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 |
|---|---|---|---|---|---|
| Hamilton Wealth, LLC | 42,707 | $4.11M | 1.00% | −12,600−22.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 42,891 | $4.13M | 1.36% | +135+0.3% | Added |
| Lynch Asset Management, Inc. | 42,975 | $4.13M | 1.74% | +5,700+15.3% | Added |
| Arlington Partners LLC | 43,023 | $4.14M | 1.62% | +12,493+40.9% | Added |
| Level Four Advisory Services, LLC | 43,155 | $4.15M | 0.17% | −694−1.6% | Reduced |
| Diversified Investment Strategies, LLC | 43,216 | $4.16M | 2.74% | +7,260+20.2% | Added |
| Simmons Bank | 43,427 | $4.18M | 0.30% | −7,252−14.3% | Reduced |
| Westpac Banking Corp | 43,826 | $4.22M | 0.28% | +25,844+143.7% | Added |
| We Are One Seven, LLC | 43,953 | $4.23M | 0.18% | +123+0.3% | Added |
| Twin Tree Management, LP | 43,990 | $4.23M | 0.10% | +43,990 | New |
| Siemens Fonds Invest GmbH | 44,178 | $4.25M | 0.34% | −154−0.3% | Reduced |
| Shufro Rose & Co LLC | 42,797 | $4.25M | 0.35% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 44,253 | $4.26M | 0.43% | +2,149+5.1% | Added |
| Teza Capital Management LLC | 44,273 | $4.26M | 0.47% | −4,745−9.7% | Reduced |
| Strategic Advisors LLC | 44,348 | $4.27M | 0.80% | +3,832+9.5% | Added |
| Evercore Wealth Management, LLC | 44,423 | $4.27M | 0.06% | −1,468−3.2% | Reduced |
| Louisbourg Investments Inc. | 54,459 | $4.28M | 1.08% | +11,830+27.8% | Added |
| Capital Analysts, LLC | 44,536 | $4.28M | 0.17% | +614+1.4% | Added |
| Dynamic Advisor Solutions LLC | 44,609 | $4.29M | 0.13% | −2,817−5.9% | Reduced |
| Roberts Wealth Advisors, LLC | 46,404 | $4.29M | 1.39% | +7,963+20.7% | Added |
| Howe & Rusling Inc | 44,629 | $4.29M | 0.37% | −1,242−2.7% | Reduced |
| Evoke Wealth, LLC | 44,868 | $4.32M | 0.12% | +44,868 | New |
| Leibman Financial Services, Inc. | 44,916 | $4.32M | 3.06% | +6,918+18.2% | Added |
| Charter Trust Co | 45,061 | $4.33M | 0.28% | −100−0.2% | Reduced |
| Infusive Asset Management Inc. | 45,177 | $4.35M | 1.83% | +28,430+169.8% | Added |
| Independent Investors Inc | 45,264 | $4.35M | 0.88% | −300−0.7% | Reduced |
| V2 Financial group LLC | 45,475 | $4.37M | 2.82% | −1,468−3.1% | Reduced |
| HB Wealth Management, LLC | 45,476 | $4.37M | 0.05% | −4,070−8.2% | Reduced |
| Family Capital Trust Co | 45,494 | $4.38M | 1.41% | +99+0.2% | Added |
| Trust Co of Toledo NA | 45,495 | $4.38M | 0.59% | −1,386−3.0% | Reduced |
| Sigma Planning Corp | 45,585 | $4.38M | 0.13% | −4,480−8.9% | Reduced |
| Courier Capital LLC | 45,663 | $4.39M | 0.30% | −588−1.3% | Reduced |
| Everence Capital Management Inc | 45,899 | $4.42M | 0.28% | −10,983−19.3% | Reduced |
| K.J. Harrison & Partners Inc | 45,707 | $4.42M | 0.67% | +4,000+9.6% | Added |
| Lincluden Management Ltd | 45,949 | $4.42M | 0.48% | +10,256+28.7% | Added |
| swisspartners Advisors Ltd | 54,563 | $4.44M | 4.09% | +2,830+5.5% | Added |
| Boston Research & Management Inc | 46,171 | $4.44M | 1.03% | −1,308−2.8% | Reduced |
| Prospera Financial Services Inc | 46,170 | $4.44M | 0.11% | +467+1.0% | Added |
| Anderson Hoagland & Co | 46,836 | $4.46M | 0.45% | −185−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 46,613 | $4.48M | 0.46% | −3,931−7.8% | Reduced |
| Hartford Financial Management Inc. | 46,786 | $4.50M | 0.92% | +5,445+13.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 47,193 | $4.50M | 0.04% | −15,257−24.4% | Reduced |
| Hanson & Doremus Investment Management | 46,822 | $4.50M | 0.72% | −1,834−3.8% | Reduced |
| South State Corp. | 46,825 | $4.50M | 0.31% | +120+0.3% | Added |
| KCM Investment Advisors LLC | 46,829 | $4.50M | 0.15% | −3,352−6.7% | Reduced |
| 1st Source Bank | 47,197 | $4.54M | 0.26% | −1,613−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 47,206 | $4.54M | 0.57% | +471+1.0% | Added |
| Savoie Capital LLC | 47,491 | $4.57M | 0.56% | −6,300−11.7% | Reduced |
| VELA Investment Management, LLC | 47,584 | $4.58M | 1.56% | +5,209+12.3% | Added |
| AMG National Trust Bank | 47,684 | $4.59M | 0.12% | −33,244−41.1% | Reduced |
| Coldstream Capital Management Inc | 47,817 | $4.62M | 0.10% | +19,003+66.0% | Added |
| Plato Investment Management Ltd | 48,291 | $4.64M | 0.38% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 48,677 | $4.68M | 1.68% | +358+0.7% | Added |
| Wallington Asset Management, LLC | 48,696 | $4.68M | 0.65% | +534+1.1% | Added |
| Apollon Wealth Management, LLC | 48,817 | $4.70M | 0.13% | −1,749−3.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 54,500 | $4.70M | 0.61% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 49,038 | $4.72M | 0.64% | −2,935−5.6% | Reduced |
| Marietta Wealth Management, LLC | 49,282 | $4.74M | 0.69% | +1,725+3.6% | Added |
| DoubleLine ETF Adviser LP | 49,312 | $4.74M | 1.16% | +15,246+44.8% | Added |
| Financial Avengers, Inc. | 49,665 | $4.78M | 2.35% | +2,152+4.5% | Added |
| Westchester Capital Management, Inc. | 49,960 | $4.81M | 1.17% | −396−0.8% | Reduced |
| Scoggin Management LP | 50,000 | $4.81M | 2.65% | +50,000 | New |
| Beech Hill Advisors, Inc. | 50,331 | $4.84M | 1.84% | +3,839+8.3% | Added |
| Van Strum & Towne Inc. | 50,335 | $4.84M | 1.68% | +125+0.2% | Added |
| Chartwell Investment Partners, LLC | 50,506 | $4.86M | 0.17% | −863−1.7% | Reduced |
| Trust Co of Kansas | 50,537 | $4.86M | 2.36% | +1,428+2.9% | Added |
| BKD Wealth Advisors, LLC | 50,541 | $4.86M | 0.11% | +535+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 50,626 | $4.87M | 0.83% | −2,209−4.2% | Reduced |
| Baxter Bros Inc | 50,702 | $4.88M | 0.63% | −5,127−9.2% | Reduced |
| Strategy Asset Managers LLC | 50,914 | $4.90M | 0.94% | −5,088−9.1% | Reduced |
| Asset Management Group, Inc. | 51,071 | $4.91M | 0.86% | +1,471+3.0% | Added |
| Logan Capital Management Inc | 51,346 | $4.94M | 0.20% | −2,579−4.8% | Reduced |
| Wesbanco Bank Inc | 51,351 | $4.94M | 0.17% | −47,188−47.9% | Reduced |
| Fiduciary Alliance LLC | 51,465 | $4.95M | 0.66% | −21,983−29.9% | Reduced |
| PGGM Investments | 51,666 | $4.97M | 0.06% | +43,200+510.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 52,007 | $5.00M | 1.96% | +751+1.5% | Added |
| Landscape Capital Management, L.L.C. | 52,207 | $5.02M | 0.51% | +33,230+175.1% | Added |
| Bessemer Group Inc | 52,380 | $5.04M | 0.01% | −189−0.4% | Reduced |
| Poehling Capital Management, LLC | 52,401 | $5.04M | 1.29% | +1,654+3.3% | Added |
| McGinn Investment Management, Inc. | 52,519 | $5.05M | 3.36% | +820+1.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52,623 | $5.05M | 0.20% | +3,209+6.5% | Added |
| Ironwood Investment Counsel, LLC | 52,721 | $5.07M | 0.84% | +34+0.1% | Added |
| Wilkins Investment Counsel Inc | 52,823 | $5.08M | 0.70% | +46,993+806.1% | Added |
| First Foundation Advisors | 52,860 | $5.08M | 0.19% | −16,548−23.8% | Reduced |
| Glenview Trust Co | 53,116 | $5.11M | 0.10% | −1,500−2.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 53,250 | $5.12M | 0.94% | −735−1.4% | Reduced |
| PFG Investments, LLC | 53,255 | $5.12M | 0.33% | +14,535+37.5% | Added |
| Wetherby Asset Management Inc | 53,289 | $5.13M | 0.23% | −3,352−5.9% | Reduced |
| City Holding Co | 53,620 | $5.16M | 0.72% | −1,116−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 53,696 | $5.17M | 0.36% | −5,105−8.7% | Reduced |
| Snowden Capital Advisors LLC | 53,924 | $5.19M | 0.15% | −3,949−6.8% | Reduced |
| JB Capital LLC | 53,966 | $5.19M | 0.30% | +2,022+3.9% | Added |
| TCTC Holdings, LLC | 54,125 | $5.21M | 0.18% | −2,683−4.7% | Reduced |
| Rice Partnership, LLC | 54,309 | $5.22M | 1.05% | +7,144+15.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 54,573 | $5.25M | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 54,666 | $5.26M | 0.11% | −1,151−2.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 54,760 | $5.27M | 0.98% | −11,871−17.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 55,030 | $5.29M | 1.07% | +705+1.3% | Added |
| RNC Capital Management LLC | 53,317 | $5.29M | 0.29% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 70,641 | $5.32M | 6.31% | +9,287+15.1% | Added |