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 |
|---|---|---|---|---|---|
| Cabot Wealth Management Inc | 94,350 | $9.08M | 1.13% | +1,792+1.9% | Added |
| Wealthfront Advisers LLC | 94,999 | $9.14M | 0.03% | −8,184−7.9% | Reduced |
| Baader Bank INC | 95,298 | $9.14M | 0.77% | +606+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 95,240 | $9.16M | 0.08% | −2,021−2.1% | Reduced |
| Northeast Financial Consultants Inc | 95,721 | $9.21M | 0.40% | +90.0% | Added |
| Barlow Wealth Partners, Inc. | 99,814 | $9.22M | 1.21% | +157+0.2% | Added |
| Nikko Asset Management Americas, Inc. | 96,070 | $9.24M | 0.10% | −2,547−2.6% | Reduced |
| Easterly Investment Partners LLC | 96,321 | $9.27M | 0.74% | −10,684−10.0% | Reduced |
| Bailard, Inc. | 97,106 | $9.34M | 0.24% | −1,099−1.1% | Reduced |
| Albion Financial Group | 97,355 | $9.36M | 0.65% | +4,143+4.4% | Added |
| CCM Investment Advisers LLC | 98,693 | $9.49M | 1.06% | +2,192+2.3% | Added |
| Exchange Traded Concepts, LLC | 99,633 | $9.58M | 0.23% | −3,702−3.6% | Reduced |
| Eisler Capital (UK) Ltd. | 99,812 | $9.60M | 2.29% | +40,235+67.5% | Added |
| Capitolis Liquid Global Markets LLC | 100,000 | $9.62M | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 100,034 | $9.62M | 0.13% | +38,247+61.9% | Added |
| Matthew Goff Investment Advisor, LLC | 100,155 | $9.63M | 1.83% | −652−0.6% | Reduced |
| Private Wealth Partners, LLC | 100,259 | $9.64M | 0.77% | +9,604+10.6% | Added |
| Securian Asset Management, Inc | 100,306 | $9.65M | 0.28% | −4,520−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 100,470 | $9.66M | 0.26% | −48,518−32.6% | Reduced |
| DRH Investments, Inc. | 99,606 | $9.67M | 10.14% | −254−0.3% | Reduced |
| Nomura Holdings Inc | 100,685 | $9.68M | 0.07% | −96,052−48.8% | Reduced |
| KLCM Advisors, Inc. | 100,988 | $9.71M | 1.15% | +5,290+5.5% | Added |
| Lawson Kroeker Investment Management Inc | 101,043 | $9.72M | 1.77% | −260.0% | Reduced |
| MSA Advisors, LLC | 101,170 | $9.73M | 2.51% | +10,930+12.1% | Added |
| Fisher Asset Management, LLC | 101,244 | $9.74M | 0.00% | −7,833,805−98.7% | Reduced |
| GWM Advisors LLC | 101,315 | $9.75M | 0.06% | −5,968−5.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 101,322 | $9.75M | 0.36% | −14,517−12.5% | Reduced |
| Blackhill Capital Inc | 101,500 | $9.76M | 0.56% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 101,539 | $9.77M | 0.41% | −2,032−2.0% | Reduced |
| Louisiana State Employees Retirement System | 102,100 | $9.82M | 0.18% | −1,000−1.0% | Reduced |
| Rakuten Investment Management, Inc. | 103,239 | $9.91M | 0.06% | +25,325+32.5% | Added |
| FineMark National Bank & Trust | 104,380 | $10.0M | 0.35% | −4,033−3.7% | Reduced |
| Stephens Inc | 104,499 | $10.1M | 0.14% | −1,939−1.8% | Reduced |
| Fiduciary Group LLC | 105,033 | $10.1M | 1.02% | −1,621−1.5% | Reduced |
| Peak Asset Management, LLC | 105,064 | $10.1M | 1.90% | −5,272−4.8% | Reduced |
| Metis Global Partners, LLC | 105,639 | $10.2M | 0.32% | +2,165+2.1% | Added |
| Modera Wealth Management, LLC | 105,663 | $10.2M | 0.13% | +2,657+2.6% | Added |
| Maryland State Retirement & Pension System | 105,932 | $10.2M | 0.21% | −37,458−26.1% | Reduced |
| Iyo Bank, Ltd. | 106,748 | $10.3M | 3.64% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 106,916 | $10.3M | 1.12% | +3,438+3.3% | Added |
| Azimuth Capital Investment Management LLC | 106,949 | $10.3M | 0.40% | +75+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 107,880 | $10.4M | 0.02% | +4,878+4.7% | Added |
| Tokio Marine Asset Management Co Ltd | 108,083 | $10.4M | 0.46% | +2,317+2.2% | Added |
| Toroso Investments, LLC | 108,110 | $10.4M | 0.11% | +14,472+15.5% | Added |
| Bulltick Wealth Management, LLC | 108,433 | $10.4M | 2.59% | +9,822+10.0% | Added |
| Hosking Partners LLP | 108,478 | $10.4M | 0.40% | −5,266−4.6% | Reduced |
| Appleton Partners Inc | 109,056 | $10.5M | 0.77% | −3,082−2.7% | Reduced |
| Bradley Foster & Sargent Inc | 109,236 | $10.5M | 0.18% | −17,096−13.5% | Reduced |
| Sequoia Financial Advisors, LLC | 109,697 | $10.6M | 0.11% | +53,796+96.2% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 110,000 | $10.6M | 8.15% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 110,149 | $10.6M | 0.10% | +6,113+5.9% | Added |
| QV Investors Inc. | 110,570 | $10.6M | 0.94% | +280+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 110,785 | $10.7M | 0.71% | −17,300−13.5% | Reduced |
| Sandy Spring Bank | 110,841 | $10.7M | 0.44% | −7,765−6.5% | Reduced |
| Managed Asset Portfolios, LLC | 111,571 | $10.7M | 1.52% | +48,836+77.8% | Added |
| Kingsview Wealth Management, LLC | 113,030 | $10.9M | 0.23% | +13,829+13.9% | Added |
| Addenda Capital Inc. | 113,414 | $10.9M | 0.39% | −30,812−21.4% | Reduced |
| RPG Investment Advisory, LLC | 114,088 | $11.0M | 1.57% | +3,545+3.2% | Added |
| Hartford Investment Management Co | 114,094 | $11.0M | 0.36% | −2,689−2.3% | Reduced |
| Evergreen Capital Management LLC | 114,402 | $11.0M | 0.37% | +2,643+2.4% | Added |
| Massmutual Trust Co FSB | 114,448 | $11.0M | 0.31% | −3,300−2.8% | Reduced |
| Regions Financial Corp | 114,907 | $11.1M | 0.08% | −60,901−34.6% | Reduced |
| Eisler Capital (US) LLC | 115,480 | $11.1M | 2.05% | +83,399+260.0% | Added |
| Jacobs & Co | 115,921 | $11.2M | 1.11% | +5,604+5.1% | Added |
| First Long Island Investors, LLC | 116,684 | $11.2M | 0.88% | +45,579+64.1% | Added |
| MAI Capital Management | 117,257 | $11.3M | 0.11% | −15,142−11.4% | Reduced |
| Mizuho Securities USA LLC | 117,601 | $11.3M | 0.24% | −22,959−16.3% | Reduced |
| Quantinno Capital Management LP | 119,027 | $11.4M | 0.15% | +35,133+41.9% | Added |
| Stratos Wealth Partners, LTD. | 119,074 | $11.5M | 0.17% | +8,198+7.4% | Added |
| North Star Asset Management Inc | 119,903 | $11.5M | 0.52% | +4,443+3.8% | Added |
| Lathrop Investment Management Corp | 121,786 | $11.7M | 2.18% | −4,157−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 122,035 | $11.7M | 0.85% | −25,003−17.0% | Reduced |
| Avantax Advisory Services, Inc. | 122,431 | $11.8M | 0.08% | +4,804+4.1% | Added |
| Raymond James Trust N.A. | 122,616 | $11.8M | 0.26% | −3,767−3.0% | Reduced |
| Lee Danner & Bass Inc | 122,704 | $11.8M | 0.83% | +2,593+2.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 123,159 | $11.8M | 0.55% | −6,549−5.0% | Reduced |
| Washington Trust Co | 123,841 | $11.9M | 0.42% | +1,634+1.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 124,845 | $12.0M | 0.96% | +6,155+5.2% | Added |
| Flputnam Investment Management Co | 125,652 | $12.1M | 0.22% | −1,330−1.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 126,015 | $12.1M | 0.31% | +23,386+22.8% | Added |
| Apriem Advisors | 126,215 | $12.1M | 1.42% | −2,981−2.3% | Reduced |
| Kentucky Retirement Systems | 126,344 | $12.2M | 0.36% | −11,034−8.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 126,590 | $12.2M | 1.05% | −1,579−1.2% | Reduced |
| Andra AP-fonden | 127,200 | $12.2M | 0.18% | +99,700+362.5% | Added |
| Washington Trust Bank | 127,232 | $12.2M | 1.17% | +3,106+2.5% | Added |
| Silvercrest Asset Management Group LLC | 127,457 | $12.3M | 0.08% | −2,105−1.6% | Reduced |
| Brookstone Capital Management | 127,544 | $12.3M | 0.18% | +11,864+10.3% | Added |
| Punch & Associates Investment Management, Inc. | 129,042 | $12.4M | 0.69% | +1,559+1.2% | Added |
| GAM Holding AG | 129,278 | $12.4M | 0.99% | +302+0.2% | Added |
| Osborne Partners Capital Management, LLC | 129,495 | $12.5M | 0.71% | +1,256+1.0% | Added |
| Factory Mutual Insurance Co | 130,606 | $12.6M | 0.13% | −169,300−56.5% | Reduced |
| Fiduciary Trust Co | 130,841 | $12.6M | 0.18% | +148+0.1% | Added |
| Bragg Financial Advisors, Inc | 131,753 | $12.7M | 0.52% | +5,170+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 132,447 | $12.7M | 0.18% | −24,211−15.5% | Reduced |
| Terril Brothers, Inc. | 132,712 | $12.8M | 4.23% | +510.0% | Added |
| Banco Santander, S.A. | 132,926 | $12.8M | 0.15% | −45,636−25.6% | Reduced |
| Kimelman & Baird, LLC | 133,299 | $12.8M | 1.02% | −4,697−3.4% | Reduced |
| JustInvest LLC | 133,595 | $12.9M | 0.21% | −5,407−3.9% | Reduced |
| Country Club Bank | 134,004 | $12.9M | 0.86% | −3,456−2.5% | Reduced |
| Pacer Advisors, Inc. | 134,529 | $12.9M | 0.03% | +4,842+3.7% | Added |