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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 5,946 | $572.0K | 0.09% | +1,003+20.3% | Added |
| OMC Financial Services LTD | 5,759 | $572.0K | 0.27% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 5,960 | $573.3K | 0.17% | −51,301−89.6% | Reduced |
| Convergence Financial, LLC | 5,970 | $574.2K | 0.12% | −1,202−16.8% | Reduced |
| Central Bank & Trust Co | 5,971 | $574.4K | 0.08% | −188−3.1% | Reduced |
| Integrated Investment Consultants, LLC | 63,293 | $576.4K | 0.13% | +57,768+1,045.6% | Added |
| Central Valley Advisors, LLC | 5,994 | $576.6K | 0.33% | −359−5.7% | Reduced |
| Vicus Capital | 5,995 | $576.7K | 0.05% | −1,382−18.7% | Reduced |
| Great Diamond Partners, LLC | 6,007 | $577.8K | 0.15% | −3,979−39.8% | Reduced |
| Cozad Asset Management Inc | 6,017 | $578.8K | 0.06% | +110+1.9% | Added |
| Annex Advisory Services, LLC | 6,019 | $579.0K | 0.02% | −397−6.2% | Reduced |
| Prentice Wealth Management LLC | 6,019 | $579.0K | 0.17% | +289+5.0% | Added |
| Pacific Sun Financial Corp | 6,022 | $579.3K | 0.32% | −230−3.7% | Reduced |
| RVW Wealth, LLC | 6,023 | $579.4K | 0.05% | −1,582−20.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,028 | $580.0K | 0.27% | −991−14.1% | Reduced |
| OneAscent Financial Services LLC | 6,026 | $580.0K | 0.42% | +6,026 | New |
| Keeley-Teton Advisors, LLC | 6,039 | $580.9K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,040 | $581.0K | 0.05% | +71+1.2% | Added |
| Connecticut Wealth Management, LLC | 6,046 | $581.6K | 0.03% | −1,488−19.8% | Reduced |
| Callan Capital, LLC | 6,048 | $581.8K | 0.04% | +369+6.5% | Added |
| Parisi Gray Wealth Management | 6,049 | $581.9K | 0.19% | −217−3.5% | Reduced |
| Geller Advisors LLC | 6,057 | $582.6K | 0.04% | +1,036+20.6% | Added |
| Plancorp, LLC | 6,084 | $585.3K | 0.02% | −110−1.8% | Reduced |
| Westside Investment Management, Inc. | 6,119 | $587.1K | 0.13% | +11+0.2% | Added |
| Great Lakes Retirement, Inc. | 6,122 | $588.9K | 0.08% | +477+8.4% | Added |
| 1620 Investment Advisors, Inc. | 6,128 | $589.4K | 0.43% | +104+1.7% | Added |
| Duncker Streett & Co Inc | 6,128 | $589.5K | 0.11% | −5,012−45.0% | Reduced |
| Marks Group Wealth Management, Inc | 6,134 | $590.0K | 0.06% | −26−0.4% | Reduced |
| New Covenant Trust Company, N.A. | 6,155 | $590.9K | 0.57% | +575+10.3% | Added |
| Clarity Wealth Advisors, LLC | 6,163 | $592.8K | 0.17% | −136−2.2% | Reduced |
| Zevenbergen Capital Investments LLC | 6,189 | $595.3K | 0.01% | −1,950−24.0% | Reduced |
| PBMares Wealth Management LLC | 6,190 | $595.4K | 0.12% | −115−1.8% | Reduced |
| Boston Financial Mangement LLC | 6,193 | $595.7K | 0.02% | −937−13.1% | Reduced |
| Catalina Capital Group, LLC | 6,193 | $595.7K | 0.20% | +1,061+20.7% | Added |
| Ipswich Investment Management Co., Inc. | 6,195 | $595.9K | 0.14% | −45−0.7% | Reduced |
| Addison Advisors LLC | 6,198 | $596.2K | 0.17% | −201−3.1% | Reduced |
| Syon Capital LLC | 6,213 | $597.6K | 0.05% | −1,251−16.8% | Reduced |
| Access Investment Management LLC | 6,216 | $597.9K | 0.18% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,229 | $599.2K | 0.05% | −19−0.3% | Reduced |
| Peddock Capital Advisors, LLC | 6,234 | $599.6K | 0.14% | +10.0% | Added |
| Corundum Group, Inc. | 6,253 | $601.5K | 0.27% | −3,295−34.5% | Reduced |
| First Heartland Consultants, Inc. | 6,257 | $602.0K | 0.06% | −76−1.2% | Reduced |
| KC Investment Advisors, LLC | 6,261 | $602.2K | 0.25% | −775−11.0% | Reduced |
| BCJ Capital Management, LLC | 6,263 | $602.4K | 0.05% | +250+4.2% | Added |
| Zacks Investment Management | 6,266 | $602.7K | 0.01% | −259−4.0% | Reduced |
| Pictet & Cie (Europe) SA | 6,273 | $603.4K | 0.01% | −920−12.8% | Reduced |
| Barton Investment Management | 6,289 | $604.9K | 0.08% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 6,292 | $605.2K | 0.02% | +1,000+18.9% | Added |
| Ledyard National Bank | 6,300 | $606.0K | 0.06% | +235+3.9% | Added |
| MGO Private Wealth, LLC | 6,302 | $606.2K | 0.43% | −1,034−14.1% | Reduced |
| Golden State Equity Partners | 6,312 | $607.1K | 0.09% | −20−0.3% | Reduced |
| River Street Advisors LLC | 6,313 | $607.2K | 0.33% | +51+0.8% | Added |
| Berger Financial Group, Inc | 6,313 | $607.3K | 0.04% | −4,115−39.5% | Reduced |
| Parkside Financial Bank & Trust | 6,314 | $607.3K | 0.08% | +1,048+19.9% | Added |
| Sippican Capital Advisors | 6,314 | $607.3K | 0.42% | −1,369−17.8% | Reduced |
| James Investment Research Inc | 6,322 | $608.1K | 0.07% | −7,599−54.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,333 | $609.2K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,336 | $609.5K | 0.08% | −1,119−15.0% | Reduced |
| WealthTrust Axiom LLC | 6,345 | $610.3K | 0.18% | +152+2.5% | Added |
| Semanteon Capital Management, LP | 6,348 | $610.6K | 0.42% | +6,348 | New |
| Soltis Investment Advisors LLC | 6,371 | $612.8K | 0.06% | +334+5.5% | Added |
| Baldwin Brothers Inc | 6,376 | $613.3K | 0.04% | −210−3.2% | Reduced |
| Everhart Financial Group, Inc. | 6,506 | $616.2K | 0.14% | −368−5.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,427 | $618.2K | 0.07% | +422+7.0% | Added |
| PDS Planning, Inc | 6,429 | $618.4K | 0.06% | −416−6.1% | Reduced |
| Fairbanks Capital Management, Inc. | 6,442 | $619.7K | 0.39% | −1,603−19.9% | Reduced |
| Heritage Wealth Advisors | 6,451 | $620.6K | 0.03% | −445−6.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,491 | $624.3K | 0.09% | −709−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,535 | $628.6K | 0.09% | −22−0.3% | Reduced |
| Cape Ann Savings Bank | 6,536 | $628.7K | 0.36% | −316−4.6% | Reduced |
| LGL Partners, LLC | 6,553 | $630.3K | 0.09% | +345+5.6% | Added |
| CBOE Vest Financial, LLC | 6,554 | $630.4K | 0.01% | +4,374+200.6% | Added |
| Opal Wealth Advisors, LLC | 6,557 | $630.7K | 0.20% | −74−1.1% | Reduced |
| West Paces Advisors Inc. | 6,577 | $632.6K | 0.15% | −256−3.7% | Reduced |
| ASB Consultores, LLC | 6,578 | $632.7K | 0.25% | −305−4.4% | Reduced |
| Venturi Wealth Management, LLC | 6,580 | $633.0K | 0.03% | +467+7.6% | Added |
| Centurion Wealth Management LLC | 6,594 | $634.3K | 0.20% | +6,594 | New |
| Hunter Associates Investment Management LLC | 6,595 | $635.0K | 0.10% | +300+4.8% | Added |
| MJP Associates Inc | 6,619 | $636.7K | 0.12% | −329−4.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,621 | $636.9K | 0.13% | +5+0.1% | Added |
| Liberty Capital Management, Inc. | 6,628 | $637.5K | 0.14% | +292+4.6% | Added |
| Cypress Wealth Services, LLC | 6,641 | $638.8K | 0.13% | −58−0.9% | Reduced |
| Jupiter Wealth Management LLC | 6,648 | $639.5K | 0.33% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,683 | $642.8K | 0.44% | −2,058−23.5% | Reduced |
| Richardson Financial Services Inc. | 6,481 | $643.5K | 0.41% | 00.0% | Unchanged |
| West Coast Financial LLC | 6,697 | $644.2K | 0.07% | −418−5.9% | Reduced |
| RFP Financial Group LLC | 6,712 | $645.6K | 0.21% | +1,956+41.1% | Added |
| Aire Advisors, LLC | 6,715 | $646.0K | 0.14% | −135−2.0% | Reduced |
| Chatham Capital Group, Inc. | 6,716 | $646.0K | 0.11% | −185−2.7% | Reduced |
| Probity Advisors, Inc. | 6,720 | $646.4K | 0.12% | +1,083+19.2% | Added |
| Forza Wealth Management, LLC | 6,730 | $647.4K | 0.30% | +809+13.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 6,734 | $647.7K | 0.27% | +3,006+80.6% | Added |
| BigSur Wealth Management LLC | 6,750 | $649.3K | 0.18% | −700−9.4% | Reduced |
| Foster Group, Inc. | 6,757 | $649.9K | 0.02% | −287−4.1% | Reduced |
| Alps Advisors Inc | 6,766 | $650.8K | 0.00% | −850−11.2% | Reduced |
| Fidelis Capital Partners, LLC | 6,771 | $651.6K | 0.08% | −444−6.2% | Reduced |
| Amplius Wealth Advisors, LLC | 6,777 | $651.9K | 0.07% | −100−1.5% | Reduced |
| Wealth Advisory Solutions, LLC | 6,817 | $655.7K | 0.18% | +409+6.4% | Added |
| Coastwise Capital Group, LLC | 6,852 | $659.1K | 0.54% | +1,009+17.3% | Added |
| Eaton Financial Holdings Company, LLC | 6,857 | $659.6K | 0.27% | +6,857 | New |