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; 2,947 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
- 2,941
- −62 vs. Q2 2024
- Shares held
- 1.24B
- +129.4M (+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
- 1,447 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Standard Family Office LLC | 1,026 | $98.7K | 0.12% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,034 | $99.4K | 0.03% | +68+7.0% | Added |
| Hobbs Group Advisors, LLC | 1,034 | $99.4K | 0.04% | +10+1.0% | Added |
| Reuter James Wealth Management, LLC | 1,050 | $101.0K | 0.02% | +1,050 | New |
| Gleason Group, Inc. | 1,052 | $101.2K | 0.02% | −7,231−87.3% | Reduced |
| Meeder Asset Management Inc | 1,052 | $101.2K | 0.01% | +67+6.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,055 | $101.4K | 0.03% | −120−10.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,055 | $101.5K | 0.08% | +54+5.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,058 | $101.7K | 0.04% | +1+0.1% | Added |
| GW&K Investment Management, LLC | 1,069 | $103.0K | 0.00% | +178+20.0% | Added |
| Creative Capital Management Investments LLC | 1,082 | $104.1K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,078 | $107.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,155 | $111.1K | 0.03% | −96−7.7% | Reduced |
| Macroview Investment Management LLC | 1,187 | $114.2K | 0.11% | −500−29.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,199 | $115.3K | 0.02% | +3+0.3% | Added |
| Maryland Capital Advisors Inc. | 1,216 | $117.0K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,225 | $117.9K | 0.03% | −240−16.4% | Reduced |
| Tucker Asset Management LLC | 1,230 | $118.3K | 0.03% | −429−25.9% | Reduced |
| Oarsman Capital, Inc. | 1,237 | $119.0K | 0.02% | +1,237 | New |
| Pineridge Advisors LLC | 1,288 | $123.9K | 0.05% | +6+0.5% | Added |
| Morton Brown Family Wealth, LLC | 1,289 | $124.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,308 | $125.8K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 1,341 | $129.0K | 0.08% | +53+4.1% | Added |
| HighMark Wealth Management LLC | 1,388 | $133.5K | 0.07% | −7−0.5% | Reduced |
| Riverview Trust Co | 1,389 | $133.6K | 0.12% | +32+2.4% | Added |
| PrairieView Partners, LLC | 1,400 | $134.0K | 0.01% | −14−1.0% | Reduced |
| Tower View Investment Management & Research LLC | 1,435 | $138.0K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $139.5K | 0.05% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,453 | $139.8K | 0.05% | +41+2.9% | Added |
| Cranbrook Wealth Management, LLC | 1,453 | $139.8K | 0.03% | +45+3.2% | Added |
| Bellevue Asset Management, LLC | 1,473 | $141.7K | 0.07% | −450−23.4% | Reduced |
| Keener Financial Planning LLC | 1,505 | $144.0K | 0.09% | +5+0.3% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $144.3K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,511 | $145.4K | 0.03% | −120−7.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,520 | $146.0K | 0.06% | −273−15.2% | Reduced |
| WR Wealth Planners, LLC | 1,540 | $148.2K | 0.04% | +23+1.5% | Added |
| Atwood & Palmer Inc | 1,574 | $151.4K | 0.01% | −32−2.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1,575 | $151.5K | 0.03% | −1,130−41.8% | Reduced |
| M&R Capital Management Inc | 1,584 | $152.4K | 0.03% | +12+0.8% | Added |
| Gordian Capital Singapore Pte Ltd | 1,611 | $155.0K | 0.06% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 1,629 | $156.7K | 0.06% | −1,101−40.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,629 | $156.7K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,645 | $158.2K | 0.04% | −483−22.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,658 | $159.5K | 0.08% | −66−3.8% | Reduced |
| Lipe & Dalton | 1,680 | $162.0K | 0.08% | −161−8.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,713 | $164.8K | 0.02% | −117−6.4% | Reduced |
| Hilltop National Bank | 1,723 | $165.7K | 0.05% | −20−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,738 | $167.2K | 0.03% | +10+0.6% | Added |
| Nkcfo LLC | 1,749 | $168.0K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,775 | $171.0K | 0.00% | −155−8.0% | Reduced |
| Beacon Capital Management, LLC | 1,780 | $171.2K | 0.02% | −84−4.5% | Reduced |
| Atticus Wealth Management, LLC | 1,784 | $171.6K | 0.06% | −14−0.8% | Reduced |
| Capital Performance Advisors LLP | 1,789 | $172.1K | 0.05% | +1,789 | New |
| Darwin Advisors, LLC | 1,825 | $175.6K | 0.05% | +1,825 | New |
| Northwest Capital Management Inc | 1,830 | $176.0K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,849 | $177.9K | 0.03% | −8−0.4% | Reduced |
| Rise Advisors, LLC | 1,853 | $178.2K | 0.09% | −289−13.5% | Reduced |
| ORG Partners LLC | 1,854 | $178.3K | 0.03% | −2,940−61.3% | Reduced |
| Criterion Capital Advisors, LLC | 1,798 | $178.5K | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,856 | $178.5K | 0.02% | −103−5.3% | Reduced |
| Horizon Bancorp Inc | 1,861 | $179.0K | 0.08% | +46+2.5% | Added |
| Raleigh Capital Management Inc. | 1,888 | $181.7K | 0.07% | −110−5.5% | Reduced |
| Alpine Bank Wealth Management | 1,907 | $183.4K | 0.03% | +1,907 | New |
| Kozak & Associates, Inc. | 1,904 | $184.2K | 0.04% | −129−6.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,951 | $187.7K | 0.10% | −40−2.0% | Reduced |
| Fairfield Financial Advisors, LTD | 1,968 | $189.3K | 0.06% | −178−8.3% | Reduced |
| Tortoise Investment Management, LLC | 1,980 | $190.5K | 0.02% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,000 | $192.4K | 0.03% | +2,000 | New |
| Pin Oak Investment Advisors Inc | 2,010 | $193.0K | 0.18% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,024 | $194.7K | 0.06% | +20+1.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $196.6K | 0.12% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,078 | $199.9K | 0.09% | −549−20.9% | Reduced |
| Mystic Asset Management, Inc. | 2,080 | $200.1K | 0.08% | −380−15.4% | Reduced |
| Stephens Consulting, LLC | 2,086 | $200.6K | 0.05% | −54−2.5% | Reduced |
| Templeton & Phillips Capital Management, LLC | 2,091 | $201.1K | 0.16% | −95−4.3% | Reduced |
| Yoder Wealth Management, Inc. | 2,091 | $201.1K | 0.12% | +19+0.9% | Added |
| SGL Investment Advisors, Inc. | 1,848 | $201.7K | 0.10% | +1,848 | New |
| Patrick Mauro Investment Advisor, INC. | 2,100 | $202.0K | 0.11% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,100 | $202.0K | 0.07% | +2,100 | New |
| Southland Equity Partners LLC | 2,110 | $203.0K | 0.05% | −82−3.7% | Reduced |
| Concentrum Wealth Management | 2,113 | $203.2K | 0.08% | +2,113 | New |
| Monticello Wealth Management, LLC | 2,114 | $203.3K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,115 | $203.4K | 0.03% | +7+0.3% | Added |
| Sunflower Bank, N.A. | 2,116 | $203.5K | 0.06% | +2,116 | New |
| One Charles Private Wealth Services, LLC | 2,118 | $203.7K | 0.08% | −47−2.2% | Reduced |
| Strategic Financial Concepts, LLC | 2,120 | $203.9K | 0.06% | −223,668−99.1% | Reduced |
| Betterment LLC | 2,120 | $204.0K | 0.00% | −115−5.1% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,128 | $204.7K | 0.13% | +7+0.3% | Added |
| Zions Bancorporation, N.A. | 2,128 | $204.7K | 0.01% | −446−17.3% | Reduced |
| Financial Council Asset Management Inc | 2,129 | $204.8K | 0.11% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,141 | $205.9K | 0.02% | +112+5.5% | Added |
| Cohen & Steers, Inc. | 2,140 | $206.0K | 0.00% | +41+2.0% | Added |
| Flaharty Asset Management, LLC | 2,144 | $206.3K | 0.03% | −9−0.4% | Reduced |
| Cannon Wealth Management Services, LLC | 2,146 | $206.4K | 0.19% | +2,146 | New |
| Indie Asset Partners, LLC | 2,149 | $206.7K | 0.15% | −35−1.6% | Reduced |
| Capital City Trust Co | 2,152 | $207.0K | 0.05% | +2,152 | New |
| Warren Street Wealth Advisors, LLC | 2,154 | $207.2K | 0.09% | −299−12.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,154 | $207.2K | 0.02% | −380−15.0% | Reduced |
| Firestone Capital Management | 2,157 | $207.5K | 0.05% | +3+0.1% | Added |
| Ahl Investment Management, Inc. | 2,159 | $207.7K | 0.14% | 00.0% | Unchanged |