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
- 2,940
- −62 vs. Q2 2024
- Shares held
- 1.24B
- +129.5M (+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
- 1,446 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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 7,012 | $660.1K | 0.03% | −64−0.9% | Reduced |
| Principal Street Partners, LLC | 6,842 | $660.8K | 0.11% | 00.0% | Unchanged |
| Cooper Financial Group | 6,881 | $661.9K | 0.09% | +457+7.1% | Added |
| Sunbelt Securities, Inc. | 6,898 | $663.5K | 0.07% | +1,406+25.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,920 | $665.7K | 0.23% | +69+1.0% | Added |
| Dillon & Associates Inc | 6,939 | $666.0K | 0.09% | −5,091−42.3% | Reduced |
| Am Investment Strategies LLC | 6,922 | $666.0K | 0.16% | +1,794+35.0% | Added |
| Prospect Financial Services LLC | 6,928 | $666.5K | 0.41% | +754+12.2% | Added |
| Palisade Asset Management, LLC | 6,938 | $667.4K | 0.07% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 6,939 | $667.5K | 0.25% | +3,787+120.1% | Added |
| Lantern Wealth Advisors, LLC | 6,945 | $668.1K | 0.46% | +1,571+29.2% | Added |
| Pine Haven Investment Counsel, Inc | 6,951 | $668.6K | 0.54% | −125−1.8% | Reduced |
| Quent Capital, LLC | 6,963 | $669.6K | 0.07% | −1,123−13.9% | Reduced |
| Briaud Financial Planning, Inc | 6,972 | $670.0K | 0.35% | +100+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 6,972 | $670.6K | 0.06% | −95−1.3% | Reduced |
| Financial Sense Advisors, Inc. | 6,978 | $671.2K | 0.19% | +6,978 | New |
| Verdence Capital Advisors LLC | 6,979 | $671.3K | 0.05% | −361−4.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,983 | $671.7K | 0.09% | +272+4.1% | Added |
| Viawealth, LLC | 6,986 | $672.0K | 0.39% | +136+2.0% | Added |
| Callan Family Office, LLC | 6,991 | $672.5K | 0.11% | +754+12.1% | Added |
| Traphagen Investment Advisors LLC | 6,997 | $673.0K | 0.07% | −178−2.5% | Reduced |
| Quinn Opportunity Partners LLC | 7,000 | $673.3K | 0.07% | +7,000 | New |
| Copperwynd Financial, LLC | 7,013 | $674.6K | 0.20% | +630+9.9% | Added |
| Lineweaver Wealth Advisors, LLC | 7,012 | $675.5K | 0.13% | +819+13.2% | Added |
| WESCAP Management Group, Inc. | 7,041 | $677.2K | 0.17% | −53−0.7% | Reduced |
| Schulhoff & Co Inc | 7,053 | $678.4K | 0.28% | −1,238−14.9% | Reduced |
| Hollencrest Capital Management | 7,076 | $680.6K | 0.03% | −6,368−47.4% | Reduced |
| Platform Technology Partners | 8,885 | $682.0K | 0.21% | +2,136+31.6% | Added |
| Paragon Private Wealth Management, LLC | 7,106 | $683.6K | 0.34% | +2,094+41.8% | Added |
| Community Financial Services Group, LLC | 7,108 | $683.7K | 0.14% | −2,042−22.3% | Reduced |
| Mayflower Financial Advisors, LLC | 7,112 | $684.1K | 0.10% | +192+2.8% | Added |
| Zullo Investment Group, Inc. | 7,118 | $684.7K | 0.28% | −2,162−23.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,122 | $685.1K | 0.09% | −55−0.8% | Reduced |
| Valicenti Advisory Services Inc | 7,134 | $686.0K | 0.18% | −539−7.0% | Reduced |
| Covey Capital Advisors, LLC | 7,132 | $686.0K | 0.76% | −91−1.3% | Reduced |
| RMR Wealth Builders | 7,141 | $686.9K | 0.07% | +1,153+19.3% | Added |
| Titleist Asset Management, LLC | 7,173 | $690.0K | 0.10% | +4,719+192.3% | Added |
| Advisory Alpha, LLC | 7,187 | $691.5K | 0.02% | +173+2.5% | Added |
| First United Bank Trust | 7,193 | $691.9K | 0.25% | −734−9.3% | Reduced |
| Formidable Asset Management, LLC | 7,204 | $693.0K | 0.11% | −548−7.1% | Reduced |
| GeoWealth Management, LLC | 7,207 | $693.2K | 0.02% | −701−8.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,212 | $693.7K | 0.51% | +84+1.2% | Added |
| Old Port Advisors | 7,215 | $694.0K | 0.19% | −22−0.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,225 | $695.0K | 0.09% | +47+0.7% | Added |
| Weaver Consulting Group | 7,227 | $695.2K | 0.22% | −508−6.6% | Reduced |
| Founders Financial Alliance, LLC | 7,228 | $695.3K | 0.19% | −24−0.3% | Reduced |
| Optas, LLC | 7,282 | $700.5K | 0.16% | +3,074+73.1% | Added |
| L2 Asset Management, LLC | 7,286 | $700.8K | 0.19% | +248+3.5% | Added |
| Financial Advisory Corp | 7,296 | $702.0K | 0.26% | +3,137+75.4% | Added |
| Napatree Capital LLC | 7,303 | $702.5K | 0.49% | −467−6.0% | Reduced |
| Accredited Investors Inc. | 7,304 | $702.6K | 0.04% | −759−9.4% | Reduced |
| Silver Oak Securities, Inc | 7,927 | $703.4K | 0.07% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 7,329 | $705.3K | 0.03% | −10−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 7,342 | $706.3K | 0.33% | −300−3.9% | Reduced |
| Oxler Private Wealth LLC | 7,343 | $706.3K | 0.25% | −46−0.6% | Reduced |
| Interchange Capital Partners, LLC | 7,349 | $706.9K | 0.25% | −3,549−32.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,381 | $709.9K | 0.41% | −276−3.6% | Reduced |
| Abacus Planning Group, Inc. | 7,387 | $710.5K | 0.13% | +642+9.5% | Added |
| Schrum Private Wealth Management LLC | 7,390 | $710.9K | 0.37% | +2,570+53.3% | Added |
| Saybrook Capital | 7,400 | $711.8K | 0.20% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 7,403 | $712.1K | 0.07% | +992+15.5% | Added |
| CoreFirst Bank & Trust | 7,409 | $712.7K | 0.41% | −96−1.3% | Reduced |
| Shum Financial Group, Inc. | 7,386 | $713.7K | 0.60% | +7,386 | New |
| Fukoku Mutual Life Insurance Co | 7,436 | $715.3K | 0.05% | −1,910−20.4% | Reduced |
| ERn Financial, LLC | 7,464 | $718.0K | 0.11% | −220−2.9% | Reduced |
| Paulson Wealth Management Inc. | 7,481 | $719.6K | 0.19% | +92+1.2% | Added |
| KG&L Capital Management,LLC | 7,523 | $720.7K | 0.23% | +21+0.3% | Added |
| Eclectic Associates Inc | 7,502 | $721.6K | 0.28% | +64+0.9% | Added |
| White Pine Capital LLC | 7,514 | $722.7K | 0.25% | +28+0.4% | Added |
| Outfitter Financial LLC | 7,515 | $722.9K | 0.60% | −440−5.5% | Reduced |
| Trust Point Inc. | 7,518 | $723.2K | 0.05% | −689−8.4% | Reduced |
| Cedrus LLC | 7,553 | $726.6K | 0.27% | +132+1.8% | Added |
| Gables Capital Management Inc. | 7,566 | $727.8K | 0.37% | +200+2.7% | Added |
| Brophy Wealth Management, LLC | 7,575 | $728.6K | 0.26% | +7,575 | New |
| Liberty Wealth Management LLC | 7,577 | $729.0K | 0.12% | −9,308−55.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 7,588 | $729.9K | 0.34% | −666−8.1% | Reduced |
| Keystone Wealth Services, LLC | 7,591 | $730.2K | 0.20% | −7−0.1% | Reduced |
| Carr Financial Group Corp | 7,600 | $731.0K | 0.22% | −2,413−24.1% | Reduced |
| Two Sigma Securities, LLC | 7,605 | $731.5K | 0.06% | −193,758−96.2% | Reduced |
| TrinityPoint Wealth, LLC | 7,606 | $731.6K | 0.11% | +54+0.7% | Added |
| PAX Financial Group, LLC | 7,612 | $732.2K | 0.13% | +1,013+15.4% | Added |
| Collaborative Wealth Managment Inc. | 7,618 | $732.8K | 0.33% | +44+0.6% | Added |
| PFG Advisors | 7,653 | $736.1K | 0.05% | −515−6.3% | Reduced |
| Acorn Wealth Advisors, LLC | 7,654 | $736.2K | 0.32% | −74−1.0% | Reduced |
| Savvy Advisors, Inc. | 7,654 | $736.2K | 0.15% | +1,553+25.5% | Added |
| CIC Wealth, LLC | 7,656 | $736.4K | 0.19% | +31+0.4% | Added |
| First Command Advisory Services, Inc. | 7,684 | $739.1K | 0.01% | +39+0.5% | Added |
| Ellevest, Inc. | 7,686 | $739.4K | 0.04% | −1,392−15.3% | Reduced |
| First Pacific Financial | 7,688 | $739.5K | 0.17% | +421+5.8% | Added |
| Wescott Financial Advisory Group, LLC | 7,695 | $740.2K | 0.08% | −39−0.5% | Reduced |
| Vista Investment Partners LLC | 7,700 | $740.7K | 0.24% | −696−8.3% | Reduced |
| Klingman & Associates, LLC | 7,707 | $741.3K | 0.05% | +2,174+39.3% | Added |
| DF Dent & Co Inc | 7,719 | $742.5K | 0.01% | −3,346−30.2% | Reduced |
| St. Johns Investment Management Company, LLC | 7,734 | $743.9K | 0.35% | −421−5.2% | Reduced |
| Clear Creek Financial Management, LLC | 7,741 | $744.6K | 0.08% | −315−3.9% | Reduced |
| Advisor OS, LLC | 7,749 | $745.4K | 0.07% | +21+0.3% | Added |
| CNB Bank | 7,758 | $746.2K | 0.35% | +1,358+21.2% | Added |
| McClarren Financial Advisors, Inc. | 3,705 | $747.0K | 0.85% | +3,110+522.7% | Added |
| Source Financial Advisors LLC | 7,780 | $748.4K | 0.22% | −359−4.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,789 | $749.2K | 0.02% | −450−5.5% | Reduced |