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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 16,495 | $1.59M | 0.46% | −190−1.1% | Reduced |
| Hendershot Investments Inc. | 16,490 | $1.59M | 0.22% | −3,615−18.0% | Reduced |
| North Star Investment Management Corp. | 16,487 | $1.59M | 0.11% | −762−4.4% | Reduced |
| WT Wealth Management | 16,259 | $1.58M | 0.51% | −923−5.4% | Reduced |
| Fosun International Ltd | 16,421 | $1.58M | 0.52% | −2,851−14.8% | Reduced |
| Broadwater Capital Management LLC | 16,417 | $1.58M | 1.16% | −150−0.9% | Reduced |
| First American Trust, FSB | 16,342 | $1.57M | 0.16% | −45,953−73.8% | Reduced |
| NTV Asset Management LLC | 16,328 | $1.57M | 0.21% | −1,784−9.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,309 | $1.57M | 0.65% | −125−0.8% | Reduced |
| Patten & Patten Inc | 16,298 | $1.57M | 0.10% | −9,223−36.1% | Reduced |
| Signal Advisors Wealth, LLC | 16,264 | $1.56M | 0.22% | +16,264 | New |
| Voya Financial Advisors, Inc. | 16,293 | $1.56M | 0.17% | −503−3.0% | Reduced |
| Cumberland Advisors Inc | 16,250 | $1.56M | 0.62% | +1,000+6.6% | Added |
| Stone Point Wealth LLC | 16,246 | $1.56M | 0.50% | −1,200−6.9% | Reduced |
| Perennial Investment Advisors, LLC | 16,224 | $1.56M | 0.20% | −586−3.5% | Reduced |
| Bangor Savings Bank | 16,213 | $1.56M | 0.15% | +358+2.3% | Added |
| J. Goldman & Co LP | 16,157 | $1.55M | 0.07% | −115,844−87.8% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.55M | 0.96% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 16,128 | $1.55M | 0.03% | +71+0.4% | Added |
| Weik Capital Management | 16,095 | $1.55M | 0.62% | +330+2.1% | Added |
| Hudson Value Partners, LLC | 16,053 | $1.54M | 0.60% | −446−2.7% | Reduced |
| Summit Trail Advisors, LLC | 16,032 | $1.54M | 0.04% | −10,341−39.2% | Reduced |
| Unique Wealth Strategies, LLC | 16,023 | $1.54M | 0.66% | +1,536+10.6% | Added |
| Gardner Lewis Asset Management L P | 15,970 | $1.54M | 0.44% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 15,967 | $1.54M | 0.02% | +125+0.8% | Added |
| Letson Investment Management, Inc. | 15,963 | $1.54M | 0.60% | 00.0% | Unchanged |
| Summit X, LLC | 15,460 | $1.54M | 0.37% | −1,481−8.7% | Reduced |
| Davidson Trust Co | 15,904 | $1.53M | 0.79% | +2,684+20.3% | Added |
| Eagle Bluffs Wealth Management LLC | 15,890 | $1.53M | 0.82% | +114+0.7% | Added |
| Selway Asset Management | 15,877 | $1.53M | 0.60% | −2,000−11.2% | Reduced |
| GYL Financial Synergies, LLC | 15,858 | $1.53M | 0.11% | +242+1.5% | Added |
| Aspiriant, LLC | 15,813 | $1.52M | 0.06% | −232−1.4% | Reduced |
| Archer Investment Corp | 15,784 | $1.52M | 0.41% | +66+0.4% | Added |
| WMS Partners, LLC | 15,683 | $1.51M | 0.08% | +530+3.5% | Added |
| Wedmont Private Capital | 16,289 | $1.50M | 0.09% | +693+4.4% | Added |
| Naples Global Advisors, LLC | 15,614 | $1.50M | 0.14% | +2,676+20.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,608 | $1.50M | 0.81% | −197−1.2% | Reduced |
| Legacy Capital Group California, Inc. | 15,574 | $1.50M | 0.50% | +1,048+7.2% | Added |
| Campbell Newman Asset Management Inc | 15,565 | $1.50M | 0.11% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15,506 | $1.49M | 0.21% | −427−2.7% | Reduced |
| Accuvest Global Advisors | 15,484 | $1.49M | 1.28% | +15,484 | New |
| Aster Capital Management (DIFC) Ltd | 15,456 | $1.49M | 0.32% | +15,456 | New |
| Eagle Asset Management Inc | 15,000 | $1.49M | 0.01% | +4,947+49.2% | Added |
| Nwam LLC | 15,435 | $1.48M | 0.09% | +15,435 | New |
| Altfest L J & Co Inc | 15,429 | $1.48M | 0.20% | +149+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 15,225 | $1.46M | 0.12% | +2,176+16.7% | Added |
| Pingora Partners LLC | 15,206 | $1.46M | 1.04% | −210−1.4% | Reduced |
| Burney Co | 15,202 | $1.46M | 0.05% | +6,108+67.2% | Added |
| Maia Wealth LLC | 15,306 | $1.46M | 0.36% | +1,778+13.1% | Added |
| Simplicity Wealth,LLC | 15,166 | $1.46M | 0.14% | −108,974−87.8% | Reduced |
| Auxier Asset Management | 15,101 | $1.45M | 0.21% | +74+0.5% | Added |
| Bigelow Investment Advisors, LLC | 15,072 | $1.45M | 0.65% | +341+2.3% | Added |
| VCI Wealth Management LLC | 15,042 | $1.45M | 0.64% | +15,042 | New |
| Sawgrass Asset Management LLC | 15,034 | $1.45M | 0.15% | −113,835−88.3% | Reduced |
| Banco de Sabadell, S.A | 15,028 | $1.45M | 1.08% | −405−2.6% | Reduced |
| Delphi Management Inc | 15,008 | $1.44M | 1.31% | −1,330−8.1% | Reduced |
| JNBA Financial Advisors | 14,996 | $1.44M | 0.15% | −714−4.5% | Reduced |
| National Philanthropic Trust | 14,875 | $1.43M | 0.03% | 00.0% | Unchanged |
| SWS Partners | 14,841 | $1.43M | 0.45% | −1,518−9.3% | Reduced |
| J. W. Coons Advisors, LLC | 14,811 | $1.42M | 0.36% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 14,799 | $1.42M | 0.14% | −1,826−11.0% | Reduced |
| Larson Financial Group LLC | 14,796 | $1.42M | 0.08% | +3,914+36.0% | Added |
| Diamant Asset Management, Inc. | 14,782 | $1.42M | 0.89% | −883−5.6% | Reduced |
| Fort Sheridan Advisors LLC | 14,764 | $1.42M | 0.22% | −384−2.5% | Reduced |
| Trustco Bank Corp N Y | 14,763 | $1.42M | 1.43% | −250−1.7% | Reduced |
| PFC Capital Group, Inc. | 14,760 | $1.42M | 0.68% | −1,035−6.6% | Reduced |
| Old National Bancorp | 14,612 | $1.41M | 0.03% | +1,758+13.7% | Added |
| Certified Advisory Corp | 14,595 | $1.40M | 0.16% | +2,330+19.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,541 | $1.40M | 0.08% | +11,294+347.8% | Added |
| Pinnacle West Asset Management, Inc. | 14,520 | $1.40M | 1.00% | −140−1.0% | Reduced |
| BBR Partners, LLC | 14,463 | $1.39M | 0.11% | −145−1.0% | Reduced |
| AXS Investments LLC | 14,447 | $1.39M | 0.37% | +2,821+24.3% | Added |
| Tectonic Advisors LLC | 14,433 | $1.39M | 0.09% | +1,763+13.9% | Added |
| Bard Financial Services, Inc. | 14,335 | $1.38M | 0.16% | −16,135−53.0% | Reduced |
| Schechter Investment Advisors, LLC | 14,299 | $1.38M | 0.10% | −1,782−11.1% | Reduced |
| Dana Investment Advisors, Inc. | 14,295 | $1.37M | 0.05% | +145+1.0% | Added |
| Birchbrook, Inc. | 14,287 | $1.37M | 0.76% | −65−0.5% | Reduced |
| American Investment Services, Inc. | 14,248 | $1.37M | 0.23% | 00.0% | Unchanged |
| Rational Advisors LLC | 14,200 | $1.37M | 0.13% | +11,756+481.0% | Added |
| Ridgewood Investments LLC | 14,195 | $1.37M | 0.68% | −93−0.7% | Reduced |
| Cetera Trust Company, N.A | 14,167 | $1.36M | 0.83% | +167+1.2% | Added |
| Winthrop Advisory Group LLC | 14,165 | $1.36M | 0.17% | +10.0% | Added |
| Legacy Private Trust Co. | 14,157 | $1.36M | 0.09% | −561−3.8% | Reduced |
| CWC Advisors, LLC. | 14,142 | $1.36M | 1.34% | +14,142 | New |
| Absher Wealth Management, LLC | 14,141 | $1.36M | 0.18% | +111+0.8% | Added |
| Investors Asset Management of Georgia Inc | 14,125 | $1.36M | 0.64% | +589+4.4% | Added |
| Private Trust Co NA | 14,116 | $1.36M | 0.14% | −1,064−7.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,107 | $1.36M | 0.03% | +968+7.4% | Added |
| Lowe Brockenbrough & Co Inc | 14,050 | $1.35M | 0.09% | −16,200−53.6% | Reduced |
| Watts Gwilliam & Co., LLC | 14,564 | $1.35M | 0.29% | +14,564 | New |
| Omnia Family Wealth, LLC | 13,996 | $1.35M | 0.58% | +531+3.9% | Added |
| Capital Investment Advisory Services, LLC | 13,980 | $1.34M | 0.13% | −3,879−21.7% | Reduced |
| Steel Peak Wealth Management LLC | 13,972 | $1.34M | 0.06% | −18,044−56.4% | Reduced |
| David Loasby | 14,344 | $1.34M | 0.13% | −127−0.9% | Reduced |
| Nemes Rush Group LLC | 10,968 | $1.34M | 0.19% | −860−7.3% | Reduced |
| Adell Harriman & Carpenter Inc | 13,952 | $1.34M | 0.10% | −370−2.6% | Reduced |
| NBC Securities, Inc. | 13,930 | $1.34M | 0.11% | −3,115−18.3% | Reduced |
| Avestar Capital, LLC | 13,889 | $1.34M | 0.15% | +653+4.9% | Added |
| Alan B. Lancz & Associates, Inc. | 13,883 | $1.34M | 1.22% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,875 | $1.33M | 0.25% | −1,266−8.4% | Reduced |