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; 2,948 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
- 3,035
- −106 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
- 273
- 1,423 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 50,955 | $5.06M | 0.13% | −13,446−20.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 54,500 | $5.05M | 0.65% | −20,500−27.3% | Reduced |
| Poehling Capital Management, LLC | 50,747 | $5.04M | 1.38% | −865−1.7% | Reduced |
| Narwhal Capital Management | 50,719 | $5.04M | 0.48% | −18,914−27.2% | Reduced |
| Simmons Bank | 50,679 | $5.03M | 0.38% | +764+1.5% | Added |
| Apollon Wealth Management, LLC | 50,566 | $5.02M | 0.15% | −250−0.5% | Reduced |
| First Trust Investment Solutions L.P. | 50,554 | $5.02M | 0.71% | +39,025+338.5% | Added |
| Bank of Nova Scotia Trust Co | 50,544 | $5.02M | 0.56% | +5,267+11.6% | Added |
| Karpas Strategies, LLC | 50,512 | $5.02M | 1.57% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 50,356 | $5.00M | 1.26% | −549−1.1% | Reduced |
| Strategy Asset Managers LLC | 56,002 | $5.00M | 1.12% | +3,094+5.8% | Added |
| Van Strum & Towne Inc. | 50,210 | $4.99M | 1.81% | +150+0.3% | Added |
| KCM Investment Advisors LLC | 50,181 | $4.98M | 0.18% | −925−1.8% | Reduced |
| Sigma Planning Corp | 50,065 | $4.97M | 0.16% | −5,635−10.1% | Reduced |
| BKD Wealth Advisors, LLC | 50,006 | $4.97M | 0.12% | +975+2.0% | Added |
| Alight Capital Management LP | 50,000 | $4.96M | 1.23% | −42,500−45.9% | Reduced |
| Chemung Canal Trust Co | 49,944 | $4.96M | 0.96% | +1,306+2.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 50,522 | $4.95M | 0.39% | −8,990−15.1% | Reduced |
| Sara-Bay Financial | 49,711 | $4.94M | 2.00% | +3,499+7.6% | Added |
| Farmers National Bank | 49,627 | $4.93M | 1.48% | +2,200+4.6% | Added |
| Asset Management Group, Inc. | 49,600 | $4.92M | 0.92% | +5,438+12.3% | Added |
| HB Wealth Management, LLC | 49,546 | $4.92M | 0.06% | +2,466+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,414 | $4.90M | 0.21% | +250+0.5% | Added |
| Trust Co of Kansas | 49,109 | $4.88M | 2.55% | +2,070+4.4% | Added |
| Conning Inc. | 49,072 | $4.87M | 0.18% | +37,209+313.7% | Added |
| Teza Capital Management LLC | 49,018 | $4.87M | 0.60% | +49,018 | New |
| 1st Source Bank | 48,810 | $4.85M | 0.28% | −786−1.6% | Reduced |
| Hanson & Doremus Investment Management | 48,656 | $4.83M | 0.81% | +2,982+6.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 48,403 | $4.81M | 0.57% | −12,000−19.9% | Reduced |
| Jeppson Wealth Management, LLC | 48,319 | $4.80M | 1.83% | −150.0% | Reduced |
| Plato Investment Management Ltd | 48,291 | $4.79M | 0.45% | +5,746+13.5% | Added |
| Wallington Asset Management, LLC | 48,162 | $4.78M | 0.73% | +420+0.9% | Added |
| Marietta Wealth Management, LLC | 47,557 | $4.72M | 0.74% | −406−0.8% | Reduced |
| Financial Avengers, Inc. | 47,513 | $4.72M | 2.50% | −292−0.6% | Reduced |
| Boston Research & Management Inc | 47,479 | $4.71M | 1.19% | +1,690+3.7% | Added |
| Dynamic Advisor Solutions LLC | 47,426 | $4.71M | 0.15% | −1,943−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 47,399 | $4.71M | 0.06% | +7,788+19.7% | Added |
| Rice Partnership, LLC | 47,165 | $4.68M | 1.02% | +2,330+5.2% | Added |
| Trust Co of Toledo NA | 46,881 | $4.65M | 0.67% | +1,111+2.4% | Added |
| Institute for Wealth Management, LLC. | 46,735 | $4.64M | 0.62% | +296+0.6% | Added |
| swisspartners Advisors Ltd | 51,733 | $4.64M | 4.69% | +1,120+2.2% | Added |
| South State Corp. | 46,705 | $4.64M | 0.34% | +2,197+4.9% | Added |
| Beech Hill Advisors, Inc. | 46,492 | $4.62M | 1.90% | +1,885+4.2% | Added |
| Courier Capital LLC | 46,251 | $4.59M | 0.36% | −1,865−3.9% | Reduced |
| Koss-Olinger Consulting, LLC | 46,226 | $4.59M | 0.42% | +46,226 | New |
| Anderson Hoagland & Co | 47,021 | $4.56M | 0.48% | −19,759−29.6% | Reduced |
| Evercore Wealth Management, LLC | 45,891 | $4.56M | 0.07% | −2,380−4.9% | Reduced |
| Howe & Rusling Inc | 45,871 | $4.55M | 0.42% | +1,776+4.0% | Added |
| Prospera Financial Services Inc | 45,703 | $4.54M | 0.13% | −537−1.2% | Reduced |
| Independent Investors Inc | 45,564 | $4.52M | 0.99% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 45,484 | $4.52M | 0.43% | +575+1.3% | Added |
| Family Capital Trust Co | 45,395 | $4.51M | 1.47% | −65−0.1% | Reduced |
| Charter Trust Co | 45,161 | $4.48M | 0.30% | −61−0.1% | Reduced |
| Montag A & Associates Inc | 44,678 | $4.44M | 0.22% | −115−0.3% | Reduced |
| Princeton Capital Management LLC | 44,579 | $4.43M | 1.44% | −469−1.0% | Reduced |
| Sender Co & Partners, Inc. | 44,567 | $4.43M | 5.08% | +44,567 | New |
| J.P. Marvel Investment Advisors, LLC | 44,432 | $4.41M | 0.72% | −248−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 44,332 | $4.40M | 0.33% | +480+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 44,160 | $4.38M | 1.01% | +178+0.4% | Added |
| Capital Analysts, LLC | 43,922 | $4.36M | 0.19% | −1,806−3.9% | Reduced |
| Level Four Advisory Services, LLC | 43,849 | $4.35M | 0.20% | +5,926+15.6% | Added |
| We Are One Seven, LLC | 43,830 | $4.35M | 0.21% | −398−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 43,733 | $4.34M | 0.34% | −3,333−7.1% | Reduced |
| Welch & Forbes LLC | 44,397 | $4.33M | 0.06% | −1,903−4.1% | Reduced |
| V2 Financial group LLC | 46,943 | $4.33M | 2.90% | −665−1.4% | Reduced |
| Columbia Asset Management | 43,553 | $4.32M | 0.81% | −1,289−2.9% | Reduced |
| CAPROCK Group, Inc. | 43,397 | $4.31M | 0.18% | +1,913+4.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 43,890 | $4.30M | 0.49% | −789−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 43,123 | $4.28M | 0.09% | −5,121−10.6% | Reduced |
| Brown Brothers Harriman & Co | 43,072 | $4.28M | 0.03% | +1,909+4.6% | Added |
| Neo Ivy Capital Management | 43,032 | $4.27M | 0.84% | +43,032 | New |
| Shufro Rose & Co LLC | 42,797 | $4.25M | 0.35% | −810−1.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 42,756 | $4.25M | 1.47% | +601+1.4% | Added |
| Greenleaf Trust | 42,744 | $4.24M | 0.04% | −2,153−4.8% | Reduced |
| Sepio Capital, LP | 42,599 | $4.23M | 0.39% | −544−1.3% | Reduced |
| VELA Investment Management, LLC | 42,375 | $4.21M | 1.49% | −1,897−4.3% | Reduced |
| Axiom Advisory, LLC | 39,051 | $4.20M | 0.05% | +39,051 | New |
| Capital Investment Counsel, Inc | 42,186 | $4.19M | 0.63% | +648+1.6% | Added |
| Buckingham Strategic Wealth, LLC | 42,070 | $4.18M | 0.04% | +1,149+2.8% | Added |
| Anchor Investment Management, LLC | 41,961 | $4.17M | 0.43% | −662−1.6% | Reduced |
| Burns J W & Co Inc | 41,914 | $4.16M | 0.56% | −2,846−6.4% | Reduced |
| Leavell Investment Management, Inc. | 41,834 | $4.15M | 0.23% | −2,022−4.6% | Reduced |
| K.J. Harrison & Partners Inc | 41,707 | $4.14M | 0.68% | −41,220−49.7% | Reduced |
| Cornerstone Wealth Group, LLC | 41,666 | $4.14M | 0.37% | +1,643+4.1% | Added |
| Sawyer & Company, Inc | 41,463 | $4.12M | 1.64% | −42−0.1% | Reduced |
| Hartford Financial Management Inc. | 41,341 | $4.10M | 0.88% | −1,222−2.9% | Reduced |
| Bristlecone Advisors, LLC | 41,229 | $4.09M | 0.35% | +1,674+4.2% | Added |
| LVM Capital Management Ltd | 40,986 | $4.07M | 0.46% | −1,605−3.8% | Reduced |
| Arkadios Wealth Advisors | 40,973 | $4.07M | 0.27% | +7,491+22.4% | Added |
| Hantz Financial Services, Inc. | 40,971 | $4.07M | 0.08% | −15,001−26.8% | Reduced |
| HBK Sorce Advisory LLC | 40,901 | $4.06M | 0.14% | −1,100−2.6% | Reduced |
| Bridge Creek Capital Management LLC | 40,885 | $4.06M | 1.31% | −1,165−2.8% | Reduced |
| Investment Management Corp of Ontario | 40,809 | $4.05M | 0.11% | +11,200+37.8% | Added |
| Fifth Third Wealth Advisors LLC | 40,799 | $4.05M | 0.31% | +17,989+78.9% | Added |
| Reliant Investment Management, LLC | 40,787 | $4.05M | 1.91% | −110−0.3% | Reduced |
| Highland Capital Management, LLC | 40,710 | $4.04M | 0.24% | −2,172−5.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 40,538 | $4.03M | 1.39% | −833−2.0% | Reduced |
| Strategic Advisors LLC | 40,516 | $4.02M | 0.78% | −236−0.6% | Reduced |
| Exchange Capital Management, Inc. | 40,430 | $4.01M | 0.65% | −2,131−5.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,276 | $4.00M | 1.34% | +158+0.4% | Added |