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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 2,429 | $233.6K | 0.05% | +9+0.4% | Added |
| C2C Wealth Management, LLC | 2,432 | $234.0K | 0.22% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 2,433 | $234.0K | 0.06% | −150−5.8% | Reduced |
| Investmark Advisory Group LLC | 2,433 | $234.1K | 0.11% | −217−8.2% | Reduced |
| Gill Capital Partners, LLC | 2,434 | $234.1K | 0.08% | +152+6.7% | Added |
| Chase Investment Counsel Corp | 2,446 | $235.0K | 0.08% | 00.0% | Unchanged |
| Phraction Management LLC | 2,447 | $235.4K | 0.08% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,447 | $235.4K | 0.05% | −50−2.0% | Reduced |
| Emprise Bank | 2,448 | $235.5K | 0.14% | −1,920−44.0% | Reduced |
| Fortitude Family Office, LLC | 2,449 | $235.6K | 0.09% | −916−27.2% | Reduced |
| West Oak Capital, LLC | 2,450 | $235.7K | 0.04% | −96−3.8% | Reduced |
| Fortis Capital Advisors, LLC | 2,456 | $236.2K | 0.08% | −23−0.9% | Reduced |
| Allen Capital Group, LLC | 2,458 | $236.5K | 0.03% | +127+5.4% | Added |
| Hill Island Financial LLC | 2,473 | $237.9K | 0.07% | −1,096−30.7% | Reduced |
| Heartwood Wealth Advisors LLC | 2,474 | $238.0K | 0.03% | −389−13.6% | Reduced |
| Jacobsen Capital Management | 2,480 | $238.6K | 0.10% | +159+6.9% | Added |
| waypoint wealth counsel | 2,487 | $239.2K | 0.16% | −107−4.1% | Reduced |
| Strategic Investment Solutions, Inc. | 2,488 | $239.4K | 0.07% | +12+0.5% | Added |
| Deseret Mutual Benefit Administrators | 2,489 | $239.4K | 0.12% | +103+4.3% | Added |
| CAP Partners, LLC | 2,489 | $239.4K | 0.18% | −389−13.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,494 | $239.9K | 0.08% | −837−25.1% | Reduced |
| Northwest Wealth Management, LLC | 2,498 | $240.2K | 0.06% | −59−2.3% | Reduced |
| Invictus Private Wealth, LLC | 2,500 | $240.5K | 0.02% | −90−3.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $240.5K | 0.04% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 2,500 | $240.5K | 0.36% | +2,500 | New |
| Brookmont Capital Management | 2,500 | $240.5K | 0.12% | +6+0.2% | Added |
| Cora Capital Advisors LLC | 2,502 | $240.7K | 0.12% | −868−25.8% | Reduced |
| Fidelity D & D Bancorp Inc | 2,505 | $241.0K | 0.16% | −30−1.2% | Reduced |
| Archetype Wealth Partners | 2,509 | $241.0K | 0.03% | −96−3.7% | Reduced |
| Seven Mile Advisory | 2,513 | $241.6K | 0.16% | −148−5.6% | Reduced |
| Insight Advisors, LLC | 2,513 | $241.8K | 0.04% | −567−18.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $241.8K | 0.11% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,514 | $241.9K | 0.03% | −219−8.0% | Reduced |
| Northwest Financial Advisors | 2,519 | $242.3K | 0.19% | −34−1.3% | Reduced |
| Vestor Capital, LLC | 2,531 | $243.0K | 0.02% | −101−3.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,533 | $243.6K | 0.05% | +60+2.4% | Added |
| Second Line Capital, LLC | 2,533 | $243.7K | 0.07% | +2,533 | New |
| Activest Wealth Management | 2,535 | $243.9K | 0.08% | −2,246−47.0% | Reduced |
| Strategic Financial Services, Inc, | 2,536 | $243.9K | 0.01% | −723−22.2% | Reduced |
| Fusion Capital, LLC | 2,536 | $244.0K | 0.10% | −255−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,534 | $244.0K | 0.03% | −224−8.1% | Reduced |
| Advisors Management Group Inc | 2,532 | $244.0K | 0.06% | +2+0.1% | Added |
| East Coast Asset Management, LLC. | 2,538 | $244.1K | 0.08% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,545 | $244.8K | 0.05% | +2,545 | New |
| Cascade Financial Partners, LLC | 2,533 | $245.1K | 0.03% | −142−5.3% | Reduced |
| Nebula Research & Development LLC | 2,550 | $245.3K | 0.03% | −5,066−66.5% | Reduced |
| Canandaigua National Trust Co of Florida | 2,550 | $245.3K | 0.21% | +2,550 | New |
| Elser Financial Planning, Inc | 2,551 | $245.4K | 0.36% | +64+2.6% | Added |
| UMA Financial Services, Inc. | 2,607 | $245.6K | 0.04% | −303−10.4% | Reduced |
| Holland Advisory Services, Inc. | 2,556 | $245.9K | 0.32% | +362+16.5% | Added |
| Westwood Holdings Group Inc. | 2,558 | $246.1K | 0.00% | −2,681−51.2% | Reduced |
| Ackerman Capital Advisors, LLC | 2,566 | $246.8K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,576 | $247.8K | 0.07% | −25−1.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 2,590 | $249.1K | 0.17% | +342+15.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,591 | $249.2K | 0.01% | +718+38.3% | Added |
| Garner Asset Management Corp | 2,600 | $250.0K | 0.11% | −200−7.1% | Reduced |
| Wealth Quarterback LLC | 2,602 | $250.3K | 0.13% | −13−0.5% | Reduced |
| Wiser Advisor Group LLC | 2,605 | $250.6K | 0.37% | −901−25.7% | Reduced |
| West Bancorporation Inc | 2,606 | $250.7K | 0.17% | +64+2.5% | Added |
| Dodds Wealth, LLC | 2,696 | $250.7K | 0.08% | 00.0% | Unchanged |
| WP Advisors, LLC | 2,611 | $251.2K | 0.09% | −2,926−52.8% | Reduced |
| Cardiff Park Advisors, LLC | 2,619 | $252.0K | 0.02% | +5+0.2% | Added |
| Heritage Wealth Management, Inc. | 2,622 | $252.2K | 0.08% | −125−4.6% | Reduced |
| Peninsula Asset Management Inc | 2,625 | $252.5K | 0.13% | −200−7.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,627 | $252.9K | 0.07% | −1,330−33.6% | Reduced |
| Unique Wealth, LLC | 2,629 | $252.9K | 0.06% | −7−0.3% | Reduced |
| Fortis Group Advisors, LLC | 2,633 | $253.3K | 0.05% | −29−1.1% | Reduced |
| Dixon Fnancial Services, Inc. | 2,638 | $253.7K | 0.13% | 00.0% | Unchanged |
| First Bank & Trust | 2,643 | $254.2K | 0.05% | −440−14.3% | Reduced |
| Avenir Corp | 2,646 | $254.5K | 0.03% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,649 | $254.8K | 0.23% | −1,237−31.8% | Reduced |
| TFG Advisers LLC | 2,650 | $254.9K | 0.09% | −75−2.8% | Reduced |
| GSG Advisors LLC | 2,712 | $255.1K | 0.08% | +215+8.6% | Added |
| SeaBridge Investment Advisors LLC | 2,655 | $255.4K | 0.06% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,656 | $255.5K | 0.01% | +2,656 | New |
| Merriman Wealth Management, LLC | 2,659 | $255.8K | 0.01% | −522−16.4% | Reduced |
| RWM Asset Management, LLC | 2,660 | $255.9K | 0.04% | −162−5.7% | Reduced |
| Carolinas Wealth Consulting LLC | 9,637 | $255.9K | 0.05% | +215+2.3% | Added |
| Encompass More Asset Management | 2,662 | $256.1K | 0.10% | +345+14.9% | Added |
| PSI Advisors, LLC | 2,666 | $256.4K | 0.08% | −134−4.8% | Reduced |
| Laidlaw Wealth Management LLC | 2,666 | $256.4K | 0.13% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,671 | $256.9K | 0.12% | −126−4.5% | Reduced |
| Ssi Investment Management LLC | 2,673 | $257.1K | 0.02% | −2−0.1% | Reduced |
| ZRC Wealth Management, LLC | 2,673 | $257.2K | 0.11% | −130−4.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,679 | $257.7K | 0.13% | −1,006−27.3% | Reduced |
| Laffer Tengler Investments | 2,684 | $258.2K | 0.05% | −133−4.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,686 | $258.4K | 0.06% | −314−10.5% | Reduced |
| L & S Advisors Inc | 2,694 | $259.1K | 0.03% | −188−6.5% | Reduced |
| Olistico Wealth, LLC | 2,696 | $259.3K | 0.16% | −19−0.7% | Reduced |
| Acropolis Investment Management, LLC | 2,700 | $259.7K | 0.02% | −243−8.3% | Reduced |
| Wharton Business Group, LLC | 2,713 | $261.0K | 0.01% | −199−6.8% | Reduced |
| Navis Wealth Advisors, LLC | 2,723 | $261.9K | 0.28% | +200+7.9% | Added |
| Leo Wealth, LLC | 2,723 | $262.0K | 0.02% | −13−0.5% | Reduced |
| James J. Burns & Company, LLC | 2,718 | $262.0K | 0.05% | −327−10.7% | Reduced |
| Catalytic Wealth RIA, LLC | 2,724 | $262.0K | 0.05% | −210−7.2% | Reduced |
| Encompass Wealth Advisors, LLC | 2,725 | $262.1K | 0.07% | +8+0.3% | Added |
| E Fund Management Co., Ltd. | 2,732 | $262.8K | 0.01% | −8,663−76.0% | Reduced |
| Convergence Investment Partners, LLC | 2,734 | $263.0K | 0.07% | −420−13.3% | Reduced |
| Lakeview Capital Partners, LLC | 2,734 | $263.0K | 0.04% | −559−17.0% | Reduced |
| Lodestone Wealth Management LLC | 2,735 | $263.1K | 0.13% | +601+28.2% | Added |