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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 2,736 | $263.2K | 0.08% | +11+0.4% | Added |
| Mach-1 Financial Group, Inc. | 2,749 | $264.4K | 0.16% | −332−10.8% | Reduced |
| B&L Asset Management LLC | 2,750 | $264.5K | 0.17% | +2,750 | New |
| Bath Savings Trust Co | 2,751 | $264.6K | 0.03% | −714−20.6% | Reduced |
| Concord Wealth Partners | 2,751 | $264.7K | 0.04% | +439+19.0% | Added |
| Progressive Investment Management Corp | 2,757 | $265.2K | 0.07% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,762 | $265.7K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,773 | $266.7K | 0.15% | −35−1.2% | Reduced |
| Audent Global Asset Management, LLC | 2,774 | $266.8K | 0.46% | −5,780−67.6% | Reduced |
| First Financial Bankshares Inc | 2,775 | $266.9K | 0.01% | −618−18.2% | Reduced |
| McRae Capital Management Inc | 2,775 | $266.9K | 0.05% | −210−7.0% | Reduced |
| Saiph Capital, LLC | 2,779 | $267.3K | 0.13% | +2,779 | New |
| EPG Wealth Management LLC | 2,779 | $267.3K | 0.07% | +2,779 | Added |
| Aigen Investment Management, LP | 2,780 | $267.4K | 0.05% | +2,780 | New |
| Tradewinds Capital Management, LLC | 2,780 | $267.5K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,785 | $267.9K | 0.01% | +840+43.2% | Added |
| Hudock, Inc. | 2,785 | $268.0K | 0.05% | +7+0.3% | Added |
| Worth Financial Advisory Group, LLC | 2,787 | $268.1K | 0.16% | −540−16.2% | Reduced |
| Facet Wealth, Inc. | 2,798 | $268.1K | 0.01% | +109+4.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,794 | $268.8K | 0.06% | −90−3.1% | Reduced |
| Cooper/Haims Advisors, LLC | 2,796 | $268.9K | 0.15% | −11−0.4% | Reduced |
| McLean Asset Management Corp | 2,830 | $269.3K | 0.08% | −302−9.6% | Reduced |
| CMG Global Holdings, LLC | 2,802 | $269.5K | 0.15% | 00.0% | Unchanged |
| Union Savings Bank | 2,803 | $269.6K | 0.13% | −558−16.6% | Reduced |
| Somerset Trust Co | 2,803 | $269.6K | 0.10% | −325−10.4% | Reduced |
| Crescent Grove Advisors, LLC | 2,806 | $270.0K | 0.03% | −3−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 2,815 | $270.8K | 0.07% | −254−8.3% | Reduced |
| Bernardo Wealth Planning LLC | 2,804 | $271.0K | 0.07% | +2,804 | New |
| Versant Capital Management, Inc | 2,818 | $271.1K | 0.06% | −26−0.9% | Reduced |
| Client 1st Advisory Group, LLC | 2,823 | $271.5K | 0.11% | +723+34.4% | Added |
| Morris Financial Concepts, Inc. | 2,824 | $271.6K | 0.12% | +568+25.2% | Added |
| Financial Freedom, LLC | 2,824 | $271.7K | 0.14% | −326−10.3% | Reduced |
| Firethorn Wealth Partners, LLC | 2,829 | $272.1K | 0.14% | −437−13.4% | Reduced |
| Towercrest Capital Management | 2,830 | $272.3K | 0.04% | −26−0.9% | Reduced |
| Prostatis Group LLC | 2,833 | $272.5K | 0.09% | −131−4.4% | Reduced |
| Sym Financial Corp | 2,842 | $273.4K | 0.04% | −572−16.8% | Reduced |
| Quantum Financial Advisors, LLC | 2,844 | $273.6K | 0.04% | +536+23.2% | Added |
| New England Capital Financial Advisors LLC | 2,847 | $273.9K | 0.14% | −148−4.9% | Reduced |
| Trilogy Capital Inc. | 2,851 | $274.2K | 0.01% | +83+3.0% | Added |
| Opes Wealth Management LLC | 2,853 | $274.4K | 0.05% | +475+20.0% | Added |
| Intrepid Financial Planning Group LLC | 2,860 | $275.1K | 0.12% | −215−7.0% | Reduced |
| First Commonwealth Financial Corp | 2,861 | $275.2K | 0.07% | −209−6.8% | Reduced |
| Wulff, Hansen & Co. | 2,865 | $275.6K | 0.26% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,867 | $275.8K | 0.14% | +2,867 | New |
| DDFG, Inc | 2,873 | $276.4K | 0.08% | +2,873 | New |
| Rock Point Advisors, LLC | 2,877 | $276.7K | 0.08% | −40−1.4% | Reduced |
| LGT Fund Management Co Ltd. | 2,951 | $277.8K | 0.03% | +2,951 | New |
| Northern Financial Advisors Inc | 2,892 | $278.2K | 0.21% | −713−19.8% | Reduced |
| City State Bank | 2,896 | $278.6K | 0.10% | +983+51.4% | Added |
| Abacus Wealth Partners, LLC | 2,897 | $278.7K | 0.04% | +12+0.4% | Added |
| Brass Tax Wealth Management, Inc | 2,914 | $280.3K | 0.06% | +710+32.2% | Added |
| DAGCO, Inc. | 2,916 | $280.5K | 0.12% | −84−2.8% | Reduced |
| Altrafin AG | 2,918 | $280.7K | 0.10% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,921 | $281.0K | 0.10% | +190+7.0% | Added |
| Spinnaker Investment Group, LLC | 2,922 | $281.1K | 0.07% | −275−8.6% | Reduced |
| Kapstone Financial Advisors LLC | 2,933 | $281.6K | 0.17% | −883−23.1% | Reduced |
| Alera Investment Advisors, LLC | 2,936 | $282.4K | 0.03% | +167+6.0% | Added |
| Fundamentun, LLC | 2,937 | $282.5K | 0.02% | −103−3.4% | Reduced |
| Sterling Wealth Management, Inc. | 2,958 | $284.5K | 0.11% | +64+2.2% | Added |
| Five Oceans Advisors | 2,958 | $284.5K | 0.14% | +185+6.7% | Added |
| Fort Point Capital Partners LLC | 2,962 | $284.9K | 0.04% | +169+6.1% | Added |
| Osterweis Capital Management Inc | 2,965 | $285.2K | 0.01% | −575−16.2% | Reduced |
| Aspen Investment Management Inc | 2,984 | $287.0K | 0.13% | −236−7.3% | Reduced |
| Trust Co of the South | 2,991 | $287.7K | 0.06% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,996 | $288.2K | 0.01% | +2,996 | New |
| BlueCrest Capital Management Ltd | 3,000 | $288.6K | 0.07% | −88−2.8% | Reduced |
| Ameliora Wealth Management Ltd. | 3,000 | $288.6K | 0.12% | 00.0% | Unchanged |
| Price Jennifer C. | 3,000 | $288.6K | 0.32% | 00.0% | Unchanged |
| Marathon Capital Management | 3,013 | $289.8K | 0.07% | 00.0% | Unchanged |
| Kearns & Associates LLC | 3,020 | $290.5K | 0.19% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,022 | $290.7K | 0.23% | −201−6.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,023 | $290.8K | 0.08% | −8−0.3% | Reduced |
| EPIQ Capital Group, LLC | 3,038 | $292.2K | 0.08% | +16+0.5% | Added |
| Waterloo Capital, L.P. | 3,041 | $292.5K | 0.03% | −2,928−49.1% | Reduced |
| Custos Family Office, LLC | 3,047 | $293.1K | 0.11% | +15+0.5% | Added |
| Paloma Partners Management Co | 3,052 | $293.6K | 0.02% | −9,948−76.5% | Reduced |
| Redwood Wealth Management Group, LLC | 3,052 | $293.6K | 0.15% | −234−7.1% | Reduced |
| Capital CS Group, LLC | 3,063 | $294.6K | 0.36% | +510+20.0% | Added |
| MTM Investment Management, LLC | 3,106 | $295.4K | 0.12% | −419−11.9% | Reduced |
| SNS Financial Group, LLC | 3,088 | $297.0K | 0.03% | +41+1.3% | Added |
| Financial Network Wealth Advisors LLC | 3,093 | $297.5K | 0.25% | +472+18.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,119 | $300.0K | 0.05% | −229−6.8% | Reduced |
| Rede Wealth, LLC | 3,124 | $300.5K | 0.11% | −14−0.4% | Reduced |
| Eagle Capital Management LLC | 3,128 | $300.9K | 0.00% | 00.0% | Unchanged |
| Crane Advisory, LLC | 3,257 | $301.3K | 0.05% | −1,000−23.5% | Reduced |
| Advisory Resource Group | 3,144 | $302.5K | 0.06% | −3−0.1% | Reduced |
| Dudley Capital Management, LLC | 3,145 | $302.5K | 0.16% | 00.0% | Unchanged |
| Capital Square, LLC | 3,147 | $302.8K | 0.18% | −72−2.2% | Reduced |
| Falcon Wealth Planning | 3,156 | $303.6K | 0.04% | +100+3.3% | Added |
| Round Rock Advisors, LLC | 3,157 | $303.7K | 0.07% | −5−0.2% | Reduced |
| Tyler-Stone Wealth Management | 3,163 | $304.3K | 0.06% | +1,506+90.9% | Added |
| Greenhouse Wealth Management, LLC | 3,163 | $304.3K | 0.20% | +9+0.3% | Added |
| True North Advisors, LLC | 3,164 | $304.4K | 0.08% | −33−1.0% | Reduced |
| Lodestar Private Asset Management LLC | 3,171 | $305.0K | 0.04% | +97+3.2% | Added |
| Eagle Wealth Strategies LLC | 3,180 | $305.8K | 0.22% | +92+3.0% | Added |
| Kathleen S. Wright Associates Inc. | 3,180 | $305.9K | 0.13% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,181 | $305.9K | 0.07% | −957−23.1% | Reduced |
| EWG Elevate Inc. | 3,188 | $306.6K | 0.12% | −157−4.7% | Reduced |
| TRUE Private Wealth Advisors | 3,209 | $308.7K | 0.04% | −1,306−28.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,214 | $309.1K | 0.25% | −990−23.5% | Reduced |