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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 36,744 | $3.53M | 0.46% | −5,170−12.3% | Reduced |
| Dorchester Wealth Management Co | 36,743 | $3.53M | 0.64% | +380+1.0% | Added |
| Lafayette Investments, Inc. | 36,599 | $3.52M | 0.74% | +521+1.4% | Added |
| Nilsine Partners, LLC | 36,577 | $3.52M | 0.46% | −1,401−3.7% | Reduced |
| Levin Capital Strategies, L.P. | 36,541 | $3.51M | 0.34% | −2,544−6.5% | Reduced |
| Rossmore Private Capital | 36,978 | $3.51M | 0.43% | −65−0.2% | Reduced |
| Cypress Capital Group | 36,463 | $3.51M | 0.39% | +1,329+3.8% | Added |
| Gifford Fong Associates | 36,407 | $3.50M | 0.88% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 36,168 | $3.48M | 0.68% | −508−1.4% | Reduced |
| Ami Investment Management Inc | 36,126 | $3.47M | 1.18% | +81+0.2% | Added |
| Permanens Capital L.P. | 36,103 | $3.47M | 0.71% | −15,280−29.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 36,079 | $3.47M | 0.53% | −22−0.1% | Reduced |
| Diversify Advisory Services, LLC | 35,740 | $3.46M | 0.19% | −2,368−6.2% | Reduced |
| Narwhal Capital Management | 35,880 | $3.45M | 0.31% | −14,839−29.3% | Reduced |
| Arlington Financial Advisors, LLC | 35,776 | $3.44M | 0.71% | +745+2.1% | Added |
| Roanoke Asset Management Corp | 35,602 | $3.42M | 1.08% | −78−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 35,426 | $3.41M | 0.12% | +2,011+6.0% | Added |
| Vestcor Inc | 35,423 | $3.41M | 0.11% | 00.0% | Unchanged |
| Citizens Business Bank | 35,223 | $3.39M | 0.68% | −1,249−3.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 35,151 | $3.38M | 0.00% | +7,438+26.8% | Added |
| Connable Office Inc | 35,048 | $3.37M | 0.34% | +108+0.3% | Added |
| Waycross Partners, LLC | 35,000 | $3.37M | 0.47% | 00.0% | Unchanged |
| Anson Funds Management LP | 35,000 | $3.37M | 0.48% | +10,000+40.0% | Added |
| Adviser Investments LLC | 34,992 | $3.37M | 0.04% | −2,030−5.5% | Reduced |
| Allen Investment Management LLC | 34,912 | $3.36M | 0.04% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 35,330 | $3.35M | 0.98% | +5,000+16.5% | Added |
| Gilman Hill Asset Management, LLC | 34,806 | $3.35M | 0.56% | −3,103−8.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,793 | $3.35M | 0.32% | −8,940−20.4% | Reduced |
| Eagle Global Advisors LLC | 34,743 | $3.34M | 0.17% | −110−0.3% | Reduced |
| Krilogy Financial LLC | 34,718 | $3.34M | 0.23% | −866−2.4% | Reduced |
| Pegasus Asset Management, Inc. | 34,202 | $3.29M | 1.26% | +889+2.7% | Added |
| Capstone Investment Advisors, LLC | 34,120 | $3.28M | 0.06% | +353+1.0% | Added |
| WCG Wealth Advisors LLC | 34,034 | $3.27M | 0.22% | −982−2.8% | Reduced |
| V-Square Quantitative Management LLC | 33,923 | $3.26M | 0.48% | +3,633+12.0% | Added |
| Brown Miller Wealth Management, LLC | 33,885 | $3.26M | 1.27% | +1,319+4.1% | Added |
| Kirr Marbach & Co LLC | 33,780 | $3.25M | 0.73% | +58+0.2% | Added |
| Autumn Glory Partners, LLC | 33,567 | $3.23M | 1.24% | +8,085+31.7% | Added |
| Aviance Capital Partners, LLC | 33,380 | $3.21M | 0.42% | +210+0.6% | Added |
| Graybill Bartz & Assoc Ltd | 33,281 | $3.20M | 1.19% | −18−0.1% | Reduced |
| Boyar Asset Management Inc. | 33,280 | $3.20M | 2.06% | +551+1.7% | Added |
| Whalerock Point Partners, LLC | 33,109 | $3.18M | 0.76% | +106+0.3% | Added |
| Maven Securities LTD | 33,036 | $3.18M | 0.36% | −31,491−48.8% | Reduced |
| Robinson Value Management, Ltd. | 33,033 | $3.18M | 2.06% | −60.0% | Reduced |
| TCG Advisory Services, LLC | 32,977 | $3.17M | 0.14% | +2,150+7.0% | Added |
| Rothschild Investment LLC | 32,945 | $3.17M | 0.21% | −992−2.9% | Reduced |
| Merit Financial Group, LLC | 32,945 | $3.17M | 0.07% | +5,907+21.8% | Added |
| Clarity Capital Partners LLC | 32,797 | $3.15M | 1.86% | −355−1.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 32,787 | $3.15M | 1.11% | +3,294+11.2% | Added |
| SlateStone Wealth, LLC | 32,765 | $3.15M | 0.28% | −1,455−4.3% | Reduced |
| Summit Place Financial Advisors, LLC | 32,768 | $3.15M | 1.76% | +1,736+5.6% | Added |
| Wealthcare Advisory Partners LLC | 32,741 | $3.15M | 0.09% | +61+0.2% | Added |
| IPG Investment Advisors LLC | 32,691 | $3.14M | 0.69% | +1,403+4.5% | Added |
| William Allan, LLC | 32,496 | $3.13M | 1.94% | −741−2.2% | Reduced |
| Robbins Farley LLC | 32,485 | $3.12M | 1.57% | +1,155+3.7% | Added |
| Lynch & Associates | 32,453 | $3.12M | 0.66% | −896−2.7% | Reduced |
| Legacy Trust | 32,427 | $3.12M | 0.72% | −1,549−4.6% | Reduced |
| Argent Financial Group, Inc. | 32,416 | $3.12M | 0.37% | +32,416 | New |
| Spire Wealth Management | 32,413 | $3.12M | 0.11% | −2,727−7.8% | Reduced |
| Assetmark, Inc | 32,385 | $3.12M | 0.01% | +1,903+6.2% | Added |
| DLK Investment Management, LLC | 32,299 | $3.11M | 1.19% | +1,189+3.8% | Added |
| Twin Capital Management Inc | 32,226 | $3.10M | 0.35% | −4,925−13.3% | Reduced |
| Guardian Capital Advisors LP | 32,952 | $3.10M | 0.31% | +1,192+3.8% | Added |
| Bender Robert & Associates | 32,196 | $3.10M | 0.66% | +32,196 | New |
| Longbow Finance SA | 32,133 | $3.09M | 0.33% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 32,119 | $3.09M | 0.46% | +32,119 | New |
| Canandaigua National Bank & Trust Co | 32,099 | $3.09M | 0.29% | −1,068−3.2% | Reduced |
| Colonial Trust Co | 32,069 | $3.08M | 0.48% | −642−2.0% | Reduced |
| Granite Investment Partners, LLC | 32,068 | $3.08M | 0.13% | −4,126−11.4% | Reduced |
| Independent Financial Group, LLC | 31,981 | $3.08M | 0.11% | −2,272−6.6% | Reduced |
| Concentric Wealth Management, LLC | 31,981 | $3.08M | 0.75% | +996+3.2% | Added |
| Cullen Capital Management LLC | 31,977 | $3.08M | 0.03% | +996+3.2% | Added |
| Essex Investment Management Co LLC | 31,856 | $3.06M | 0.53% | −1,599−4.8% | Reduced |
| Contrarius Investment Management Ltd | 31,825 | $3.06M | 0.17% | −1,525−4.6% | Reduced |
| HBW Advisory Services LLC | 31,741 | $3.05M | 0.45% | −4,683−12.9% | Reduced |
| Portside Wealth Group, LLC | 31,526 | $3.03M | 0.52% | +6,851+27.8% | Added |
| Meyer Handelman Co | 31,478 | $3.03M | 0.10% | −7,210−18.6% | Reduced |
| Wellington Shields & Co., LLC | 31,388 | $3.02M | 0.92% | −308−1.0% | Reduced |
| Ostrum Asset Management | 31,295 | $3.01M | 0.25% | −187−0.6% | Reduced |
| Alerus Financial NA | 31,205 | $3.00M | 0.22% | +31,205 | New |
| Goelzer Investment Management, Inc. | 31,158 | $3.00M | 0.16% | −2,234−6.7% | Reduced |
| Cullen Investment Group, Ltd. | 31,150 | $3.00M | 0.45% | −771−2.4% | Reduced |
| Western Wealth Management, LLC | 31,136 | $2.99M | 0.17% | +15,203+95.4% | Added |
| Field & Main Bank | 31,115 | $2.99M | 1.07% | +1,045+3.5% | Added |
| Arrow Financial Corp | 31,074 | $2.99M | 0.28% | −1,438−4.4% | Reduced |
| Condor Capital Management | 31,068 | $2.99M | 0.27% | +576+1.9% | Added |
| Legacy Advisors, LLC | 31,056 | $2.99M | 0.32% | +1,076+3.6% | Added |
| Lockheed Martin Investment Management Co | 31,050 | $2.99M | 0.14% | −890−2.8% | Reduced |
| M. Kraus & Co | 30,960 | $2.98M | 0.87% | −2,753−8.2% | Reduced |
| Thematics Asset Management | 30,815 | $2.96M | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 30,791 | $2.96M | 0.06% | +2,401+8.5% | Added |
| Texas Yale Capital Corp. | 30,708 | $2.95M | 0.13% | −200−0.6% | Reduced |
| CWA Asset Management Group, LLC | 30,589 | $2.94M | 0.16% | +30,589 | New |
| Eastern Bank | 30,409 | $2.93M | 0.05% | +22,687+293.8% | Added |
| Two Sigma Investments, LP | 30,403 | $2.92M | 0.01% | −167,196−84.6% | Reduced |
| YHB Investment Advisors, Inc. | 30,256 | $2.91M | 0.24% | −1,543−4.9% | Reduced |
| Sky Investment Group LLC | 30,256 | $2.91M | 0.52% | +3,670+13.8% | Added |
| Bridgewater Advisors Inc. | 30,268 | $2.91M | 0.30% | −311−1.0% | Reduced |
| Carnegie Lake Advisors LLC | 30,240 | $2.91M | 1.15% | +30,240 | New |
| Perkins Coie Trust Co | 30,219 | $2.91M | 0.64% | +43+0.1% | Added |
| Terry L. Blaker | 30,123 | $2.90M | 0.11% | −5,583−15.6% | Reduced |