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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 1,659 | $164.7K | 0.04% | +131+8.6% | Added |
| Tyler-Stone Wealth Management | 1,657 | $164.5K | 0.07% | −320−16.2% | Reduced |
| Raffa Wealth Management, LLC | 1,639 | $162.7K | 0.05% | +70+4.5% | Added |
| Princeton Global Asset Management LLC | 1,631 | $162.0K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,629 | $161.8K | 0.07% | −400−19.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,611 | $160.0K | 0.09% | −2,000−55.4% | Reduced |
| Atwood & Palmer Inc | 1,606 | $159.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,572 | $156.1K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,517 | $150.7K | 0.05% | −29−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,500 | $148.9K | 0.04% | −500−25.0% | Reduced |
| Keener Financial Planning LLC | 1,500 | $148.0K | 0.10% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,465 | $145.5K | 0.04% | +90+6.5% | Added |
| Transcendent Capital Group LLC | 1,451 | $144.1K | 0.08% | −6,461−81.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $144.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,435 | $142.5K | 0.08% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,412 | $140.2K | 0.05% | +48+3.5% | Added |
| PrairieView Partners, LLC | 1,414 | $140.0K | 0.02% | +14+1.0% | Added |
| Cranbrook Wealth Management, LLC | 1,408 | $139.8K | 0.03% | +735+109.2% | Added |
| HighMark Wealth Management LLC | 1,395 | $138.5K | 0.08% | +18+1.3% | Added |
| Riverview Trust Co | 1,357 | $134.7K | 0.13% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,308 | $129.9K | 0.03% | −151−10.3% | Reduced |
| Founders Capital Management | 1,288 | $127.9K | 0.08% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,282 | $127.2K | 0.04% | +8+0.6% | Added |
| JJJ Advisors Inc. | 1,268 | $125.9K | 0.03% | −17−1.3% | Reduced |
| Morton Brown Family Wealth, LLC | 1,289 | $124.8K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,251 | $124.2K | 0.04% | −28−2.2% | Reduced |
| True Wealth Design, LLC | 1,241 | $123.2K | 0.03% | −328−20.9% | Reduced |
| Maryland Capital Advisors Inc. | 1,216 | $120.7K | 0.07% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,196 | $118.8K | 0.02% | +30+2.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,175 | $116.6K | 0.03% | −39−3.2% | Reduced |
| Lynx Investment Advisory | 1,128 | $112.0K | 0.08% | +1,128 | New |
| Avion Wealth | 1,102 | $109.0K | 0.03% | −68−5.8% | Reduced |
| Creative Capital Management Investments LLC | 1,082 | $107.4K | 0.05% | +4+0.4% | Added |
| Black Cypress Capital Management, LLC | 1,081 | $107.3K | 0.10% | −4,603−81.0% | Reduced |
| Hoey Investments, Inc | 1,078 | $107.0K | 0.02% | −400−27.1% | Reduced |
| Arlington Trust Co LLC | 1,075 | $106.7K | 0.03% | +300+38.7% | Added |
| Pathway Financial Advisers, LLC | 1,064 | $105.3K | 0.04% | +4+0.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,057 | $105.0K | 0.04% | +497+88.8% | Added |
| Kelly Financial Services LLC | 1,053 | $104.5K | 0.04% | −3−0.3% | Reduced |
| Y.D. More Investments Ltd | 1,042 | $103.5K | 0.01% | +597+134.2% | Added |
| Spotlight Asset Group, Inc. | 1,032 | $102.5K | 0.07% | +50+5.1% | Added |
| Eagle Bay Advisors LLC | 1,029 | $102.2K | 0.06% | −364−26.1% | Reduced |
| Standard Family Office LLC | 1,026 | $101.9K | 0.13% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,024 | $101.7K | 0.04% | +1,024 | New |
| TruNorth Capital Management, LLC | 1,014 | $100.7K | 0.03% | +3+0.3% | Added |
| Tidemark, LLC | 1,014 | $100.6K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,011 | $100.0K | 0.03% | +160+18.8% | Added |
| Bruce G. Allen Investments, LLC | 1,001 | $99.4K | 0.08% | −50−4.8% | Reduced |
| Bell Investment Advisors, Inc | 991 | $98.4K | 0.02% | −1−0.1% | Reduced |
| Bank & Trust Co | 989 | $98.2K | 0.08% | +989 | New |
| Meeder Asset Management Inc | 985 | $97.8K | 0.01% | −2,157−68.7% | Reduced |
| PFS Partners, LLC | 960 | $95.3K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 950 | $94.0K | 0.01% | +263+38.3% | Added |
| Moser Wealth Advisors, LLC | 945 | $93.8K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 933 | $92.6K | 0.50% | −25−2.6% | Reduced |
| Aviso Financial Inc. | 934 | $92.6K | 0.01% | +934 | New |
| AllSquare Wealth Management LLC | 922 | $91.5K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 923 | $90.5K | 0.03% | −349−27.4% | Reduced |
| Aspire Private Capital, LLC | 902 | $89.6K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 900 | $89.4K | 0.02% | +100+12.5% | Added |
| Mizuho Securities Co. Ltd. | 890 | $88.4K | 0.21% | −660−42.6% | Reduced |
| CKW Financial Group | 895 | $88.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 891 | $88.0K | 0.00% | +102+12.9% | Added |
| Annapolis Financial Services, LLC | 872 | $86.6K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 871 | $86.5K | 0.06% | +49+6.0% | Added |
| Frazier Financial Advisors, LLC | 870 | $86.4K | 0.07% | −53−5.7% | Reduced |
| Cornerstone Planning Group LLC | 966 | $84.7K | 0.02% | −1−0.1% | Reduced |
| Hallmark Capital Management Inc | 846 | $84.0K | 0.01% | +521+160.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 837 | $83.1K | 0.05% | 00.0% | Unchanged |
| WealthCollab, LLC | 832 | $82.6K | 0.06% | 00.0% | Unchanged |
| Chris Bulman Inc | 822 | $81.6K | 0.06% | +822 | New |
| Cherry Tree Wealth Management, LLC | 813 | $80.7K | 0.02% | −68−7.7% | Reduced |
| Clarity Asset Management, Inc. | 807 | $80.2K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 811 | $80.0K | 0.04% | +811 | New |
| CBIZ Investment Advisory Services, LLC | 802 | $79.6K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 788 | $78.2K | 0.06% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 782 | $77.6K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 766 | $76.0K | 0.01% | +9+1.2% | Added |
| Dynamic Wealth Strategies, LLC | 751 | $75.0K | 0.06% | +19+2.6% | Added |
| Canton Hathaway, LLC | 745 | $74.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 736 | $73.1K | 0.00% | −12−1.6% | Reduced |
| Advantage Trust Co | 730 | $72.5K | 0.05% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 713 | $70.8K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 693 | $68.8K | 0.03% | −26−3.6% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 551 | $67.4K | 0.04% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 674 | $66.9K | 0.01% | +134+24.8% | Added |
| Fairman Group, LLC | 662 | $65.7K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 651 | $64.6K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 646 | $64.1K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 644 | $63.9K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 615 | $61.1K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 620 | $61.0K | 0.02% | +59+10.5% | Added |
| Operose Advisors LLC | 605 | $60.1K | 0.02% | −240−28.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 599 | $59.5K | 0.01% | +101+20.3% | Added |
| Paladin Advisory Group, LLC | 599 | $58.7K | 0.05% | −276−31.5% | Reduced |
| Voisard Asset Management Group, Inc. | 591 | $58.7K | 0.03% | 00.0% | Unchanged |
| NCP Inc. | 569 | $56.4K | 0.04% | +100+21.3% | Added |
| WFA of San Diego, LLC | 568 | $56.4K | 0.05% | +568 | New |
| Iron Horse Wealth Management, LLC | 557 | $55.3K | 0.02% | +333+148.7% | Added |
| Western Pacific Wealth Management, LP | 552 | $54.8K | 0.04% | −1,165−67.9% | Reduced |