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 |
|---|---|---|---|---|---|
| Gerber, LLC | 3,756 | $373.0K | 0.29% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,754 | $372.8K | 0.04% | −55−1.4% | Reduced |
| Center for Financial Planning, Inc. | 3,753 | $372.6K | 0.05% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 3,751 | $372.4K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,743 | $371.7K | 0.06% | +1,463+64.2% | Added |
| Vantage Financial Partners, LLC | 3,742 | $371.5K | 0.10% | −9−0.2% | Reduced |
| Goldstone Financial Group, LLC | 3,737 | $371.1K | 0.07% | +220+6.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,728 | $370.2K | 0.17% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,728 | $370.1K | 0.11% | +28+0.8% | Added |
| Laraway Financial Inc | 3,721 | $369.5K | 0.32% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,700 | $367.4K | 0.07% | −308−7.7% | Reduced |
| Seneca Financial Advisors LLC | 3,691 | $366.5K | 0.19% | +50+1.4% | Added |
| CVA Family Office, LLC | 3,688 | $366.2K | 0.07% | +21+0.6% | Added |
| Kooman & Associates | 3,686 | $366.0K | 0.15% | +29+0.8% | Added |
| Capital Markets Trading UK LLP | 3,685 | $366.0K | 0.27% | −10,011−73.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,685 | $365.9K | 0.19% | −415−10.1% | Reduced |
| Guyasuta Investment Advisors Inc | 4,047 | $365.4K | 0.03% | −200−4.7% | Reduced |
| Prentiss Smith & Co Inc | 3,680 | $365.4K | 0.25% | 00.0% | Unchanged |
| McAdam, LLC | 3,671 | $364.5K | 0.02% | −1,545−29.6% | Reduced |
| Salomon & Ludwin, LLC | 3,668 | $364.2K | 0.04% | −864−19.1% | Reduced |
| Meritage Portfolio Management | 3,664 | $364.0K | 0.02% | −104−2.8% | Reduced |
| RBA Wealth Management, LLC | 3,665 | $363.9K | 0.15% | −90−2.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $363.9K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 3,662 | $363.6K | 0.13% | −354−8.8% | Reduced |
| First Personal Financial Services | 3,660 | $363.4K | 0.08% | −135−3.6% | Reduced |
| Blueprint Investment Partners LLC | 3,659 | $363.3K | 0.08% | −1,616−30.6% | Reduced |
| Sivia Capital Partners, LLC | 3,658 | $363.2K | 0.24% | +285+8.4% | Added |
| Quest Partners LLC | 3,656 | $363.0K | 0.05% | +3,646+36,460.0% | Added |
| Charter Oak Capital Management, LLC | 3,645 | $361.9K | 0.04% | −310−7.8% | Reduced |
| Waterfront Wealth Inc. | 3,634 | $360.8K | 0.10% | −1,082−22.9% | Reduced |
| Michael S. Ryan, Inc. | 3,631 | $360.5K | 0.27% | −427−10.5% | Reduced |
| CFM Wealth Partners LLC | 3,630 | $360.4K | 0.07% | −833−18.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,628 | $360.2K | 0.22% | −929−20.4% | Reduced |
| First National Corp | 3,623 | $359.7K | 0.09% | −10.0% | Reduced |
| Capital International Sarl | 3,615 | $358.9K | 0.01% | +1,894+110.1% | Added |
| Retirement Planning Group | 3,609 | $358.3K | 0.02% | +3,609 | New |
| Apollon Financial, LLC | 3,608 | $358.3K | 0.12% | −150−4.0% | Reduced |
| TSFG, LLC | 3,602 | $358.0K | 0.08% | +147+4.3% | Added |
| Northern Financial Advisors Inc | 3,605 | $357.9K | 0.29% | −127−3.4% | Reduced |
| Money Concepts Capital Corp | 3,605 | $357.9K | 0.03% | +273+8.2% | Added |
| Retirement Planning Co of New England, Inc. | 3,593 | $356.8K | 0.19% | −19−0.5% | Reduced |
| Private Management Group Inc | 3,572 | $354.7K | 0.01% | +104+3.0% | Added |
| Secure Asset Management, LLC | 3,572 | $354.7K | 0.07% | −4,814−57.4% | Reduced |
| MV Capital Management, Inc. | 3,572 | $354.7K | 0.04% | −34−0.9% | Reduced |
| Hill Island Financial LLC | 3,569 | $354.4K | 0.12% | +550+18.2% | Added |
| Manchester Financial Inc | 3,568 | $354.2K | 0.09% | −754−17.4% | Reduced |
| Aufman Associates Inc | 3,557 | $353.2K | 0.25% | −21−0.6% | Reduced |
| Claret Asset Management Corp | 3,554 | $353.0K | 0.06% | +490+16.0% | Added |
| Peregrine Asset Advisers, Inc. | 3,555 | $353.0K | 0.14% | −146−3.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,553 | $352.8K | 0.14% | +100+2.9% | Added |
| Lockerman Financial Group, Inc. | 3,548 | $352.3K | 0.64% | +116+3.4% | Added |
| Stockman Wealth Management, Inc. | 3,547 | $352.2K | 0.06% | −135−3.7% | Reduced |
| Osterweis Capital Management Inc | 3,540 | $351.5K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,532 | $350.7K | 0.22% | −347−8.9% | Reduced |
| Beck Mack & Oliver LLC | 3,532 | $350.7K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,525 | $350.0K | 0.14% | −546−13.4% | Reduced |
| Miller Investment Management, LP | 3,523 | $349.8K | 0.04% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 3,506 | $348.1K | 0.55% | −209−5.6% | Reduced |
| Exchange Bank | 3,505 | $348.0K | 0.30% | −226−6.1% | Reduced |
| Sage Private Wealth Group, LLC | 3,500 | $347.6K | 0.29% | −107−3.0% | Reduced |
| Grace & White Inc | 3,500 | $347.5K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 3,495 | $347.0K | 0.23% | −540−13.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,488 | $346.4K | 0.10% | +3,488 | New |
| First National Bank of Mount Dora, Trust Investment Services | 3,479 | $345.4K | 0.08% | −1,250−26.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,473 | $344.8K | 0.02% | +8+0.2% | Added |
| SYSTM Wealth Solutions LLC | 3,469 | $344.4K | 0.08% | −132−3.7% | Reduced |
| Bath Savings Trust Co | 3,465 | $344.0K | 0.04% | −1,545−30.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,460 | $343.5K | 0.23% | −700−16.8% | Reduced |
| Ironwood Financial, llc | 3,456 | $343.1K | 0.08% | −1,025−22.9% | Reduced |
| Seed Wealth Management, Inc. | 3,456 | $343.1K | 0.30% | +300+9.5% | Added |
| Barrett & Company, Inc. | 3,434 | $340.9K | 0.15% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 3,419 | $339.5K | 0.17% | 00.0% | Unchanged |
| Sym Financial Corp | 3,414 | $339.0K | 0.05% | +742+27.8% | Added |
| TFC Financial Management | 3,411 | $338.7K | 0.06% | +1,970+136.7% | Added |
| Fountainhead AM, LLC | 3,401 | $337.7K | 0.08% | +297+9.6% | Added |
| First Financial Bankshares Inc | 3,393 | $336.9K | 0.01% | −1,450−29.9% | Reduced |
| Tennessee Valley Asset Management Partners | 3,386 | $336.2K | 0.06% | +20+0.6% | Added |
| Broadleaf Partners, LLC | 3,386 | $336.2K | 0.08% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 3,386 | $336.2K | 0.01% | +3,386 | New |
| Security Financial Services, INC. | 3,385 | $336.1K | 0.07% | −188−5.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,379 | $335.5K | 0.04% | −2,734−44.7% | Reduced |
| Cora Capital Advisors LLC | 3,370 | $334.6K | 0.17% | +7+0.2% | Added |
| Compass Ion Advisors, LLC | 2,733 | $334.4K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,365 | $334.1K | 0.19% | +35+1.1% | Added |
| Alexander Labrunerie & Co., Inc. | 3,364 | $334.0K | 0.18% | +449+15.4% | Added |
| Union Savings Bank | 3,361 | $333.7K | 0.18% | −640−16.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,348 | $332.4K | 0.06% | −134−3.8% | Reduced |
| EWG Elevate Inc. | 3,345 | $332.2K | 0.12% | +132+4.1% | Added |
| Wedge Capital Management L L P | 3,345 | $332.1K | 0.01% | −240−6.7% | Reduced |
| Foster & Motley Inc | 3,339 | $332.0K | 0.02% | +396+13.5% | Added |
| Signet Investment Advisory Group, Inc. | 3,343 | $331.9K | 0.18% | −5−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 3,342 | $331.8K | 0.19% | −2−0.1% | Reduced |
| Orrstown Financial Services Inc | 3,339 | $331.5K | 0.18% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,331 | $330.7K | 0.11% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 3,327 | $330.4K | 0.22% | −662−16.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,392 | $330.3K | 0.17% | −30−0.9% | Reduced |
| New World Advisors LLC | 3,324 | $330.0K | 0.09% | −100−2.9% | Reduced |
| Kathmere Capital Management, LLC | 3,324 | $330.0K | 0.03% | −960−22.4% | Reduced |
| Acorns Advisers, LLC | 3,321 | $330.0K | 0.00% | +560+20.3% | Added |
| Somnio Financial Group, LLC | 3,297 | $327.4K | 0.29% | +3,297 | New |