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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 18,370 | $1.77M | 0.22% | −853−4.4% | Reduced |
| Charter Research & Investment Group, Inc. | 18,383 | $1.77M | 1.30% | −344−1.8% | Reduced |
| Mirabaud & Cie SA | 18,530 | $1.78M | 0.52% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,609 | $1.79M | 0.10% | −3,964−17.6% | Reduced |
| McDonald Partners LLC | 18,613 | $1.79M | 0.45% | +541+3.0% | Added |
| Sculati Wealth Management, LLC | 18,638 | $1.79M | 0.72% | −344−1.8% | Reduced |
| Curbstone Financial Management Corp | 18,666 | $1.80M | 0.38% | −2,944−13.6% | Reduced |
| Councilmark Asset Management, LLC | 18,711 | $1.80M | 1.21% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 18,750 | $1.80M | 0.07% | −2,173−10.4% | Reduced |
| BEAM Asset Management, LLC | 18,777 | $1.81M | 0.55% | +644+3.6% | Added |
| Smithfield Trust Co | 18,869 | $1.81M | 0.09% | +102+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 18,888 | $1.82M | 0.38% | −1,516−7.4% | Reduced |
| Cigna Investments Inc | 18,907 | $1.82M | 0.32% | −317−1.6% | Reduced |
| Icon Wealth Advisors, LLC | 18,946 | $1.82M | 0.15% | +721+4.0% | Added |
| Weil Company, Inc. | 18,952 | $1.82M | 0.60% | −29−0.2% | Reduced |
| Rehmann Capital Advisory Group | 18,957 | $1.82M | 0.12% | −747−3.8% | Reduced |
| Proactive Wealth Strategies LLC | 19,000 | $1.83M | 1.02% | +19,000 | New |
| Palumbo Wealth Management LLC | 19,069 | $1.83M | 0.71% | −1,413−6.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 19,136 | $1.84M | 0.45% | −2,266−10.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 19,139 | $1.84M | 0.46% | +1,234+6.9% | Added |
| Mount Capital Ltd | 19,200 | $1.84M | 0.65% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 19,235 | $1.85M | 0.19% | −16,848−46.7% | Reduced |
| Atlantic Union Bankshares Corp | 19,256 | $1.85M | 0.11% | −735−3.7% | Reduced |
| Key Financial Inc | 19,286 | $1.86M | 0.41% | −4,793−19.9% | Reduced |
| Rowland & Co Investment Counsel | 19,379 | $1.86M | 0.38% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 19,436 | $1.87M | 0.17% | −4,407−18.5% | Reduced |
| Wolverine Trading, LLC | 19,491 | $1.87M | 0.05% | −111,370−85.1% | Reduced |
| Wealth Alliance | 19,464 | $1.87M | 0.22% | −1,144−5.6% | Reduced |
| K2 Principal Fund, L.P. | 19,500 | $1.88M | 0.31% | +19,500 | New |
| Cornerstone Wealth Management, LLC | 19,604 | $1.89M | 0.13% | −660−3.3% | Reduced |
| Ronald Blue Trust, Inc. | 19,004 | $1.89M | 0.02% | +6,573+52.9% | Added |
| Old Second National Bank of Aurora | 19,673 | $1.89M | 0.46% | +151+0.8% | Added |
| GAMMA Investing LLC | 19,675 | $1.89M | 0.19% | +2,443+14.2% | Added |
| Ameritas Investment Partners, Inc. | 19,726 | $1.90M | 0.06% | −858−4.2% | Reduced |
| First Horizon Advisors, Inc. | 19,740 | $1.90M | 0.05% | −548−2.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,908 | $1.91M | 0.07% | +3,588+22.0% | Added |
| Menlo Advisors LLC | 19,915 | $1.92M | 0.99% | −148−0.7% | Reduced |
| Continuum Advisory, LLC | 17,569 | $1.92M | 0.24% | −2,578−12.8% | Reduced |
| First Business Financial Services, Inc. | 19,958 | $1.92M | 0.19% | +2,119+11.9% | Added |
| Prosperity Consulting Group, LLC | 20,021 | $1.93M | 0.15% | +12,415+163.2% | Added |
| Magnus Financial Group LLC | 20,051 | $1.93M | 0.20% | +179+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,069 | $1.93M | 0.26% | −2,646−11.6% | Reduced |
| Cohen Investment Advisors LLC | 20,092 | $1.93M | 1.18% | +2,052+11.4% | Added |
| Ashton Thomas Private Wealth, LLC | 20,108 | $1.93M | 0.10% | −491−2.4% | Reduced |
| Knuff & Co LLC | 20,199 | $1.94M | 0.59% | −5,163−20.4% | Reduced |
| Belpointe Asset Management LLC | 20,355 | $1.96M | 0.12% | +1,697+9.1% | Added |
| Aptus Capital Advisors, LLC | 20,384 | $1.96M | 0.03% | −46,852−69.7% | Reduced |
| Atlas Brown,Inc. | 20,403 | $1.96M | 0.68% | +236+1.2% | Added |
| BFSG, LLC | 20,464 | $1.97M | 0.23% | +17,876+690.7% | Added |
| Chapin Davis, Inc. | 20,601 | $1.98M | 0.64% | +380+1.9% | Added |
| Kornitzer Capital Management Inc | 20,612 | $1.98M | 0.04% | −320−1.5% | Reduced |
| Gs Investments, Inc. | 20,614 | $1.98M | 0.88% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 20,702 | $1.99M | 1.29% | +848+4.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,704 | $1.99M | 0.93% | +1,462+7.6% | Added |
| Kingswood Wealth Advisors, LLC | 20,733 | $1.99M | 0.14% | +3,395+19.6% | Added |
| First National Trust Co | 20,814 | $2.00M | 0.08% | −2,354−10.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,842 | $2.00M | 0.77% | −880−4.1% | Reduced |
| Auxano Advisors, LLC | 20,850 | $2.01M | 0.52% | +2,867+15.9% | Added |
| Spirit of America Management Corp | 20,900 | $2.01M | 0.40% | +300+1.5% | Added |
| Frisch Financial Group, Inc. | 21,019 | $2.02M | 0.61% | −75−0.4% | Reduced |
| WBH Advisory Inc | 21,030 | $2.02M | 0.19% | −996−4.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 21,300 | $2.03M | 1.61% | +2,674+14.4% | Added |
| JSF Financial, LLC | 21,100 | $2.03M | 0.59% | −1,755−7.7% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $2.03M | 0.06% | 00.0% | Unchanged |
| Trust Asset Management LLC | 21,108 | $2.03M | 0.16% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 21,149 | $2.03M | 0.09% | +1,470+7.5% | Added |
| Integrated Advisors Network LLC | 21,337 | $2.05M | 0.10% | +558+2.7% | Added |
| Marex Group plc | 21,362 | $2.05M | 0.05% | +236+1.1% | Added |
| Morse Asset Management, Inc | 21,366 | $2.06M | 0.44% | +3,185+17.5% | Added |
| David R. Rahn & Associates Inc. | 21,375 | $2.06M | 0.62% | −1,997−8.5% | Reduced |
| Stratos Wealth Advisors, LLC | 21,390 | $2.06M | 0.09% | −1,426−6.3% | Reduced |
| Focused Wealth Management, Inc | 21,391 | $2.06M | 0.28% | +2,701+14.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 21,416 | $2.06M | 1.30% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 21,457 | $2.06M | 0.45% | −1,083−4.8% | Reduced |
| Greenline Partners, LLC | 21,481 | $2.07M | 0.30% | +2,166+11.2% | Added |
| IFP Advisors, Inc | 21,517 | $2.07M | 0.07% | −1,327−5.8% | Reduced |
| Harbour Investment Management LLC | 21,563 | $2.07M | 0.92% | +211+1.0% | Added |
| Independence Bank of Kentucky | 21,564 | $2.07M | 0.45% | +3,297+18.0% | Added |
| Premier Path Wealth Partners, LLC | 21,677 | $2.09M | 0.33% | −250−1.1% | Reduced |
| Banque Pictet & Cie SA | 21,740 | $2.09M | 0.02% | −5,351−19.8% | Reduced |
| Sumitomo Life Insurance Co | 21,758 | $2.09M | 0.04% | +518+2.4% | Added |
| Ingalls & Snyder LLC | 21,798 | $2.10M | 0.08% | −352−1.6% | Reduced |
| Monarch Capital Management Inc | 21,807 | $2.10M | 0.56% | +17+0.1% | Added |
| Montag A & Associates Inc | 21,809 | $2.10M | 0.10% | −22,869−51.2% | Reduced |
| Ritholtz Wealth Management | 21,882 | $2.10M | 0.06% | −2,060−8.6% | Reduced |
| Means Investment Co., Inc. | 21,945 | $2.11M | 0.23% | −2,199−9.1% | Reduced |
| Northstar Asset Management LLC | 21,973 | $2.11M | 0.48% | −1,090−4.7% | Reduced |
| Harbour Investments, Inc. | 21,978 | $2.11M | 0.06% | +1,012+4.8% | Added |
| Parsons Capital Management Inc | 22,025 | $2.12M | 0.13% | −2,045−8.5% | Reduced |
| BCGM Wealth Management, LLC | 22,035 | $2.12M | 0.69% | +516+2.4% | Added |
| Norden Group LLC | 22,061 | $2.12M | 0.25% | +13,544+159.0% | Added |
| Three Bridge Wealth Advisors, LLC | 22,078 | $2.12M | 0.78% | +4,466+25.4% | Added |
| Tevis Investment Management | 22,112 | $2.13M | 1.57% | +3,103+16.3% | Added |
| Vista Investment Management | 22,120 | $2.13M | 0.80% | +1,461+7.1% | Added |
| Mengis Capital Management, Inc. | 22,294 | $2.14M | 0.42% | −349−1.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 22,342 | $2.15M | 0.80% | +12,367+124.0% | Added |
| Guardian Investment Management | 21,683 | $2.15M | 1.87% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 22,544 | $2.17M | 1.11% | +3,670+19.4% | Added |
| Searle & Co. | 22,545 | $2.17M | 0.54% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22,560 | $2.17M | 0.15% | −1,324−5.5% | Reduced |