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 |
|---|---|---|---|---|---|
| Cardinal Strategic Wealth Guidance | 2,195 | $217.9K | 0.08% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 2,194 | $217.8K | 0.27% | −18−0.8% | Reduced |
| Southland Equity Partners LLC | 2,192 | $217.6K | 0.06% | −207−8.6% | Reduced |
| Bristol John W & Co Inc | 2,192 | $217.6K | 0.00% | −1,320−37.6% | Reduced |
| Childress Capital Advisors, LLC | 2,187 | $217.1K | 0.06% | −404−15.6% | Reduced |
| Bullock Wealth Management Group | 2,214 | $217.1K | 0.14% | +49+2.3% | Added |
| Templeton & Phillips Capital Management, LLC | 2,186 | $217.0K | 0.19% | +2,186 | New |
| Indie Asset Partners, LLC | 2,184 | $216.9K | 0.17% | +233+11.9% | Added |
| Hurlow Wealth Management Group, Inc. | 2,181 | $216.6K | 0.07% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,180 | $216.5K | 0.01% | −62−2.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,174 | $215.9K | 0.07% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,174 | $215.8K | 0.03% | +2,174 | New |
| Iron Financial, LLC | 2,171 | $215.5K | 0.12% | +500+29.9% | Added |
| One Charles Private Wealth Services, LLC | 2,165 | $215.0K | 0.09% | −50−2.3% | Reduced |
| Ahl Investment Management, Inc. | 2,159 | $214.4K | 0.16% | −45−2.0% | Reduced |
| Triton Wealth Management, PLLC | 2,353 | $214.0K | 0.13% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 2,154 | $213.9K | 0.09% | −52−2.4% | Reduced |
| Firestone Capital Management | 2,154 | $213.8K | 0.06% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,153 | $213.8K | 0.03% | −6−0.3% | Reduced |
| Fairfield Financial Advisors, LTD | 2,146 | $213.1K | 0.08% | +2,146 | New |
| Summit Global Investments | 2,149 | $213.0K | 0.01% | +6+0.3% | Added |
| Bogart Wealth, LLC | 2,145 | $212.9K | 0.01% | +482+29.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 2,143 | $212.8K | 0.08% | +266+14.2% | Added |
| Rise Advisors, LLC | 2,142 | $212.7K | 0.11% | −67−3.0% | Reduced |
| Stephens Consulting, LLC | 2,140 | $212.5K | 0.06% | +320+17.6% | Added |
| Lodestone Wealth Management LLC | 2,134 | $211.9K | 0.11% | −20−0.9% | Reduced |
| Financial Council Asset Management Inc | 2,129 | $211.3K | 0.12% | −80−3.6% | Reduced |
| Truvestments Capital LLC | 2,128 | $211.3K | 0.08% | −140−6.2% | Reduced |
| Montz Harcus Wealth Management LLC | 2,126 | $211.1K | 0.14% | −147−6.5% | Reduced |
| Camden National Bank | 2,124 | $210.9K | 0.03% | +120+6.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 2,121 | $210.6K | 0.13% | 00.0% | Unchanged |
| Quarry LP | 2,115 | $210.0K | 0.09% | +2,115 | New |
| Lansing Street Advisors | 2,114 | $209.9K | 0.09% | +99+4.9% | Added |
| Monticello Wealth Management, LLC | 2,114 | $209.9K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,108 | $209.3K | 0.03% | −150−6.6% | Reduced |
| Swisher Financial Concepts, Inc. | 2,134 | $209.0K | 0.21% | −3−0.1% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,100 | $208.5K | 0.12% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,100 | $208.5K | 0.09% | +372+21.5% | Added |
| Benedict Financial Advisors Inc | 2,096 | $208.1K | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,099 | $208.0K | 0.00% | −629−23.1% | Reduced |
| Steele Capital Management, Inc. | 2,094 | $207.9K | 0.01% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,085 | $207.0K | 0.04% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 2,084 | $207.0K | 0.15% | +180+9.5% | Added |
| E&G Advisors, LP | 2,084 | $206.9K | 0.06% | −115−5.2% | Reduced |
| Towerpoint Wealth, LLC | 2,079 | $206.4K | 0.10% | −212−9.3% | Reduced |
| Zhang Financial LLC | 2,078 | $206.3K | 0.01% | +112+5.7% | Added |
| New Jersey Better Educational Savings Trust | 2,077 | $206.2K | 0.41% | −1,629−44.0% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,075 | $206.1K | 0.09% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 2,073 | $206.0K | 0.02% | −105−4.8% | Reduced |
| Yoder Wealth Management, Inc. | 2,072 | $205.7K | 0.13% | +6+0.3% | Added |
| Objectivity Squared, LLC | 2,087 | $205.5K | 0.16% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,069 | $205.4K | 0.11% | −633−23.4% | Reduced |
| Prelude Capital Management, LLC | 2,065 | $205.0K | 0.02% | +42+2.1% | Added |
| Helen Stephens Group, LLC | 2,064 | $205.0K | 0.07% | +2,064 | New |
| Greenfield Savings Bank | 2,058 | $204.3K | 0.11% | −645−23.9% | Reduced |
| Future Financial Wealth Managment LLC | 2,056 | $204.1K | 0.18% | +150+7.9% | Added |
| Hendley & Co Inc | 2,054 | $204.0K | 0.07% | −2,766−57.4% | Reduced |
| Boston Mountain Money Management Inc | 2,052 | $203.8K | 0.13% | −91−4.2% | Reduced |
| Alterna Wealth Management, Inc | 2,045 | $203.0K | 0.18% | +170+9.1% | Added |
| Edge Financial Advisors LLC | 2,043 | $202.9K | 0.21% | +302+17.3% | Added |
| Tillman Hartley LLC | 2,038 | $202.4K | 0.07% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 2,038 | $202.3K | 0.16% | +75+3.8% | Added |
| FF Advisors,LLC | 2,031 | $201.7K | 0.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,029 | $201.5K | 0.02% | −1,435−41.4% | Reduced |
| Tang Capital Management LLC | 2,029 | $201.4K | 0.02% | +2,029 | New |
| Sharp Financial Services, LLC | 2,026 | $201.2K | 0.17% | +2,026 | New |
| Kozak & Associates, Inc. | 2,033 | $200.5K | 0.05% | −124−5.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,010 | $200.0K | 0.19% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,004 | $199.0K | 0.06% | −124−5.8% | Reduced |
| BOCHK Asset Management Ltd | 2,000 | $198.6K | 0.06% | −3,000−60.0% | Reduced |
| Raleigh Capital Management Inc. | 1,998 | $198.4K | 0.08% | +6+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,991 | $197.7K | 0.11% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,980 | $196.6K | 0.02% | −270−12.0% | Reduced |
| McIlrath & Eck, LLC | 1,959 | $194.5K | 0.03% | +89+4.8% | Added |
| Johnson Financial Group, Inc. | 1,945 | $193.1K | 0.01% | −472−19.5% | Reduced |
| Sit Investment Associates Inc | 1,930 | $192.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,930 | $191.6K | 0.03% | +546+39.5% | Added |
| State of Wyoming | 1,925 | $191.1K | 0.03% | −150−7.2% | Reduced |
| Bellevue Asset Management, LLC | 1,923 | $190.9K | 0.11% | −537−21.8% | Reduced |
| City State Bank | 1,913 | $189.9K | 0.08% | −231−10.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,873 | $186.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,864 | $185.1K | 0.03% | −236−11.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,857 | $184.3K | 0.04% | −150−7.5% | Reduced |
| West Branch Capital LLC | 1,855 | $184.2K | 0.07% | +651+54.1% | Added |
| Lipe & Dalton | 1,841 | $183.0K | 0.10% | −700−27.5% | Reduced |
| Coombe, Bender & Co LLC | 1,834 | $182.2K | 0.11% | −123−6.3% | Reduced |
| Northwest Capital Management Inc | 1,830 | $181.7K | 0.07% | −827−31.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,830 | $181.7K | 0.03% | +116+6.8% | Added |
| Horizon Bancorp Inc | 1,815 | $180.0K | 0.09% | +141+8.4% | Added |
| Wetzel Investment Advisors, Inc. | 1,471 | $180.0K | 0.10% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,798 | $178.5K | 0.06% | −4−0.2% | Reduced |
| Criterion Capital Advisors, LLC | 1,798 | $178.5K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,793 | $178.0K | 0.07% | +373+26.3% | Added |
| Spectrum Wealth Counsel, LLC | 1,763 | $175.1K | 0.02% | −585−24.9% | Reduced |
| Nkcfo LLC | 1,749 | $174.0K | 0.09% | 00.0% | Unchanged |
| Hilltop National Bank | 1,743 | $173.1K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,728 | $171.6K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,724 | $171.3K | 0.10% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $167.7K | 0.09% | −50−2.5% | Reduced |
| Macroview Investment Management LLC | 1,687 | $167.5K | 0.18% | 00.0% | Unchanged |