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 |
|---|---|---|---|---|---|
| Manhattan West Asset Management, LLC | 22,599 | $2.17M | 0.56% | +601+2.7% | Added |
| Hixon Zuercher, LLC | 22,623 | $2.18M | 0.85% | +244+1.1% | Added |
| Westmount Partners, LLC | 22,657 | $2.18M | 0.66% | +931+4.3% | Added |
| HM Payson & Co | 22,702 | $2.18M | 0.04% | −4,264−15.8% | Reduced |
| Ellsworth Advisors, LLC | 22,728 | $2.19M | 0.57% | +1,719+8.2% | Added |
| Douglass Winthrop Advisors, LLC | 22,784 | $2.19M | 0.04% | +1,214+5.6% | Added |
| Koss-Olinger Consulting, LLC | 22,793 | $2.19M | 0.19% | −23,433−50.7% | Reduced |
| Thompson Investment Management, Inc. | 22,816 | $2.19M | 0.31% | +10.0% | Added |
| One Capital Management, LLC | 22,828 | $2.20M | 0.07% | +28+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 22,923 | $2.20M | 0.15% | −907−3.8% | Reduced |
| Community Bank, N.A. | 22,963 | $2.21M | 0.28% | −668−2.8% | Reduced |
| Verus Capital Partners, LLC | 23,042 | $2.22M | 0.22% | −873−3.7% | Reduced |
| Herbst Group, LLC | 23,048 | $2.22M | 1.37% | +140+0.6% | Added |
| Nelson Capital Management, LLC | 23,063 | $2.22M | 0.37% | +1,467+6.8% | Added |
| Moody National Bank Trust Division | 23,114 | $2.22M | 0.24% | +1,355+6.2% | Added |
| Webster Bank, N. A. | 23,133 | $2.23M | 0.24% | −1,345−5.5% | Reduced |
| Cox Capital Mgt LLC | 23,197 | $2.23M | 1.33% | +23,197 | New |
| Birch Hill Investment Advisors LLC | 23,221 | $2.23M | 0.10% | −934−3.9% | Reduced |
| Windsor Advisory Group, LLC | 23,297 | $2.24M | 2.53% | +172+0.7% | Added |
| Fruth Investment Management | 23,373 | $2.25M | 0.58% | −1,000−4.1% | Reduced |
| Westhampton Capital, LLC | 23,389 | $2.25M | 1.14% | +110.0% | Added |
| Chapman Investment Management, LLC | 23,394 | $2.25M | 1.64% | +5,587+31.4% | Added |
| Kingfisher Capital LLC | 23,405 | $2.25M | 0.52% | −1,592−6.4% | Reduced |
| Intellectus Partners, LLC | 23,414 | $2.25M | 0.58% | +1,373+6.2% | Added |
| Alpine Woods Capital Investors, LLC | 22,375 | $2.26M | 0.40% | −2,664−10.6% | Reduced |
| Proequities, Inc. | 23,462 | $2.26M | 0.13% | −661−2.7% | Reduced |
| Berkshire Bank | 23,521 | $2.26M | 0.53% | +1,276+5.7% | Added |
| Gluskin Sheff & Assoc Inc | 23,574 | $2.27M | 0.27% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 23,602 | $2.27M | 0.15% | −3,125−11.7% | Reduced |
| Alliance Wealth Advisors, LLC | 23,706 | $2.28M | 1.31% | −302−1.3% | Reduced |
| Hilltop Holdings Inc. | 23,845 | $2.29M | 0.15% | −147−0.6% | Reduced |
| Diversify Wealth Management, LLC | 23,906 | $2.30M | 0.22% | +1,201+5.3% | Added |
| Guardian Capital LP | 23,926 | $2.30M | 0.08% | +2,200+10.1% | Added |
| Iowa State Bank | 23,952 | $2.30M | 0.47% | −316−1.3% | Reduced |
| Laurel Wealth Advisors LLC | 24,094 | $2.32M | 0.37% | −15−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 24,106 | $2.32M | 0.18% | −1,938−7.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 24,137 | $2.32M | 0.15% | −370−1.5% | Reduced |
| Cito Capital Group, LLC | 24,140 | $2.32M | 0.87% | +150+0.6% | Added |
| Beaton Management Co. Inc. | 24,169 | $2.33M | 1.18% | +67+0.3% | Added |
| LMG Wealth Partners, LLC | 24,190 | $2.33M | 0.53% | +562+2.4% | Added |
| Panagora Asset Management Inc | 24,193 | $2.33M | 0.01% | −110.0% | Reduced |
| Montecito Bank & Trust | 24,197 | $2.33M | 0.40% | +6,247+34.8% | Added |
| Plimoth Trust Co LLC | 24,211 | $2.33M | 0.59% | +714+3.0% | Added |
| Roundview Capital LLC | 24,332 | $2.34M | 0.17% | −4,162−14.6% | Reduced |
| Culbertson A N & Co Inc | 24,379 | $2.35M | 0.38% | −2,275−8.5% | Reduced |
| Centerstone Investors, LLC | 24,388 | $2.35M | 2.28% | −1,800−6.9% | Reduced |
| Ballentine Partners, LLC | 24,394 | $2.35M | 0.04% | +2,310+10.5% | Added |
| Foundations Investment Advisors, LLC | 24,423 | $2.35M | 0.05% | −543−2.2% | Reduced |
| Forum Financial Management, LP | 24,438 | $2.35M | 0.04% | +787+3.3% | Added |
| Pettee Investors, Inc. | 24,443 | $2.35M | 1.14% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 24,496 | $2.36M | 0.25% | +69+0.3% | Added |
| Cornercap Investment Counsel Inc | 24,658 | $2.37M | 0.70% | +3,965+19.2% | Added |
| Joel Isaacson & Co., LLC | 24,741 | $2.38M | 0.11% | −71−0.3% | Reduced |
| Essex LLC | 24,751 | $2.38M | 0.49% | −1,484−5.7% | Reduced |
| Sanders Morris Harris LLC | 24,777 | $2.38M | 0.40% | −396−1.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 24,788 | $2.38M | 0.04% | −300−1.2% | Reduced |
| Brighton Jones LLC | 24,863 | $2.39M | 0.09% | −3,213−11.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 24,913 | $2.40M | 0.56% | −678−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 24,990 | $2.40M | 0.10% | −2,522−9.2% | Reduced |
| EULAV Asset Management | 25,000 | $2.40M | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 25,016 | $2.41M | 0.32% | −6,520−20.7% | Reduced |
| Wealthspire Advisors, LLC | 25,032 | $2.41M | 0.02% | +2,208+9.7% | Added |
| Longfellow Investment Management Co LLC | 25,038 | $2.41M | 0.60% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 25,093 | $2.41M | 1.02% | +540+2.2% | Added |
| Bill Few Associates, Inc. | 25,165 | $2.42M | 0.86% | +969+4.0% | Added |
| CoreCap Advisors, LLC | 25,198 | $2.42M | 0.11% | +25,198 | New |
| Costello Asset Management, INC | 25,213 | $2.43M | 1.62% | −560−2.2% | Reduced |
| Financial Advisory Service, Inc. | 25,262 | $2.43M | 0.19% | +1,009+4.2% | Added |
| Atomi Financial Group, Inc. | 25,315 | $2.44M | 0.15% | +120.0% | Added |
| Citadel Investment Advisory, Inc. | 25,351 | $2.44M | 1.28% | +475+1.9% | Added |
| Resonant Capital Advisors, LLC | 25,384 | $2.44M | 0.18% | −1,179−4.4% | Reduced |
| Benin Management CORP | 25,470 | $2.45M | 0.69% | +511+2.0% | Added |
| Epoch Investment Partners, Inc. | 25,521 | $2.45M | 0.01% | −1,521−5.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 25,550 | $2.46M | 0.15% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 25,649 | $2.47M | 1.08% | −159−0.6% | Reduced |
| Ashton Thomas Securities, LLC | 25,664 | $2.47M | 0.48% | +2,190+9.3% | Added |
| M. Kulyk & Associates, LLC | 25,720 | $2.47M | 0.50% | +60.0% | Added |
| Graypoint LLC | 25,810 | $2.48M | 0.16% | +1,011+4.1% | Added |
| NVWM, LLC | 25,892 | $2.49M | 0.63% | +668+2.6% | Added |
| Barr E S & Co | 25,972 | $2.50M | 0.16% | −1,567−5.7% | Reduced |
| S.E.E.D. Planning Group LLC | 26,070 | $2.51M | 0.83% | +6,143+30.8% | Added |
| Studio Investment Management LLC | 26,104 | $2.51M | 0.53% | +318+1.2% | Added |
| Mendel Money Management | 26,139 | $2.51M | 1.09% | −1,520−5.5% | Reduced |
| Bull Street Advisors, LLC | 26,155 | $2.52M | 1.17% | −465−1.7% | Reduced |
| Morton Community Bank | 26,220 | $2.52M | 0.66% | −15−0.1% | Reduced |
| RiverPark Advisors, LLC | 26,240 | $2.52M | 2.06% | +643+2.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 26,276 | $2.53M | 0.22% | −190−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 26,295 | $2.53M | 0.19% | −350−1.3% | Reduced |
| Keel Point, LLC | 26,399 | $2.54M | 0.21% | −1,191−4.3% | Reduced |
| Profund Advisors LLC | 26,916 | $2.59M | 0.10% | +4,403+19.6% | Added |
| Principle Wealth Partners LLC | 26,944 | $2.59M | 0.18% | −692−2.5% | Reduced |
| SageView Advisory Group, LLC | 26,972 | $2.59M | 0.13% | −3,423−11.3% | Reduced |
| Inspire Trust Co, N.A. | 27,000 | $2.60M | 0.72% | +27,000 | New |
| Flagship Harbor Advisors, LLC | 27,123 | $2.61M | 0.14% | +622+2.3% | Added |
| WSFS Capital Management, LLC | 27,417 | $2.64M | 0.14% | −3,874−12.4% | Reduced |
| Kavar Capital Partners Group, LLC | 27,475 | $2.64M | 0.42% | −2,151−7.3% | Reduced |
| Centaurus Financial, Inc. | 27,621 | $2.66M | 0.17% | −1,058−3.7% | Reduced |
| Hills Bank & Trust Co | 27,649 | $2.66M | 0.20% | −703−2.5% | Reduced |
| Geneos Wealth Management Inc. | 27,670 | $2.66M | 0.10% | +3,041+12.3% | Added |
| Perpetual Ltd | 27,701 | $2.66M | 0.03% | +13,504+95.1% | Added |