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 |
|---|---|---|---|---|---|
| Bridge Advisory, LLC | 9,166 | $881.7K | 0.42% | −91−1.0% | Reduced |
| Armstrong Henry H Associates Inc | 9,179 | $882.9K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,179 | $882.9K | 0.10% | +1,092+13.5% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 9,212 | $886.1K | 0.02% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,241 | $888.9K | 0.58% | +967+11.7% | Added |
| Pinnacle Holdings, LLC | 9,248 | $889.6K | 0.35% | −63−0.7% | Reduced |
| Sachetta, LLC | 9,252 | $889.9K | 0.35% | −316−3.3% | Reduced |
| Proffitt & Goodson Inc | 9,268 | $891.5K | 0.15% | +38+0.4% | Added |
| Capricorn Fund Managers Ltd | 9,300 | $894.6K | 0.60% | −3,300−26.2% | Reduced |
| Cidel Asset Management Inc | 9,322 | $896.7K | 0.06% | +115+1.2% | Added |
| Intact Investment Management Inc. | 9,330 | $897.5K | 0.03% | +1,700+22.3% | Added |
| AlphaStar Capital Management, LLC | 9,338 | $898.2K | 0.07% | −686−6.8% | Reduced |
| Opinicus Capital, Inc. | 9,378 | $902.1K | 0.72% | +697+8.0% | Added |
| LexAurum Advisors, LLC | 9,379 | $902.1K | 0.20% | +95+1.0% | Added |
| FORA Capital, LLC | 9,396 | $903.8K | 0.11% | +9,396 | New |
| Monterey Private Wealth, Inc. | 9,419 | $906.0K | 0.31% | +9+0.1% | Added |
| Bowen Hanes & Co Inc | 9,425 | $906.6K | 0.02% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,480 | $908.1K | 0.35% | −564−5.6% | Reduced |
| Fox Run Management, L.L.C. | 9,442 | $908.2K | 0.20% | −11,524−55.0% | Reduced |
| Uhlmann Price Securities, LLC | 9,527 | $916.3K | 0.73% | +9,527 | New |
| Dohj, LLC | 9,759 | $918.8K | 0.21% | +824+9.2% | Added |
| Moody Lynn & Lieberson, LLC | 9,556 | $919.2K | 0.06% | −140−1.4% | Reduced |
| Abundance Wealth Counselors | 9,568 | $920.0K | 0.19% | +9,568 | New |
| LCNB Corp | 9,597 | $923.1K | 0.33% | −500−5.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,602 | $923.6K | 0.08% | −939−8.9% | Reduced |
| TCM Advisors, LLC | – | $923.7K | 0.76% | – | – |
| Marcum Wealth, LLC | 9,643 | $927.5K | 0.09% | −922−8.7% | Reduced |
| Biltmore Family Office, LLC | 9,657 | $928.9K | 0.16% | +471+5.1% | Added |
| Waldron Private Wealth LLC | 9,662 | $929.4K | 0.04% | −2,298−19.2% | Reduced |
| Capital Advisors Inc | 9,681 | $931.2K | 0.02% | −2,276−19.0% | Reduced |
| Keystone Financial Group | 9,685 | $931.6K | 0.12% | −10−0.1% | Reduced |
| Icon Advisers Inc | 9,700 | $933.0K | 0.20% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 9,705 | $933.5K | 0.01% | −26−0.3% | Reduced |
| LMR Partners LLP | 9,723 | $935.3K | 0.02% | +9,723 | New |
| Atlanta Consulting Group Advisors, LLC | 9,727 | $935.6K | 0.23% | +7,112+272.0% | Added |
| Forte Capital LLC | 9,752 | $938.1K | 0.11% | +220+2.3% | Added |
| Harbor Advisory Corp | 9,767 | $939.5K | 0.31% | −6,398−39.6% | Reduced |
| First Nebraska Trust Co | 9,826 | $945.2K | 0.09% | −353−3.5% | Reduced |
| Breakwater Capital Group | 9,833 | $945.8K | 0.19% | −892−8.3% | Reduced |
| Hillsdale Investment Management Inc. | 9,860 | $948.4K | 0.07% | +9,660+4,830.0% | Added |
| Salvus Wealth Management, LLC | 9,860 | $948.5K | 0.58% | −21−0.2% | Reduced |
| Court Place Advisors, LLC | 9,861 | $948.6K | 0.28% | −547−5.3% | Reduced |
| Private Capital Management LLC | 9,863 | $948.7K | 0.17% | +9,863 | New |
| Highline Wealth Partners LLC | 9,874 | $949.7K | 0.32% | +35+0.4% | Added |
| LJI Wealth Management, LLC | 9,926 | $954.8K | 0.20% | −2,399−19.5% | Reduced |
| Caldwell Trust Co | 9,936 | $955.7K | 0.10% | −2,964−23.0% | Reduced |
| Elyxium Wealth, LLC | 9,952 | $957.3K | 0.53% | +9,952 | New |
| Walter & Keenan Financial Consulting Co | 9,953 | $957.4K | 0.29% | −20,522−67.3% | Reduced |
| Rocky Mountain Advisers, LLC | 9,953 | $957.4K | 0.29% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $961.9K | 0.32% | +10,000 | New |
| Widmann Financial Services, Inc. | 10,040 | $965.8K | 0.73% | −69−0.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10,048 | $966.5K | 0.29% | +681+7.3% | Added |
| Cheviot Value Management, LLC | 10,064 | $968.1K | 0.18% | −517−4.9% | Reduced |
| Blue Edge Capital, LLC | 10,084 | $970.0K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,113 | $972.8K | 0.10% | −52−0.5% | Reduced |
| Uncommon Cents Investing LLC | 10,139 | $975.3K | 0.27% | −35−0.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,158 | $977.1K | 0.23% | −3,016−22.9% | Reduced |
| First National Bank Sioux Falls | 10,189 | $980.1K | 0.45% | +1,968+23.9% | Added |
| EverSource Wealth Advisors, LLC | 10,190 | $980.2K | 0.06% | −797−7.3% | Reduced |
| Nations Financial Group Inc, | 10,200 | $981.2K | 0.07% | −1,220−10.7% | Reduced |
| Marathon Trading Investment Management LLC | 10,202 | $981.3K | 0.46% | +2,400+30.8% | Added |
| Hartline Investment Corp | 10,228 | $983.8K | 0.12% | −2,700−20.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,231 | $984.1K | 0.15% | +806+8.6% | Added |
| Calton & Associates, Inc. | 10,248 | $985.8K | 0.38% | +7,700+302.2% | Added |
| Tower Bridge Advisors | 10,263 | $987.2K | 0.10% | +665+6.9% | Added |
| Nicholas Hoffman & Company, LLC. | 10,268 | $987.6K | 0.04% | −224−2.1% | Reduced |
| Stokes Family Office, LLC | 10,291 | $989.9K | 0.11% | −511−4.7% | Reduced |
| Palisade Capital Management LLC | 10,330 | $993.6K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,331 | $993.7K | 0.54% | −60−0.6% | Reduced |
| Clarius Group, LLC | 10,233 | $996.0K | 0.07% | −620−5.7% | Reduced |
| Aprio Wealth Management, LLC | 10,393 | $999.7K | 0.16% | +732+7.6% | Added |
| StoneX Group Inc. | 10,415 | $1.00M | 0.07% | −488−4.5% | Reduced |
| Avantax Planning Partners, Inc. | 10,424 | $1.00M | 0.04% | −1,474−12.4% | Reduced |
| Valmark Advisers, Inc. | 10,435 | $1.00M | 0.02% | +971+10.3% | Added |
| Winthrop Capital Management, LLC | 10,452 | $1.00M | 0.48% | +10,452 | New |
| Hedges Asset Management LLC | 10,450 | $1.01M | 0.67% | +1,250+13.6% | Added |
| Live Oak Investment Partners | – | $1.01M | 0.78% | – | – |
| Deltec Asset Management LLC | 10,458 | $1.01M | 0.20% | 00.0% | Unchanged |
| Balboa Wealth Partners | 10,458 | $1.01M | 0.25% | −19−0.2% | Reduced |
| Argent Advisors, Inc. | 10,477 | $1.01M | 0.37% | +24+0.2% | Added |
| Rockland Trust Co | 10,528 | $1.01M | 0.05% | −3,503−25.0% | Reduced |
| Synergy Financial Group, LTD | 10,551 | $1.01M | 0.96% | −40.0% | Reduced |
| Inscription Capital, LLC | 10,623 | $1.02M | 0.15% | −1,310−11.0% | Reduced |
| Moloney Securities Asset Management, LLC | 10,627 | $1.02M | 0.14% | −4,066−27.7% | Reduced |
| Fernwood Investment Management, LLC | 10,628 | $1.02M | 0.33% | −1,300−10.9% | Reduced |
| Intrust Bank NA | 10,637 | $1.02M | 0.10% | −176−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 10,649 | $1.02M | 0.07% | −145−1.3% | Reduced |
| AIA Group Ltd | 10,657 | $1.03M | 0.03% | −1,362−11.3% | Reduced |
| DeDora Capital, Inc. | 10,662 | $1.03M | 0.29% | +219+2.1% | Added |
| SeaCrest Wealth Management, LLC | 10,674 | $1.03M | 0.11% | −71−0.7% | Reduced |
| Gibbs Wealth Management | 10,684 | $1.03M | 0.33% | +2,975+38.6% | Added |
| Clare Market Investments LLC | 10,712 | $1.03M | 0.27% | −2,904−21.3% | Reduced |
| Enterprise Bank & Trust Co | 10,752 | $1.03M | 0.33% | −388−3.5% | Reduced |
| Okabena Investment Services Inc | 10,756 | $1.03M | 0.29% | +2,163+25.2% | Added |
| Calamos Wealth Management LLC | 10,787 | $1.04M | 0.05% | −294−2.7% | Reduced |
| Howard Capital Management Inc. | 10,798 | $1.04M | 0.02% | +10,798 | New |
| Hayek Kallen Investment Management | 10,814 | $1.04M | 0.37% | +6+0.1% | Added |
| My Legacy Advisors, LLC | 10,835 | $1.04M | 0.41% | −2,497−18.7% | Reduced |
| Carmel Capital Partners, LLC | 10,843 | $1.04M | 0.40% | −4,719−30.3% | Reduced |
| Forbes J M & Co LLP | 10,858 | $1.04M | 0.10% | +35+0.3% | Added |