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 |
|---|---|---|---|---|---|
| Addison Capital Co | 27,845 | $2.68M | 1.08% | −1,105−3.8% | Reduced |
| White Pine Investment CO | 27,957 | $2.69M | 0.74% | −2,664−8.7% | Reduced |
| TriaGen Wealth Management LLC | 28,233 | $2.72M | 0.91% | +3,898+16.0% | Added |
| Osprey Private Wealth LLC | 28,235 | $2.72M | 1.90% | +28,235 | New |
| Arkadios Wealth Advisors | 28,283 | $2.72M | 0.15% | −12,690−31.0% | Reduced |
| Centiva Capital, LP | 28,289 | $2.72M | 0.12% | −43,464−60.6% | Reduced |
| Essex Financial Services, Inc. | 28,155 | $2.72M | 0.20% | −2,509−8.2% | Reduced |
| New Hampshire Trust | 28,390 | $2.73M | 0.59% | −124−0.4% | Reduced |
| First Western Trust Bank | 28,422 | $2.73M | 0.12% | −3,499−11.0% | Reduced |
| Fragasso Group Inc. | 28,450 | $2.74M | 0.21% | −580−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 28,468 | $2.74M | 0.11% | +691+2.5% | Added |
| Moneta Group Investment Advisors LLC | 28,477 | $2.74M | 0.04% | −1,368−4.6% | Reduced |
| Northstar Group, Inc. | 28,548 | $2.75M | 0.48% | −463−1.6% | Reduced |
| Ascent Group, LLC | 28,711 | $2.76M | 0.21% | −1,137−3.8% | Reduced |
| NorthRock Partners, LLC | 28,793 | $2.77M | 0.09% | −2,149−6.9% | Reduced |
| Warren Averett Asset Management, LLC | 28,817 | $2.77M | 0.05% | −1,116−3.7% | Reduced |
| Shell Asset Management Co | 28,919 | $2.78M | 0.12% | +28,919 | New |
| Paradigm Financial Partners, LLC | 27,135 | $2.79M | 0.39% | −4,337−13.8% | Reduced |
| RB Capital Management, LLC | 28,986 | $2.79M | 0.66% | −4,259−12.8% | Reduced |
| Northwest Investment Counselors, LLC | 29,075 | $2.80M | 0.63% | +775+2.7% | Added |
| Sterneck Capital Management, LLC | 29,145 | $2.80M | 1.52% | −320−1.1% | Reduced |
| Benjamin Edwards Inc | 29,222 | $2.81M | 0.04% | +29,201+139,052.4% | Added |
| Shayne & Co., LLC | 29,260 | $2.81M | 0.71% | +3,113+11.9% | Added |
| SOL Capital Management CO | 29,277 | $2.82M | 0.31% | +600+2.1% | Added |
| Stonebridge Capital Management Inc | 29,298 | $2.82M | 1.12% | +550+1.9% | Added |
| Advisors Asset Management, Inc. | 29,384 | $2.83M | 0.05% | +2,110+7.7% | Added |
| Keene & Associates, Inc. | 29,426 | $2.83M | 2.14% | −4,378−13.0% | Reduced |
| Cary Street Partners Asset Management LLC | 29,443 | $2.83M | 0.37% | +3,036+11.5% | Added |
| Group One Trading, L.P. | 29,675 | $2.85M | 0.11% | −110,240−78.8% | Reduced |
| Xcel Wealth Management, LLC | 29,685 | $2.86M | 0.84% | +8,511+40.2% | Added |
| Asset Dedication, LLC | 29,688 | $2.86M | 0.19% | −7,089−19.3% | Reduced |
| Gladstone Institutional Advisory LLC | 29,714 | $2.86M | 0.14% | +293+1.0% | Added |
| Mission Wealth Management, LP | 29,738 | $2.86M | 0.07% | −4,250−12.5% | Reduced |
| Asio Capital, LLC | 29,792 | $2.87M | 0.54% | +1,234+4.3% | Added |
| Central Trust Co | 29,922 | $2.88M | 0.07% | −2,083−6.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 29,971 | $2.88M | 0.85% | +537+1.8% | Added |
| Summit Financial, LLC | 29,996 | $2.89M | 0.11% | +8,989+42.8% | Added |
| Canal Insurance CO | 30,000 | $2.89M | 0.68% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 30,019 | $2.89M | 0.07% | −2,591−7.9% | Reduced |
| Pinnacle Financial Partners Inc | 30,094 | $2.89M | 0.06% | −83,425−73.5% | Reduced |
| Terry L. Blaker | 30,123 | $2.90M | 0.11% | −5,583−15.6% | Reduced |
| Perkins Coie Trust Co | 30,219 | $2.91M | 0.64% | +43+0.1% | Added |
| Carnegie Lake Advisors LLC | 30,240 | $2.91M | 1.15% | +30,240 | New |
| Bridgewater Advisors Inc. | 30,268 | $2.91M | 0.30% | −311−1.0% | Reduced |
| Sky Investment Group LLC | 30,256 | $2.91M | 0.52% | +3,670+13.8% | Added |
| YHB Investment Advisors, Inc. | 30,256 | $2.91M | 0.24% | −1,543−4.9% | Reduced |
| Two Sigma Investments, LP | 30,403 | $2.92M | 0.01% | −167,196−84.6% | Reduced |
| Eastern Bank | 30,409 | $2.93M | 0.05% | +22,687+293.8% | Added |
| CWA Asset Management Group, LLC | 30,589 | $2.94M | 0.16% | +30,589 | New |
| Texas Yale Capital Corp. | 30,708 | $2.95M | 0.13% | −200−0.6% | Reduced |
| Buckingham Strategic Partners | 30,791 | $2.96M | 0.06% | +2,401+8.5% | Added |
| Thematics Asset Management | 30,815 | $2.96M | 0.12% | 00.0% | Unchanged |
| M. Kraus & Co | 30,960 | $2.98M | 0.87% | −2,753−8.2% | Reduced |
| Lockheed Martin Investment Management Co | 31,050 | $2.99M | 0.14% | −890−2.8% | Reduced |
| Legacy Advisors, LLC | 31,056 | $2.99M | 0.32% | +1,076+3.6% | Added |
| Condor Capital Management | 31,068 | $2.99M | 0.27% | +576+1.9% | Added |
| Arrow Financial Corp | 31,074 | $2.99M | 0.28% | −1,438−4.4% | Reduced |
| Field & Main Bank | 31,115 | $2.99M | 1.07% | +1,045+3.5% | Added |
| Western Wealth Management, LLC | 31,136 | $2.99M | 0.17% | +15,203+95.4% | Added |
| Cullen Investment Group, Ltd. | 31,150 | $3.00M | 0.45% | −771−2.4% | Reduced |
| Goelzer Investment Management, Inc. | 31,158 | $3.00M | 0.16% | −2,234−6.7% | Reduced |
| Alerus Financial NA | 31,205 | $3.00M | 0.22% | +31,205 | New |
| Ostrum Asset Management | 31,295 | $3.01M | 0.25% | −187−0.6% | Reduced |
| Wellington Shields & Co., LLC | 31,388 | $3.02M | 0.92% | −308−1.0% | Reduced |
| Meyer Handelman Co | 31,478 | $3.03M | 0.10% | −7,210−18.6% | Reduced |
| Portside Wealth Group, LLC | 31,526 | $3.03M | 0.52% | +6,851+27.8% | Added |
| HBW Advisory Services LLC | 31,741 | $3.05M | 0.45% | −4,683−12.9% | Reduced |
| Contrarius Investment Management Ltd | 31,825 | $3.06M | 0.17% | −1,525−4.6% | Reduced |
| Essex Investment Management Co LLC | 31,856 | $3.06M | 0.53% | −1,599−4.8% | Reduced |
| Cullen Capital Management LLC | 31,977 | $3.08M | 0.03% | +996+3.2% | Added |
| Concentric Wealth Management, LLC | 31,981 | $3.08M | 0.75% | +996+3.2% | Added |
| Independent Financial Group, LLC | 31,981 | $3.08M | 0.11% | −2,272−6.6% | Reduced |
| Granite Investment Partners, LLC | 32,068 | $3.08M | 0.13% | −4,126−11.4% | Reduced |
| Colonial Trust Co | 32,069 | $3.08M | 0.48% | −642−2.0% | Reduced |
| Canandaigua National Bank & Trust Co | 32,099 | $3.09M | 0.29% | −1,068−3.2% | Reduced |
| Radnor Capital Management, LLC | 32,119 | $3.09M | 0.46% | +32,119 | New |
| Longbow Finance SA | 32,133 | $3.09M | 0.33% | 00.0% | Unchanged |
| Bender Robert & Associates | 32,196 | $3.10M | 0.66% | +32,196 | New |
| Guardian Capital Advisors LP | 32,952 | $3.10M | 0.31% | +1,192+3.8% | Added |
| Twin Capital Management Inc | 32,226 | $3.10M | 0.35% | −4,925−13.3% | Reduced |
| DLK Investment Management, LLC | 32,299 | $3.11M | 1.19% | +1,189+3.8% | Added |
| Assetmark, Inc | 32,385 | $3.12M | 0.01% | +1,903+6.2% | Added |
| Spire Wealth Management | 32,413 | $3.12M | 0.11% | −2,727−7.8% | Reduced |
| Argent Financial Group, Inc. | 32,416 | $3.12M | 0.37% | +32,416 | New |
| Legacy Trust | 32,427 | $3.12M | 0.72% | −1,549−4.6% | Reduced |
| Lynch & Associates | 32,453 | $3.12M | 0.66% | −896−2.7% | Reduced |
| Robbins Farley LLC | 32,485 | $3.12M | 1.57% | +1,155+3.7% | Added |
| William Allan, LLC | 32,496 | $3.13M | 1.94% | −741−2.2% | Reduced |
| IPG Investment Advisors LLC | 32,691 | $3.14M | 0.69% | +1,403+4.5% | Added |
| Wealthcare Advisory Partners LLC | 32,741 | $3.15M | 0.09% | +61+0.2% | Added |
| Summit Place Financial Advisors, LLC | 32,768 | $3.15M | 1.76% | +1,736+5.6% | Added |
| SlateStone Wealth, LLC | 32,765 | $3.15M | 0.28% | −1,455−4.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 32,787 | $3.15M | 1.11% | +3,294+11.2% | Added |
| Clarity Capital Partners LLC | 32,797 | $3.15M | 1.86% | −355−1.1% | Reduced |
| Merit Financial Group, LLC | 32,945 | $3.17M | 0.07% | +5,907+21.8% | Added |
| Rothschild Investment LLC | 32,945 | $3.17M | 0.21% | −992−2.9% | Reduced |
| TCG Advisory Services, LLC | 32,977 | $3.17M | 0.14% | +2,150+7.0% | Added |
| Robinson Value Management, Ltd. | 33,033 | $3.18M | 2.06% | −60.0% | Reduced |
| Maven Securities LTD | 33,036 | $3.18M | 0.36% | −31,491−48.8% | Reduced |
| Whalerock Point Partners, LLC | 33,109 | $3.18M | 0.76% | +106+0.3% | Added |