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 |
|---|---|---|---|---|---|
| Joule Financial, LLC | 10,901 | $1.05M | 0.38% | +593+5.8% | Added |
| Edgestream Partners, L.P. | 10,907 | $1.05M | 0.05% | +4,421+68.2% | Added |
| Quest Partners LLC | 10,916 | $1.05M | 0.09% | +7,260+198.6% | Added |
| Hilltop Partners LLC | 10,928 | $1.05M | 0.35% | +1,703+18.5% | Added |
| Welch Group, LLC | 10,937 | $1.05M | 0.05% | −669−5.8% | Reduced |
| JFS Wealth Advisors, LLC | 10,948 | $1.05M | 0.07% | +918+9.2% | Added |
| Act Two Investors LLC | 10,979 | $1.06M | 0.20% | +10,979 | New |
| Aaron Wealth Advisors | 10,988 | $1.06M | 0.13% | +947+9.4% | Added |
| Bramshill Investments, LLC | 11,000 | $1.06M | 0.12% | −6,038−35.4% | Reduced |
| Skopos Labs, Inc. | 11,014 | $1.06M | 0.35% | −629−5.4% | Reduced |
| Copperleaf Capital, LLC | 11,026 | $1.06M | 0.81% | −396−3.5% | Reduced |
| Strategic Blueprint, LLC | 11,043 | $1.06M | 0.07% | −777−6.6% | Reduced |
| Smith Anglin Financial, LLC | 11,063 | $1.06M | 0.10% | −282−2.5% | Reduced |
| Aldebaran Financial Inc. | 11,166 | $1.07M | 1.27% | −498−4.3% | Reduced |
| Eads & Heald Wealth Management | 11,185 | $1.08M | 0.51% | −1,016−8.3% | Reduced |
| Allred Capital Management, LLC | 11,194 | $1.08M | 0.42% | −8−0.1% | Reduced |
| Monograph Wealth Advisors, LLC | 11,199 | $1.08M | 0.14% | +10.0% | Added |
| Numerai GP LLC | 11,227 | $1.08M | 0.29% | +11,227 | New |
| Stablepoint Partners, LLC | 11,230 | $1.08M | 0.20% | −2,306−17.0% | Reduced |
| Mechanics Financial Corp | 11,246 | $1.08M | 0.47% | +150+1.4% | Added |
| Keating Investment Counselors Inc | 11,291 | $1.09M | 0.32% | −75−0.7% | Reduced |
| Sierra Capital LLC | 11,300 | $1.09M | 0.13% | −40−0.4% | Reduced |
| Gen-Wealth Partners Inc | 11,473 | $1.09M | 0.48% | −1,271−10.0% | Reduced |
| Camden Capital, LLC | 11,369 | $1.09M | 0.12% | +1,983+21.1% | Added |
| New England Asset Management Inc | 11,395 | $1.10M | 0.17% | −805−6.6% | Reduced |
| Citizens & Northern Corp | 11,443 | $1.10M | 0.33% | +935+8.9% | Added |
| Focus Financial Network, Inc. | 11,448 | $1.10M | 0.04% | −905−7.3% | Reduced |
| Change Path, LLC | 11,448 | $1.10M | 0.04% | +590+5.4% | Added |
| Doliver Advisors, LP | 11,500 | $1.11M | 0.30% | −114−1.0% | Reduced |
| Monetta Financial Services Inc | 11,500 | $1.11M | 0.94% | −2,500−17.9% | Reduced |
| Triangle Securities Wealth Management | 11,512 | $1.11M | 0.29% | −4,298−27.2% | Reduced |
| Chicago Capital, LLC | 11,554 | $1.11M | 0.03% | −254−2.2% | Reduced |
| Catalyst Capital Advisors LLC | 11,567 | $1.11M | 0.03% | +3,950+51.9% | Added |
| Boomfish Wealth Group, LLC | 11,582 | $1.11M | 0.68% | −1,491−11.4% | Reduced |
| Pure Financial Advisors, Inc. | 11,585 | $1.11M | 0.03% | +457+4.1% | Added |
| Midland Wealth Advisors LLC | 11,588 | $1.11M | 0.07% | −1,070−8.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,598 | $1.12M | 0.68% | +2,858+32.7% | Added |
| Strategic Wealth Designers | 11,869 | $1.12M | 0.12% | −57,586−82.9% | Reduced |
| Profit Investment Management, LLC | 11,608 | $1.12M | 0.88% | +343+3.0% | Added |
| Reynders McVeigh Capital Management, LLC | 11,624 | $1.12M | 0.06% | −542−4.5% | Reduced |
| Drucker Wealth 3.0, LLC | 11,657 | $1.12M | 0.27% | +106+0.9% | Added |
| WNY Asset Management, LLC | 11,670 | $1.12M | 0.13% | −74−0.6% | Reduced |
| Oder Investment Management, LLC | 11,671 | $1.12M | 0.96% | −53−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 11,679 | $1.12M | 0.21% | −1,248−9.7% | Reduced |
| Martin & Co Inc | 11,689 | $1.12M | 0.26% | −26−0.2% | Reduced |
| Adirondack Trust Co | 11,691 | $1.12M | 0.43% | −615−5.0% | Reduced |
| VitalStone Financial, LLC | 11,714 | $1.13M | 0.77% | +92+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,733 | $1.13M | 0.06% | −647−5.2% | Reduced |
| Quotient Wealth Partners, LLC | 11,736 | $1.13M | 0.04% | −2,743−18.9% | Reduced |
| Partnership Wealth Management, LLC | 11,743 | $1.13M | 0.80% | +11,403+3,353.8% | Added |
| Guardian Wealth Management, Inc. | 11,749 | $1.13M | 0.80% | −236−2.0% | Reduced |
| BancorpSouth Bank | 11,757 | $1.13M | 0.08% | −1,966−14.3% | Reduced |
| Capital Fund Management S.A. | 11,773 | $1.13M | 0.01% | +11,773 | New |
| Sheets Smith Wealth Management | 11,789 | $1.13M | 0.14% | −2,891−19.7% | Reduced |
| Old Mission Investment Co LLC | 11,806 | $1.14M | 0.35% | +728+6.6% | Added |
| Lester Murray Antman dba SimplyRich | 11,810 | $1.14M | 0.32% | −38−0.3% | Reduced |
| Mather Group, LLC. | 11,820 | $1.14M | 0.01% | −10,531−47.1% | Reduced |
| Carl P. Sherr & Co., LLC | 11,854 | $1.14M | 0.60% | −2,014−14.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,871 | $1.14M | 0.09% | +147+1.3% | Added |
| Moseley Investment Management Inc | 11,962 | $1.15M | 0.46% | −604−4.8% | Reduced |
| Transatlantique Private Wealth LLC | 11,970 | $1.15M | 0.44% | +162+1.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $1.15M | 0.60% | −6,000−33.3% | Reduced |
| Schnieders Capital Management LLC | 11,998 | $1.15M | 0.22% | −420−3.4% | Reduced |
| Modern Wealth Management, LLC | 12,040 | $1.16M | 0.07% | −2,056−14.6% | Reduced |
| Wolverine Asset Management LLC | 12,054 | $1.16M | 0.02% | −22,727−65.3% | Reduced |
| Essex Savings Bank | 12,057 | $1.16M | 0.29% | −212−1.7% | Reduced |
| Univest Financial Corp | 12,090 | $1.16M | 0.08% | +8,866+275.0% | Added |
| Legacy Financial Advisors, Inc. | 12,095 | $1.16M | 0.20% | −408−3.3% | Reduced |
| Ransom Advisory, Ltd | 12,117 | $1.17M | 0.54% | +100+0.8% | Added |
| United Bank | 12,145 | $1.17M | 0.54% | +712+6.2% | Added |
| Garrison Asset Management, LLC | 12,174 | $1.17M | 0.59% | −236−1.9% | Reduced |
| Donaldson Capital Management, LLC | 12,188 | $1.17M | 0.05% | −822−6.3% | Reduced |
| Cape Investment Advisory, Inc. | 12,195 | $1.17M | 0.48% | −158−1.3% | Reduced |
| Coastal Bridge Advisors, LLC | 12,257 | $1.18M | 0.29% | −983−7.4% | Reduced |
| Financial Advocates Investment Management | 12,284 | $1.18M | 0.07% | −2,600−17.5% | Reduced |
| Wimmer Associates 1, LLC | 12,296 | $1.18M | 0.58% | −354−2.8% | Reduced |
| Garden State Investment Advisory Services LLC | 12,276 | $1.18M | 0.38% | +217+1.8% | Added |
| Kings Path Partners LLC | 12,358 | $1.19M | 0.50% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 12,380 | $1.19M | 0.09% | +754+6.5% | Added |
| Summit Global Investments | 12,379 | $1.19M | 0.08% | +10,230+476.0% | Added |
| FLC Capital Advisors | 12,392 | $1.19M | 0.28% | −2,754−18.2% | Reduced |
| Hohimer Wealth Management, LLC | 12,393 | $1.19M | 0.26% | +12,393 | New |
| Susquehanna Portfolio Strategies, LLC | 12,500 | $1.20M | 0.08% | −324,687−96.3% | Reduced |
| Integral Investment Advisors, Inc. | 12,518 | $1.20M | 0.40% | +1,217+10.8% | Added |
| KPP Advisory Services LLC | 12,587 | $1.21M | 0.29% | −1,418−10.1% | Reduced |
| Ballast, Inc. | 12,593 | $1.21M | 0.34% | +320+2.6% | Added |
| Founders Financial Securities LLC | 12,633 | $1.22M | 0.11% | −1,970−13.5% | Reduced |
| Leisure Capital Management | 12,658 | $1.22M | 0.52% | +550+4.5% | Added |
| Norway Savings Bank | 12,694 | $1.22M | 0.66% | −3,001−19.1% | Reduced |
| Agate Pass Investment Management, LLC | 12,694 | $1.22M | 0.61% | −364−2.8% | Reduced |
| MidWestOne Financial Group, Inc. | 12,703 | $1.22M | 0.17% | −922−6.8% | Reduced |
| Smartleaf Asset Management LLC | 12,759 | $1.23M | 0.15% | +2,666+26.4% | Added |
| Ocean Capital Management, LLC | 12,769 | $1.23M | 0.29% | +12,769 | New |
| LBMC Investment Advisors, LLC | 12,771 | $1.23M | 0.10% | +10.0% | Added |
| Confluence Wealth Services, Inc. | 12,802 | $1.23M | 0.09% | +842+7.0% | Added |
| Missouri Trust & Investment Co | 12,812 | $1.23M | 0.43% | +2,430+23.4% | Added |
| Americana Partners, LLC | 12,817 | $1.23M | 0.08% | +2,925+29.6% | Added |
| Qtron Investments LLC | 12,854 | $1.24M | 0.17% | −3,670−22.2% | Reduced |
| Chemistry Wealth Management LLC | 12,874 | $1.24M | 0.30% | −7,136−35.7% | Reduced |
| Hancock Whitney Corp | 12,883 | $1.24M | 0.04% | −336−2.5% | Reduced |