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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 2,479 | $246.1K | 0.09% | +2,479 | New |
| Nichols & Pratt Advisers LLP | 2,474 | $245.6K | 0.02% | −1,506−37.8% | Reduced |
| Greenup Street Wealth Management LLC | 2,473 | $245.5K | 0.06% | −39,896−94.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,473 | $245.5K | 0.06% | −180−6.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,464 | $245.0K | 0.01% | +2,464 | New |
| Turtle Creek Wealth Advisors, LLC | 2,466 | $244.8K | 0.06% | +15+0.6% | Added |
| GSG Advisors LLC | 2,497 | $244.8K | 0.09% | −59−2.3% | Reduced |
| Mystic Asset Management, Inc. | 2,460 | $244.3K | 0.10% | −447−15.4% | Reduced |
| SPC Financial, Inc. | 2,459 | $244.2K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,457 | $244.0K | 0.05% | +12+0.5% | Added |
| Titleist Asset Management, LLC | 2,454 | $243.7K | 0.04% | +125+5.4% | Added |
| Warren Street Wealth Advisors, LLC | 2,453 | $243.6K | 0.12% | +218+9.8% | Added |
| Birchcreek Wealth Management, LLC | 2,448 | $243.0K | 0.14% | 00.0% | Unchanged |
| Phraction Management LLC | 2,447 | $243.0K | 0.09% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,445 | $242.8K | 0.12% | −90−3.6% | Reduced |
| Rational Advisors LLC | 2,444 | $242.7K | 0.02% | +1,484+154.6% | Added |
| RDA Financial Network | 2,441 | $242.4K | 0.08% | −146−5.6% | Reduced |
| Chase Investment Counsel Corp | 2,446 | $242.0K | 0.09% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,432 | $241.5K | 0.24% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,430 | $241.3K | 0.14% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,428 | $241.1K | 0.14% | +102+4.4% | Added |
| Old North State Trust, LLC | 2,426 | $241.0K | 0.21% | −350−12.6% | Reduced |
| Centerpoint Advisors, LLC | 2,425 | $241.0K | 0.09% | +80+3.4% | Added |
| Rempart Asset Management Inc. | 2,425 | $240.8K | 0.05% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,420 | $240.3K | 0.06% | −164−6.3% | Reduced |
| Ignite Planners, LLC | 2,451 | $240.2K | 0.06% | −82−3.2% | Reduced |
| Baker Avenue Asset Management, LP | 2,406 | $238.9K | 0.01% | −257−9.7% | Reduced |
| Montis Financial, LLC | 2,403 | $238.6K | 0.11% | −339−12.4% | Reduced |
| Mad River Investors | 2,400 | $238.3K | 0.16% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,398 | $238.1K | 0.14% | +31+1.3% | Added |
| Members Wealth LLC | 1,949 | $237.4K | 0.16% | +1,949 | New |
| Deseret Mutual Benefit Administrators | 2,386 | $236.9K | 0.11% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,384 | $236.7K | 0.08% | +150+6.7% | Added |
| Seamount Financial Group Inc | 2,380 | $236.3K | 0.19% | +450+23.3% | Added |
| Opes Wealth Management LLC | 2,378 | $236.1K | 0.05% | −55−2.3% | Reduced |
| Traveka Wealth, LLC | 2,375 | $235.8K | 0.12% | +97+4.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,368 | $235.2K | 0.12% | −319−11.9% | Reduced |
| West Wealth Group, LLC | 2,368 | $235.2K | 0.08% | +81+3.5% | Added |
| AJOVista, LLC | 2,368 | $235.1K | 0.68% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 2,368 | $235.0K | 0.06% | +31+1.3% | Added |
| Foster Victor Wealth Advisors, LLC | 2,383 | $234.7K | 0.02% | −2,421−50.4% | Reduced |
| Ironwood Investment Management LLC | 2,357 | $234.0K | 0.13% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 2,357 | $234.0K | 0.09% | −5−0.2% | Reduced |
| IVC Wealth Advisors LLC | 2,356 | $233.9K | 0.13% | −1,214−34.0% | Reduced |
| Basso Capital Management, L.P. | 2,356 | $233.9K | 0.21% | +1,043+79.4% | Added |
| Hilltop Wealth Advisors, LLC | 2,355 | $233.8K | 0.12% | +21+0.9% | Added |
| Fairhaven Wealth Management, LLC | 2,350 | $233.3K | 0.08% | +37+1.6% | Added |
| MGB Wealth Management, LLC | 2,400 | $232.9K | 0.09% | +400+20.0% | Added |
| Pointe Capital Management LLC | 2,345 | $232.8K | 0.14% | +42+1.8% | Added |
| Headinvest, LLC | 2,341 | $232.4K | 0.05% | +77+3.4% | Added |
| InTrack Investment Management Inc | 2,337 | $232.0K | 0.17% | −240−9.3% | Reduced |
| Allen Capital Group, LLC | 2,331 | $231.4K | 0.03% | +16+0.7% | Added |
| Alliance Wealth Management Group | 2,327 | $231.0K | 0.07% | +36+1.6% | Added |
| Affinity Capital Advisors, LLC | 2,325 | $230.8K | 0.05% | +129+5.9% | Added |
| Jacobsen Capital Management | 2,321 | $230.5K | 0.10% | −639−21.6% | Reduced |
| Francis Financial, Inc. | 2,318 | $230.2K | 0.07% | −855−26.9% | Reduced |
| Encompass More Asset Management | 2,317 | $230.1K | 0.16% | +237+11.4% | Added |
| Concord Wealth Partners | 2,312 | $229.6K | 0.04% | −1,079−31.8% | Reduced |
| Quantum Financial Advisors, LLC | 2,308 | $229.2K | 0.04% | +3+0.1% | Added |
| Financial Engines Advisors L.L.C. | 2,307 | $229.1K | 0.00% | +2,307 | New |
| Morling Financial Advisors, LLC | 2,306 | $229.0K | 0.10% | +185+8.7% | Added |
| Long Run Wealth Advisors, LLC | 2,304 | $228.8K | 0.06% | +100+4.5% | Added |
| Tranquilli Financial Advisor LLC | 2,333 | $228.7K | 0.15% | −113−4.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,300 | $228.4K | 0.05% | −71,472−96.9% | Reduced |
| Linscomb & Williams, Inc. | 2,292 | $227.6K | 0.01% | −160−6.5% | Reduced |
| Advance Capital Management, Inc. | 2,285 | $226.9K | 0.01% | +134+6.2% | Added |
| Redmont Wealth Advisors LLC | 2,284 | $226.8K | 0.36% | 00.0% | Unchanged |
| Centennial Bank | 2,283 | $226.7K | 0.11% | −60−2.6% | Reduced |
| Truepoint, Inc. | 2,283 | $226.7K | 0.01% | +99+4.5% | Added |
| Gill Capital Partners, LLC | 2,282 | $226.6K | 0.09% | −142−5.9% | Reduced |
| ROI Financial Advisors, LLC | 2,281 | $226.5K | 0.16% | −309−11.9% | Reduced |
| DT Investment Partners, LLC | 2,280 | $226.4K | 0.02% | +800+54.1% | Added |
| SJS Investment Consulting Inc. | 2,278 | $226.2K | 0.04% | +3+0.1% | Added |
| Royal Fund Management, LLC | 2,273 | $225.8K | 0.03% | −2,529−52.7% | Reduced |
| Maltin Wealth Management, Inc. | 2,267 | $225.1K | 0.12% | +27+1.2% | Added |
| Austin Wealth Management, LLC | 2,328 | $224.9K | 0.05% | −394−14.5% | Reduced |
| Traynor Capital Management, Inc. | 2,263 | $224.7K | 0.02% | −383−14.5% | Reduced |
| Aspire Capital Advisors LLC | 2,262 | $224.6K | 0.07% | −879−28.0% | Reduced |
| Morris Financial Concepts, Inc. | 2,256 | $224.0K | 0.11% | +80+3.7% | Added |
| Alpha Family Trust | 2,255 | $223.9K | 0.13% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,255 | $223.9K | 0.05% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,253 | $223.7K | 0.00% | −462−17.0% | Reduced |
| S.A. Mason LLC | 2,251 | $223.5K | 0.13% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 2,248 | $223.2K | 0.16% | −1,231−35.4% | Reduced |
| 1776 Wealth LLC | 2,244 | $222.8K | 0.10% | +190+9.3% | Added |
| Keebeck Wealth Management, LLC | 2,242 | $222.6K | 0.03% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 2,240 | $222.6K | 0.11% | −125−5.3% | Reduced |
| Betterment LLC | 2,235 | $222.0K | 0.00% | +210+10.4% | Added |
| Investment Advisory Group, LLC | 2,231 | $221.5K | 0.09% | −172−7.2% | Reduced |
| Bank of New Hampshire | 2,228 | $221.2K | 0.06% | −575−20.5% | Reduced |
| Lesa Sroufe & Co | 2,231 | $221.0K | 0.21% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,221 | $220.5K | 0.08% | −34−1.5% | Reduced |
| Colonial River Wealth Management, LLC | 2,215 | $220.0K | 0.12% | −42−1.9% | Reduced |
| Karpus Management, Inc. | 2,215 | $219.9K | 0.01% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 2,209 | $219.3K | 0.17% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 2,206 | $219.0K | 0.09% | +48+2.2% | Added |
| Arden Trust Co | 2,204 | $218.8K | 0.03% | −24−1.1% | Reduced |
| Brass Tax Wealth Management, Inc | 2,204 | $218.8K | 0.04% | +2,204 | New |
| FMA Wealth Management, LLC | 2,200 | $218.4K | 0.18% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 2,191 | $218.0K | 0.02% | +980+80.9% | Added |