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 |
|---|---|---|---|---|---|
| First Financial Corp | 4,284 | $412.1K | 0.20% | −200−4.5% | Reduced |
| MPS Loria Financial Planners, LLC | 4,291 | $412.7K | 0.12% | +195+4.8% | Added |
| Sentry LLC | 4,319 | $415.4K | 0.08% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,322 | $415.7K | 0.27% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 4,331 | $416.6K | 0.17% | +400+10.2% | Added |
| Royal Capital Wealth Management, LLC | 4,340 | $417.5K | 0.29% | 00.0% | Unchanged |
| Burton Enright Welch | 4,343 | $417.7K | 0.09% | −286−6.2% | Reduced |
| Compass Capital Management, Inc | 4,348 | $418.2K | 0.03% | −1,482−25.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,353 | $418.7K | 0.24% | −2,360−35.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,356 | $419.0K | 0.15% | −235−5.1% | Reduced |
| LRI Investments, LLC | 3,842 | $419.2K | 0.04% | −833−17.8% | Reduced |
| Rogco, LP | 4,359 | $419.3K | 0.16% | +133+3.1% | Added |
| Sendero Wealth Management, LLC | 4,360 | $419.4K | 0.07% | −272−5.9% | Reduced |
| Burford Brothers, Inc. | 4,387 | $422.0K | 0.22% | +484+12.4% | Added |
| Clearwater Capital Advisors, LLC | 4,391 | $422.4K | 0.04% | +1,496+51.7% | Added |
| LifeSteps Financial, Inc. | 4,399 | $423.1K | 0.33% | −374−7.8% | Reduced |
| FRG Family Wealth Advisors LLC | 4,414 | $424.6K | 0.08% | −670−13.2% | Reduced |
| Monetary Management Group Inc | 4,425 | $425.6K | 0.11% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4,438 | $426.9K | 0.11% | −1,217−21.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,439 | $427.0K | 0.22% | −30−0.7% | Reduced |
| Bank Hapoalim BM | 4,443 | $427.0K | 0.06% | −6,683−60.1% | Reduced |
| Retirement Income Solutions, Inc | 4,444 | $427.5K | 0.10% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 4,463 | $429.3K | 0.12% | −176−3.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,470 | $430.0K | 0.20% | −345−7.2% | Reduced |
| Acorn Financial Advisory Services Inc | 4,483 | $431.2K | 0.08% | −354−7.3% | Reduced |
| Marino, Stram & Associates LLC | 4,486 | $431.5K | 0.10% | +6+0.1% | Added |
| Financial Management Network Inc | 4,536 | $431.6K | 0.09% | −295−6.1% | Reduced |
| Sandhill Capital Partners LLC | 4,490 | $431.9K | 0.03% | −829−15.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,491 | $432.0K | 0.04% | −2,043−31.3% | Reduced |
| Hall Kathryn A. | 4,504 | $433.2K | 0.09% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,505 | $433.4K | 0.09% | +10.0% | Added |
| Allegheny Financial Group LTD | 4,518 | $434.6K | 0.11% | −142−3.0% | Reduced |
| iA Global Asset Management Inc. | 4,546 | $437.0K | 0.01% | −3,923−46.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,545 | $437.2K | 0.20% | −3,014−39.9% | Reduced |
| Castleview Partners, LLC | 4,546 | $437.3K | 0.25% | +84+1.9% | Added |
| King Wealth | 4,555 | $438.0K | 0.07% | +1,400+44.4% | Added |
| CWS Financial Advisors, LLC | 4,578 | $440.3K | 0.16% | −529−10.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,598 | $442.2K | 0.26% | +3+0.1% | Added |
| Veracity Capital LLC | 4,598 | $442.3K | 0.17% | −441−8.8% | Reduced |
| Aveo Capital Partners, LLC | 4,604 | $442.9K | 0.05% | −173−3.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,611 | $443.6K | 0.17% | −2,008−30.3% | Reduced |
| Sovereign Financial Group, Inc. | 4,616 | $444.0K | 0.10% | +79+1.7% | Added |
| First National Bank | 4,619 | $444.3K | 0.31% | −20−0.4% | Reduced |
| Orca Investment Management, LLC | 4,623 | $444.7K | 0.40% | −108−2.3% | Reduced |
| F/M Investments LLC | 4,457 | $446.4K | 0.02% | +4,457 | New |
| China Universal Asset Management Co., Ltd. | 4,643 | $446.6K | 0.05% | −6,741−59.2% | Reduced |
| Wall Street Access Asset Management, LLC | 4,645 | $446.8K | 0.17% | −22−0.5% | Reduced |
| McDonough Capital Management, Inc | 4,650 | $447.3K | 0.31% | −679−12.7% | Reduced |
| Prosperity Wealth Management, Inc. | 4,662 | $448.4K | 0.18% | +380+8.9% | Added |
| Taylor Financial Group, Inc. | 4,673 | $449.5K | 0.31% | −12−0.3% | Reduced |
| TFB Advisors LLC | 4,711 | $453.2K | 0.13% | −36−0.8% | Reduced |
| Fca Corp | 4,719 | $453.9K | 0.14% | +9+0.2% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $455.1K | 0.02% | 00.0% | Unchanged |
| Petix & Botte Co | 4,740 | $455.9K | 0.12% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,756 | $457.5K | 0.24% | −499−9.5% | Reduced |
| Harbor Advisors LLC | 4,759 | $457.8K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 4,763 | $458.2K | 0.47% | −37−0.8% | Reduced |
| Sunpointe, LLC | 4,764 | $458.3K | 0.38% | −152−3.1% | Reduced |
| LVW Advisors, LLC | 4,770 | $458.8K | 0.06% | −669−12.3% | Reduced |
| Greenwood Gearhart Inc | 4,775 | $459.2K | 0.04% | −83,599−94.6% | Reduced |
| Ellis Investment Partners, LLC | 4,784 | $460.2K | 0.09% | −98−2.0% | Reduced |
| High Net Worth Advisory Group LLC | 4,787 | $460.5K | 0.13% | −150−3.0% | Reduced |
| Smart Portfolios, LLC | 4,788 | $460.6K | 0.47% | +11+0.2% | Added |
| Heron Bay Capital Management | 4,800 | $461.7K | 0.10% | +50+1.1% | Added |
| Sargent Investment Group, LLC | 4,824 | $464.0K | 0.08% | −402−7.7% | Reduced |
| Archford Capital Strategies, LLC | 4,935 | $468.7K | 0.07% | −31−0.6% | Reduced |
| Invesco, LLC | 4,874 | $468.8K | 0.19% | −25−0.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,729 | $469.5K | 0.18% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,892 | $470.6K | 0.10% | +51+1.1% | Added |
| Arrowroot Family Office, LLC | 4,893 | $470.7K | 0.27% | −2,948−37.6% | Reduced |
| Whitener Capital Management, Inc. | 4,900 | $471.3K | 0.13% | −916−15.7% | Reduced |
| Aviso Financial Inc. | 4,906 | $471.9K | 0.02% | +3,972+425.3% | Added |
| TCFG Wealth Management, LLC | 4,921 | $473.3K | 0.24% | +4,921 | New |
| Baker Avenue Asset Management, LP | 4,937 | $474.9K | 0.02% | +2,531+105.2% | Added |
| Spreng Capital Management, Inc. | 4,939 | $475.0K | 0.22% | −3,258−39.7% | Reduced |
| Per Stirling Capital Management, LLC. | 4,966 | $477.7K | 0.07% | +7+0.1% | Added |
| Harbor Investment Advisory, LLC | 4,972 | $478.3K | 0.05% | −1,407−22.1% | Reduced |
| Conscious Wealth Investments, LLC | 4,978 | $479.1K | 0.33% | −181−3.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,985 | $479.5K | 0.26% | −588−10.6% | Reduced |
| Silverlake Wealth Management LLC | 4,995 | $480.4K | 0.18% | −159−3.1% | Reduced |
| Alta Advisers Ltd | 5,000 | $480.9K | 0.22% | +100+2.0% | Added |
| Capital Markets Trading UK LLP | 5,013 | $482.0K | 0.45% | +1,328+36.0% | Added |
| MSH Capital Advisors LLC | 5,013 | $482.2K | 0.15% | +20.0% | Added |
| Exencial Wealth Advisors, LLC | 5,014 | $482.3K | 0.02% | −2,853−36.3% | Reduced |
| Wright Investors Service Inc | 5,022 | $483.1K | 0.13% | −2,741−35.3% | Reduced |
| Circle Wealth Management, LLC | 5,033 | $484.2K | 0.01% | −1,345−21.1% | Reduced |
| Catalyst Financial Partners LLC | 5,039 | $484.7K | 0.09% | −79−1.5% | Reduced |
| Papp L Roy & Associates | 5,046 | $485.4K | 0.06% | +320+6.8% | Added |
| Safeguard Investment Advisory Group, LLC | 5,047 | $485.5K | 0.14% | −43−0.8% | Reduced |
| Presilium Private Wealth, LLC | 5,050 | $485.7K | 0.11% | +10.0% | Added |
| Meritas Wealth Management, LLC | 5,052 | $486.0K | 0.30% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,170 | $486.7K | 0.20% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,083 | $488.9K | 0.17% | −200−3.8% | Reduced |
| Wealth Management Associates, Inc. | 5,101 | $490.7K | 0.22% | +305+6.4% | Added |
| Capital International Sarl | 5,106 | $491.1K | 0.01% | +1,491+41.2% | Added |
| Altus Wealth Group LLC | 5,112 | $491.7K | 0.21% | −339−6.2% | Reduced |
| Waypoint Capital Advisors, LLC | 5,116 | $492.1K | 0.10% | −82−1.6% | Reduced |
| Grant Street Asset Management, Inc. | 5,131 | $493.6K | 0.14% | +99+2.0% | Added |
| Coppell Advisory Solutions LLC | 5,146 | $494.1K | 0.07% | +665+14.8% | Added |
| Carson Advisory Inc. | 5,143 | $494.8K | 0.31% | +49+1.0% | Added |