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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 3,286 | $326.3K | 0.25% | +10+0.3% | Added |
| Fiducient Advisors LLC | 3,283 | $326.0K | 0.05% | +135+4.3% | Added |
| Meridian Wealth Partners, LLC | 3,280 | $325.6K | 0.06% | +285+9.5% | Added |
| Coastline Trust Co | 3,270 | $324.7K | 0.04% | +470+16.8% | Added |
| Visionary Horizons, LLC | 3,268 | $324.5K | 0.24% | +55+1.7% | Added |
| Firethorn Wealth Partners, LLC | 3,266 | $324.3K | 0.18% | −236−6.7% | Reduced |
| Strategic Financial Services, Inc, | 3,259 | $323.6K | 0.02% | +196+6.4% | Added |
| Wealthgarden F.S. LLC | 3,248 | $322.5K | 0.34% | +3,248 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,247 | $322.0K | 0.03% | −900−21.7% | Reduced |
| Janney Capital Management LLC | 3,248 | $322.0K | 0.02% | −2,028−38.4% | Reduced |
| Unison Asset Management LLC | 3,235 | $321.2K | 0.16% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,226 | $320.4K | 0.04% | +95+3.0% | Added |
| Univest Financial Corp | 3,224 | $320.1K | 0.09% | −150−4.4% | Reduced |
| Redwood Financial Network Corp | 3,223 | $320.0K | 0.27% | −23−0.7% | Reduced |
| Aspen Investment Management Inc | 3,220 | $320.0K | 0.16% | −205−6.0% | Reduced |
| Evolution Wealth Advisors, LLC | 3,146 | $319.2K | 0.06% | −1,965−38.4% | Reduced |
| Atlas Private Wealth Advisors | 3,197 | $317.5K | 0.05% | +3,197 | New |
| True North Advisors, LLC | 3,197 | $317.5K | 0.08% | +220+7.4% | Added |
| Spinnaker Investment Group, LLC | 3,197 | $317.4K | 0.09% | −291−8.3% | Reduced |
| Waddell & Associates, LLC | 3,192 | $316.9K | 0.04% | +32+1.0% | Added |
| Merriman Wealth Management, LLC | 3,181 | $315.8K | 0.01% | +129+4.2% | Added |
| Kathleen S. Wright Associates Inc. | 3,180 | $315.7K | 0.15% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 3,178 | $315.5K | 0.21% | −1,081−25.4% | Reduced |
| Round Rock Advisors, LLC | 3,162 | $314.0K | 0.08% | −60−1.9% | Reduced |
| Check Capital Management Inc | 3,160 | $313.8K | 0.02% | −200−6.0% | Reduced |
| Gitterman Wealth Management, LLC | 3,157 | $313.4K | 0.12% | +3,157 | New |
| Beverly Hills Private Wealth, LLC | 3,156 | $313.4K | 0.07% | −1,276−28.8% | Reduced |
| Greenhouse Wealth Management, LLC | 3,154 | $313.2K | 0.23% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,154 | $313.1K | 0.09% | −52−1.6% | Reduced |
| King Wealth | 3,155 | $313.0K | 0.05% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,152 | $312.9K | 0.13% | −72−2.2% | Reduced |
| Financial Freedom, LLC | 3,150 | $312.8K | 0.18% | +141+4.7% | Added |
| Advisory Resource Group | 3,147 | $312.4K | 0.07% | +24+0.8% | Added |
| Dudley Capital Management, LLC | 3,145 | $312.3K | 0.17% | −1,011−24.3% | Reduced |
| Rede Wealth, LLC | 3,138 | $311.6K | 0.29% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 3,128 | $310.6K | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 3,128 | $310.6K | 0.13% | +59+1.9% | Added |
| Sonata Capital Group Inc | 3,122 | $310.0K | 0.16% | −210−6.3% | Reduced |
| Martingale Asset Management L P | 3,105 | $308.3K | 0.01% | +3,105 | New |
| Saxon Interests, Inc. | 3,092 | $307.0K | 0.15% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,088 | $306.6K | 0.25% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 3,088 | $306.6K | 0.05% | −413−11.8% | Reduced |
| First Bank & Trust | 3,083 | $306.1K | 0.06% | −87−2.7% | Reduced |
| Mach-1 Financial Group, Inc. | 3,081 | $306.0K | 0.22% | −254−7.6% | Reduced |
| Insight Advisors, LLC | 3,080 | $305.8K | 0.06% | −180−5.5% | Reduced |
| FreeGulliver LLC | 3,077 | $305.5K | 0.21% | +555+22.0% | Added |
| Intrepid Financial Planning Group LLC | 3,075 | $305.3K | 0.13% | −2−0.1% | Reduced |
| Lodestar Private Asset Management LLC | 3,074 | $305.2K | 0.04% | −50−1.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,070 | $304.8K | 0.11% | +3,070 | New |
| First Commonwealth Financial Corp | 3,070 | $304.8K | 0.08% | −184−5.7% | Reduced |
| Gateway Wealth Partners, LLC | 3,069 | $304.7K | 0.09% | −8−0.3% | Reduced |
| McLean Asset Management Corp | 3,132 | $303.7K | 0.10% | −5−0.2% | Reduced |
| Falcon Wealth Planning | 3,056 | $303.4K | 0.04% | +126+4.3% | Added |
| Creative Financial Designs Inc | 3,051 | $303.1K | 0.03% | +258+9.2% | Added |
| Capital Square, LLC | 3,219 | $303.1K | 0.20% | −93−2.8% | Reduced |
| EPG Wealth Management LLC | 0 | $303.0K | 0.07% | −3,059−100.0% | Reduced |
| James J. Burns & Company, LLC | 3,045 | $303.0K | 0.06% | +1,099+56.5% | Added |
| Fairfield, Bush & Co. | 3,050 | $302.8K | 0.18% | +478+18.6% | Added |
| SNS Financial Group, LLC | 3,047 | $302.6K | 0.03% | −321−9.5% | Reduced |
| CFO4Life Group, LLC | 3,041 | $302.0K | 0.06% | −294−8.8% | Reduced |
| Fundamentun, LLC | 3,040 | $301.9K | 0.03% | +437+16.8% | Added |
| Custos Family Office, LLC | 3,032 | $301.0K | 0.12% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,031 | $301.0K | 0.09% | +36+1.2% | Added |
| EPIQ Capital Group, LLC | 3,022 | $300.1K | 0.11% | +80+2.7% | Added |
| Kearns & Associates LLC | 3,020 | $299.9K | 0.22% | 00.0% | Unchanged |
| Marathon Capital Management | 3,013 | $299.2K | 0.08% | +100+3.4% | Added |
| Aspen Grove Capital, LLC | 3,007 | $298.6K | 0.07% | −39−1.3% | Reduced |
| Ameliora Wealth Management Ltd. | 3,000 | $297.9K | 0.14% | 00.0% | Unchanged |
| Price Jennifer C. | 3,000 | $297.9K | 0.36% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,000 | $297.8K | 0.07% | +448+17.6% | Added |
| DAGCO, Inc. | 3,000 | $297.8K | 0.13% | −100−3.2% | Reduced |
| Accurate Wealth Management, LLC | 3,072 | $297.5K | 0.07% | −429−12.3% | Reduced |
| New England Capital Financial Advisors LLC | 2,995 | $297.4K | 0.17% | −220−6.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,991 | $297.0K | 0.15% | +2,991 | New |
| Trust Co of the South | 2,991 | $297.0K | 0.07% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,985 | $296.4K | 0.07% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,964 | $294.3K | 0.10% | −7,967−72.9% | Reduced |
| Private Ocean, LLC | 2,963 | $294.2K | 0.03% | +10.0% | Added |
| XTX Topco Ltd | 2,948 | $292.7K | 0.03% | −3,412−53.6% | Reduced |
| Acropolis Investment Management, LLC | 2,943 | $292.2K | 0.02% | +98+3.4% | Added |
| Catalytic Wealth RIA, LLC | 2,934 | $291.3K | 0.06% | +86+3.0% | Added |
| Altrafin AG | 2,918 | $289.7K | 0.11% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,917 | $289.6K | 0.09% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 2,912 | $289.0K | 0.01% | −91−3.0% | Reduced |
| Clearwater Capital Advisors, LLC | 2,895 | $287.4K | 0.03% | +511+21.4% | Added |
| Sterling Wealth Management, Inc. | 2,894 | $287.3K | 0.14% | −40−1.4% | Reduced |
| UMA Financial Services, Inc. | 2,910 | $286.5K | 0.05% | −150−4.9% | Reduced |
| Abacus Wealth Partners, LLC | 2,885 | $286.4K | 0.05% | +118+4.3% | Added |
| Regent Peak Wealth Advisors LLC | 2,884 | $286.4K | 0.07% | +83+3.0% | Added |
| Pathway Financial Advisors LLC | 2,883 | $286.3K | 0.08% | −28−1.0% | Reduced |
| L & S Advisors Inc | 2,882 | $286.2K | 0.03% | −79,034−96.5% | Reduced |
| CAP Partners, LLC | 2,878 | $285.7K | 0.23% | −205−6.6% | Reduced |
| Strategic Investment Solutions, Inc. | 2,476 | $284.8K | 0.09% | +2,476 | New |
| Wulff, Hansen & Co. | 2,865 | $284.5K | 0.28% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,863 | $284.3K | 0.03% | +706+32.7% | Added |
| Towercrest Capital Management | 2,856 | $283.6K | 0.05% | +12+0.4% | Added |
| Gries Financial LLC | 2,852 | $283.2K | 0.06% | +370+14.9% | Added |
| Versant Capital Management, Inc | 2,844 | $282.4K | 0.07% | +317+12.5% | Added |
| Peninsula Asset Management Inc | 2,825 | $280.5K | 0.15% | −25−0.9% | Reduced |
| Hofer & Associates. Inc | 2,823 | $280.3K | 0.22% | −90−3.1% | Reduced |