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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 55,357 | $5.32M | 0.10% | −2,705−4.7% | Reduced |
| KMG Fiduciary Partners, LLC | 55,425 | $5.33M | 0.46% | +1,255+2.3% | Added |
| Conning Inc. | 55,617 | $5.35M | 0.18% | +6,545+13.3% | Added |
| Leonteq Securities AG | 55,661 | $5.35M | 0.63% | +23,283+71.9% | Added |
| Ancora Advisors, LLC | 55,785 | $5.37M | 0.12% | −48−0.1% | Reduced |
| Pavion Blue Capital, LLC | 55,811 | $5.37M | 2.50% | +1,304+2.4% | Added |
| Ar Asset Management Inc | 55,875 | $5.38M | 1.19% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 55,888 | $5.38M | 0.39% | −820−1.4% | Reduced |
| Fulton Bank, N.A. | 56,082 | $5.39M | 0.21% | +3,233+6.1% | Added |
| Moors & Cabot, Inc. | 56,215 | $5.41M | 0.27% | −1,863−3.2% | Reduced |
| Banque Cantonale Vaudoise | 56,321 | $5.42M | 0.22% | −3,260−5.5% | Reduced |
| General American Investors Co Inc | 56,478 | $5.43M | 0.38% | 00.0% | Unchanged |
| Park National Corp | 56,611 | $5.45M | 0.19% | −17,419−23.5% | Reduced |
| Vision Capital Management, Inc. | 56,653 | $5.45M | 0.77% | +586+1.0% | Added |
| Beta Wealth Group, Inc. | 56,808 | $5.46M | 2.46% | +3,822+7.2% | Added |
| Trust Co of Vermont | 57,461 | $5.53M | 0.28% | −12,313−17.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 57,479 | $5.53M | 0.13% | −537−0.9% | Reduced |
| Sicart Associates LLC | 57,508 | $5.53M | 1.94% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 57,590 | $5.54M | 0.58% | 00.0% | Unchanged |
| First Interstate Bank | 57,612 | $5.54M | 0.34% | −1,646−2.8% | Reduced |
| Daymark Wealth Partners, LLC | 151,759 | $5.55M | 0.24% | +2,039+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 57,750 | $5.55M | 0.21% | −9,342−13.9% | Reduced |
| Independent Advisor Alliance | 57,774 | $5.56M | 0.20% | −719−1.2% | Reduced |
| First American Bank | 57,776 | $5.56M | 0.40% | −1,272−2.2% | Reduced |
| Churchill Management Corp | 57,967 | $5.58M | 0.06% | −2,170−3.6% | Reduced |
| Leuthold Group, LLC | 58,148 | $5.59M | 0.62% | +58,148 | New |
| Toth Financial Advisory Corp | 58,210 | $5.60M | 0.66% | −3,123−5.1% | Reduced |
| Bourgeon Capital Management LLC | 58,213 | $5.60M | 1.08% | −21,399−26.9% | Reduced |
| Umb Bank N A | 58,353 | $5.61M | 0.09% | −9,308−13.8% | Reduced |
| Pensionmark Financial Group, LLC | 58,367 | $5.61M | 0.18% | +45,615+357.7% | Added |
| Principal Securities, Inc. | 58,774 | $5.65M | 0.14% | +2,615+4.7% | Added |
| Global Retirement Partners, LLC | 58,888 | $5.66M | 0.17% | −1,327−2.2% | Reduced |
| Harbour Trust & Investment Management Co | 59,136 | $5.69M | 0.65% | +1,870+3.3% | Added |
| Lazard Asset Management LLC | 59,164 | $5.69M | 0.01% | −14,980−20.2% | Reduced |
| Grassi Investment Management | 59,415 | $5.71M | 0.49% | −5,851−9.0% | Reduced |
| Jefferies Financial Group Inc. | 59,514 | $5.72M | 0.09% | −46,545−43.9% | Reduced |
| Veriti Management LLC | 60,043 | $5.78M | 0.31% | +883+1.5% | Added |
| United Asset Strategies, Inc. | 60,286 | $5.80M | 0.54% | +2,100+3.6% | Added |
| Investment Management Corp of Ontario | 60,509 | $5.82M | 0.13% | +19,700+48.3% | Added |
| Pioneer Trust Bank N A | 60,517 | $5.82M | 1.49% | −945−1.5% | Reduced |
| Broad Run Investment Management, LLC | 60,563 | $5.83M | 0.70% | −3,605−5.6% | Reduced |
| Sowell Financial Services LLC | 60,609 | $5.83M | 0.27% | +2,210+3.8% | Added |
| Clearstead Advisors, LLC | 60,836 | $5.85M | 0.09% | −4,472−6.8% | Reduced |
| Skylands Capital, LLC | 60,850 | $5.85M | 0.79% | +7,100+13.2% | Added |
| Great Valley Advisor Group, Inc. | 60,888 | $5.86M | 0.14% | +2,259+3.9% | Added |
| Weatherly Asset Management L. P. | 61,162 | $5.88M | 0.52% | −8,551−12.3% | Reduced |
| NWF Advisory Services Inc. | 61,167 | $5.88M | 0.86% | +6,106+11.1% | Added |
| Pitcairn Co | 61,206 | $5.89M | 0.35% | +1,412+2.4% | Added |
| Illinois Municipal Retirement Fund | 61,518 | $5.92M | 0.08% | +6,147+11.1% | Added |
| Savant Capital, LLC | 61,954 | $5.96M | 0.05% | +10,840+21.2% | Added |
| Johnson Investment Counsel Inc | 61,986 | $5.96M | 0.06% | +1,002+1.6% | Added |
| PEAK6 Investments LLC | 62,093 | $5.97M | 0.30% | −80,965−56.6% | Reduced |
| Kennedy Capital Management, Inc. | 62,130 | $5.98M | 0.13% | +19,007+44.1% | Added |
| Providence Capital Advisors, LLC | 62,513 | $6.01M | 1.19% | +594+1.0% | Added |
| Kempner Capital Management Inc. | 62,631 | $6.02M | 3.08% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 62,899 | $6.05M | 0.41% | +12,377+24.5% | Added |
| Marco Investment Management LLC | 62,911 | $6.05M | 0.52% | −903−1.4% | Reduced |
| Empirical Finance, LLC | 63,113 | $6.07M | 0.35% | +1,292+2.1% | Added |
| Argent Trust Co | 63,401 | $6.10M | 0.25% | −2,122−3.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 63,468 | $6.10M | 1.76% | −680−1.1% | Reduced |
| Stamos Capital Partners, L.P. | 63,500 | $6.11M | 1.44% | +7,840+14.1% | Added |
| Atwater Malick LLC | 64,026 | $6.16M | 1.98% | −2,959−4.4% | Reduced |
| American National Bank | 64,432 | $6.20M | 0.73% | +50,578+365.1% | Added |
| WealthBridge Investment Counsel Inc. | 64,486 | $6.20M | 2.20% | +300+0.5% | Added |
| Callahan Advisors, LLC | 64,685 | $6.22M | 0.61% | −2,982−4.4% | Reduced |
| Kinneret Advisory, LLC | 64,693 | $6.22M | 0.57% | −848−1.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 64,717 | $6.23M | 1.54% | +20,557+46.6% | Added |
| Axxcess Wealth Management, LLC | 64,819 | $6.23M | 0.16% | +7,538+13.2% | Added |
| Rodgers Brothers Inc. | 64,841 | $6.24M | 0.79% | +28,656+79.2% | Added |
| Legal Advantage Investments, Inc. | 64,872 | $6.24M | 3.43% | +10,069+18.4% | Added |
| CTC LLC | 64,916 | $6.24M | 0.29% | −68,140−51.2% | Reduced |
| Eagle Rock Investment Company, LLC | 65,087 | $6.26M | 1.05% | +1,046+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 65,534 | $6.30M | 0.12% | +34,539+111.4% | Added |
| Stelac Advisory Services LLC | 65,729 | $6.32M | 2.56% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 66,143 | $6.36M | 0.07% | −9,794−12.9% | Reduced |
| Tufton Capital Management | 66,217 | $6.37M | 1.19% | −2,967−4.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 66,226 | $6.37M | 0.01% | +11,270+20.5% | Added |
| GHP Investment Advisors, Inc. | 66,531 | $6.40M | 0.29% | +1,782+2.8% | Added |
| Concurrent Investment Advisors, LLC | 66,744 | $6.42M | 0.19% | +5,184+8.4% | Added |
| Greenwood Capital Associates LLC | 66,868 | $6.43M | 0.84% | −1,377−2.0% | Reduced |
| Optiver Holding B.V. | 66,975 | $6.44M | 0.16% | −12,175−15.4% | Reduced |
| Milestone Asset Management, LLC | 67,077 | $6.45M | 1.45% | +59,476+782.5% | Added |
| Gibraltar Capital Management, Inc. | 67,289 | $6.47M | 2.91% | +528+0.8% | Added |
| Achmea Investment Management B.V. | 67,293 | $6.47M | 0.11% | +34,323+104.1% | Added |
| Fifth Third Wealth Advisors LLC | 67,389 | $6.48M | 0.40% | +26,590+65.2% | Added |
| Mitchell Sinkler & Starr | 67,432 | $6.49M | 1.63% | +385+0.6% | Added |
| Earnest Partners LLC | 67,662 | $6.51M | 0.03% | −195−0.3% | Reduced |
| Buckingham Capital Management, Inc. | 67,689 | $6.51M | 0.74% | −2,117−3.0% | Reduced |
| Annandale Capital, LLC | 67,792 | $6.52M | 1.31% | −356−0.5% | Reduced |
| Hillman Capital Management, Inc. | 67,980 | $6.54M | 2.24% | +13,362+24.5% | Added |
| Carret Asset Management, LLC | 67,993 | $6.54M | 0.71% | −1,450−2.1% | Reduced |
| Bayesian Capital Management, LP | 68,063 | $6.55M | 0.77% | +63,276+1,321.8% | Added |
| LS Investment Advisors, LLC | 68,146 | $6.55M | 0.97% | −7,300−9.7% | Reduced |
| Vinva Investment Management Ltd | 68,413 | $6.57M | 0.28% | +14,169+26.1% | Added |
| Capital International Inc | 68,645 | $6.60M | 0.08% | +41,520+153.1% | Added |
| Haverford Trust Co | 69,117 | $6.65M | 0.06% | −310.0% | Reduced |
| Live Oak Private Wealth LLC | 69,260 | $6.66M | 1.08% | −4,516−6.1% | Reduced |
| Sand Hill Global Advisors, LLC | 69,600 | $6.69M | 0.28% | +497+0.7% | Added |
| Kestra Private Wealth Services, LLC | 69,855 | $6.72M | 0.12% | −26,474−27.5% | Reduced |
| Van Den Berg Management I, Inc | 69,927 | $6.73M | 1.95% | +423+0.6% | Added |