |
| LifeSteps Financial, Inc. | 4,773 | $473.9K | 0.39% | −10.0% | Reduced |
| Financial Management Network Inc | 4,831 | $473.4K | 0.11% | −915−15.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 4,764 | $473.0K | 0.24% | +4,764 | New |
| Harbor Advisors LLC | 4,759 | $472.5K | 0.09% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,756 | $472.2K | 0.17% | −347−6.8% | Reduced |
| Heron Bay Capital Management | 4,750 | $471.6K | 0.10% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,747 | $471.3K | 0.15% | +458+10.7% | Added |
| Petix & Botte Co | 4,740 | $470.6K | 0.13% | +2,370+100.0% | Added |
| ORG Partners LLC | 4,794 | $470.3K | 0.06% | +4,312+894.6% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $469.7K | 0.02% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,731 | $469.7K | 0.45% | +255+5.7% | Added |
| FSB Premier Wealth Management, Inc. | 4,729 | $469.5K | 0.21% | +1,439+43.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,729 | $469.5K | 0.18% | +4,729 | New |
| Papp L Roy & Associates | 4,726 | $469.2K | 0.06% | −1,445−23.4% | Reduced |
| Conscious Wealth Investments, LLC | 5,159 | $469.2K | 0.34% | −25−0.5% | Reduced |
| American Money Management, LLC | 4,724 | $469.0K | 0.10% | +94+2.0% | Added |
| SkyOak Wealth, LLC | 4,722 | $468.9K | 0.11% | −805−14.6% | Reduced |
| Fca Corp | 4,710 | $467.6K | 0.15% | −5−0.1% | Reduced |
| First Affirmative Financial Network | 4,708 | $467.5K | 0.32% | +665+16.4% | Added |
| West Family Investments, Inc. | 4,690 | $465.7K | 0.14% | −17−0.4% | Reduced |
| Taylor Financial Group, Inc. | 4,685 | $465.2K | 0.36% | −470−9.1% | Reduced |
| Sound Income Strategies, LLC | 4,680 | $464.6K | 0.03% | +192+4.3% | Added |
| LRI Investments, LLC | 4,675 | $464.2K | 0.05% | +1,527+48.5% | Added |
| Wall Street Access Asset Management, LLC | 4,667 | $463.4K | 0.19% | −743−13.7% | Reduced |
| Allegheny Financial Group LTD | 4,660 | $462.7K | 0.13% | +546+13.3% | Added |
| Schmidt P J Investment Management Inc | 4,655 | $462.2K | 0.08% | −9−0.2% | Reduced |
| Berkeley Capital Partners, LLC | 4,639 | $460.6K | 0.14% | +151+3.4% | Added |
| First National Bank | 4,639 | $460.6K | 0.34% | +702+17.8% | Added |
| Sendero Wealth Management, LLC | 4,632 | $459.9K | 0.08% | −17−0.4% | Reduced |
| Burton Enright Welch | 4,629 | $459.7K | 0.11% | −250−5.1% | Reduced |
| FRG Family Wealth Advisors LLC | 5,084 | $457.4K | 0.09% | −1,449−22.2% | Reduced |
| Gradient Investments LLC | 4,601 | $456.8K | 0.01% | +717+18.5% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,595 | $456.2K | 0.32% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,591 | $456.0K | 0.17% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,577 | $454.5K | 0.06% | +39+0.9% | Added |
| Westwood Wealth Management | 4,570 | $453.8K | 0.18% | −800−14.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,537 | $450.5K | 0.01% | −90−1.9% | Reduced |
| Sovereign Financial Group, Inc. | 4,537 | $450.5K | 0.11% | −162−3.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,526 | $449.4K | 0.23% | +369+8.9% | Added |
| Fermata Advisors, LLC | 4,518 | $448.6K | 0.10% | +1,663+58.2% | Added |
| TRUE Private Wealth Advisors | 4,515 | $448.3K | 0.05% | −630−12.2% | Reduced |
| Holderness Investments Co | 4,511 | $447.9K | 0.11% | −1,132−20.1% | Reduced |
| IFG Advisors, LLC | 4,504 | $447.2K | 0.11% | +131+3.0% | Added |
| Hall Kathryn A. | 4,504 | $447.2K | 0.10% | 00.0% | Unchanged |
| First Financial Corp | 4,484 | $445.2K | 0.23% | −358−7.4% | Reduced |
| Coppell Advisory Solutions LLC | 4,481 | $444.9K | 0.07% | +4,481 | New |
| Marino, Stram & Associates LLC | 4,480 | $444.9K | 0.11% | −3,298−42.4% | Reduced |
| Planning Capital Management Corp | 4,479 | $444.7K | 0.31% | +110+2.5% | Added |
| Wealth Advisors of Iowa, LLC | 4,469 | $443.7K | 0.25% | −25−0.6% | Reduced |
| Castleview Partners, LLC | 4,462 | $443.0K | 0.25% | +83+1.9% | Added |
| Pallas Capital Advisors LLC | 4,577 | $443.0K | 0.02% | +1,205+35.7% | Added |
| Newbridge Financial Services Group, Inc. | 4,444 | $441.3K | 0.16% | −1,522−25.5% | Reduced |
| Retirement Income Solutions, Inc | 4,444 | $441.2K | 0.11% | −355−7.4% | Reduced |
| SFMG, LLC | 4,441 | $440.9K | 0.04% | −650−12.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,428 | $439.7K | 0.07% | −125−2.7% | Reduced |
| Monetary Management Group Inc | 4,425 | $439.4K | 0.12% | +268+6.4% | Added |
| Castle Rock Wealth Management, LLC | 4,446 | $436.0K | 0.11% | −615−12.2% | Reduced |
| Emprise Bank | 4,368 | $433.7K | 0.27% | −881−16.8% | Reduced |
| Global Trust Asset Management, LLC | 4,360 | $432.9K | 0.17% | −20−0.5% | Reduced |
| Register Financial Advisors LLC | 4,346 | $431.5K | 0.22% | −250−5.4% | Reduced |
| Royal Capital Wealth Management, LLC | 4,340 | $430.9K | 0.32% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,338 | $430.0K | 0.14% | +35+0.8% | Added |
| Fortis Advisors, LLC | 4,322 | $429.1K | 0.30% | 00.0% | Unchanged |
| Sentry LLC | 4,319 | $428.8K | 0.08% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,316 | $428.5K | 0.03% | +4+0.1% | Added |