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; 2,947 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
- 2,941
- −62 vs. Q2 2024
- Shares held
- 1.24B
- +129.4M (+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
- 1,447 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 301 | $29.0K | 0.00% | +19+6.7% | Added |
| Gold Investment Management Ltd. | 308 | $29.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 317 | $30.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 320 | $30.8K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 321 | $30.9K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 325 | $31.3K | 0.00% | −521−61.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 328 | $31.6K | 0.00% | −271−45.2% | Reduced |
| Coastline Trust Co | 330 | $31.7K | 0.00% | −2,940−89.9% | Reduced |
| Luken Investment Analytics, LLC | 335 | $32.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 342 | $32.9K | 0.01% | −200−36.9% | Reduced |
| Bell Investment Advisors, Inc | 374 | $36.0K | 0.01% | −617−62.3% | Reduced |
| Tributary Capital Management, LLC | 376 | $36.2K | 0.00% | −100−21.0% | Reduced |
| IMA Wealth, Inc. | 376 | $36.2K | 0.01% | +376 | New |
| PFG Private Wealth Management, LLC | 384 | $36.9K | 0.02% | −120−23.8% | Reduced |
| Pittenger & Anderson Inc | 398 | $38.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 400 | $38.5K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 423 | $40.0K | 0.01% | −25−5.6% | Reduced |
| Carolina Wealth Advisors, LLC | 440 | $42.3K | 0.02% | +72+19.6% | Added |
| Mascoma Wealth Management LLC | 444 | $42.7K | 0.01% | +1+0.2% | Added |
| Clear Point Advisors Inc. | 446 | $42.9K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 447 | $43.0K | 0.01% | +1+0.2% | Added |
| Spectrum Wealth Counsel, LLC | 447 | $43.0K | 0.01% | −1,316−74.6% | Reduced |
| Painted Porch Advisors LLC | 469 | $45.1K | 0.02% | +136+40.8% | Added |
| Dogwood Wealth Management LLC | 470 | $45.2K | 0.03% | −1−0.2% | Reduced |
| ZynergyRetirementPlanningLLC | 473 | $45.5K | 0.03% | 00.0% | Unchanged |
| Syntax Research, Inc. | 476 | $45.8K | 0.03% | +1+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 494 | $47.5K | 0.02% | −29,026−98.3% | Reduced |
| Covestor Ltd | 504 | $48.0K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 500 | $48.1K | 0.01% | −1,800−78.3% | Reduced |
| GoalVest Advisory LLC | 507 | $48.8K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 512 | $49.2K | 0.03% | −4−0.8% | Reduced |
| Red Tortoise LLC | 517 | $49.7K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 517 | $50.0K | 0.01% | +256+98.1% | Added |
| FSA Wealth Management LLC | 528 | $50.8K | 0.02% | +528 | New |
| Deane Retirement Strategies, Inc. | 536 | $51.6K | 0.03% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 551 | $53.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 554 | $53.3K | 0.04% | +2+0.4% | Added |
| Iron Horse Wealth Management, LLC | 557 | $53.6K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 568 | $54.7K | 0.05% | 00.0% | Unchanged |
| NCP Inc. | 571 | $54.9K | 0.03% | +2+0.4% | Added |
| Lowe Wealth Advisors, LLC | 576 | $55.4K | 0.02% | −70−10.8% | Reduced |
| Planned Solutions, Inc. | 582 | $56.0K | 0.02% | +582 | New |
| Livelsberger Financial Advisory | 589 | $56.7K | 1.19% | +589 | New |
| Paladin Advisory Group, LLC | 599 | $57.6K | 0.04% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $57.7K | 0.05% | +600 | New |
| Arlington Trust Co LLC | 601 | $57.8K | 0.01% | −474−44.1% | Reduced |
| Voisard Asset Management Group, Inc. | 604 | $58.1K | 0.02% | +13+2.2% | Added |
| Raffa Wealth Management, LLC | 608 | $58.5K | 0.01% | −1,031−62.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 615 | $59.2K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 626 | $60.2K | 0.02% | +21+3.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 643 | $61.9K | 0.05% | −1−0.2% | Reduced |
| Frazier Financial Advisors, LLC | 643 | $61.9K | 0.05% | −227−26.1% | Reduced |
| Ogorek Anthony Joseph | 654 | $62.0K | 0.02% | +34+5.5% | Added |
| Front Row Advisors LLC | 651 | $62.6K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 662 | $63.7K | 0.06% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 623 | $64.0K | 0.04% | +623 | New |
| Legacy Wealth Managment, LLC | 623 | $64.0K | 0.04% | +623 | New |
| J.Safra Asset Management Corp | 674 | $64.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 677 | $65.1K | 0.04% | +250+58.5% | Added |
| Abound Wealth Management | 694 | $66.7K | 0.02% | +1+0.1% | Added |
| Chesapeake Asset Management LLC | 695 | $66.9K | 0.06% | +230+49.5% | Added |
| Advantage Trust Co | 730 | $70.2K | 0.05% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 732 | $70.4K | 0.06% | +732 | New |
| Country Trust Bank | 736 | $70.8K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 747 | $71.9K | 0.03% | +747 | New |
| Canton Hathaway, LLC | 745 | $72.0K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 751 | $72.2K | 0.04% | −700−48.2% | Reduced |
| Wintrust Investments LLC | 775 | $74.0K | 0.05% | −8,283−91.4% | Reduced |
| Roble, Belko & Company, Inc | 768 | $74.0K | 0.01% | +2+0.3% | Added |
| Private Wealth Management Group, LLC | 770 | $74.1K | 0.03% | −12−1.5% | Reduced |
| FSC Wealth Advisors, LLC | 789 | $75.9K | 0.05% | +1+0.1% | Added |
| Dynamic Wealth Strategies, LLC | 792 | $76.0K | 0.06% | +41+5.5% | Added |
| Dunhill Financial, LLC | 795 | $76.5K | 0.04% | −2,011−71.7% | Reduced |
| AM Squared Ltd | 800 | $77.0K | 0.17% | +800 | New |
| Financial Connections Group, Inc. | 811 | $78.0K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 811 | $78.0K | 0.05% | +4+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 814 | $78.3K | 0.02% | +1+0.1% | Added |
| WealthCollab, LLC | 832 | $80.0K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 837 | $80.6K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 853 | $82.0K | 0.03% | −158−15.6% | Reduced |
| Moser Wealth Advisors, LLC | 865 | $83.2K | 0.04% | −80−8.5% | Reduced |
| Annapolis Financial Services, LLC | 872 | $83.9K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 886 | $85.2K | 0.02% | −16−1.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 894 | $86.1K | 0.00% | +92+11.5% | Added |
| Ramirez Asset Management, Inc. | 900 | $86.6K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 918 | $88.3K | 0.44% | −15−1.6% | Reduced |
| AllSquare Wealth Management LLC | 922 | $88.7K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 946 | $91.0K | 0.04% | −295−23.8% | Reduced |
| PFS Partners, LLC | 961 | $92.4K | 0.05% | +1+0.1% | Added |
| Basso Capital Management, L.P. | 969 | $93.2K | 0.09% | −1,387−58.9% | Reduced |
| Financial Management Professionals, Inc. | 977 | $94.0K | 0.01% | +27+2.8% | Added |
| Black Cypress Capital Management, LLC | 982 | $94.5K | 0.08% | −99−9.2% | Reduced |
| Eagle Bay Advisors LLC | 983 | $94.6K | 0.04% | −46−4.5% | Reduced |
| Bank & Trust Co | 989 | $95.1K | 0.08% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 994 | $95.6K | 0.01% | +508+104.5% | Added |
| State of Wyoming | 996 | $95.8K | 0.01% | −929−48.3% | Reduced |
| Avion Wealth | 999 | $96.0K | 0.03% | −103−9.3% | Reduced |
| TruNorth Capital Management, LLC | 1,000 | $96.2K | 0.03% | −14−1.4% | Reduced |
| Tidemark, LLC | 1,016 | $97.7K | 0.04% | +2+0.2% | Added |
| Rosenberg Matthew Hamilton | 1,018 | $97.9K | 0.03% | +95+10.3% | Added |