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, Q3 2024
Institutional positions in Walt Disney Co as of Sep 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
- 2,941
- −62 vs. Q2 2024
- Shares held
- 1.24B
- +129.4M (+11.6%) vs. Q2 2024
- Total value
- $119.2B
- +$8.87B (+8.0%) vs. Q2 2024
- New holders
- 154
- 1,061 more added
- Sold out
- 216
- 1,447 more reduced
32 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,179 | $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 | 3,298 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 5,151 | $495.5K | 0.34% | +5,151 | New |
| Northside Capital Management, LLC | 5,192 | $499.5K | 0.08% | +10.0% | Added |
| Oak Asset Management, LLC | 5,195 | $499.7K | 0.18% | −43−0.8% | Reduced |
| First Community Trust NA | 5,195 | $499.7K | 0.41% | −9−0.2% | Reduced |
| Resurgent Financial Advisors LLC | 5,199 | $500.1K | 0.29% | −7,596−59.4% | Reduced |
| Investment House LLC | 5,200 | $500.2K | 0.03% | −19,295−78.8% | Reduced |
| Maple Capital Management, Inc. | 5,209 | $501.1K | 0.04% | −48−0.9% | Reduced |
| United Advisor Group, LLC | 5,215 | $501.6K | 0.11% | +2,443+88.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,218 | $501.9K | 0.14% | −89−1.7% | Reduced |
| Edge Capital Group, LLC | 5,221 | $502.2K | 0.02% | +10.0% | Added |
| 180 Wealth Advisors, LLC | 5,224 | $502.5K | 0.08% | −172−3.2% | Reduced |
| Dearborn Partners LLC | 5,225 | $502.6K | 0.02% | −75−1.4% | Reduced |
| Lewis Asset Management, LLC | 5,232 | $503.2K | 0.37% | −2,014−27.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,256 | $505.6K | 0.36% | −266−4.8% | Reduced |
| Financial Perspectives, Inc | 5,260 | $505.9K | 0.18% | +10.0% | Added |
| H&H Retirement Design & Management INC | 5,376 | $506.5K | 0.30% | −188−3.4% | Reduced |
| Valley National Advisers Inc | 5,291 | $508.0K | 0.09% | −840−13.7% | Reduced |
| Boit C F David | 5,400 | $508.4K | 0.25% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 5,496 | $508.4K | 0.12% | +66+1.2% | Added |
| Clean Yield Group | 5,289 | $508.7K | 0.16% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,301 | $509.9K | 0.17% | +151+2.9% | Added |
| Mathes Company, Inc. | 5,305 | $510.0K | 0.18% | −210−3.8% | Reduced |
| Oxford Financial Group Ltd | 5,315 | $511.3K | 0.03% | −542−9.3% | Reduced |
| American Financial Advisors, LLC | 5,322 | $511.9K | 0.07% | −146−2.7% | Reduced |
| Quarry LP | 5,326 | $512.3K | 0.16% | +3,211+151.8% | Added |
| McKinley Carter Wealth Services, Inc. | 5,338 | $513.5K | 0.03% | −85−1.6% | Reduced |
| Goldstein Advisors, LLC | 5,347 | $514.3K | 0.08% | −47−0.9% | Reduced |
| ProVise Management Group, LLC | 5,351 | $514.7K | 0.04% | −189−3.4% | Reduced |
| Holderness Investments Co | 5,352 | $514.8K | 0.11% | +841+18.6% | Added |
| Neumann Capital Management, LLC | 5,364 | $516.0K | 0.17% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 5,381 | $517.5K | 0.39% | +283+5.6% | Added |
| AdvisorNet Financial, Inc | 5,402 | $519.6K | 0.04% | +281+5.5% | Added |
| Wealth Dimensions Group, Ltd. | 5,442 | $523.5K | 0.13% | +73+1.4% | Added |
| Fiduciary Family Office, LLC | 5,444 | $523.7K | 0.17% | −538−9.0% | Reduced |
| Hutchinson Capital Management | 5,450 | $524.2K | 0.10% | −24−0.4% | Reduced |
| Arnhold LLC | 5,464 | $525.6K | 0.05% | −2,000−26.8% | Reduced |
| Delta Investment Management, LLC | 5,472 | $526.4K | 0.11% | +20.0% | Added |
| Smith Chas P & Associates Pa Cpas | 5,476 | $526.7K | 0.03% | +156+2.9% | Added |
| Beacon Financial Group | 5,485 | $527.6K | 0.06% | +120+2.2% | Added |
| Samalin Investment Counsel, LLC | 5,516 | $530.6K | 0.23% | −3,667−39.9% | Reduced |
| Wrapmanager Inc | 5,517 | $530.8K | 0.14% | +1,261+29.6% | Added |
| Sabal Trust CO | 5,519 | $530.9K | 0.03% | +200+3.8% | Added |
| Garda Capital Partners LP | 5,525 | $531.5K | 0.13% | −13,395−70.8% | Reduced |
| Crawford Investment Counsel Inc | 5,531 | $532.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,535 | $532.4K | 0.23% | −70−1.2% | Reduced |
| GW Henssler & Associates Ltd | 5,541 | $533.0K | 0.03% | −48−0.9% | Reduced |
| Seeds Investor LLC | 5,578 | $536.6K | 0.20% | −2,153−27.8% | Reduced |
| Landaas & Co | 5,582 | $537.0K | 0.15% | −650−10.4% | Reduced |
| Trust Co of Virginia | 5,584 | $537.1K | 0.05% | −1,275−18.6% | Reduced |
| Talon Private Wealth, LLC | 5,599 | $538.6K | 0.11% | +5,599 | New |
| LSV Asset Management | 5,600 | $539.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,608 | $539.4K | 0.08% | +245+4.6% | Added |
| Twin Lakes Capital Management, LLC | 5,612 | $539.8K | 0.35% | −63−1.1% | Reduced |
| Dark Forest Capital Management LP | 5,612 | $539.8K | 0.07% | +5,612 | New |
| Relyea Zuckerberg Hanson LLC | 5,624 | $541.0K | 0.08% | −1,307−18.9% | Reduced |
| Wellington Shields Capital Management, LLC | 5,634 | $541.9K | 0.09% | +10.0% | Added |
| Intrua Financial, LLC | 5,637 | $542.2K | 0.09% | +368+7.0% | Added |
| Bluesphere Advisors, LLC | 5,640 | $542.5K | 0.27% | −3,240−36.5% | Reduced |
| Hemington Wealth Management | 5,651 | $543.0K | 0.15% | +1,313+30.3% | Added |
| Quadcap Wealth Management, LLC | 5,646 | $543.1K | 0.08% | −71−1.2% | Reduced |
| World Equity Group, Inc. | 5,647 | $543.2K | 0.20% | −5,052−47.2% | Reduced |
| Pinnacle Bancorp, Inc. | 5,651 | $543.6K | 0.15% | +223+4.1% | Added |
| Virtue Capital Management, LLC | 5,651 | $543.6K | 0.11% | −1,315−18.9% | Reduced |
| Navellier & Associates Inc | 5,661 | $544.5K | 0.07% | −1,510−21.1% | Reduced |
| Drive Wealth Management, LLC | 5,670 | $545.5K | 0.14% | −76−1.3% | Reduced |
| West Family Investments, Inc. | 5,678 | $546.2K | 0.19% | +988+21.1% | Added |
| Morton Capital Management LLC | 5,688 | $547.1K | 0.11% | +241+4.4% | Added |
| Tyche Wealth Partners LLC | 5,695 | $547.8K | 0.12% | −128−2.2% | Reduced |
| Diversified, LLC | 5,699 | $548.1K | 0.06% | −472−7.6% | Reduced |
| Diversified Enterprises, LLC | 5,699 | $548.1K | 0.06% | +5,699 | New |
| Sterling Investment Advisors, Ltd. | 5,699 | $548.2K | 0.14% | −591−9.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,704 | $548.7K | 0.01% | +1,167+25.7% | Added |
| Nabity-Jensen Investment Management Inc | 5,713 | $549.5K | 0.42% | +320+5.9% | Added |
| Harvey Investment Co LLC | 5,728 | $551.0K | 0.06% | −60−1.0% | Reduced |
| Guardian Wealth Advisors, LLC | 5,729 | $551.0K | 0.06% | +120+2.1% | Added |
| FSB Premier Wealth Management, Inc. | 5,742 | $552.4K | 0.23% | +1,013+21.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,743 | $552.4K | 0.26% | +13+0.2% | Added |
| Nadler Financial Group, Inc. | 5,754 | $553.5K | 0.06% | −1,404−19.6% | Reduced |
| Orrstown Financial Services Inc | 5,759 | $554.0K | 0.16% | +2,420+72.5% | Added |
| Novak & Powell Financial Services, Inc. | 5,770 | $555.0K | 0.32% | −18−0.3% | Reduced |
| Kennebec Savings Bank | 5,772 | $555.2K | 0.55% | +5,772 | New |
| Octavia Wealth Advisors, LLC | 5,779 | $555.9K | 0.07% | −3,348−36.7% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $556.7K | 0.06% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,792 | $557.1K | 0.31% | +378+7.0% | Added |
| Howland Capital Management LLC | 5,793 | $557.2K | 0.02% | −5,815−50.1% | Reduced |
| Clear Harbor Asset Management, LLC | 5,796 | $557.5K | 0.05% | −410−6.6% | Reduced |
| Flynn Zito Capital Management, LLC | 5,817 | $559.5K | 0.27% | +5+0.1% | Added |
| Bray Capital Advisors | 5,819 | $559.7K | 0.14% | −450−7.2% | Reduced |
| Alhambra Investment Partners LLC | 5,822 | $560.0K | 0.29% | −1,595−21.5% | Reduced |
| Empirical Asset Management, LLC | 10,886 | $560.6K | 0.20% | −914−7.7% | Reduced |
| Athena Investment Management | 5,831 | $560.9K | 0.32% | +92+1.6% | Added |
| RiverFront Investment Group, LLC | 5,849 | $562.6K | 0.01% | +69+1.2% | Added |
| Fulton Breakefield Broenniman LLC | 5,855 | $563.2K | 0.04% | −330−5.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 5,856 | $563.3K | 0.14% | +2,786+90.7% | Added |
| Lifeworks Advisors, LLC | 5,898 | $567.3K | 0.11% | +471+8.7% | Added |
| Sage Mountain Advisors LLC | 5,925 | $569.9K | 0.05% | −20.0% | Reduced |
| Lake Street Financial LLC | 5,934 | $570.8K | 0.09% | −1,579−21.0% | Reduced |
| Sierra Summit Advisors LLC | 5,935 | $570.9K | 0.13% | +803+15.6% | Added |
| Cromwell Holdings LLC | 5,940 | $571.4K | 0.37% | +277+4.9% | Added |
| Caas Capital Management LP | 5,943 | $571.7K | 0.39% | +5,943 | New |