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 |
|---|---|---|---|---|---|
| Kooman & Associates | 3,715 | $357.4K | 0.13% | +29+0.8% | Added |
| Center for Financial Planning, Inc. | 3,724 | $358.2K | 0.05% | −29−0.8% | Reduced |
| Acorns Advisers, LLC | 3,728 | $359.0K | 0.00% | +407+12.3% | Added |
| Sivia Capital Partners, LLC | 3,741 | $359.8K | 0.21% | +83+2.3% | Added |
| RBA Wealth Management, LLC | 3,746 | $360.3K | 0.14% | +81+2.2% | Added |
| Marotta Asset Management | 3,747 | $360.4K | 0.07% | −96−2.5% | Reduced |
| Salomon & Ludwin, LLC | 3,749 | $360.6K | 0.04% | +81+2.2% | Added |
| ArrowMark Colorado Holdings LLC | 3,751 | $360.8K | 0.00% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,760 | $361.7K | 0.20% | −200−5.1% | Reduced |
| Fermata Advisors, LLC | 3,764 | $362.0K | 0.07% | −754−16.7% | Reduced |
| Gerber, LLC | 3,765 | $362.1K | 0.27% | +9+0.2% | Added |
| Chelsea Counsel Co | 3,770 | $362.7K | 0.18% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,774 | $363.1K | 0.29% | +274+7.8% | Added |
| Silvia McColl Wealth Management, LLC | 3,781 | $363.7K | 0.27% | 00.0% | Unchanged |
| My Personal CFO, LLC | 3,784 | $364.0K | 0.20% | −449−10.6% | Reduced |
| Capstone Financial Advisors, Inc. | 3,785 | $364.0K | 0.02% | +312+9.0% | Added |
| Shulman DeMeo Asset Management LLC | 3,785 | $364.1K | 0.09% | −12−0.3% | Reduced |
| Matrix Private Capital Group LLC | 3,788 | $364.4K | 0.21% | −1,460−27.8% | Reduced |
| Goldstone Financial Group, LLC | 3,797 | $365.2K | 0.06% | +60+1.6% | Added |
| Ping Capital Management, Inc. | 3,800 | $365.5K | 0.20% | +1,300+52.0% | Added |
| Chesapeake Wealth Management | 3,808 | $366.3K | 0.12% | −290−7.1% | Reduced |
| Wealth Effects LLC | 3,812 | $366.7K | 0.13% | +150+4.1% | Added |
| Alesco Advisors LLC | 3,814 | $366.9K | 0.01% | −157−4.0% | Reduced |
| HTLF Bank | 3,817 | $367.2K | 0.04% | −29−0.8% | Reduced |
| Evanson Asset Management, LLC | 3,818 | $367.3K | 0.03% | −498−11.5% | Reduced |
| Paragon Capital Management Ltd | 3,826 | $368.0K | 0.07% | −9−0.2% | Reduced |
| Tompkins Financial Corp | 3,831 | $368.5K | 0.04% | −1,680−30.5% | Reduced |
| Peoples Financial Services Corp. | 3,836 | $369.0K | 0.17% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,836 | $369.0K | 0.03% | −209−5.2% | Reduced |
| Sentry Investment Management LLC | 3,859 | $371.0K | 0.16% | −4,967−56.3% | Reduced |
| Aviso Wealth Management | 3,862 | $371.4K | 0.20% | −407−9.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,886 | $373.0K | 0.11% | −168−4.1% | Reduced |
| Horizon Family Wealth, Inc. | 3,884 | $373.6K | 0.27% | +96+2.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,885 | $373.7K | 0.00% | −201−4.9% | Reduced |
| Parkside Advisors LLC | 3,885 | $373.7K | 0.09% | −173−4.3% | Reduced |
| Castle Rock Wealth Management, LLC | 4,008 | $373.9K | 0.09% | −438−9.9% | Reduced |
| Kelman-Lazarov, Inc. | 3,887 | $373.9K | 0.06% | −117−2.9% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $374.0K | 0.21% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,897 | $374.8K | 0.03% | −74−1.9% | Reduced |
| Main Street Group, LTD | 3,897 | $374.9K | 0.15% | −1,223−23.9% | Reduced |
| Pacific Sage Partners, LLC | 3,899 | $375.0K | 0.09% | +83+2.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,908 | $376.0K | 0.16% | +3,908 | New |
| American Money Management, LLC | 3,910 | $376.1K | 0.08% | −814−17.2% | Reduced |
| First Affirmative Financial Network | 3,920 | $377.0K | 0.21% | −788−16.7% | Reduced |
| FinTrust Capital Advisors, LLC | 3,921 | $377.1K | 0.06% | −41−1.0% | Reduced |
| Cable Hill Partners, LLC | 3,924 | $377.5K | 0.04% | −1,305−25.0% | Reduced |
| BCK Capital Management LP | 3,925 | $377.5K | 0.23% | 00.0% | Unchanged |
| Wealthquest Corp | 4,021 | $378.2K | 0.03% | −90−2.2% | Reduced |
| Patten Group, Inc. | 3,948 | $379.8K | 0.08% | −937−19.2% | Reduced |
| Gradient Investments LLC | 3,950 | $379.9K | 0.01% | −651−14.1% | Reduced |
| Argent Capital Management LLC | 3,950 | $380.0K | 0.01% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 3,959 | $380.8K | 0.29% | +46+1.2% | Added |
| GSB Wealth Management, LLC | 3,973 | $382.2K | 0.10% | −200−4.8% | Reduced |
| Marietta Investment Partners LLC | 3,977 | $382.5K | 0.08% | −20−0.5% | Reduced |
| Sentinus, LLC | 3,995 | $384.3K | 0.14% | −127−3.1% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $384.8K | 0.11% | −1,475−26.9% | Reduced |
| Professional Advisory Services Inc | 4,000 | $385.0K | 0.05% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 4,012 | $385.9K | 0.16% | +4,012 | New |
| Planning Capital Management Corp | 4,027 | $387.3K | 0.26% | −452−10.1% | Reduced |
| South Street Advisors LLC | 4,032 | $387.8K | 0.06% | +200+5.2% | Added |
| Secure Asset Management, LLC | 4,035 | $388.1K | 0.07% | +463+13.0% | Added |
| Sigma Investment Counselors Inc | 4,039 | $388.5K | 0.02% | +258+6.8% | Added |
| Detalus Advisors, LLC | 4,054 | $389.9K | 0.13% | −1,336−24.8% | Reduced |
| Tobam | 4,058 | $390.0K | 0.07% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 4,069 | $390.7K | 0.22% | −50−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,072 | $391.7K | 0.12% | −233−5.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,077 | $392.1K | 0.06% | −351−7.9% | Reduced |
| Vivaldi Capital Management, LLC | 4,081 | $392.6K | 0.11% | +10+0.2% | Added |
| Evernest Financial Advisors, LLC | 4,101 | $394.4K | 0.11% | −822−16.7% | Reduced |
| Financial Security Advisor, Inc. | 4,101 | $394.5K | 0.10% | −31−0.8% | Reduced |
| Summit Financial Strategies, Inc. | 4,103 | $394.7K | 0.04% | −172−4.0% | Reduced |
| Sound Income Strategies, LLC | 4,104 | $394.8K | 0.03% | −576−12.3% | Reduced |
| McAdam, LLC | 4,104 | $394.8K | 0.02% | +433+11.8% | Added |
| Atlas Private Wealth Advisors | 4,109 | $395.3K | 0.06% | +912+28.5% | Added |
| LongView Wealth Management | 4,114 | $395.7K | 0.13% | −121−2.9% | Reduced |
| Thrive Wealth Management, LLC | 4,115 | $395.8K | 0.07% | +276+7.2% | Added |
| Strait & Sound Wealth Management LLC | 4,131 | $397.4K | 0.19% | −854−17.1% | Reduced |
| Finer Wealth Management, Inc. | 4,143 | $398.5K | 0.25% | −1,019−19.7% | Reduced |
| Consolidated Investment Group LLC | 4,150 | $399.0K | 0.06% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,149 | $399.1K | 0.19% | +117+2.9% | Added |
| Wittenberg Investment Management, Inc. | 4,166 | $400.7K | 0.13% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 4,172 | $401.3K | 0.14% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,173 | $401.4K | 0.32% | +10.0% | Added |
| Garde Capital, Inc. | 4,182 | $402.0K | 0.03% | −6,186−59.7% | Reduced |
| Accel Wealth Management | 4,180 | $402.1K | 0.15% | +22+0.5% | Added |
| Horan Capital Advisors, LLC. | 4,181 | $402.2K | 0.13% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 4,193 | $403.3K | 0.15% | +334+8.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,208 | $404.7K | 0.20% | −318−7.0% | Reduced |
| Gryphon Financial Partners LLC | 4,208 | $404.8K | 0.05% | +338+8.7% | Added |
| Hall Laurie J Trustee | 4,211 | $405.0K | 0.13% | +4,032+2,252.5% | Added |
| Lockerman Financial Group, Inc. | 4,212 | $405.2K | 0.69% | +664+18.7% | Added |
| Angeles Investment Advisors, LLC | 4,216 | $405.5K | 0.02% | +25+0.6% | Added |
| Wealth Architects, LLC | 4,222 | $406.2K | 0.05% | −355−7.8% | Reduced |
| New World Advisors LLC | 4,224 | $406.3K | 0.11% | +900+27.1% | Added |
| Register Financial Advisors LLC | 4,227 | $406.6K | 0.21% | −119−2.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,237 | $407.6K | 0.04% | +391+10.2% | Added |
| Retirement Planning Group | 4,241 | $407.9K | 0.02% | +632+17.5% | Added |
| SFMG, LLC | 4,242 | $408.1K | 0.03% | −199−4.5% | Reduced |
| Twelve Points Wealth Management LLC | 4,264 | $410.2K | 0.13% | +133+3.2% | Added |
| Sloy Dahl & Holst, LLC | 4,277 | $411.4K | 0.07% | +11+0.3% | Added |