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 |
|---|---|---|---|---|---|
| Ceera Investments, LLC | 12,886 | $1.24M | 0.47% | −474−3.5% | Reduced |
| Bank of Hawaii | 12,915 | $1.24M | 0.05% | +327+2.6% | Added |
| M&G Plc | 13,024 | $1.25M | 0.01% | +13,024 | New |
| Cove Private Wealth, LLC | 13,000 | $1.25M | 0.97% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13,023 | $1.25M | 0.04% | −3,916−23.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,041 | $1.25M | 0.80% | +1,355+11.6% | Added |
| Trust Co of Oklahoma | 13,060 | $1.26M | 0.41% | −597−4.4% | Reduced |
| AlphaCore Capital LLC | 13,065 | $1.26M | 0.28% | +1,095+9.1% | Added |
| Estabrook Capital Management | 13,081 | $1.26M | 0.19% | −574−4.2% | Reduced |
| Palouse Capital Management, Inc. | 13,104 | $1.26M | 0.80% | +2,297+21.3% | Added |
| Elmwood Wealth Management, Inc. | 13,152 | $1.27M | 0.52% | +18+0.1% | Added |
| Mill Capital Management, LLC | 13,163 | $1.27M | 0.10% | −179,881−93.2% | Reduced |
| Jmac Enterprises LLC | 13,202 | $1.27M | 0.20% | −217−1.6% | Reduced |
| Chicago Trust Co NA | 13,262 | $1.28M | 0.22% | −408−3.0% | Reduced |
| Journey Advisory Group, LLC | 12,855 | $1.28M | 0.15% | −199−1.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 13,270 | $1.28M | 0.09% | −7,817−37.1% | Reduced |
| Embree Financial Group | 13,273 | $1.28M | 0.23% | −827−5.9% | Reduced |
| First Trust Investment Solutions L.P. | 13,283 | $1.28M | 0.14% | −37,271−73.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,295 | $1.28M | 0.04% | −84,361−86.4% | Reduced |
| Delta Financial Advisors LLC | 13,304 | $1.28M | 0.46% | −1,800−11.9% | Reduced |
| First National Advisers, LLC | 13,315 | $1.28M | 0.20% | +861+6.9% | Added |
| TD Private Client Wealth LLC | 13,333 | $1.28M | 0.04% | +139+1.1% | Added |
| Los Angeles Capital Management LLC | 13,363 | $1.29M | 0.01% | +4,139+44.9% | Added |
| HF Advisory Group, LLC | 13,391 | $1.29M | 0.60% | +2,662+24.8% | Added |
| RFG Advisory, LLC | 13,413 | $1.29M | 0.04% | −2,242−14.3% | Reduced |
| LM Advisors LLC | 13,463 | $1.29M | 0.26% | −1,873−12.2% | Reduced |
| Family Legacy, Inc. | 13,481 | $1.30M | 0.43% | +160+1.2% | Added |
| Castlekeep Investment Advisors LLC | 13,523 | $1.30M | 0.89% | +5,136+61.2% | Added |
| XML Financial, LLC | 13,534 | $1.30M | 0.12% | +2,379+21.3% | Added |
| Herold Advisors, Inc. | 13,534 | $1.30M | 0.28% | +758+5.9% | Added |
| First National Bank & Trust Co of Newtown | 13,550 | $1.30M | 0.25% | +167+1.2% | Added |
| Tempus Wealth Planning, LLC | 13,589 | $1.31M | 0.48% | −402−2.9% | Reduced |
| BSW Wealth Partners | 13,657 | $1.31M | 0.20% | −304−2.2% | Reduced |
| Cordatus Wealth Management LLC | 13,657 | $1.31M | 0.47% | +238+1.8% | Added |
| Mechanics Bank Trust Department | 13,699 | $1.32M | 0.18% | +975+7.7% | Added |
| Baker Tilly Wealth Management, LLC | 13,758 | $1.32M | 0.59% | −348−2.5% | Reduced |
| Cornerstone National Bank & Trust Co | 13,767 | $1.32M | 0.60% | +2,907+26.8% | Added |
| MWA Asset Management | 13,773 | $1.32M | 0.88% | −306−2.2% | Reduced |
| NewEdge Wealth, LLC | 13,782 | $1.33M | 0.02% | −464−3.3% | Reduced |
| Boltwood Capital Management | 13,783 | $1.33M | 0.39% | −2,588−15.8% | Reduced |
| Alpha Omega Wealth Management LLC | 13,875 | $1.33M | 0.25% | −1,266−8.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,883 | $1.34M | 1.22% | 00.0% | Unchanged |
| Avestar Capital, LLC | 13,889 | $1.34M | 0.15% | +653+4.9% | Added |
| NBC Securities, Inc. | 13,930 | $1.34M | 0.11% | −3,115−18.3% | Reduced |
| Adell Harriman & Carpenter Inc | 13,952 | $1.34M | 0.10% | −370−2.6% | Reduced |
| Nemes Rush Group LLC | 10,968 | $1.34M | 0.19% | −860−7.3% | Reduced |
| David Loasby | 14,344 | $1.34M | 0.13% | −127−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 13,972 | $1.34M | 0.06% | −18,044−56.4% | Reduced |
| Capital Investment Advisory Services, LLC | 13,980 | $1.34M | 0.13% | −3,879−21.7% | Reduced |
| Omnia Family Wealth, LLC | 13,996 | $1.35M | 0.58% | +531+3.9% | Added |
| Watts Gwilliam & Co., LLC | 14,564 | $1.35M | 0.29% | +14,564 | New |
| Lowe Brockenbrough & Co Inc | 14,050 | $1.35M | 0.09% | −16,200−53.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,107 | $1.36M | 0.03% | +968+7.4% | Added |
| Private Trust Co NA | 14,116 | $1.36M | 0.14% | −1,064−7.0% | Reduced |
| Investors Asset Management of Georgia Inc | 14,125 | $1.36M | 0.64% | +589+4.4% | Added |
| Absher Wealth Management, LLC | 14,141 | $1.36M | 0.18% | +111+0.8% | Added |
| CWC Advisors, LLC. | 14,142 | $1.36M | 1.34% | +14,142 | New |
| Legacy Private Trust Co. | 14,157 | $1.36M | 0.09% | −561−3.8% | Reduced |
| Winthrop Advisory Group LLC | 14,165 | $1.36M | 0.17% | +10.0% | Added |
| Cetera Trust Company, N.A | 14,167 | $1.36M | 0.83% | +167+1.2% | Added |
| Ridgewood Investments LLC | 14,195 | $1.37M | 0.68% | −93−0.7% | Reduced |
| Rational Advisors LLC | 14,200 | $1.37M | 0.13% | +11,756+481.0% | Added |
| American Investment Services, Inc. | 14,248 | $1.37M | 0.23% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14,287 | $1.37M | 0.76% | −65−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 14,295 | $1.37M | 0.05% | +145+1.0% | Added |
| Schechter Investment Advisors, LLC | 14,299 | $1.38M | 0.10% | −1,782−11.1% | Reduced |
| Bard Financial Services, Inc. | 14,335 | $1.38M | 0.16% | −16,135−53.0% | Reduced |
| Tectonic Advisors LLC | 14,433 | $1.39M | 0.09% | +1,763+13.9% | Added |
| AXS Investments LLC | 14,447 | $1.39M | 0.37% | +2,821+24.3% | Added |
| BBR Partners, LLC | 14,463 | $1.39M | 0.11% | −145−1.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,520 | $1.40M | 1.00% | −140−1.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,541 | $1.40M | 0.08% | +11,294+347.8% | Added |
| Certified Advisory Corp | 14,595 | $1.40M | 0.16% | +2,330+19.0% | Added |
| Old National Bancorp | 14,612 | $1.41M | 0.03% | +1,758+13.7% | Added |
| PFC Capital Group, Inc. | 14,760 | $1.42M | 0.68% | −1,035−6.6% | Reduced |
| Trustco Bank Corp N Y | 14,763 | $1.42M | 1.43% | −250−1.7% | Reduced |
| Fort Sheridan Advisors LLC | 14,764 | $1.42M | 0.22% | −384−2.5% | Reduced |
| Diamant Asset Management, Inc. | 14,782 | $1.42M | 0.89% | −883−5.6% | Reduced |
| Larson Financial Group LLC | 14,796 | $1.42M | 0.08% | +3,914+36.0% | Added |
| Proficio Capital Partners LLC | 14,799 | $1.42M | 0.14% | −1,826−11.0% | Reduced |
| J. W. Coons Advisors, LLC | 14,811 | $1.42M | 0.36% | 00.0% | Unchanged |
| SWS Partners | 14,841 | $1.43M | 0.45% | −1,518−9.3% | Reduced |
| National Philanthropic Trust | 14,875 | $1.43M | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14,996 | $1.44M | 0.15% | −714−4.5% | Reduced |
| Delphi Management Inc | 15,008 | $1.44M | 1.31% | −1,330−8.1% | Reduced |
| Banco de Sabadell, S.A | 15,028 | $1.45M | 1.08% | −405−2.6% | Reduced |
| Sawgrass Asset Management LLC | 15,034 | $1.45M | 0.15% | −113,835−88.3% | Reduced |
| VCI Wealth Management LLC | 15,042 | $1.45M | 0.64% | +15,042 | New |
| Bigelow Investment Advisors, LLC | 15,072 | $1.45M | 0.65% | +341+2.3% | Added |
| Auxier Asset Management | 15,101 | $1.45M | 0.21% | +74+0.5% | Added |
| Simplicity Wealth,LLC | 15,166 | $1.46M | 0.14% | −108,974−87.8% | Reduced |
| Maia Wealth LLC | 15,306 | $1.46M | 0.36% | +1,778+13.1% | Added |
| Burney Co | 15,202 | $1.46M | 0.05% | +6,108+67.2% | Added |
| Pingora Partners LLC | 15,206 | $1.46M | 1.04% | −210−1.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 15,225 | $1.46M | 0.12% | +2,176+16.7% | Added |
| Altfest L J & Co Inc | 15,429 | $1.48M | 0.20% | +149+1.0% | Added |
| Nwam LLC | 15,435 | $1.48M | 0.09% | +15,435 | New |
| Eagle Asset Management Inc | 15,000 | $1.49M | 0.01% | +4,947+49.2% | Added |
| Aster Capital Management (DIFC) Ltd | 15,456 | $1.49M | 0.32% | +15,456 | New |
| Accuvest Global Advisors | 15,484 | $1.49M | 1.28% | +15,484 | New |