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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 30,094 | $2.89M | 0.06% | −83,425−73.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 30,019 | $2.89M | 0.07% | −2,591−7.9% | Reduced |
| Canal Insurance CO | 30,000 | $2.89M | 0.68% | 00.0% | Unchanged |
| Summit Financial, LLC | 29,996 | $2.89M | 0.11% | +8,989+42.8% | Added |
| Vickerman Investment Advisors, Inc. | 29,971 | $2.88M | 0.85% | +537+1.8% | Added |
| Central Trust Co | 29,922 | $2.88M | 0.07% | −2,083−6.5% | Reduced |
| Asio Capital, LLC | 29,792 | $2.87M | 0.54% | +1,234+4.3% | Added |
| Mission Wealth Management, LP | 29,738 | $2.86M | 0.07% | −4,250−12.5% | Reduced |
| Gladstone Institutional Advisory LLC | 29,714 | $2.86M | 0.14% | +293+1.0% | Added |
| Asset Dedication, LLC | 29,688 | $2.86M | 0.19% | −7,089−19.3% | Reduced |
| Xcel Wealth Management, LLC | 29,685 | $2.86M | 0.84% | +8,511+40.2% | Added |
| Group One Trading, L.P. | 29,675 | $2.85M | 0.11% | −110,240−78.8% | Reduced |
| Cary Street Partners Asset Management LLC | 29,443 | $2.83M | 0.37% | +3,036+11.5% | Added |
| Keene & Associates, Inc. | 29,426 | $2.83M | 2.14% | −4,378−13.0% | Reduced |
| Advisors Asset Management, Inc. | 29,384 | $2.83M | 0.05% | +2,110+7.7% | Added |
| Stonebridge Capital Management Inc | 29,298 | $2.82M | 1.12% | +550+1.9% | Added |
| SOL Capital Management CO | 29,277 | $2.82M | 0.31% | +600+2.1% | Added |
| Shayne & Co., LLC | 29,260 | $2.81M | 0.71% | +3,113+11.9% | Added |
| Benjamin Edwards Inc | 29,222 | $2.81M | 0.04% | +29,201+139,052.4% | Added |
| Sterneck Capital Management, LLC | 29,145 | $2.80M | 1.52% | −320−1.1% | Reduced |
| Northwest Investment Counselors, LLC | 29,075 | $2.80M | 0.63% | +775+2.7% | Added |
| RB Capital Management, LLC | 28,986 | $2.79M | 0.66% | −4,259−12.8% | Reduced |
| Paradigm Financial Partners, LLC | 27,135 | $2.79M | 0.39% | −4,337−13.8% | Reduced |
| Shell Asset Management Co | 28,919 | $2.78M | 0.12% | +28,919 | New |
| Warren Averett Asset Management, LLC | 28,817 | $2.77M | 0.05% | −1,116−3.7% | Reduced |
| NorthRock Partners, LLC | 28,793 | $2.77M | 0.09% | −2,149−6.9% | Reduced |
| Ascent Group, LLC | 28,711 | $2.76M | 0.21% | −1,137−3.8% | Reduced |
| Northstar Group, Inc. | 28,548 | $2.75M | 0.48% | −463−1.6% | Reduced |
| Moneta Group Investment Advisors LLC | 28,477 | $2.74M | 0.04% | −1,368−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 28,468 | $2.74M | 0.11% | +691+2.5% | Added |
| Fragasso Group Inc. | 28,450 | $2.74M | 0.21% | −580−2.0% | Reduced |
| First Western Trust Bank | 28,422 | $2.73M | 0.12% | −3,499−11.0% | Reduced |
| New Hampshire Trust | 28,390 | $2.73M | 0.59% | −124−0.4% | Reduced |
| Essex Financial Services, Inc. | 28,155 | $2.72M | 0.20% | −2,509−8.2% | Reduced |
| Centiva Capital, LP | 28,289 | $2.72M | 0.12% | −43,464−60.6% | Reduced |
| Arkadios Wealth Advisors | 28,283 | $2.72M | 0.15% | −12,690−31.0% | Reduced |
| Osprey Private Wealth LLC | 28,235 | $2.72M | 1.90% | +28,235 | New |
| TriaGen Wealth Management LLC | 28,233 | $2.72M | 0.91% | +3,898+16.0% | Added |
| White Pine Investment CO | 27,957 | $2.69M | 0.74% | −2,664−8.7% | Reduced |
| Addison Capital Co | 27,845 | $2.68M | 1.08% | −1,105−3.8% | Reduced |
| Perpetual Ltd | 27,701 | $2.66M | 0.03% | +13,504+95.1% | Added |
| Geneos Wealth Management Inc. | 27,670 | $2.66M | 0.10% | +3,041+12.3% | Added |
| Hills Bank & Trust Co | 27,649 | $2.66M | 0.20% | −703−2.5% | Reduced |
| Centaurus Financial, Inc. | 27,621 | $2.66M | 0.17% | −1,058−3.7% | Reduced |
| Kavar Capital Partners Group, LLC | 27,475 | $2.64M | 0.42% | −2,151−7.3% | Reduced |
| WSFS Capital Management, LLC | 27,417 | $2.64M | 0.14% | −3,874−12.4% | Reduced |
| Flagship Harbor Advisors, LLC | 27,123 | $2.61M | 0.14% | +622+2.3% | Added |
| Inspire Trust Co, N.A. | 27,000 | $2.60M | 0.72% | +27,000 | New |
| SageView Advisory Group, LLC | 26,972 | $2.59M | 0.13% | −3,423−11.3% | Reduced |
| Principle Wealth Partners LLC | 26,944 | $2.59M | 0.18% | −692−2.5% | Reduced |
| Profund Advisors LLC | 26,916 | $2.59M | 0.10% | +4,403+19.6% | Added |
| Keel Point, LLC | 26,399 | $2.54M | 0.21% | −1,191−4.3% | Reduced |
| Neville Rodie & Shaw Inc | 26,295 | $2.53M | 0.19% | −350−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,276 | $2.53M | 0.22% | −190−0.7% | Reduced |
| RiverPark Advisors, LLC | 26,240 | $2.52M | 2.06% | +643+2.5% | Added |
| Morton Community Bank | 26,220 | $2.52M | 0.66% | −15−0.1% | Reduced |
| Bull Street Advisors, LLC | 26,155 | $2.52M | 1.17% | −465−1.7% | Reduced |
| Mendel Money Management | 26,139 | $2.51M | 1.09% | −1,520−5.5% | Reduced |
| Studio Investment Management LLC | 26,104 | $2.51M | 0.53% | +318+1.2% | Added |
| S.E.E.D. Planning Group LLC | 26,070 | $2.51M | 0.83% | +6,143+30.8% | Added |
| Barr E S & Co | 25,972 | $2.50M | 0.16% | −1,567−5.7% | Reduced |
| NVWM, LLC | 25,892 | $2.49M | 0.63% | +668+2.6% | Added |
| Graypoint LLC | 25,810 | $2.48M | 0.16% | +1,011+4.1% | Added |
| M. Kulyk & Associates, LLC | 25,720 | $2.47M | 0.50% | +60.0% | Added |
| Ashton Thomas Securities, LLC | 25,664 | $2.47M | 0.48% | +2,190+9.3% | Added |
| Buttonwood Financial Advisors Inc. | 25,649 | $2.47M | 1.08% | −159−0.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 25,550 | $2.46M | 0.15% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 25,521 | $2.45M | 0.01% | −1,521−5.6% | Reduced |
| Benin Management CORP | 25,470 | $2.45M | 0.69% | +511+2.0% | Added |
| Resonant Capital Advisors, LLC | 25,384 | $2.44M | 0.18% | −1,179−4.4% | Reduced |
| Citadel Investment Advisory, Inc. | 25,351 | $2.44M | 1.28% | +475+1.9% | Added |
| Atomi Financial Group, Inc. | 25,315 | $2.44M | 0.15% | +120.0% | Added |
| Financial Advisory Service, Inc. | 25,262 | $2.43M | 0.19% | +1,009+4.2% | Added |
| Costello Asset Management, INC | 25,213 | $2.43M | 1.62% | −560−2.2% | Reduced |
| CoreCap Advisors, LLC | 25,198 | $2.42M | 0.11% | +25,198 | New |
| Bill Few Associates, Inc. | 25,165 | $2.42M | 0.86% | +969+4.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 25,093 | $2.41M | 1.02% | +540+2.2% | Added |
| Longfellow Investment Management Co LLC | 25,038 | $2.41M | 0.60% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 25,032 | $2.41M | 0.02% | +2,208+9.7% | Added |
| Resources Management Corp | 25,016 | $2.41M | 0.32% | −6,520−20.7% | Reduced |
| EULAV Asset Management | 25,000 | $2.40M | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 24,990 | $2.40M | 0.10% | −2,522−9.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 24,913 | $2.40M | 0.56% | −678−2.6% | Reduced |
| Brighton Jones LLC | 24,863 | $2.39M | 0.09% | −3,213−11.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 24,788 | $2.38M | 0.04% | −300−1.2% | Reduced |
| Sanders Morris Harris LLC | 24,777 | $2.38M | 0.40% | −396−1.6% | Reduced |
| Essex LLC | 24,751 | $2.38M | 0.49% | −1,484−5.7% | Reduced |
| Joel Isaacson & Co., LLC | 24,741 | $2.38M | 0.11% | −71−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 24,658 | $2.37M | 0.70% | +3,965+19.2% | Added |
| Petredis Investment Advisors LLC | 24,496 | $2.36M | 0.25% | +69+0.3% | Added |
| Pettee Investors, Inc. | 24,443 | $2.35M | 1.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 24,438 | $2.35M | 0.04% | +787+3.3% | Added |
| Foundations Investment Advisors, LLC | 24,423 | $2.35M | 0.05% | −543−2.2% | Reduced |
| Ballentine Partners, LLC | 24,394 | $2.35M | 0.04% | +2,310+10.5% | Added |
| Centerstone Investors, LLC | 24,388 | $2.35M | 2.28% | −1,800−6.9% | Reduced |
| Culbertson A N & Co Inc | 24,379 | $2.35M | 0.38% | −2,275−8.5% | Reduced |
| Roundview Capital LLC | 24,332 | $2.34M | 0.17% | −4,162−14.6% | Reduced |
| Plimoth Trust Co LLC | 24,211 | $2.33M | 0.59% | +714+3.0% | Added |
| Montecito Bank & Trust | 24,197 | $2.33M | 0.40% | +6,247+34.8% | Added |
| Panagora Asset Management Inc | 24,193 | $2.33M | 0.01% | −110.0% | Reduced |