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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 7,798 | $750.1K | 0.03% | −4,544−36.8% | Reduced |
| Banco BTG Pactual S.A. | 7,800 | $750.3K | 0.20% | +7,800 | New |
| Howard Capital Management Group, LLC | 7,804 | $750.6K | 0.05% | −341−4.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,809 | $751.1K | 0.39% | +25+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 7,815 | $751.7K | 0.08% | −1,799−18.7% | Reduced |
| Hara Capital LLC | 7,820 | $752.2K | 0.47% | +1,001+14.7% | Added |
| Chiron Capital Management, LLC | 7,823 | $752.5K | 0.67% | +62+0.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,841 | $754.3K | 0.42% | −205−2.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,867 | $756.7K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 7,880 | $758.0K | 0.50% | +241+3.2% | Added |
| Apexium Financial, LP | 7,882 | $758.2K | 0.05% | +134+1.7% | Added |
| Old Point Trust & Financial Services N A | 7,892 | $759.1K | 0.27% | −85−1.1% | Reduced |
| Aries Wealth Management | 7,894 | $759.3K | 0.21% | −331−4.0% | Reduced |
| Triumph Capital Management | 7,901 | $760.0K | 0.27% | +3,023+62.0% | Added |
| Main Street Financial Solutions, LLC | 7,920 | $761.8K | 0.07% | −900−10.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,930 | $762.8K | 0.27% | −27−0.3% | Reduced |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.36% | −1,557−15.4% | Reduced |
| 9258 Wealth Management, LLC | 7,948 | $764.5K | 0.11% | +168+2.2% | Added |
| Hedeker Wealth, LLC | 7,960 | $765.7K | 0.20% | −240−2.9% | Reduced |
| Wendell David Associates Inc | 7,980 | $768.0K | 0.07% | −710−8.2% | Reduced |
| Prestige Wealth Management Group LLC | 8,022 | $771.6K | 0.16% | +16+0.2% | Added |
| Peoples Bank | 8,027 | $772.1K | 0.52% | −50−0.6% | Reduced |
| CX Institutional | 8,050 | $774.4K | 0.03% | −1,042−11.5% | Reduced |
| Southeast Asset Advisors Inc. | 8,068 | $776.0K | 0.09% | −2,497−23.6% | Reduced |
| Oakworth Capital, Inc. | 8,088 | $778.0K | 0.05% | +257+3.3% | Added |
| Hexagon Capital Partners LLC | 8,109 | $780.0K | 0.15% | +230+2.9% | Added |
| Investment Partners, Ltd. | 8,134 | $782.5K | 0.33% | −67−0.8% | Reduced |
| United Community Bank | 8,157 | $784.6K | 0.31% | +243+3.1% | Added |
| Hartford Funds Management Co LLC | 8,162 | $785.1K | 0.07% | +1,304+19.0% | Added |
| Legacy Advisory Services, LLC | 8,202 | $789.0K | 0.68% | +13+0.2% | Added |
| BLB&B Advisors, LLC | 8,206 | $789.3K | 0.04% | −540−6.2% | Reduced |
| Vise Technologies, Inc. | 8,206 | $789.3K | 0.10% | +3,167+62.8% | Added |
| MCF Advisors LLC | 8,211 | $789.8K | 0.06% | +36+0.4% | Added |
| LCM Capital Management Inc | 8,218 | $790.5K | 0.45% | +188+2.3% | Added |
| Newman Dignan & Sheerar, Inc. | 8,223 | $791.1K | 0.19% | −951−10.4% | Reduced |
| Thomasville National Bank | 8,277 | $796.2K | 0.06% | −2,187−20.9% | Reduced |
| Elevated Capital Advisors, LLC | 8,312 | $799.6K | 0.21% | +1,740+26.5% | Added |
| Argus Investors' Counsel, Inc. | 8,335 | $801.7K | 0.52% | −2,110−20.2% | Reduced |
| Nicolet Bankshares Inc | 8,335 | $801.7K | 0.19% | +398+5.0% | Added |
| Northwest Bancshares, Inc. | 8,341 | $802.3K | 0.14% | −5,697−40.6% | Reduced |
| Davis Capital Management | 8,341 | $802.3K | 0.63% | −1,069−11.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,348 | $803.0K | 0.12% | −144−1.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,348 | $803.0K | 0.06% | +116+1.4% | Added |
| Constant Guidance Financial LLC | 8,354 | $803.6K | 0.66% | +8,354 | New |
| O'Dell Group, LLC | 8,381 | $806.2K | 0.18% | −4,246−33.6% | Reduced |
| Farmers Trust Co | 8,391 | $807.1K | 0.15% | +113+1.4% | Added |
| Garrison Point Advisors, LLC | 8,408 | $808.8K | 0.50% | −725−7.9% | Reduced |
| Excalibur Management Corp | 8,419 | $809.8K | 0.31% | +67+0.8% | Added |
| Vident Advisory, LLC | 8,462 | $814.0K | 0.02% | −83,909−90.8% | Reduced |
| Millennium Capital Advisors, LLC | 8,469 | $814.6K | 0.53% | −548−6.1% | Reduced |
| Palogic Value Management, L.P. | 8,480 | $815.7K | 0.33% | +349+4.3% | Added |
| Consolidated Portfolio Review Corp | 8,484 | $816.0K | 0.18% | −48−0.6% | Reduced |
| Cim Investment Mangement Inc | 8,487 | $816.4K | 0.24% | −152−1.8% | Reduced |
| Providence Wealth Advisors, LLC | 8,444 | $818.3K | 0.61% | −374−4.2% | Reduced |
| Romano Brothers and Company | 8,559 | $823.3K | 0.10% | −149−1.7% | Reduced |
| Vance Wealth, Inc. | 8,571 | $824.4K | 0.31% | −66−0.8% | Reduced |
| Twin City Private Wealth, LLC | 8,575 | $824.8K | 0.71% | +222+2.7% | Added |
| Novare Capital Management LLC | 8,590 | $826.3K | 0.07% | −3,459−28.7% | Reduced |
| Congress Park Capital LLC | 8,591 | $826.4K | 0.31% | −11,837−57.9% | Reduced |
| Angeles Wealth Management, LLC | 8,604 | $827.6K | 0.07% | −515−5.6% | Reduced |
| Reik & Co., LLC | 8,613 | $828.5K | 0.20% | +4,781+124.8% | Added |
| Abbot Financial Management, Inc. | 8,623 | $829.4K | 0.42% | −1,197−12.2% | Reduced |
| Pflug Koory, LLC | 8,626 | $829.8K | 0.41% | +8,626 | New |
| Prossimo Advisors, LLC | 8,640 | $831.0K | 0.61% | −2,316−21.1% | Reduced |
| Investors Research Corp | 8,659 | $832.9K | 0.18% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 8,664 | $833.4K | 0.31% | −131−1.5% | Reduced |
| Baldwin Investment Management, LLC | 8,666 | $833.6K | 0.10% | +948+12.3% | Added |
| VisionPoint Advisory Group, LLC | 8,669 | $833.9K | 0.28% | +1,472+20.5% | Added |
| Trust Investment Advisors | 8,671 | $834.1K | 0.53% | −541−5.9% | Reduced |
| Strid Group, LLC | 8,702 | $837.0K | 0.13% | −84−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 8,714 | $838.2K | 0.07% | +398+4.8% | Added |
| Bank of Stockton | 8,719 | $838.7K | 0.25% | −874−9.1% | Reduced |
| Valley Brook Capital Group | 8,729 | $839.6K | 0.60% | −593−6.4% | Reduced |
| Beacon Financial Advisory LLC | 8,729 | $839.6K | 0.29% | −787−8.3% | Reduced |
| Youngs Advisory Group, Inc. | 8,733 | $840.1K | 0.35% | +1,693+24.0% | Added |
| Arvest Investments, Inc. | 8,780 | $844.6K | 0.13% | +96+1.1% | Added |
| First County Bank | 8,794 | $845.9K | 0.42% | +220+2.6% | Added |
| Mainstream Capital Management LLC | 8,813 | $847.7K | 0.72% | +8,813 | New |
| Optimum Investment Advisors | 8,823 | $848.7K | 0.37% | −500−5.4% | Reduced |
| Tang Capital Management LLC | 8,834 | $849.8K | 0.06% | +6,805+335.4% | Added |
| Birmingham Capital Management Co Inc | 8,836 | $849.9K | 0.31% | −1,510−14.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,851 | $851.4K | 0.17% | −27−0.3% | Reduced |
| Sweet Financial Partners, LLC | 8,877 | $853.9K | 0.18% | −128−1.4% | Reduced |
| Sittner & Nelson, LLC | 8,878 | $854.0K | 0.38% | −1,897−17.6% | Reduced |
| Tru Independence Asset Management 2, LLC | 8,906 | $856.7K | 0.72% | +8,906 | New |
| Hardy Reed LLC | 8,916 | $857.6K | 0.08% | −51−0.6% | Reduced |
| Alpha Cubed Investments, LLC | 8,924 | $858.4K | 0.04% | −5,345−37.5% | Reduced |
| Prudent Man Advisors, LLC | 8,968 | $862.6K | 0.29% | +3,797+73.4% | Added |
| US Asset Management LLC | 8,402 | $863.0K | 0.76% | −9−0.1% | Reduced |
| Equitable Trust Co | 8,972 | $863.0K | 0.06% | −531−5.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,973 | $863.1K | 0.02% | −567−5.9% | Reduced |
| Piscataqua Savings Bank | 9,001 | $865.8K | 0.74% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 9,023 | $867.9K | 0.05% | −113−1.2% | Reduced |
| BTC Capital Management, Inc. | 9,044 | $869.9K | 0.08% | −48,569−84.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,072 | $872.7K | 0.40% | −103−1.1% | Reduced |
| Successful Portfolios LLC | 9,078 | $873.2K | 0.59% | +184+2.1% | Added |
| Acadian Asset Management LLC | 9,102 | $874.0K | 0.00% | −41,876−82.1% | Reduced |
| Keynote Financial Services LLC | 9,120 | $877.3K | 0.67% | +373+4.3% | Added |
| MeadowBrook Investment Advisors LLC | 9,148 | $879.9K | 0.79% | +182+2.0% | Added |
| NCM Capital Management, LLC | 9,162 | $881.3K | 0.42% | +2,377+35.0% | Added |