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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 20,021 | $1.93M | 0.15% | +12,415+163.2% | Added |
| First Business Financial Services, Inc. | 19,958 | $1.92M | 0.19% | +2,119+11.9% | Added |
| Continuum Advisory, LLC | 17,569 | $1.92M | 0.24% | −2,578−12.8% | Reduced |
| Menlo Advisors LLC | 19,915 | $1.92M | 0.99% | −148−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,908 | $1.91M | 0.07% | +3,588+22.0% | Added |
| First Horizon Advisors, Inc. | 19,740 | $1.90M | 0.05% | −548−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 19,726 | $1.90M | 0.06% | −858−4.2% | Reduced |
| GAMMA Investing LLC | 19,675 | $1.89M | 0.19% | +2,443+14.2% | Added |
| Old Second National Bank of Aurora | 19,673 | $1.89M | 0.46% | +151+0.8% | Added |
| Ronald Blue Trust, Inc. | 19,004 | $1.89M | 0.02% | +6,573+52.9% | Added |
| Cornerstone Wealth Management, LLC | 19,604 | $1.89M | 0.13% | −660−3.3% | Reduced |
| K2 Principal Fund, L.P. | 19,500 | $1.88M | 0.31% | +19,500 | New |
| Wealth Alliance | 19,464 | $1.87M | 0.22% | −1,144−5.6% | Reduced |
| Wolverine Trading, LLC | 19,491 | $1.87M | 0.05% | −111,370−85.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,436 | $1.87M | 0.17% | −4,407−18.5% | Reduced |
| Rowland & Co Investment Counsel | 19,379 | $1.86M | 0.38% | 00.0% | Unchanged |
| Key Financial Inc | 19,286 | $1.86M | 0.41% | −4,793−19.9% | Reduced |
| Atlantic Union Bankshares Corp | 19,256 | $1.85M | 0.11% | −735−3.7% | Reduced |
| Asset Advisors Investment Management, LLC | 19,235 | $1.85M | 0.19% | −16,848−46.7% | Reduced |
| Mount Capital Ltd | 19,200 | $1.84M | 0.65% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 19,139 | $1.84M | 0.46% | +1,234+6.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 19,136 | $1.84M | 0.45% | −2,266−10.6% | Reduced |
| Palumbo Wealth Management LLC | 19,069 | $1.83M | 0.71% | −1,413−6.9% | Reduced |
| Proactive Wealth Strategies LLC | 19,000 | $1.83M | 1.02% | +19,000 | New |
| Rehmann Capital Advisory Group | 18,957 | $1.82M | 0.12% | −747−3.8% | Reduced |
| Weil Company, Inc. | 18,952 | $1.82M | 0.60% | −29−0.2% | Reduced |
| Icon Wealth Advisors, LLC | 18,946 | $1.82M | 0.15% | +721+4.0% | Added |
| Cigna Investments Inc | 18,907 | $1.82M | 0.32% | −317−1.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 18,888 | $1.82M | 0.38% | −1,516−7.4% | Reduced |
| Smithfield Trust Co | 18,869 | $1.81M | 0.09% | +102+0.5% | Added |
| BEAM Asset Management, LLC | 18,777 | $1.81M | 0.55% | +644+3.6% | Added |
| Robertson Stephens Wealth Management, LLC | 18,750 | $1.80M | 0.07% | −2,173−10.4% | Reduced |
| Councilmark Asset Management, LLC | 18,711 | $1.80M | 1.21% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 18,666 | $1.80M | 0.38% | −2,944−13.6% | Reduced |
| Sculati Wealth Management, LLC | 18,638 | $1.79M | 0.72% | −344−1.8% | Reduced |
| McDonald Partners LLC | 18,613 | $1.79M | 0.45% | +541+3.0% | Added |
| Virtu Financial LLC | 18,609 | $1.79M | 0.10% | −3,964−17.6% | Reduced |
| Mirabaud & Cie SA | 18,530 | $1.78M | 0.52% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 18,383 | $1.77M | 1.30% | −344−1.8% | Reduced |
| Beach Investment Counsel Inc | 18,370 | $1.77M | 0.22% | −853−4.4% | Reduced |
| HCR Wealth Advisors | 18,326 | $1.76M | 0.23% | +365+2.0% | Added |
| Byrne Asset Management LLC | 18,311 | $1.76M | 1.20% | −198−1.1% | Reduced |
| Hoertkorn Richard Charles | 18,298 | $1.76M | 0.76% | −316−1.7% | Reduced |
| Riverpark Capital Management LLC | 18,275 | $1.76M | 3.20% | −4,384−19.3% | Reduced |
| Cladis Investment Advisory, LLC | 18,234 | $1.75M | 1.22% | +1,345+8.0% | Added |
| Winch Advisory Services, LLC | 18,164 | $1.75M | 0.48% | −165−0.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 18,091 | $1.74M | 0.03% | −569−3.0% | Reduced |
| Occidental Asset Management, LLC | 18,072 | $1.74M | 0.28% | +2,421+15.5% | Added |
| Invst, LLC | 18,071 | $1.74M | 0.21% | −78−0.4% | Reduced |
| Horizon Wealth Management, LLC | 17,965 | $1.73M | 0.34% | +315+1.8% | Added |
| Central Pacific Bank - Trust Division | 17,930 | $1.72M | 0.22% | −47−0.3% | Reduced |
| Claro Advisors LLC | 17,907 | $1.72M | 0.22% | +2,497+16.2% | Added |
| GM Advisory Group, Inc. | 17,847 | $1.72M | 0.10% | −368−2.0% | Reduced |
| Diversified Trust Co | 17,842 | $1.72M | 0.04% | −59−0.3% | Reduced |
| IMS Capital Management | 17,838 | $1.72M | 0.77% | −50−0.3% | Reduced |
| Naviter Wealth, LLC | 17,798 | $1.71M | 0.24% | +61+0.3% | Added |
| Corrado Advisors, LLC | 17,794 | $1.71M | 1.07% | +2,442+15.9% | Added |
| MONECO Advisors, LLC | 17,739 | $1.71M | 0.21% | +1,237+7.5% | Added |
| MainStreet Investment Advisors LLC | 17,699 | $1.70M | 0.23% | −8,002−31.1% | Reduced |
| Dover Advisors, LLC | 17,698 | $1.70M | 0.97% | −47−0.3% | Reduced |
| Csenge Advisory Group | 18,070 | $1.70M | 0.09% | −1,634−8.3% | Reduced |
| Drexel Morgan & Co. | 17,586 | $1.69M | 0.31% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 17,504 | $1.68M | 0.76% | +3,805+27.8% | Added |
| DRW Securities, LLC | 17,435 | $1.68M | 0.09% | −4,118−19.1% | Reduced |
| Tritonpoint Wealth, LLC | 17,461 | $1.68M | 0.15% | −2,674−13.3% | Reduced |
| Global Financial Private Client, LLC | 17,384 | $1.67M | 0.65% | +3,873+28.7% | Added |
| Smith, Moore & Co. | 17,339 | $1.67M | 0.16% | −421−2.4% | Reduced |
| Insight Inv LLC | 17,266 | $1.66M | 1.39% | −205−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 17,242 | $1.66M | 0.44% | +5,586+47.9% | Added |
| Regal Investment Advisors LLC | 17,235 | $1.66M | 0.12% | −2,046−10.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,206 | $1.66M | 0.05% | +1,114+6.9% | Added |
| L.M. Kohn & Company | 17,185 | $1.65M | 0.42% | +589+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,169 | $1.65M | 0.34% | −286−1.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 17,353 | $1.65M | 0.80% | −660−3.7% | Reduced |
| Violich Capital Management, Inc. | 17,124 | $1.65M | 0.21% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,119 | $1.65M | 0.12% | +374+2.2% | Added |
| Meridian Wealth Management, LLC | 17,100 | $1.64M | 0.08% | +17,100 | New |
| Good Life Advisors, LLC | 17,082 | $1.64M | 0.10% | +1,507+9.7% | Added |
| Turim 21 Investimentos Ltda. | 17,069 | $1.64M | 0.45% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 16,257 | $1.64M | 0.45% | +1,797+12.4% | Added |
| XTX Topco Ltd | 17,044 | $1.64M | 0.12% | +14,096+478.2% | Added |
| Lake Street Advisors Group, LLC | 17,008 | $1.64M | 0.08% | −1,180−6.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.64M | 0.48% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 16,887 | $1.62M | 0.43% | +16,887 | New |
| Atlantic Trust, LLC | 16,860 | $1.62M | 0.39% | −906−5.1% | Reduced |
| Kovack Advisors, Inc. | 16,848 | $1.62M | 0.17% | +3,642+27.6% | Added |
| Grove Bank & Trust | 16,844 | $1.62M | 0.24% | +10,800+178.7% | Added |
| AustralianSuper Pty Ltd | 16,831 | $1.62M | 0.01% | −12,815−43.2% | Reduced |
| Wynn Capital, LLC | 16,793 | $1.62M | 1.06% | +119+0.7% | Added |
| Umpqua Bank | 16,746 | $1.61M | 0.59% | −49−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,722 | $1.61M | 0.41% | −1,165−6.5% | Reduced |
| Scott & Selber, Inc. | 16,722 | $1.61M | 0.50% | −220−1.3% | Reduced |
| Hudson Canyon Capital Management | 16,699 | $1.61M | 1.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 16,698 | $1.61M | 0.29% | −61−0.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 16,656 | $1.60M | 0.43% | −16,835−50.3% | Reduced |
| RS Crum Inc. | 16,651 | $1.60M | 0.38% | +127+0.8% | Added |
| Lindbrook Capital, LLC | 16,593 | $1.60M | 0.14% | −402−2.4% | Reduced |
| Sterling Investment Counsel, LLC | 16,542 | $1.59M | 0.57% | −50.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,538 | $1.59M | 0.46% | +115+0.7% | Added |
| Frank, Rimerman Advisors LLC | 16,526 | $1.59M | 0.11% | −869−5.0% | Reduced |