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 |
|---|---|---|---|---|---|
| Michael B. Yongue | 2,162 | $208.0K | 0.17% | +2,162 | New |
| Monte Financial Group, LLC | 2,166 | $208.3K | 0.09% | +12+0.6% | Added |
| SWMG, LLC | 2,030 | $208.5K | 0.09% | +2,030 | New |
| Bank of New Hampshire | 2,172 | $208.9K | 0.05% | −56−2.5% | Reduced |
| Family Firm, Inc. | 2,174 | $209.1K | 0.05% | −283−11.5% | Reduced |
| Evermay Wealth Management LLC | 2,177 | $209.4K | 0.03% | −1,742−44.5% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,178 | $209.7K | 0.09% | −62−2.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,192 | $210.8K | 0.07% | −14−0.6% | Reduced |
| Bristol John W & Co Inc | 2,192 | $210.8K | 0.00% | 00.0% | Unchanged |
| PVG Asset Management Corp | 2,194 | $211.0K | 0.85% | +2,194 | New |
| Cardinal Strategic Wealth Guidance | 2,195 | $211.1K | 0.07% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,195 | $211.2K | 0.12% | −250−10.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,199 | $211.5K | 0.06% | +25+1.1% | Added |
| Advisor Resource Council | 2,199 | $211.5K | 0.10% | +2,199 | New |
| FMA Wealth Management, LLC | 2,200 | $211.6K | 0.15% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,200 | $211.6K | 0.08% | −203−8.4% | Reduced |
| Royal Fund Management, LLC | 2,202 | $211.9K | 0.01% | −71−3.1% | Reduced |
| Long Run Wealth Advisors, LLC | 2,204 | $212.0K | 0.05% | −100−4.3% | Reduced |
| Roman Butler Fullerton & Co | 2,254 | $212.4K | 0.06% | −345−13.3% | Reduced |
| Paragon Financial Partners, Inc. | 2,209 | $212.5K | 0.16% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,210 | $212.5K | 0.04% | −281−11.3% | Reduced |
| Childress Capital Advisors, LLC | 2,214 | $213.0K | 0.06% | +27+1.2% | Added |
| Karpus Management, Inc. | 2,215 | $213.1K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,262 | $213.2K | 0.11% | +2,262 | New |
| Aspire Capital Advisors LLC | 2,229 | $214.4K | 0.06% | −33−1.5% | Reduced |
| Birchcreek Wealth Management, LLC | 2,232 | $214.7K | 0.14% | −216−8.8% | Reduced |
| Lesa Sroufe & Co | 2,231 | $215.0K | 0.20% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,236 | $215.1K | 0.05% | −215−8.8% | Reduced |
| Advance Capital Management, Inc. | 2,237 | $215.2K | 0.01% | −48−2.1% | Reduced |
| Navalign, LLC | 2,237 | $215.2K | 0.06% | +2,237 | New |
| Patron Partners Advisors, LLC | 2,238 | $215.2K | 0.12% | +2,238 | New |
| Investment Advisory Group, LLC | 2,240 | $215.5K | 0.07% | +9+0.4% | Added |
| CJM Wealth Advisers, Ltd. | 2,244 | $215.9K | 0.07% | +2,244 | New |
| GPM Growth Investors, Inc. | 2,246 | $216.0K | 0.09% | −331−12.8% | Reduced |
| S.A. Mason LLC | 2,251 | $216.5K | 0.11% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,251 | $216.6K | 0.11% | −124−5.2% | Reduced |
| Keebeck Wealth Management, LLC | 2,252 | $216.6K | 0.03% | +10+0.4% | Added |
| Triton Wealth Management, PLLC | 2,303 | $216.9K | 0.12% | −50−2.1% | Reduced |
| Austin Wealth Management, LLC | 2,321 | $217.3K | 0.05% | −7−0.3% | Reduced |
| Future Financial Wealth Managment LLC | 2,261 | $217.5K | 0.16% | +205+10.0% | Added |
| Mirador Capital Partners LP | 2,268 | $218.2K | 0.04% | −2,941−56.5% | Reduced |
| WealthCare Investment Partners, LLC | 2,363 | $218.3K | 0.10% | −291−11.0% | Reduced |
| Alterna Wealth Management, Inc | 2,275 | $218.8K | 0.20% | +230+11.2% | Added |
| Liberty One Investment Management, LLC | 2,282 | $219.5K | 0.02% | +91+4.2% | Added |
| Centennial Bank | 2,283 | $219.6K | 0.10% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,284 | $219.7K | 0.34% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 2,286 | $219.9K | 0.08% | −20−0.9% | Reduced |
| InTrack Investment Management Inc | 2,287 | $220.0K | 0.16% | −50−2.1% | Reduced |
| Wellspring Financial Advisors, LLC | 2,291 | $220.4K | 0.03% | −1,901−45.3% | Reduced |
| Willner & Heller, LLC | 2,293 | $220.6K | 0.20% | −3,000−56.7% | Reduced |
| Ami Asset Management Corp | 2,294 | $220.7K | 0.01% | +2,294 | New |
| Maltin Wealth Management, Inc. | 2,294 | $220.7K | 0.11% | +27+1.2% | Added |
| Cyrus J. Lawrence, LLC | 2,300 | $221.0K | 0.04% | −300−11.5% | Reduced |
| Bullock Wealth Management Group | 2,354 | $221.4K | 0.13% | +140+6.3% | Added |
| Affinity Capital Advisors, LLC | 2,308 | $222.0K | 0.04% | −17−0.7% | Reduced |
| Tranquilli Financial Advisor LLC | 2,313 | $222.5K | 0.14% | −20−0.9% | Reduced |
| Conway Capital Management, Inc. | 2,316 | $222.8K | 0.11% | −1,103−32.3% | Reduced |
| Cascades Capital Asset Management, LLC | 2,317 | $222.9K | 0.12% | +2,317 | New |
| Element Wealth, LLC | 2,325 | $223.7K | 0.12% | −103−4.2% | Reduced |
| Alliance Wealth Management Group | 2,327 | $223.8K | 0.06% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,329 | $224.0K | 0.18% | +2,329 | New |
| Francis Financial, Inc. | 2,340 | $225.1K | 0.06% | +22+0.9% | Added |
| Rockline Wealth Management, LLC | 2,341 | $225.2K | 0.06% | −373−13.7% | Reduced |
| Pointe Capital Management LLC | 2,345 | $225.6K | 0.13% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,350 | $226.0K | 0.07% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,351 | $226.2K | 0.12% | −47−2.0% | Reduced |
| Hofer & Associates. Inc | 2,354 | $226.4K | 0.16% | −469−16.6% | Reduced |
| SJS Investment Consulting Inc. | 2,354 | $226.5K | 0.04% | +76+3.3% | Added |
| Correct Capital Wealth Management | 2,355 | $226.5K | 0.05% | −350−12.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,422 | $226.7K | 0.02% | +39+1.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,357 | $226.7K | 0.15% | −821−25.8% | Reduced |
| Ironwood Investment Management LLC | 2,357 | $226.7K | 0.11% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 2,359 | $226.9K | 0.02% | +2,359 | New |
| Gries Financial LLC | 2,363 | $227.3K | 0.04% | −489−17.1% | Reduced |
| Hilltop Wealth Advisors, LLC | 2,365 | $227.5K | 0.11% | +10+0.4% | Added |
| Truepoint, Inc. | 2,366 | $227.5K | 0.01% | +83+3.6% | Added |
| Avaii Wealth Management, LLC | 2,366 | $227.6K | 0.11% | −142−5.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,374 | $228.4K | 0.05% | −92−3.7% | Reduced |
| Balentine LLC | 2,375 | $228.5K | 0.01% | +2,375 | New |
| RDA Financial Network | 2,379 | $228.9K | 0.07% | −62−2.5% | Reduced |
| Seamount Financial Group Inc | 2,380 | $228.9K | 0.17% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,381 | $229.0K | 0.02% | −78−3.2% | Reduced |
| Smith, Salley & Associates | 2,384 | $229.4K | 0.01% | +2,384 | New |
| CFM Wealth Partners LLC | 2,385 | $229.4K | 0.04% | −1,245−34.3% | Reduced |
| Creative Financial Designs Inc | 2,386 | $229.5K | 0.02% | −665−21.8% | Reduced |
| Bogart Wealth, LLC | 2,398 | $230.7K | 0.01% | +253+11.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,399 | $230.8K | 0.11% | +31+1.3% | Added |
| Mad River Investors | 2,400 | $230.9K | 0.13% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,400 | $230.9K | 0.02% | +120+5.3% | Added |
| WJ Wealth Management, LLC | 2,400 | $230.9K | 0.08% | −300−11.1% | Reduced |
| Maxi Investments CY Ltd | 2,400 | $231.0K | 0.06% | −8,700−78.4% | Reduced |
| Sageworth Trust Co | 2,410 | $231.8K | 0.01% | +2,410 | New |
| Legacy Financial Group, Inc. | 2,410 | $231.8K | 0.08% | +53+2.2% | Added |
| Centerpoint Advisors, LLC | 2,415 | $232.0K | 0.08% | −10−0.4% | Reduced |
| Darden Wealth Group Inc | 2,413 | $232.1K | 0.17% | +2,413 | New |
| First Citizens Financial Corp | 2,417 | $232.5K | 0.12% | −13−0.5% | Reduced |
| Trustmark National Bank Trust Department | 2,418 | $232.6K | 0.02% | −1,872−43.6% | Reduced |
| Gould Asset Management LLC | 2,420 | $232.8K | 0.05% | −100−4.0% | Reduced |
| Ade, LLC | 2,423 | $233.0K | 0.14% | −86−3.4% | Reduced |
| Foguth Wealth Management, LLC. | 2,522 | $233.3K | 0.08% | +13+0.5% | Added |