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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 15,506 | $1.49M | 0.21% | −427−2.7% | Reduced |
| Campbell Newman Asset Management Inc | 15,565 | $1.50M | 0.11% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 15,574 | $1.50M | 0.50% | +1,048+7.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,608 | $1.50M | 0.81% | −197−1.2% | Reduced |
| Naples Global Advisors, LLC | 15,614 | $1.50M | 0.14% | +2,676+20.7% | Added |
| Wedmont Private Capital | 16,289 | $1.50M | 0.09% | +693+4.4% | Added |
| WMS Partners, LLC | 15,683 | $1.51M | 0.08% | +530+3.5% | Added |
| Archer Investment Corp | 15,784 | $1.52M | 0.41% | +66+0.4% | Added |
| Aspiriant, LLC | 15,813 | $1.52M | 0.06% | −232−1.4% | Reduced |
| GYL Financial Synergies, LLC | 15,858 | $1.53M | 0.11% | +242+1.5% | Added |
| Selway Asset Management | 15,877 | $1.53M | 0.60% | −2,000−11.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 15,890 | $1.53M | 0.82% | +114+0.7% | Added |
| Davidson Trust Co | 15,904 | $1.53M | 0.79% | +2,684+20.3% | Added |
| Summit X, LLC | 15,460 | $1.54M | 0.37% | −1,481−8.7% | Reduced |
| Letson Investment Management, Inc. | 15,963 | $1.54M | 0.60% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 15,967 | $1.54M | 0.02% | +125+0.8% | Added |
| Gardner Lewis Asset Management L P | 15,970 | $1.54M | 0.44% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 16,023 | $1.54M | 0.66% | +1,536+10.6% | Added |
| Summit Trail Advisors, LLC | 16,032 | $1.54M | 0.04% | −10,341−39.2% | Reduced |
| Hudson Value Partners, LLC | 16,053 | $1.54M | 0.60% | −446−2.7% | Reduced |
| Weik Capital Management | 16,095 | $1.55M | 0.62% | +330+2.1% | Added |
| Ferguson Wellman Capital Management, Inc | 16,128 | $1.55M | 0.03% | +71+0.4% | Added |
| Helios Capital Management Pte. Ltd | 16,150 | $1.55M | 0.96% | 00.0% | Unchanged |
| J. Goldman & Co LP | 16,157 | $1.55M | 0.07% | −115,844−87.8% | Reduced |
| Bangor Savings Bank | 16,213 | $1.56M | 0.15% | +358+2.3% | Added |
| Perennial Investment Advisors, LLC | 16,224 | $1.56M | 0.20% | −586−3.5% | Reduced |
| Stone Point Wealth LLC | 16,246 | $1.56M | 0.50% | −1,200−6.9% | Reduced |
| Cumberland Advisors Inc | 16,250 | $1.56M | 0.62% | +1,000+6.6% | Added |
| Voya Financial Advisors, Inc. | 16,293 | $1.56M | 0.17% | −503−3.0% | Reduced |
| Signal Advisors Wealth, LLC | 16,264 | $1.56M | 0.22% | +16,264 | New |
| Patten & Patten Inc | 16,298 | $1.57M | 0.10% | −9,223−36.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,309 | $1.57M | 0.65% | −125−0.8% | Reduced |
| NTV Asset Management LLC | 16,328 | $1.57M | 0.21% | −1,784−9.8% | Reduced |
| First American Trust, FSB | 16,342 | $1.57M | 0.16% | −45,953−73.8% | Reduced |
| Broadwater Capital Management LLC | 16,417 | $1.58M | 1.16% | −150−0.9% | Reduced |
| Fosun International Ltd | 16,421 | $1.58M | 0.52% | −2,851−14.8% | Reduced |
| WT Wealth Management | 16,259 | $1.58M | 0.51% | −923−5.4% | Reduced |
| North Star Investment Management Corp. | 16,487 | $1.59M | 0.11% | −762−4.4% | Reduced |
| Hendershot Investments Inc. | 16,490 | $1.59M | 0.22% | −3,615−18.0% | Reduced |
| Roberts Glore & Co Inc | 16,495 | $1.59M | 0.46% | −190−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 16,526 | $1.59M | 0.11% | −869−5.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,538 | $1.59M | 0.46% | +115+0.7% | Added |
| Sterling Investment Counsel, LLC | 16,542 | $1.59M | 0.57% | −50.0% | Reduced |
| Lindbrook Capital, LLC | 16,593 | $1.60M | 0.14% | −402−2.4% | Reduced |
| RS Crum Inc. | 16,651 | $1.60M | 0.38% | +127+0.8% | Added |
| Dumont & Blake Investment Advisors LLC | 16,656 | $1.60M | 0.43% | −16,835−50.3% | Reduced |
| CRA Financial Services, LLC | 16,698 | $1.61M | 0.29% | −61−0.4% | Reduced |
| Hudson Canyon Capital Management | 16,699 | $1.61M | 1.04% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 16,722 | $1.61M | 0.50% | −220−1.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,722 | $1.61M | 0.41% | −1,165−6.5% | Reduced |
| Umpqua Bank | 16,746 | $1.61M | 0.59% | −49−0.3% | Reduced |
| Wynn Capital, LLC | 16,793 | $1.62M | 1.06% | +119+0.7% | Added |
| AustralianSuper Pty Ltd | 16,831 | $1.62M | 0.01% | −12,815−43.2% | Reduced |
| Grove Bank & Trust | 16,844 | $1.62M | 0.24% | +10,800+178.7% | Added |
| Kovack Advisors, Inc. | 16,848 | $1.62M | 0.17% | +3,642+27.6% | Added |
| Atlantic Trust, LLC | 16,860 | $1.62M | 0.39% | −906−5.1% | Reduced |
| Financial Gravity Companies, Inc. | 16,887 | $1.62M | 0.43% | +16,887 | New |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.64M | 0.48% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 17,008 | $1.64M | 0.08% | −1,180−6.5% | Reduced |
| XTX Topco Ltd | 17,044 | $1.64M | 0.12% | +14,096+478.2% | Added |
| Semmax Financial Advisors Inc. | 16,257 | $1.64M | 0.45% | +1,797+12.4% | Added |
| Turim 21 Investimentos Ltda. | 17,069 | $1.64M | 0.45% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 17,082 | $1.64M | 0.10% | +1,507+9.7% | Added |
| Meridian Wealth Management, LLC | 17,100 | $1.64M | 0.08% | +17,100 | New |
| Checchi Capital Advisers, LLC | 17,119 | $1.65M | 0.12% | +374+2.2% | Added |
| Violich Capital Management, Inc. | 17,124 | $1.65M | 0.21% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 17,353 | $1.65M | 0.80% | −660−3.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,169 | $1.65M | 0.34% | −286−1.6% | Reduced |
| L.M. Kohn & Company | 17,185 | $1.65M | 0.42% | +589+3.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,206 | $1.66M | 0.05% | +1,114+6.9% | Added |
| Regal Investment Advisors LLC | 17,235 | $1.66M | 0.12% | −2,046−10.6% | Reduced |
| Alliance Wealth Advisors, LLC | 17,242 | $1.66M | 0.44% | +5,586+47.9% | Added |
| Insight Inv LLC | 17,266 | $1.66M | 1.39% | −205−1.2% | Reduced |
| Smith, Moore & Co. | 17,339 | $1.67M | 0.16% | −421−2.4% | Reduced |
| Global Financial Private Client, LLC | 17,384 | $1.67M | 0.65% | +3,873+28.7% | Added |
| Tritonpoint Wealth, LLC | 17,461 | $1.68M | 0.15% | −2,674−13.3% | Reduced |
| DRW Securities, LLC | 17,435 | $1.68M | 0.09% | −4,118−19.1% | Reduced |
| Fullcircle Wealth LLC | 17,504 | $1.68M | 0.76% | +3,805+27.8% | Added |
| Drexel Morgan & Co. | 17,586 | $1.69M | 0.31% | 00.0% | Unchanged |
| Csenge Advisory Group | 18,070 | $1.70M | 0.09% | −1,634−8.3% | Reduced |
| Dover Advisors, LLC | 17,698 | $1.70M | 0.97% | −47−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 17,699 | $1.70M | 0.23% | −8,002−31.1% | Reduced |
| MONECO Advisors, LLC | 17,739 | $1.71M | 0.21% | +1,237+7.5% | Added |
| Corrado Advisors, LLC | 17,794 | $1.71M | 1.07% | +2,442+15.9% | Added |
| Naviter Wealth, LLC | 17,798 | $1.71M | 0.24% | +61+0.3% | Added |
| IMS Capital Management | 17,838 | $1.72M | 0.77% | −50−0.3% | Reduced |
| Diversified Trust Co | 17,842 | $1.72M | 0.04% | −59−0.3% | Reduced |
| GM Advisory Group, Inc. | 17,847 | $1.72M | 0.10% | −368−2.0% | Reduced |
| Claro Advisors LLC | 17,907 | $1.72M | 0.22% | +2,497+16.2% | Added |
| Central Pacific Bank - Trust Division | 17,930 | $1.72M | 0.22% | −47−0.3% | Reduced |
| Horizon Wealth Management, LLC | 17,965 | $1.73M | 0.34% | +315+1.8% | Added |
| Invst, LLC | 18,071 | $1.74M | 0.21% | −78−0.4% | Reduced |
| Occidental Asset Management, LLC | 18,072 | $1.74M | 0.28% | +2,421+15.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 18,091 | $1.74M | 0.03% | −569−3.0% | Reduced |
| Winch Advisory Services, LLC | 18,164 | $1.75M | 0.48% | −165−0.9% | Reduced |
| Cladis Investment Advisory, LLC | 18,234 | $1.75M | 1.22% | +1,345+8.0% | Added |
| Riverpark Capital Management LLC | 18,275 | $1.76M | 3.20% | −4,384−19.3% | Reduced |
| Hoertkorn Richard Charles | 18,298 | $1.76M | 0.76% | −316−1.7% | Reduced |
| Byrne Asset Management LLC | 18,311 | $1.76M | 1.20% | −198−1.1% | Reduced |
| HCR Wealth Advisors | 18,326 | $1.76M | 0.23% | +365+2.0% | Added |