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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 24,190 | $2.33M | 0.53% | +562+2.4% | Added |
| Beaton Management Co. Inc. | 24,169 | $2.33M | 1.18% | +67+0.3% | Added |
| Cito Capital Group, LLC | 24,140 | $2.32M | 0.87% | +150+0.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 24,137 | $2.32M | 0.15% | −370−1.5% | Reduced |
| Beaumont Financial Advisors, LLC | 24,106 | $2.32M | 0.18% | −1,938−7.4% | Reduced |
| Laurel Wealth Advisors LLC | 24,094 | $2.32M | 0.37% | −15−0.1% | Reduced |
| Iowa State Bank | 23,952 | $2.30M | 0.47% | −316−1.3% | Reduced |
| Guardian Capital LP | 23,926 | $2.30M | 0.08% | +2,200+10.1% | Added |
| Diversify Wealth Management, LLC | 23,906 | $2.30M | 0.22% | +1,201+5.3% | Added |
| Hilltop Holdings Inc. | 23,845 | $2.29M | 0.15% | −147−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 23,706 | $2.28M | 1.31% | −302−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 23,602 | $2.27M | 0.15% | −3,125−11.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 23,574 | $2.27M | 0.27% | 00.0% | Unchanged |
| Berkshire Bank | 23,521 | $2.26M | 0.53% | +1,276+5.7% | Added |
| Proequities, Inc. | 23,462 | $2.26M | 0.13% | −661−2.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 22,375 | $2.26M | 0.40% | −2,664−10.6% | Reduced |
| Intellectus Partners, LLC | 23,414 | $2.25M | 0.58% | +1,373+6.2% | Added |
| Kingfisher Capital LLC | 23,405 | $2.25M | 0.52% | −1,592−6.4% | Reduced |
| Chapman Investment Management, LLC | 23,394 | $2.25M | 1.64% | +5,587+31.4% | Added |
| Westhampton Capital, LLC | 23,389 | $2.25M | 1.14% | +110.0% | Added |
| Fruth Investment Management | 23,373 | $2.25M | 0.58% | −1,000−4.1% | Reduced |
| Windsor Advisory Group, LLC | 23,297 | $2.24M | 2.53% | +172+0.7% | Added |
| Birch Hill Investment Advisors LLC | 23,221 | $2.23M | 0.10% | −934−3.9% | Reduced |
| Cox Capital Mgt LLC | 23,197 | $2.23M | 1.33% | +23,197 | New |
| Webster Bank, N. A. | 23,133 | $2.23M | 0.24% | −1,345−5.5% | Reduced |
| Moody National Bank Trust Division | 23,114 | $2.22M | 0.24% | +1,355+6.2% | Added |
| Nelson Capital Management, LLC | 23,063 | $2.22M | 0.37% | +1,467+6.8% | Added |
| Herbst Group, LLC | 23,048 | $2.22M | 1.37% | +140+0.6% | Added |
| Verus Capital Partners, LLC | 23,042 | $2.22M | 0.22% | −873−3.7% | Reduced |
| Community Bank, N.A. | 22,963 | $2.21M | 0.28% | −668−2.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 22,923 | $2.20M | 0.15% | −907−3.8% | Reduced |
| One Capital Management, LLC | 22,828 | $2.20M | 0.07% | +28+0.1% | Added |
| Thompson Investment Management, Inc. | 22,816 | $2.19M | 0.31% | +10.0% | Added |
| Koss-Olinger Consulting, LLC | 22,793 | $2.19M | 0.19% | −23,433−50.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 22,784 | $2.19M | 0.04% | +1,214+5.6% | Added |
| Ellsworth Advisors, LLC | 22,728 | $2.19M | 0.57% | +1,719+8.2% | Added |
| HM Payson & Co | 22,702 | $2.18M | 0.04% | −4,264−15.8% | Reduced |
| Westmount Partners, LLC | 22,657 | $2.18M | 0.66% | +931+4.3% | Added |
| Hixon Zuercher, LLC | 22,623 | $2.18M | 0.85% | +244+1.1% | Added |
| Manhattan West Asset Management, LLC | 22,599 | $2.17M | 0.56% | +601+2.7% | Added |
| Quadrant Capital Group LLC | 22,560 | $2.17M | 0.15% | −1,324−5.5% | Reduced |
| Searle & Co. | 22,545 | $2.17M | 0.54% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 22,544 | $2.17M | 1.11% | +3,670+19.4% | Added |
| Guardian Investment Management | 21,683 | $2.15M | 1.87% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 22,342 | $2.15M | 0.80% | +12,367+124.0% | Added |
| Mengis Capital Management, Inc. | 22,294 | $2.14M | 0.42% | −349−1.5% | Reduced |
| Vista Investment Management | 22,120 | $2.13M | 0.80% | +1,461+7.1% | Added |
| Tevis Investment Management | 22,112 | $2.13M | 1.57% | +3,103+16.3% | Added |
| Three Bridge Wealth Advisors, LLC | 22,078 | $2.12M | 0.78% | +4,466+25.4% | Added |
| Norden Group LLC | 22,061 | $2.12M | 0.25% | +13,544+159.0% | Added |
| BCGM Wealth Management, LLC | 22,035 | $2.12M | 0.69% | +516+2.4% | Added |
| Parsons Capital Management Inc | 22,025 | $2.12M | 0.13% | −2,045−8.5% | Reduced |
| Harbour Investments, Inc. | 21,978 | $2.11M | 0.06% | +1,012+4.8% | Added |
| Northstar Asset Management LLC | 21,973 | $2.11M | 0.48% | −1,090−4.7% | Reduced |
| Means Investment Co., Inc. | 21,945 | $2.11M | 0.23% | −2,199−9.1% | Reduced |
| Ritholtz Wealth Management | 21,882 | $2.10M | 0.06% | −2,060−8.6% | Reduced |
| Montag A & Associates Inc | 21,809 | $2.10M | 0.10% | −22,869−51.2% | Reduced |
| Monarch Capital Management Inc | 21,807 | $2.10M | 0.56% | +17+0.1% | Added |
| Ingalls & Snyder LLC | 21,798 | $2.10M | 0.08% | −352−1.6% | Reduced |
| Sumitomo Life Insurance Co | 21,758 | $2.09M | 0.04% | +518+2.4% | Added |
| Banque Pictet & Cie SA | 21,740 | $2.09M | 0.02% | −5,351−19.8% | Reduced |
| Premier Path Wealth Partners, LLC | 21,677 | $2.09M | 0.33% | −250−1.1% | Reduced |
| Independence Bank of Kentucky | 21,564 | $2.07M | 0.45% | +3,297+18.0% | Added |
| Harbour Investment Management LLC | 21,563 | $2.07M | 0.92% | +211+1.0% | Added |
| IFP Advisors, Inc | 21,517 | $2.07M | 0.07% | −1,327−5.8% | Reduced |
| Greenline Partners, LLC | 21,481 | $2.07M | 0.30% | +2,166+11.2% | Added |
| TBH Global Asset Management, LLC | 21,457 | $2.06M | 0.45% | −1,083−4.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 21,416 | $2.06M | 1.30% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 21,391 | $2.06M | 0.28% | +2,701+14.5% | Added |
| Stratos Wealth Advisors, LLC | 21,390 | $2.06M | 0.09% | −1,426−6.3% | Reduced |
| David R. Rahn & Associates Inc. | 21,375 | $2.06M | 0.62% | −1,997−8.5% | Reduced |
| Morse Asset Management, Inc | 21,366 | $2.06M | 0.44% | +3,185+17.5% | Added |
| Marex Group plc | 21,362 | $2.05M | 0.05% | +236+1.1% | Added |
| Integrated Advisors Network LLC | 21,337 | $2.05M | 0.10% | +558+2.7% | Added |
| Avidian Wealth Solutions, LLC | 21,149 | $2.03M | 0.09% | +1,470+7.5% | Added |
| Trust Asset Management LLC | 21,108 | $2.03M | 0.16% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,100 | $2.03M | 0.06% | 00.0% | Unchanged |
| JSF Financial, LLC | 21,100 | $2.03M | 0.59% | −1,755−7.7% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 21,300 | $2.03M | 1.61% | +2,674+14.4% | Added |
| WBH Advisory Inc | 21,030 | $2.02M | 0.19% | −996−4.5% | Reduced |
| Frisch Financial Group, Inc. | 21,019 | $2.02M | 0.61% | −75−0.4% | Reduced |
| Spirit of America Management Corp | 20,900 | $2.01M | 0.40% | +300+1.5% | Added |
| Auxano Advisors, LLC | 20,850 | $2.01M | 0.52% | +2,867+15.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,842 | $2.00M | 0.77% | −880−4.1% | Reduced |
| First National Trust Co | 20,814 | $2.00M | 0.08% | −2,354−10.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 20,733 | $1.99M | 0.14% | +3,395+19.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,704 | $1.99M | 0.93% | +1,462+7.6% | Added |
| Lynx Capital Group Ltd | 20,702 | $1.99M | 1.29% | +848+4.3% | Added |
| Gs Investments, Inc. | 20,614 | $1.98M | 0.88% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 20,612 | $1.98M | 0.04% | −320−1.5% | Reduced |
| Chapin Davis, Inc. | 20,601 | $1.98M | 0.64% | +380+1.9% | Added |
| BFSG, LLC | 20,464 | $1.97M | 0.23% | +17,876+690.7% | Added |
| Atlas Brown,Inc. | 20,403 | $1.96M | 0.68% | +236+1.2% | Added |
| Aptus Capital Advisors, LLC | 20,384 | $1.96M | 0.03% | −46,852−69.7% | Reduced |
| Belpointe Asset Management LLC | 20,355 | $1.96M | 0.12% | +1,697+9.1% | Added |
| Knuff & Co LLC | 20,199 | $1.94M | 0.59% | −5,163−20.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,108 | $1.93M | 0.10% | −491−2.4% | Reduced |
| Cohen Investment Advisors LLC | 20,092 | $1.93M | 1.18% | +2,052+11.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,069 | $1.93M | 0.26% | −2,646−11.6% | Reduced |
| Magnus Financial Group LLC | 20,051 | $1.93M | 0.20% | +179+0.9% | Added |