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 |
|---|---|---|---|---|---|
| Pacific Heights Asset Management LLC | 70,000 | $6.73M | 0.50% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 70,294 | $6.76M | 0.36% | +10,897+18.3% | Added |
| NBT Bank N A | 70,322 | $6.76M | 0.46% | −4,788−6.4% | Reduced |
| Motley Fool Asset Management LLC | 73,082 | $6.87M | 0.41% | +2,247+3.2% | Added |
| Valeo Financial Advisors, LLC | 102,129 | $6.91M | 0.20% | −4,062−3.8% | Reduced |
| Winslow Asset Management Inc | 71,849 | $6.91M | 1.28% | +4,440+6.6% | Added |
| Omers Administration Corp | 72,004 | $6.93M | 0.06% | −4,100−5.4% | Reduced |
| Telos Capital Management, Inc. | 72,105 | $6.94M | 0.73% | +2,128+3.0% | Added |
| Pacific Global Investment Management CO | 72,385 | $6.96M | 1.26% | −6,102−7.8% | Reduced |
| Advisory Services Network, LLC | 71,186 | $7.07M | 0.15% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 73,874 | $7.10M | 1.43% | −1,839−2.4% | Reduced |
| HighPoint Advisor Group LLC | 73,873 | $7.11M | 0.41% | −15,551−17.4% | Reduced |
| LGT Group Foundation | 75,972 | $7.15M | 0.12% | −32,653−30.1% | Reduced |
| Wedbush Securities Inc | 74,529 | $7.17M | 0.27% | −11,495−13.4% | Reduced |
| Zuckerman Investment Group, LLC | 74,645 | $7.18M | 0.74% | +42,127+129.5% | Added |
| Lazari Capital Management, Inc. | 74,765 | $7.19M | 3.08% | +8,033+12.0% | Added |
| Parthenon LLC | 74,805 | $7.20M | 0.86% | +52+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 74,953 | $7.21M | 1.13% | +80+0.1% | Added |
| E. Ohman J:or Asset Management AB | 75,120 | $7.23M | 0.18% | −4,100−5.2% | Reduced |
| Greystone Financial Group, LLC | 75,220 | $7.24M | 1.29% | +75,220 | New |
| Procyon Private Wealth Partners, LLC | 75,288 | $7.24M | 0.50% | +74+0.1% | Added |
| Mirae Asset Securities (USA) Inc. | 75,311 | $7.24M | 0.42% | +62,059+468.3% | Added |
| FengHe Fund Management Pte. Ltd. | 75,700 | $7.28M | 2.15% | +75,700 | New |
| Bahl & Gaynor Inc | 75,861 | $7.30M | 0.04% | −4,551−5.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 75,911 | $7.30M | 0.02% | +4,364+6.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 75,981 | $7.31M | 0.02% | +75,981 | New |
| Payden & Rygel | 76,230 | $7.33M | 0.57% | +400+0.5% | Added |
| Sienna Gestion | 76,654 | $7.36M | 0.49% | +11,922+18.4% | Added |
| Morningstar Investment Management LLC | 77,676 | $7.38M | 0.73% | +5,349+7.4% | Added |
| Brinker Capital Investments, LLC | 77,288 | $7.43M | 0.07% | +1,456+1.9% | Added |
| Orion Portfolio Solutions, LLC | 77,288 | $7.43M | 0.07% | +1,456+1.9% | Added |
| First Financial Bank - Trust Division | 77,421 | $7.45M | 0.68% | −3,406−4.2% | Reduced |
| Public Sector Pension Investment Board | 77,763 | $7.48M | 0.04% | +9,200+13.4% | Added |
| Ironvine Capital Partners, LLC | 78,054 | $7.51M | 0.81% | 00.0% | Unchanged |
| Synovus Financial Corp | 78,401 | $7.54M | 0.09% | +249+0.3% | Added |
| DuPont Capital Management Corp | 79,006 | $7.60M | 0.63% | 00.0% | Unchanged |
| Cullinan Associates Inc | 79,157 | $7.62M | 0.43% | −13,317−14.4% | Reduced |
| Noesis Capital Mangement Corp | 79,392 | $7.64M | 1.52% | +970+1.2% | Added |
| Trajan Wealth LLC | 79,654 | $7.66M | 0.45% | +41,371+108.1% | Added |
| RedJay Asset Management Inc. | 80,000 | $7.70M | 4.38% | +25,000+45.5% | Added |
| River & Mercantile Asset Management LLP | 80,192 | $7.71M | 1.66% | −11,614−12.7% | Reduced |
| Integrated Wealth Concepts LLC | 80,258 | $7.72M | 0.09% | −3,283−3.9% | Reduced |
| Bryn Mawr Trust Co | 80,278 | $7.72M | 0.14% | +11,568+16.8% | Added |
| Associated Banc-Corp | 80,459 | $7.74M | 0.23% | −3,432−4.1% | Reduced |
| AE Wealth Management LLC | 80,473 | $7.74M | 0.07% | −158,487−66.3% | Reduced |
| Journey Strategic Wealth LLC | 80,611 | $7.75M | 0.28% | +1,955+2.5% | Added |
| SpiderRock Advisors, LLC | 81,222 | $7.81M | 0.17% | +6,377+8.5% | Added |
| Brown Shipley& Co Ltd | 81,410 | $7.83M | 3.85% | −4,563−5.3% | Reduced |
| First Trust Advisors LP | 81,460 | $7.84M | 0.01% | −31,871−28.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 81,874 | $7.88M | 0.15% | +2,788+3.5% | Added |
| Choate Investment Advisors | 82,093 | $7.90M | 0.20% | +5,404+7.0% | Added |
| Woodstock Corp | 82,208 | $7.91M | 0.76% | −3,043−3.6% | Reduced |
| Tiaa Trust, National Association | 82,301 | $7.92M | 0.02% | −8,363−9.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 83,033 | $7.99M | 1.91% | +2,094+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 83,152 | $8.00M | 0.79% | +936+1.1% | Added |
| Mutual Advisors, LLC | 83,951 | $8.01M | 0.23% | +2,188+2.7% | Added |
| RSM US Wealth Management LLC | 85,412 | $8.03M | 0.12% | +3,789+4.6% | Added |
| Motco | 83,522 | $8.03M | 0.80% | −5,046−5.7% | Reduced |
| Bleakley Financial Group, LLC | 83,724 | $8.05M | 0.25% | −27,180−24.5% | Reduced |
| Parallel Advisors, LLC | 83,819 | $8.06M | 0.19% | −17,579−17.3% | Reduced |
| Sonora Investment Management Group, LLC | 83,839 | $8.06M | 0.60% | +7,833+10.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 83,908 | $8.07M | 0.14% | −32,637−28.0% | Reduced |
| Foundry Partners, LLC | 84,072 | $8.09M | 0.40% | −423−0.5% | Reduced |
| Round Hill Asset Management | 84,210 | $8.10M | 5.36% | −650−0.8% | Reduced |
| Polar Asset Management Partners Inc. | 84,400 | $8.12M | 0.19% | +84,400 | New |
| Van Cleef Asset Management,Inc | 85,540 | $8.23M | 0.91% | −12,195−12.5% | Reduced |
| Engineers Gate Manager LP | 85,611 | $8.23M | 0.16% | +33,347+63.8% | Added |
| Boston Family Office LLC | 85,830 | $8.26M | 0.56% | −2,024−2.3% | Reduced |
| NEOS Investment Management LLC | 85,846 | $8.26M | 0.25% | +17,864+26.3% | Added |
| CSM Advisors, LLC | 85,967 | $8.27M | 0.54% | −1,515−1.7% | Reduced |
| Venture Visionary Partners LLC | 86,237 | $8.29M | 0.36% | +2,874+3.4% | Added |
| Blume Capital Management, Inc. | 86,549 | $8.33M | 1.88% | +1,889+2.2% | Added |
| Close Asset Management Ltd | 86,589 | $8.33M | 0.26% | +5,447+6.7% | Added |
| Perigon Wealth Management, LLC | 86,675 | $8.34M | 0.22% | +586+0.7% | Added |
| DCM Advisors, LLC | 86,823 | $8.35M | 4.21% | +2,138+2.5% | Added |
| Founders Capital Management, LLC | 86,901 | $8.36M | 1.45% | −1,739−2.0% | Reduced |
| Berkshire Asset Management LLC | 84,601 | $8.40M | 0.43% | 00.0% | Unchanged |
| Colonial Trust Advisors | 87,350 | $8.40M | 0.73% | −2,400−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 87,683 | $8.43M | 0.10% | −18,814−17.7% | Reduced |
| Cornerstone Advisors, LLC | 87,600 | $8.43M | 0.33% | +7,900+9.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 87,667 | $8.43M | 1.69% | +8,236+10.4% | Added |
| Griffin Asset Management, Inc. | 88,291 | $8.49M | 0.95% | −8,990−9.2% | Reduced |
| New Mexico Educational Retirement Board | 89,155 | $8.58M | 0.29% | −3,000−3.3% | Reduced |
| Connors Investor Services Inc | 90,640 | $8.70M | 0.84% | −222−0.2% | Reduced |
| MBB Public Markets I LLC | 90,710 | $8.73M | 0.74% | −149,871−62.3% | Reduced |
| Parkside Investments, LLC | 90,930 | $8.75M | 1.32% | +1,383+1.5% | Added |
| Empowered Funds, LLC | 90,960 | $8.75M | 0.14% | +6,507+7.7% | Added |
| Dakota Wealth Management | 90,970 | $8.75M | 0.20% | −33,107−26.7% | Reduced |
| First National Bank of Omaha | 91,914 | $8.84M | 0.56% | −1,396−1.5% | Reduced |
| Northwest & Ethical Investments L.P. | 91,920 | $8.84M | 0.23% | +12,506+15.7% | Added |
| Marble Harbor Investment Counsel, LLC | 92,073 | $8.86M | 0.97% | +2,020+2.2% | Added |
| John G Ullman & Associates Inc | 92,089 | $8.86M | 1.27% | +3,800+4.3% | Added |
| Phoenix Holdings Ltd. | 92,115 | $8.86M | 0.13% | +8,955+10.8% | Added |
| WoodTrust Financial Corp | 92,261 | $8.88M | 1.26% | +8,947+10.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 92,483 | $8.90M | 2.68% | −683−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 92,938 | $8.94M | 0.94% | +44,535+92.0% | Added |
| Lincoln Capital LLC | 93,247 | $8.97M | 1.90% | −4,138−4.2% | Reduced |
| Trillium Asset Management, LLC | 93,654 | $9.01M | 0.22% | −3,654−3.8% | Reduced |
| Arvest Bank Trust Division | 93,752 | $9.02M | 0.52% | +93,752 | New |
| Shelton Capital Management | 93,835 | $9.03M | 0.23% | −402−0.4% | Reduced |