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 |
|---|---|---|---|---|---|
| Schmidt P J Investment Management Inc | 3,214 | $309.2K | 0.05% | −1,441−31.0% | Reduced |
| Evolution Wealth Advisors, LLC | 3,221 | $309.8K | 0.06% | +75+2.4% | Added |
| Willow Creek Wealth Management Inc. | 3,220 | $309.8K | 0.03% | −6−0.2% | Reduced |
| Ironwood Financial, llc | 3,227 | $310.4K | 0.07% | −229−6.6% | Reduced |
| SkyOak Wealth, LLC | 3,227 | $310.4K | 0.07% | −1,495−31.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,239 | $311.0K | 0.12% | +248+8.3% | Added |
| Unison Asset Management LLC | 3,235 | $311.2K | 0.15% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 3,246 | $312.2K | 0.33% | −249−7.1% | Reduced |
| Tennessee Valley Asset Management Partners | 3,246 | $312.2K | 0.05% | −140−4.1% | Reduced |
| CVA Family Office, LLC | 3,249 | $312.5K | 0.05% | −439−11.9% | Reduced |
| Check Capital Management Inc | 3,255 | $313.1K | 0.02% | +95+3.0% | Added |
| Wealthgarden F.S. LLC | 3,258 | $313.3K | 0.30% | +10+0.3% | Added |
| Visionary Horizons, LLC | 3,268 | $314.3K | 0.21% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,279 | $315.0K | 0.05% | −275−7.7% | Reduced |
| BIP Wealth, LLC | 3,275 | $315.1K | 0.02% | +3,275 | New |
| Oxinas Partners Wealth Management LLC | 3,277 | $315.2K | 0.19% | −183−5.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,128 | $315.9K | 0.19% | +143+4.8% | Added |
| Foster & Motley Inc | 3,287 | $316.0K | 0.02% | −52−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,286 | $316.0K | 0.05% | −414−11.2% | Reduced |
| Humankind Investments LLC | 3,300 | $317.4K | 0.11% | +595+22.0% | Added |
| FreeGulliver LLC | 3,316 | $319.0K | 0.19% | +239+7.8% | Added |
| Alexander Labrunerie & Co., Inc. | 3,319 | $319.3K | 0.15% | −45−1.3% | Reduced |
| Saxon Interests, Inc. | 3,319 | $319.3K | 0.15% | +227+7.3% | Added |
| Signet Investment Advisory Group, Inc. | 3,328 | $320.2K | 0.16% | −15−0.4% | Reduced |
| Trueblood Wealth Management, LLC | 3,337 | $321.0K | 0.16% | −5−0.1% | Reduced |
| Private Portfolio Partners LLC | 3,340 | $321.3K | 0.06% | +3,340 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,350 | $322.3K | 0.03% | −29−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 3,365 | $323.7K | 0.01% | −6,002−64.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,403 | $323.8K | 0.16% | +11+0.3% | Added |
| Stockman Wealth Management, Inc. | 3,369 | $324.1K | 0.05% | −178−5.0% | Reduced |
| Pathway Financial Advisors LLC | 3,379 | $325.0K | 0.08% | +496+17.2% | Added |
| Brave Asset Management Inc | 3,380 | $325.1K | 0.08% | −47,612−93.4% | Reduced |
| Broadleaf Partners, LLC | 3,386 | $325.7K | 0.08% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 3,389 | $326.0K | 0.11% | −406−10.7% | Reduced |
| Fountainhead AM, LLC | 3,403 | $327.4K | 0.07% | +2+0.1% | Added |
| Shepherd Financial Partners LLC | 3,404 | $327.4K | 0.04% | −3,205−48.5% | Reduced |
| TSFG, LLC | 3,415 | $328.0K | 0.07% | −187−5.2% | Reduced |
| Janney Capital Management LLC | 3,405 | $328.0K | 0.02% | +157+4.8% | Added |
| Barrett & Company, Inc. | 3,411 | $328.1K | 0.14% | −23−0.7% | Reduced |
| Enterprise Financial Services Corp | 3,418 | $328.8K | 0.19% | −114−3.2% | Reduced |
| TFC Financial Management | 3,421 | $329.1K | 0.05% | +10+0.3% | Added |
| Spinnaker Trust | 3,427 | $329.6K | 0.02% | −2,595−43.1% | Reduced |
| Manchester Financial Inc | 3,428 | $329.7K | 0.07% | −140−3.9% | Reduced |
| Mizuho Securities Co. Ltd. | 3,450 | $331.9K | 0.82% | +2,560+287.6% | Added |
| Seed Wealth Management, Inc. | 3,451 | $332.0K | 0.27% | −5−0.1% | Reduced |
| Security Financial Services, INC. | 3,451 | $332.0K | 0.07% | +66+1.9% | Added |
| Blue Fin Capital, Inc. | 3,455 | $332.4K | 0.06% | −680−16.4% | Reduced |
| Advus Financial Partners, LLC | 3,457 | $332.5K | 0.09% | −900−20.7% | Reduced |
| Waddell & Associates, LLC | 3,457 | $332.5K | 0.04% | +265+8.3% | Added |
| Fortitude Advisory Group L.L.C. | 3,459 | $332.7K | 0.21% | −169−4.7% | Reduced |
| Little House Capital LLC | 3,460 | $332.8K | 0.10% | −1,826−34.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 3,481 | $334.9K | 0.14% | −598−14.7% | Reduced |
| Second Half Financial Partners, LLC | 3,495 | $336.2K | 0.18% | +3,495 | New |
| Grace & White Inc | 3,500 | $336.7K | 0.06% | 00.0% | Unchanged |
| Exchange Bank | 3,505 | $337.1K | 0.28% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,508 | $337.4K | 0.13% | −852−19.5% | Reduced |
| Miller Investment Management, LP | 3,523 | $338.9K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,545 | $341.1K | 0.17% | −48−1.3% | Reduced |
| Quantum Private Wealth, LLC | 3,548 | $341.3K | 0.12% | −552−13.5% | Reduced |
| CFO4Life Group, LLC | 3,548 | $341.3K | 0.06% | +507+16.7% | Added |
| Peregrine Asset Advisers, Inc. | 3,555 | $342.0K | 0.12% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,557 | $342.2K | 0.03% | −48−1.3% | Reduced |
| Aufman Associates Inc | 3,557 | $342.2K | 0.22% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,558 | $342.2K | 0.03% | +234+7.0% | Added |
| Beck Mack & Oliver LLC | 3,558 | $342.2K | 0.01% | +26+0.7% | Added |
| Apollon Financial, LLC | 3,563 | $342.7K | 0.10% | −45−1.2% | Reduced |
| Legacy Edge Advisors, LLC | 3,565 | $342.9K | 0.05% | −288−7.5% | Reduced |
| MV Capital Management, Inc. | 3,566 | $343.0K | 0.04% | −6−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 3,578 | $344.2K | 0.02% | −469−11.6% | Reduced |
| Visionary Wealth Advisors | 3,588 | $345.1K | 0.02% | −401−10.1% | Reduced |
| Lantz Financial LLC | 3,590 | $345.3K | 0.09% | −138−3.7% | Reduced |
| Vantage Financial Partners, LLC | 3,602 | $346.5K | 0.09% | −140−3.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,602 | $346.5K | 0.07% | +446+14.1% | Added |
| Burt Wealth Advisors | 3,604 | $346.7K | 0.09% | −215−5.6% | Reduced |
| Nine Masts Capital Ltd | 3,610 | $347.2K | 0.16% | +3,610 | New |
| Wedge Capital Management L L P | 3,615 | $347.7K | 0.01% | +270+8.1% | Added |
| SP Asset Management LLC | 3,616 | $347.8K | 0.03% | −1,862−34.0% | Reduced |
| Affiance Financial, LLC | 3,616 | $347.9K | 0.08% | −692−16.1% | Reduced |
| Crewe Advisors LLC | 3,618 | $348.0K | 0.04% | −136−3.6% | Reduced |
| Private Management Group Inc | 3,620 | $348.2K | 0.01% | +48+1.3% | Added |
| Lion Street Advisors, LLC | 3,624 | $348.5K | 0.12% | −329−8.3% | Reduced |
| WealthPLAN Partners, LLC | 3,629 | $349.1K | 0.05% | −271−6.9% | Reduced |
| Charter Oak Capital Management, LLC | 3,644 | $350.5K | 0.03% | −10.0% | Reduced |
| First National Corp | 3,653 | $351.4K | 0.08% | +30+0.8% | Added |
| Inspirion Wealth Advisors, LLC | 3,655 | $351.5K | 0.05% | −164−4.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $351.9K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 3,664 | $352.5K | 0.04% | +3,664 | New |
| Meritage Portfolio Management | 3,666 | $353.0K | 0.02% | +2+0.1% | Added |
| First Personal Financial Services | 3,671 | $353.1K | 0.07% | +11+0.3% | Added |
| Laraway Financial Inc | 3,671 | $353.1K | 0.28% | −50−1.3% | Reduced |
| Prentiss Smith & Co Inc | 3,680 | $354.0K | 0.23% | 00.0% | Unchanged |
| Dempze Nancy E | 3,680 | $354.0K | 0.20% | +3,680 | New |
| Mosaic Family Wealth Partners, LLC | 3,682 | $354.1K | 0.05% | −61−1.6% | Reduced |
| LaFleur & Godfrey LLC | 3,692 | $355.1K | 0.05% | −200−5.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,697 | $355.6K | 0.13% | +144+4.1% | Added |
| Litman Gregory Asset Management LLC | 3,700 | $355.9K | 0.03% | −600−14.0% | Reduced |
| Coastal Investment Advisors, Inc. | 3,748 | $356.0K | 0.16% | −8,574−69.6% | Reduced |
| Accurate Wealth Management, LLC | 3,780 | $356.1K | 0.07% | +708+23.0% | Added |
| Waterfront Wealth Inc. | 3,697 | $356.7K | 0.09% | +63+1.7% | Added |
| Gemmer Asset Management LLC | 3,713 | $357.1K | 0.04% | −148−3.8% | Reduced |