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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 4,308 | $427.8K | 0.11% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,305 | $427.5K | 0.14% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 4,300 | $426.9K | 0.04% | −34,900−89.0% | Reduced |
| Litman Gregory Asset Management LLC | 4,300 | $426.9K | 0.04% | −500−10.4% | Reduced |
| Trustmark National Bank Trust Department | 4,290 | $426.0K | 0.03% | −490−10.3% | Reduced |
| Prosperity Wealth Management, Inc. | 4,282 | $425.2K | 0.21% | −7−0.2% | Reduced |
| Summit Financial Strategies, Inc. | 4,275 | $424.5K | 0.05% | −100−2.3% | Reduced |
| Aviso Wealth Management | 4,269 | $423.9K | 0.25% | −695−14.0% | Reduced |
| Sloy Dahl & Holst, LLC | 4,266 | $423.6K | 0.09% | −206−4.6% | Reduced |
| Wrapmanager Inc | 4,256 | $422.6K | 0.12% | +695+19.5% | Added |
| LongView Wealth Management | 4,235 | $420.5K | 0.16% | −140−3.2% | Reduced |
| My Personal CFO, LLC | 4,233 | $420.3K | 0.22% | −38−0.9% | Reduced |
| Rogco, LP | 4,226 | $419.6K | 0.17% | +465+12.4% | Added |
| Optas, LLC | 4,208 | $417.8K | 0.11% | −264−5.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,204 | $417.4K | 0.36% | 00.0% | Unchanged |
| Crane Advisory, LLC | 4,257 | $417.1K | 0.08% | +825+24.0% | Added |
| Duff & Phelps Investment Management Co | 4,197 | $416.7K | 0.01% | −16,912−80.1% | Reduced |
| Wellspring Financial Advisors, LLC | 4,192 | $416.3K | 0.06% | +120+2.9% | Added |
| Angeles Investment Advisors, LLC | 4,191 | $416.1K | 0.02% | −2,438−36.8% | Reduced |
| Horan Capital Advisors, LLC. | 4,181 | $415.1K | 0.15% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 4,173 | $414.3K | 0.11% | −12−0.3% | Reduced |
| Arcataur Capital Management LLC | 4,172 | $414.2K | 0.15% | −10−0.2% | Reduced |
| Crew Capital Management, Ltd. | 4,172 | $414.2K | 0.33% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,166 | $413.6K | 0.14% | 00.0% | Unchanged |
| Financial Advisory Corp | 4,159 | $413.0K | 0.17% | −2,913−41.2% | Reduced |
| Accel Wealth Management | 4,158 | $412.8K | 0.17% | +1,036+33.2% | Added |
| Consolidated Investment Group LLC | 4,150 | $412.0K | 0.06% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 4,141 | $411.2K | 0.21% | −5,938−58.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,138 | $410.8K | 0.09% | −175−4.1% | Reduced |
| Eqis Capital Management, Inc. | 4,137 | $410.8K | 0.03% | +185+4.7% | Added |
| Blue Fin Capital, Inc. | 4,135 | $410.7K | 0.08% | −309−7.0% | Reduced |
| Crumly & Associates Inc. | 4,132 | $410.3K | 0.12% | −1,346−24.6% | Reduced |
| Financial Security Advisor, Inc. | 4,132 | $410.2K | 0.14% | +28+0.7% | Added |
| Twelve Points Wealth Management LLC | 4,131 | $410.1K | 0.14% | −4−0.1% | Reduced |
| Sentinus, LLC | 4,122 | $409.2K | 0.13% | +455+12.4% | Added |
| Viewpoint Capital Management LLC | 4,119 | $409.0K | 0.25% | −110−2.6% | Reduced |
| Wealthquest Corp | 4,111 | $408.2K | 0.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,100 | $407.1K | 0.14% | −667−14.0% | Reduced |
| Chesapeake Wealth Management | 4,098 | $406.9K | 0.15% | −481−10.5% | Reduced |
| MPS Loria Financial Planners, LLC | 4,096 | $406.7K | 0.13% | −331−7.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,086 | $405.7K | 0.00% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 4,079 | $405.0K | 0.19% | −770−15.9% | Reduced |
| Vivaldi Capital Management, LLC | 4,071 | $404.2K | 0.12% | +66+1.6% | Added |
| Tobam | 4,058 | $403.0K | 0.06% | −3,699−47.7% | Reduced |
| Parkside Advisors LLC | 4,058 | $402.9K | 0.10% | +124+3.2% | Added |
| Lakeview Capital Partners, LLC | 3,293 | $402.9K | 0.07% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 4,055 | $402.6K | 0.03% | −72,691−94.7% | Reduced |
| Greenwich Wealth Management LLC | 4,045 | $402.0K | 0.03% | −64−1.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,054 | $402.0K | 0.11% | +323+8.7% | Added |
| Cohen Capital Management, Inc. | 4,041 | $401.2K | 0.07% | +450+12.5% | Added |
| Baron Wealth Management LLC | 4,032 | $400.4K | 0.21% | −24−0.6% | Reduced |
| Cannon Financial Strategists, Inc. | 4,023 | $399.4K | 0.08% | +36+0.9% | Added |
| Kelman-Lazarov, Inc. | 4,004 | $397.6K | 0.07% | +516+14.8% | Added |
| Professional Advisory Services Inc | 4,000 | $397.0K | 0.05% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,997 | $396.9K | 0.09% | −60−1.5% | Reduced |
| Visionary Wealth Advisors | 3,989 | $396.1K | 0.03% | −1,197−23.1% | Reduced |
| Alesco Advisors LLC | 3,971 | $394.3K | 0.01% | +75+1.9% | Added |
| Armstrong Advisory Group, Inc | 3,971 | $394.3K | 0.03% | −335−7.8% | Reduced |
| FinTrust Capital Advisors, LLC | 3,962 | $393.4K | 0.07% | −1,794−31.2% | Reduced |
| 626 Financial, LLC | 3,960 | $393.2K | 0.23% | −693−14.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,957 | $393.0K | 0.12% | +3,957 | New |
| Lion Street Advisors, LLC | 3,953 | $392.6K | 0.15% | −487−11.0% | Reduced |
| Argent Capital Management LLC | 3,950 | $392.2K | 0.01% | −735−15.7% | Reduced |
| LVZ Advisors, Inc. | 3,946 | $391.8K | 0.05% | +10+0.3% | Added |
| Kensington Investment Counsel, LLC | 3,931 | $390.3K | 0.17% | +863+28.1% | Added |
| BCK Capital Management LP | 3,925 | $389.7K | 0.25% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,919 | $389.2K | 0.06% | −280−6.7% | Reduced |
| AFS Financial Group, LLC | 3,916 | $388.8K | 5.21% | −1,469−27.3% | Reduced |
| Stonekeep Investments, LLC | 3,913 | $388.5K | 0.32% | +3,913 | New |
| Thompson Davis & Co., Inc. | 3,905 | $387.7K | 0.34% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,903 | $387.6K | 0.23% | −30−0.8% | Reduced |
| WealthPLAN Partners, LLC | 3,900 | $387.2K | 0.04% | −464−10.6% | Reduced |
| LaFleur & Godfrey LLC | 3,892 | $386.4K | 0.06% | −1,150−22.8% | Reduced |
| Saxony Capital Management, LLC | 3,886 | $385.9K | 0.42% | −790−16.9% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $385.0K | 0.22% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,870 | $384.2K | 0.06% | +87+2.3% | Added |
| Gemmer Asset Management LLC | 3,861 | $383.4K | 0.04% | −668−14.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,859 | $383.1K | 0.17% | +8+0.2% | Added |
| Legacy Edge Advisors, LLC | 3,853 | $382.6K | 0.07% | +804+26.4% | Added |
| Moss Adams Wealth Advisors LLC | 3,846 | $381.9K | 0.05% | +513+15.4% | Added |
| HTLF Bank | 3,846 | $381.9K | 0.04% | −608−13.7% | Reduced |
| Thrive Wealth Management, LLC | 3,839 | $381.2K | 0.07% | −116−2.9% | Reduced |
| Peoples Financial Services Corp. | 3,836 | $380.9K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,835 | $380.8K | 0.07% | −150−3.8% | Reduced |
| South Street Advisors LLC | 3,832 | $380.5K | 0.06% | −1,000−20.7% | Reduced |
| Reik & Co., LLC | 3,832 | $380.5K | 0.10% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,828 | $380.1K | 0.13% | −1,023−21.1% | Reduced |
| Burt Wealth Advisors | 3,819 | $379.2K | 0.10% | −268−6.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,819 | $379.2K | 0.06% | +7+0.2% | Added |
| Kapstone Financial Advisors LLC | 3,816 | $378.9K | 0.25% | −802−17.4% | Reduced |
| Pacific Sage Partners, LLC | 3,816 | $378.9K | 0.09% | −186−4.6% | Reduced |
| Point72 Hong Kong Ltd | 3,804 | $377.7K | 0.02% | +3,804 | New |
| Shulman DeMeo Asset Management LLC | 3,797 | $377.0K | 0.10% | −20−0.5% | Reduced |
| Gradient Capital Advisors, LLC | 3,795 | $376.8K | 0.13% | +6+0.2% | Added |
| Marotta Asset Management | 3,843 | $376.8K | 0.08% | +94+2.5% | Added |
| Horizon Family Wealth, Inc. | 3,788 | $376.1K | 0.29% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,781 | $375.4K | 0.31% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,781 | $375.4K | 0.02% | −92−2.4% | Reduced |
| Hall Capital Management Co Inc | 3,781 | $375.4K | 0.18% | −145−3.7% | Reduced |
| Chelsea Counsel Co | 3,770 | $374.4K | 0.19% | 00.0% | Unchanged |