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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 549 | $54.5K | 0.03% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 540 | $53.6K | 0.01% | −40−6.9% | Reduced |
| Signature Resources Capital Management, LLC | 539 | $53.5K | 0.04% | −137−20.3% | Reduced |
| Pacifica Partners Inc. | 542 | $53.4K | 0.02% | −293−35.1% | Reduced |
| Deane Retirement Strategies, Inc. | 536 | $53.2K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 517 | $51.3K | 0.03% | +150+40.9% | Added |
| GoalVest Advisory LLC | 507 | $50.3K | 0.02% | −190−27.3% | Reduced |
| PFG Private Wealth Management, LLC | 504 | $50.0K | 0.03% | +92+22.3% | Added |
| Covestor Ltd | 504 | $50.0K | 0.03% | −769−60.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 500 | $49.6K | 0.01% | +500 | New |
| Provenance Wealth Advisors, LLC | 486 | $48.3K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 476 | $47.3K | 0.00% | −25−5.0% | Reduced |
| Syntax Research, Inc. | 475 | $47.1K | 0.04% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 473 | $47.0K | 0.04% | +473 | New |
| Dogwood Wealth Management LLC | 471 | $46.8K | 0.03% | −1−0.2% | Reduced |
| American Capital Advisory, LLC | 516 | $46.6K | 0.03% | −113−18.0% | Reduced |
| Chesapeake Asset Management LLC | 465 | $46.2K | 0.04% | +15+3.3% | Added |
| Stone House Investment Management, LLC | 447 | $44.4K | 0.01% | −37−7.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 446 | $44.3K | 0.01% | −502−53.0% | Reduced |
| Clear Point Advisors Inc. | 446 | $44.3K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 443 | $44.0K | 0.01% | +122+38.0% | Added |
| Coston, McIsaac & Partners | 448 | $44.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 436 | $43.3K | 0.03% | −2,959−87.2% | Reduced |
| Wolff Wiese Magana LLC | 427 | $42.4K | 0.03% | −14−3.2% | Reduced |
| Camelot Portfolios, LLC | 410 | $40.7K | 0.02% | +410 | New |
| Capula Management Ltd | 406 | $40.3K | 0.00% | −711−63.7% | Reduced |
| Security National Bank | 400 | $39.7K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 398 | $39.5K | 0.00% | −528−57.0% | Reduced |
| Harvest Fund Management Co., Ltd | 390 | $39.0K | 0.00% | −4,965−92.7% | Reduced |
| Carolina Wealth Advisors, LLC | 368 | $36.5K | 0.02% | +50+15.7% | Added |
| Partnership Wealth Management, LLC | 340 | $33.8K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 335 | $33.3K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 333 | $33.1K | 0.02% | +333 | New |
| William B. Walkup & Associates, Inc. | 321 | $31.9K | 0.02% | +321 | New |
| Boyd Watterson Asset Management LLC | 320 | $31.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 317 | $31.5K | 0.01% | −80−20.2% | Reduced |
| Avondale Wealth Management | 316 | $31.4K | 0.02% | −91−22.4% | Reduced |
| Robinswood Financial LLC | 309 | $30.7K | 0.01% | +148+91.9% | Added |
| Gold Investment Management Ltd. | 308 | $30.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 307 | $30.5K | 0.01% | +57+22.8% | Added |
| LFA - Lugano Financial Advisors SA | 300 | $29.8K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 294 | $29.2K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 288 | $28.6K | 0.01% | −141−32.9% | Reduced |
| USA Financial Portformulas Corp | 282 | $28.0K | 0.00% | −3,252−92.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 282 | $28.0K | 0.00% | +14+5.2% | Added |
| Evolution Advisers, Inc. | 275 | $27.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 275 | $27.0K | 0.01% | +275 | New |
| Gould Capital, LLC | 262 | $26.0K | 0.02% | −253−49.1% | Reduced |
| First PREMIER Bank | 261 | $26.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 251 | $24.9K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 215 | $21.4K | 0.01% | −359−62.5% | Reduced |
| Nordwand Advisors, LLC | 209 | $20.8K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 206 | $20.5K | 0.02% | −2,251−91.6% | Reduced |
| Hillsdale Investment Management Inc. | 200 | $19.9K | 0.00% | +200 | New |
| Valued Wealth Advisors LLC | 193 | $19.2K | 0.01% | +31+19.1% | Added |
| Fairscale Capital, LLC | 185 | $18.2K | 0.02% | +185 | New |
| Hall Laurie J Trustee | 179 | $18.0K | 0.01% | −38−17.5% | Reduced |
| Ruedi Wealth Management, Inc. | 178 | $17.7K | 0.01% | +76+74.5% | Added |
| Anfield Capital Management, LLC | 168 | $16.7K | 0.01% | −5−2.9% | Reduced |
| WFA Asset Management Corp | 166 | $16.5K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 166 | $16.4K | 0.01% | +166 | New |
| RE Dickinson Investment Advisors, LLC | 156 | $15.5K | 0.01% | +97+164.4% | Added |
| Bare Financial Services, Inc | 164 | $15.4K | 0.01% | +164 | New |
| Penserra Capital Management LLC | 147 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 142 | $14.1K | 0.02% | +142 | New |
| Triad Wealth Partners, LLC | 141 | $14.0K | 0.01% | +141 | New |
| Cypress Capital Management LLC (WY) | 137 | $13.6K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 136 | $13.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 136 | $13.5K | 0.00% | +11+8.8% | Added |
| CGC Financial Services, LLC | 134 | $13.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 133 | $13.2K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 127 | $12.6K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 124 | $12.3K | 0.01% | 00.0% | Unchanged |
| Summer Road LLC | 124 | $12.3K | 0.01% | +124 | New |
| New Millennium Group LLC | 120 | $11.9K | 0.01% | +120 | New |
| Breakwater Investment Management | 116 | $11.5K | 0.01% | +2+1.8% | Added |
| Stuart Chaussee & Associates, Inc. | 111 | $11.1K | 0.00% | +11+11.0% | Added |
| POM Investment Strategies, LLC | 111 | $11.0K | 0.01% | +106+2,120.0% | Added |
| Burkett Financial Services, LLC | 110 | $11.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 107 | $10.7K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 107 | $10.6K | 0.01% | −7−6.1% | Reduced |
| Solstein Capital, LLC | 107 | $10.6K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 104 | $10.3K | 0.01% | +19+22.4% | Added |
| Insight Financial Services | 102 | $10.1K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $9.94K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $9.93K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 94 | $9.33K | 0.01% | +94 | New |
| HBC Financial Services, PLLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 87 | $8.64K | 0.04% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 86 | $8.54K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 85 | $8.44K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 85 | $8.44K | 0.00% | +85 | New |
| JDM Financial Group LLC | 75 | $7.45K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 62 | $6.16K | 0.51% | −45−42.1% | Reduced |
| DecisionPoint Financial, LLC | 59 | $5.53K | 0.00% | +4+7.3% | Added |
| Trust Co | 55 | $5.46K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 50 | $5.11K | 0.00% | −472−90.4% | Reduced |
| Horrell Capital Management, Inc. | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $4.96K | 0.00% | −600−92.3% | Reduced |