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 |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 33,280 | $3.20M | 2.06% | +551+1.7% | Added |
| Graybill Bartz & Assoc Ltd | 33,281 | $3.20M | 1.19% | −18−0.1% | Reduced |
| Aviance Capital Partners, LLC | 33,380 | $3.21M | 0.42% | +210+0.6% | Added |
| Autumn Glory Partners, LLC | 33,567 | $3.23M | 1.24% | +8,085+31.7% | Added |
| Kirr Marbach & Co LLC | 33,780 | $3.25M | 0.73% | +58+0.2% | Added |
| Brown Miller Wealth Management, LLC | 33,885 | $3.26M | 1.27% | +1,319+4.1% | Added |
| V-Square Quantitative Management LLC | 33,923 | $3.26M | 0.48% | +3,633+12.0% | Added |
| WCG Wealth Advisors LLC | 34,034 | $3.27M | 0.22% | −982−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 34,120 | $3.28M | 0.06% | +353+1.0% | Added |
| Pegasus Asset Management, Inc. | 34,202 | $3.29M | 1.26% | +889+2.7% | Added |
| Krilogy Financial LLC | 34,718 | $3.34M | 0.23% | −866−2.4% | Reduced |
| Eagle Global Advisors LLC | 34,743 | $3.34M | 0.17% | −110−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,793 | $3.35M | 0.32% | −8,940−20.4% | Reduced |
| Gilman Hill Asset Management, LLC | 34,806 | $3.35M | 0.56% | −3,103−8.2% | Reduced |
| Quattro Financial Advisors LLC | 35,330 | $3.35M | 0.98% | +5,000+16.5% | Added |
| Allen Investment Management LLC | 34,912 | $3.36M | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 34,992 | $3.37M | 0.04% | −2,030−5.5% | Reduced |
| Waycross Partners, LLC | 35,000 | $3.37M | 0.47% | 00.0% | Unchanged |
| Anson Funds Management LP | 35,000 | $3.37M | 0.48% | +10,000+40.0% | Added |
| Connable Office Inc | 35,048 | $3.37M | 0.34% | +108+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 35,151 | $3.38M | 0.00% | +7,438+26.8% | Added |
| Citizens Business Bank | 35,223 | $3.39M | 0.68% | −1,249−3.4% | Reduced |
| Vestcor Inc | 35,423 | $3.41M | 0.11% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 35,426 | $3.41M | 0.12% | +2,011+6.0% | Added |
| Roanoke Asset Management Corp | 35,602 | $3.42M | 1.08% | −78−0.2% | Reduced |
| Arlington Financial Advisors, LLC | 35,776 | $3.44M | 0.71% | +745+2.1% | Added |
| Narwhal Capital Management | 35,880 | $3.45M | 0.31% | −14,839−29.3% | Reduced |
| Diversify Advisory Services, LLC | 35,740 | $3.46M | 0.19% | −2,368−6.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 36,079 | $3.47M | 0.53% | −22−0.1% | Reduced |
| Permanens Capital L.P. | 36,103 | $3.47M | 0.71% | −15,280−29.7% | Reduced |
| Ami Investment Management Inc | 36,126 | $3.47M | 1.18% | +81+0.2% | Added |
| Regatta Capital Group, LLC | 36,168 | $3.48M | 0.68% | −508−1.4% | Reduced |
| Gifford Fong Associates | 36,407 | $3.50M | 0.88% | 00.0% | Unchanged |
| Cypress Capital Group | 36,463 | $3.51M | 0.39% | +1,329+3.8% | Added |
| Rossmore Private Capital | 36,978 | $3.51M | 0.43% | −65−0.2% | Reduced |
| Levin Capital Strategies, L.P. | 36,541 | $3.51M | 0.34% | −2,544−6.5% | Reduced |
| Nilsine Partners, LLC | 36,577 | $3.52M | 0.46% | −1,401−3.7% | Reduced |
| Lafayette Investments, Inc. | 36,599 | $3.52M | 0.74% | +521+1.4% | Added |
| Dorchester Wealth Management Co | 36,743 | $3.53M | 0.64% | +380+1.0% | Added |
| Burns J W & Co Inc | 36,744 | $3.53M | 0.46% | −5,170−12.3% | Reduced |
| Diligent Investors, LLC | 36,864 | $3.55M | 0.82% | +366+1.0% | Added |
| Citizens National Bank Trust Department | 36,890 | $3.55M | 0.75% | +275+0.8% | Added |
| Te Ahumairangi Investment Management Ltd | 37,123 | $3.55M | 0.63% | +8,180+28.3% | Added |
| Horizon Investments, LLC | 36,990 | $3.56M | 0.09% | −912−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 37,111 | $3.57M | 0.34% | −2,981−7.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 37,257 | $3.58M | 0.44% | −6,633−15.1% | Reduced |
| Thornburg Investment Management Inc | 37,348 | $3.59M | 0.05% | +37,348 | New |
| Kennon-Green & Company, LLC | 37,515 | $3.61M | 3.00% | +1,936+5.4% | Added |
| Pallas Capital Advisors LLC | 37,943 | $3.62M | 0.15% | +33,366+729.0% | Added |
| Transcend Wealth Collective, LLC | 37,646 | $3.62M | 0.24% | +1,797+5.0% | Added |
| Jacobi Capital Management LLC | 37,661 | $3.62M | 0.27% | +3,870+11.5% | Added |
| Cohen Capital Management, Inc. | 37,781 | $3.63M | 0.59% | +33,740+834.9% | Added |
| German American Bancorp, Inc. | 37,921 | $3.65M | 0.39% | +3,828+11.2% | Added |
| HBK Sorce Advisory LLC | 37,922 | $3.65M | 0.11% | −2,979−7.3% | Reduced |
| Miracle Mile Advisors, LLC | 37,963 | $3.65M | 0.08% | +3,620+10.5% | Added |
| Jag Capital Management, LLC | 38,185 | $3.67M | 0.44% | +814+2.2% | Added |
| Middleton & Co Inc | 38,226 | $3.68M | 0.41% | −672−1.7% | Reduced |
| Axiom Advisory, LLC | 40,017 | $3.68M | 0.03% | +966+2.5% | Added |
| Capital Asset Advisory Services LLC | 39,986 | $3.70M | 0.19% | +1,523+4.0% | Added |
| St Germain D J Co Inc | 38,494 | $3.70M | 0.17% | −33,466−46.5% | Reduced |
| SevenBridge Financial Group, LLC | 36,712 | $3.70M | 0.71% | +3,024+9.0% | Added |
| First Hawaiian Bank | 38,654 | $3.72M | 0.12% | −1,553−3.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.72M | 0.44% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 38,913 | $3.74M | 0.60% | −1,517−3.8% | Reduced |
| Koshinski Asset Management, Inc. | 39,025 | $3.75M | 0.32% | −394−1.0% | Reduced |
| Fagan Associates, Inc. | 39,028 | $3.75M | 0.63% | −13,739−26.0% | Reduced |
| Chemung Canal Trust Co | 39,085 | $3.76M | 0.76% | −10,859−21.7% | Reduced |
| River Wealth Advisors LLC | 39,121 | $3.76M | 0.50% | −19,880−33.7% | Reduced |
| Hantz Financial Services, Inc. | 39,161 | $3.77M | 0.07% | −1,810−4.4% | Reduced |
| First Citizens Bank & Trust Co | 39,216 | $3.77M | 0.08% | +1,249+3.3% | Added |
| IHT Wealth Management, LLC | 39,339 | $3.77M | 0.11% | +1,869+5.0% | Added |
| Highland Capital Management, LLC | 39,250 | $3.78M | 0.22% | −1,460−3.6% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 39,500 | $3.80M | 0.40% | +39,500 | New |
| CAPROCK Group, Inc. | 39,822 | $3.83M | 0.14% | −3,575−8.2% | Reduced |
| Princeton Capital Management LLC | 39,943 | $3.84M | 1.21% | −4,636−10.4% | Reduced |
| Yarbrough Capital, LLC | 40,000 | $3.85M | 0.16% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 40,415 | $3.89M | 1.19% | +139+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 40,597 | $3.91M | 0.33% | +8,973+28.4% | Added |
| Greenleaf Trust | 40,745 | $3.92M | 0.03% | −1,999−4.7% | Reduced |
| Sterling Capital Management LLC | 40,757 | $3.92M | 0.05% | +40,757 | New |
| Blue Zone Wealth Advisors, LLC | 41,048 | $3.95M | 1.23% | +510+1.3% | Added |
| Brown Brothers Harriman & Co | 41,184 | $3.96M | 0.03% | −1,888−4.4% | Reduced |
| Welch & Forbes LLC | 41,285 | $3.97M | 0.05% | −3,112−7.0% | Reduced |
| Reliant Investment Management, LLC | 41,322 | $3.97M | 1.87% | +535+1.3% | Added |
| National Asset Management, Inc. | 41,779 | $3.98M | 0.11% | −9,176−18.0% | Reduced |
| Anchor Investment Management, LLC | 41,464 | $3.99M | 0.38% | −497−1.2% | Reduced |
| Cornerstone Wealth Group, LLC | 41,684 | $4.01M | 0.33% | +180.0% | Added |
| Leavell Investment Management, Inc. | 41,739 | $4.01M | 0.20% | −95−0.2% | Reduced |
| Sawyer & Company, Inc | 41,795 | $4.02M | 1.49% | +332+0.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 41,916 | $4.03M | 0.66% | −2,516−5.7% | Reduced |
| Farther Finance Advisors, LLC | 41,994 | $4.04M | 0.15% | +4,926+13.3% | Added |
| Columbia Asset Management | 42,105 | $4.05M | 0.71% | −1,448−3.3% | Reduced |
| Lyell Wealth Management, LP | 42,115 | $4.05M | 0.37% | −3,369−7.4% | Reduced |
| Sepio Capital, LP | 42,270 | $4.07M | 0.32% | −329−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 42,295 | $4.07M | 1.23% | +1,410+3.4% | Added |
| LVM Capital Management Ltd | 40,986 | $4.07M | 0.46% | 00.0% | Unchanged |
| United Services Automobile Association | 42,434 | $4.08M | 0.10% | −9,933−19.0% | Reduced |
| Bristlecone Advisors, LLC | 42,462 | $4.08M | 0.33% | +1,233+3.0% | Added |
| Resources Investment Advisors, LLC. | 42,646 | $4.10M | 0.05% | −4,753−10.0% | Reduced |
| Capital Investment Counsel, Inc | 42,691 | $4.11M | 0.59% | +505+1.2% | Added |