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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 2,822 | $280.2K | 0.05% | −695−19.8% | Reduced |
| Laffer Tengler Investments | 2,817 | $279.7K | 0.06% | +134+5.0% | Added |
| Crescent Grove Advisors, LLC | 2,809 | $279.0K | 0.03% | −163−5.5% | Reduced |
| Latitude Advisors, LLC | 2,808 | $278.8K | 0.17% | +186+7.1% | Added |
| Cooper/Haims Advisors, LLC | 2,807 | $278.7K | 0.16% | +10+0.4% | Added |
| Dunhill Financial, LLC | 2,806 | $278.6K | 0.17% | +2,479+758.1% | Added |
| ZRC Wealth Management, LLC | 2,803 | $278.3K | 0.13% | +34+1.2% | Added |
| CMG Global Holdings, LLC | 2,802 | $278.2K | 0.18% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,800 | $278.0K | 0.09% | −362−11.4% | Reduced |
| Garner Asset Management Corp | 2,800 | $278.0K | 0.14% | −100−3.4% | Reduced |
| Kennedy Investment Group | 2,797 | $277.7K | 0.14% | −48−1.7% | Reduced |
| DORVAL Corp | 2,671 | $277.5K | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,793 | $277.3K | 0.04% | −34−1.2% | Reduced |
| Fusion Capital, LLC | 2,791 | $277.1K | 0.13% | −240−7.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 2,781 | $276.1K | 0.20% | −1,098−28.3% | Reduced |
| Tradewinds Capital Management, LLC | 2,780 | $276.0K | 0.08% | +6+0.2% | Added |
| Hudock, Inc. | 2,778 | $275.8K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,773 | $275.3K | 0.14% | −93−3.2% | Reduced |
| United Advisor Group, LLC | 2,772 | $275.2K | 0.09% | +2,772 | New |
| Alera Investment Advisors, LLC | 2,769 | $274.9K | 0.03% | +2,769 | New |
| Trilogy Capital Inc. | 2,768 | $274.8K | 0.01% | +2,768 | New |
| Concorde Asset Management, LLC | 2,768 | $274.8K | 0.17% | +179+6.9% | Added |
| Greatmark Investment Partners, Inc. | 2,762 | $274.2K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,758 | $274.0K | 0.04% | +227+9.0% | Added |
| Progressive Investment Management Corp | 2,757 | $273.7K | 0.07% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,731 | $271.2K | 0.11% | −1,548−36.2% | Reduced |
| Vista Private Wealth Partners. LLC | 2,730 | $271.1K | 0.11% | +20+0.7% | Added |
| High Note Wealth, LLC | 2,725 | $270.6K | 0.08% | +4+0.1% | Added |
| TFG Advisers LLC | 2,725 | $270.5K | 0.10% | −148−5.2% | Reduced |
| Full Sail Capital, LLC | 2,724 | $270.5K | 0.02% | +985+56.6% | Added |
| Encompass Wealth Advisors, LLC | 2,717 | $269.7K | 0.07% | −5,385−66.5% | Reduced |
| Olistico Wealth, LLC | 2,715 | $269.6K | 0.17% | +873+47.4% | Added |
| Rockline Wealth Management, LLC | 2,714 | $269.5K | 0.08% | +204+8.1% | Added |
| Carolinas Wealth Consulting LLC | 9,422 | $269.4K | 0.05% | −147−1.5% | Reduced |
| Heritage Wealth Management, Inc. | 2,747 | $269.2K | 0.09% | +2,747 | New |
| Leo Wealth, LLC | 2,736 | $268.9K | 0.03% | −2,230−44.9% | Reduced |
| Correct Capital Wealth Management | 2,705 | $268.6K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,705 | $268.6K | 0.06% | −849−23.9% | Reduced |
| Humankind Investments LLC | 2,705 | $268.6K | 0.07% | −5,164−65.6% | Reduced |
| WJ Wealth Management, LLC | 2,700 | $268.1K | 0.10% | −200−6.9% | Reduced |
| Oxford Asset Management LLP | 2,694 | $267.5K | 0.26% | +2,694 | New |
| Twinbeech Capital LP | 2,687 | $266.8K | 0.01% | +2,687 | New |
| Ssi Investment Management LLC | 2,675 | $265.6K | 0.02% | −2−0.1% | Reduced |
| Cascade Financial Partners, LLC | 2,675 | $265.6K | 0.03% | −41−1.5% | Reduced |
| Ethos Financial Group, LLC | 2,670 | $265.0K | 0.05% | −304−10.2% | Reduced |
| Laidlaw Wealth Management LLC | 2,666 | $264.7K | 0.15% | −180−6.3% | Reduced |
| Fortis Group Advisors, LLC | 2,662 | $264.3K | 0.05% | −98−3.6% | Reduced |
| Seven Mile Advisory | 2,661 | $264.1K | 0.19% | −985−27.0% | Reduced |
| SeaBridge Investment Advisors LLC | 2,655 | $263.6K | 0.07% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 2,654 | $263.5K | 0.12% | +92+3.6% | Added |
| Emfo, LLC | 2,651 | $263.2K | 0.24% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,650 | $263.2K | 0.14% | −10.0% | Reduced |
| Avenir Corp | 2,646 | $262.7K | 0.03% | −140−5.0% | Reduced |
| Dixon Fnancial Services, Inc. | 2,638 | $261.9K | 0.15% | 00.0% | Unchanged |
| Unique Wealth, LLC | 2,636 | $261.8K | 0.07% | +87+3.4% | Added |
| Dodds Wealth, LLC | 2,696 | $261.6K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,632 | $261.0K | 0.02% | −54,327−95.4% | Reduced |
| Rakuten Securities, Inc. | 2,627 | $260.8K | 0.11% | +125+5.0% | Added |
| Financial Network Wealth Advisors LLC | 2,621 | $260.2K | 0.19% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,615 | $259.7K | 0.15% | +250+10.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,615 | $259.6K | 0.06% | −300−10.3% | Reduced |
| Cardiff Park Advisors, LLC | 2,614 | $259.5K | 0.03% | +14+0.5% | Added |
| Archetype Wealth Partners | 2,605 | $259.0K | 0.04% | −1,470−36.1% | Reduced |
| Meridian Investment Counsel Inc. | 2,601 | $258.3K | 0.08% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,600 | $258.0K | 0.05% | +185+7.7% | Added |
| waypoint wealth counsel | 2,594 | $257.6K | 0.20% | +75+3.0% | Added |
| Invictus Private Wealth, LLC | 2,590 | $257.2K | 0.02% | −24−0.9% | Reduced |
| BFSG, LLC | 2,588 | $257.0K | 0.03% | −29−1.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,985 | $256.6K | 0.17% | +136+4.8% | Added |
| Platte River Wealth Advisors, LLC | 2,583 | $256.5K | 0.07% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 2,577 | $255.9K | 0.11% | +2,577 | New |
| MBA Advisors LLC | 2,574 | $255.6K | 0.13% | +469+22.3% | Added |
| Zions Bancorporation, N.A. | 2,574 | $255.6K | 0.02% | −474−15.6% | Reduced |
| Ackerman Capital Advisors, LLC | 2,566 | $254.8K | 0.07% | −7−0.3% | Reduced |
| Northwest Wealth Management, LLC | 2,557 | $253.9K | 0.07% | +79+3.2% | Added |
| Capital CS Group, LLC | 2,553 | $253.5K | 0.29% | +120+4.9% | Added |
| Northwest Financial Advisors | 2,553 | $253.5K | 0.26% | +37+1.5% | Added |
| Calton & Associates, Inc. | 2,548 | $252.9K | 0.13% | −101−3.8% | Reduced |
| West Oak Capital, LLC | 2,546 | $252.8K | 0.10% | +50+2.0% | Added |
| West Bancorporation Inc | 2,542 | $252.4K | 0.19% | −494−16.3% | Reduced |
| Capital Investment Counsel, LLC | 2,541 | $252.3K | 0.05% | +2,541 | New |
| Facet Wealth, Inc. | 2,689 | $252.2K | 0.01% | +2,689 | New |
| Roman Butler Fullerton & Co | 2,599 | $252.0K | 0.08% | −1,063−29.0% | Reduced |
| East Coast Asset Management, LLC. | 2,538 | $252.0K | 0.09% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,535 | $251.7K | 0.19% | −8−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,534 | $251.6K | 0.03% | −24−0.9% | Reduced |
| Advisors Management Group Inc | 2,530 | $251.0K | 0.06% | −105−4.0% | Reduced |
| Element Pointe Advisors, LLC | 2,527 | $250.9K | 0.06% | −78−3.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,523 | $250.5K | 0.29% | −4−0.2% | Reduced |
| Gould Asset Management LLC | 2,520 | $250.2K | 0.06% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,514 | $249.6K | 0.12% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,509 | $249.2K | 0.11% | +136+5.7% | Added |
| Ade, LLC | 2,509 | $249.1K | 0.17% | +110+4.6% | Added |
| Avaii Wealth Management, LLC | 2,508 | $249.0K | 0.14% | −628−20.0% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $248.2K | 0.04% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 2,500 | $248.2K | 0.16% | +2,500 | New |
| Miramar Capital, LLC | 2,497 | $248.0K | 0.06% | −200−7.4% | Reduced |
| Brookmont Capital Management | 2,494 | $247.6K | 0.14% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,491 | $247.4K | 0.05% | −111−4.3% | Reduced |
| Elser Financial Planning, Inc | 2,487 | $246.9K | 0.04% | +2,487 | New |