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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 13,783 | $1.33M | 0.39% | −2,588−15.8% | Reduced |
| NewEdge Wealth, LLC | 13,782 | $1.33M | 0.02% | −464−3.3% | Reduced |
| MWA Asset Management | 13,773 | $1.32M | 0.88% | −306−2.2% | Reduced |
| Cornerstone National Bank & Trust Co | 13,767 | $1.32M | 0.60% | +2,907+26.8% | Added |
| Baker Tilly Wealth Management, LLC | 13,758 | $1.32M | 0.59% | −348−2.5% | Reduced |
| Mechanics Bank Trust Department | 13,699 | $1.32M | 0.18% | +975+7.7% | Added |
| Cordatus Wealth Management LLC | 13,657 | $1.31M | 0.47% | +238+1.8% | Added |
| BSW Wealth Partners | 13,657 | $1.31M | 0.20% | −304−2.2% | Reduced |
| Tempus Wealth Planning, LLC | 13,589 | $1.31M | 0.48% | −402−2.9% | Reduced |
| First National Bank & Trust Co of Newtown | 13,550 | $1.30M | 0.25% | +167+1.2% | Added |
| Herold Advisors, Inc. | 13,534 | $1.30M | 0.28% | +758+5.9% | Added |
| XML Financial, LLC | 13,534 | $1.30M | 0.12% | +2,379+21.3% | Added |
| Castlekeep Investment Advisors LLC | 13,523 | $1.30M | 0.89% | +5,136+61.2% | Added |
| Family Legacy, Inc. | 13,481 | $1.30M | 0.43% | +160+1.2% | Added |
| LM Advisors LLC | 13,463 | $1.29M | 0.26% | −1,873−12.2% | Reduced |
| RFG Advisory, LLC | 13,413 | $1.29M | 0.04% | −2,242−14.3% | Reduced |
| HF Advisory Group, LLC | 13,391 | $1.29M | 0.60% | +2,662+24.8% | Added |
| Los Angeles Capital Management LLC | 13,363 | $1.29M | 0.01% | +4,139+44.9% | Added |
| TD Private Client Wealth LLC | 13,333 | $1.28M | 0.04% | +139+1.1% | Added |
| First National Advisers, LLC | 13,315 | $1.28M | 0.20% | +861+6.9% | Added |
| Delta Financial Advisors LLC | 13,304 | $1.28M | 0.46% | −1,800−11.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,295 | $1.28M | 0.04% | −84,361−86.4% | Reduced |
| First Trust Investment Solutions L.P. | 13,283 | $1.28M | 0.14% | −37,271−73.7% | Reduced |
| Embree Financial Group | 13,273 | $1.28M | 0.23% | −827−5.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 13,270 | $1.28M | 0.09% | −7,817−37.1% | Reduced |
| Journey Advisory Group, LLC | 12,855 | $1.28M | 0.15% | −199−1.5% | Reduced |
| Chicago Trust Co NA | 13,262 | $1.28M | 0.22% | −408−3.0% | Reduced |
| Jmac Enterprises LLC | 13,202 | $1.27M | 0.20% | −217−1.6% | Reduced |
| Mill Capital Management, LLC | 13,163 | $1.27M | 0.10% | −179,881−93.2% | Reduced |
| Elmwood Wealth Management, Inc. | 13,152 | $1.27M | 0.52% | +18+0.1% | Added |
| Palouse Capital Management, Inc. | 13,104 | $1.26M | 0.80% | +2,297+21.3% | Added |
| Estabrook Capital Management | 13,081 | $1.26M | 0.19% | −574−4.2% | Reduced |
| AlphaCore Capital LLC | 13,065 | $1.26M | 0.28% | +1,095+9.1% | Added |
| Trust Co of Oklahoma | 13,060 | $1.26M | 0.41% | −597−4.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,041 | $1.25M | 0.80% | +1,355+11.6% | Added |
| Salem Investment Counselors Inc | 13,023 | $1.25M | 0.04% | −3,916−23.1% | Reduced |
| Cove Private Wealth, LLC | 13,000 | $1.25M | 0.97% | 00.0% | Unchanged |
| M&G Plc | 13,024 | $1.25M | 0.01% | +13,024 | New |
| Bank of Hawaii | 12,915 | $1.24M | 0.05% | +327+2.6% | Added |
| Ceera Investments, LLC | 12,886 | $1.24M | 0.47% | −474−3.5% | Reduced |
| Hancock Whitney Corp | 12,883 | $1.24M | 0.04% | −336−2.5% | Reduced |
| Chemistry Wealth Management LLC | 12,874 | $1.24M | 0.30% | −7,136−35.7% | Reduced |
| Qtron Investments LLC | 12,854 | $1.24M | 0.17% | −3,670−22.2% | Reduced |
| Americana Partners, LLC | 12,817 | $1.23M | 0.08% | +2,925+29.6% | Added |
| Missouri Trust & Investment Co | 12,812 | $1.23M | 0.43% | +2,430+23.4% | Added |
| Confluence Wealth Services, Inc. | 12,802 | $1.23M | 0.09% | +842+7.0% | Added |
| LBMC Investment Advisors, LLC | 12,771 | $1.23M | 0.10% | +10.0% | Added |
| Ocean Capital Management, LLC | 12,769 | $1.23M | 0.29% | +12,769 | New |
| Smartleaf Asset Management LLC | 12,759 | $1.23M | 0.15% | +2,666+26.4% | Added |
| MidWestOne Financial Group, Inc. | 12,703 | $1.22M | 0.17% | −922−6.8% | Reduced |
| Agate Pass Investment Management, LLC | 12,694 | $1.22M | 0.61% | −364−2.8% | Reduced |
| Norway Savings Bank | 12,694 | $1.22M | 0.66% | −3,001−19.1% | Reduced |
| Leisure Capital Management | 12,658 | $1.22M | 0.52% | +550+4.5% | Added |
| Founders Financial Securities LLC | 12,633 | $1.22M | 0.11% | −1,970−13.5% | Reduced |
| Ballast, Inc. | 12,593 | $1.21M | 0.34% | +320+2.6% | Added |
| KPP Advisory Services LLC | 12,587 | $1.21M | 0.29% | −1,418−10.1% | Reduced |
| Integral Investment Advisors, Inc. | 12,518 | $1.20M | 0.40% | +1,217+10.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 12,500 | $1.20M | 0.08% | −324,687−96.3% | Reduced |
| Hohimer Wealth Management, LLC | 12,393 | $1.19M | 0.26% | +12,393 | New |
| FLC Capital Advisors | 12,392 | $1.19M | 0.28% | −2,754−18.2% | Reduced |
| Summit Global Investments | 12,379 | $1.19M | 0.08% | +10,230+476.0% | Added |
| Woodmont Investment Counsel LLC | 12,380 | $1.19M | 0.09% | +754+6.5% | Added |
| Kings Path Partners LLC | 12,358 | $1.19M | 0.50% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,276 | $1.18M | 0.38% | +217+1.8% | Added |
| Wimmer Associates 1, LLC | 12,296 | $1.18M | 0.58% | −354−2.8% | Reduced |
| Financial Advocates Investment Management | 12,284 | $1.18M | 0.07% | −2,600−17.5% | Reduced |
| Coastal Bridge Advisors, LLC | 12,257 | $1.18M | 0.29% | −983−7.4% | Reduced |
| Cape Investment Advisory, Inc. | 12,195 | $1.17M | 0.48% | −158−1.3% | Reduced |
| Donaldson Capital Management, LLC | 12,188 | $1.17M | 0.05% | −822−6.3% | Reduced |
| Garrison Asset Management, LLC | 12,174 | $1.17M | 0.59% | −236−1.9% | Reduced |
| United Bank | 12,145 | $1.17M | 0.54% | +712+6.2% | Added |
| Ransom Advisory, Ltd | 12,117 | $1.17M | 0.54% | +100+0.8% | Added |
| Legacy Financial Advisors, Inc. | 12,095 | $1.16M | 0.20% | −408−3.3% | Reduced |
| Univest Financial Corp | 12,090 | $1.16M | 0.08% | +8,866+275.0% | Added |
| Essex Savings Bank | 12,057 | $1.16M | 0.29% | −212−1.7% | Reduced |
| Wolverine Asset Management LLC | 12,054 | $1.16M | 0.02% | −22,727−65.3% | Reduced |
| Modern Wealth Management, LLC | 12,040 | $1.16M | 0.07% | −2,056−14.6% | Reduced |
| Schnieders Capital Management LLC | 11,998 | $1.15M | 0.22% | −420−3.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $1.15M | 0.60% | −6,000−33.3% | Reduced |
| Transatlantique Private Wealth LLC | 11,970 | $1.15M | 0.44% | +162+1.4% | Added |
| Moseley Investment Management Inc | 11,962 | $1.15M | 0.46% | −604−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,871 | $1.14M | 0.09% | +147+1.3% | Added |
| Carl P. Sherr & Co., LLC | 11,854 | $1.14M | 0.60% | −2,014−14.5% | Reduced |
| Mather Group, LLC. | 11,820 | $1.14M | 0.01% | −10,531−47.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 11,810 | $1.14M | 0.32% | −38−0.3% | Reduced |
| Old Mission Investment Co LLC | 11,806 | $1.14M | 0.35% | +728+6.6% | Added |
| Sheets Smith Wealth Management | 11,789 | $1.13M | 0.14% | −2,891−19.7% | Reduced |
| Capital Fund Management S.A. | 11,773 | $1.13M | 0.01% | +11,773 | New |
| BancorpSouth Bank | 11,757 | $1.13M | 0.08% | −1,966−14.3% | Reduced |
| Guardian Wealth Management, Inc. | 11,749 | $1.13M | 0.80% | −236−2.0% | Reduced |
| Partnership Wealth Management, LLC | 11,743 | $1.13M | 0.80% | +11,403+3,353.8% | Added |
| Quotient Wealth Partners, LLC | 11,736 | $1.13M | 0.04% | −2,743−18.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,733 | $1.13M | 0.06% | −647−5.2% | Reduced |
| VitalStone Financial, LLC | 11,714 | $1.13M | 0.77% | +92+0.8% | Added |
| Adirondack Trust Co | 11,691 | $1.12M | 0.43% | −615−5.0% | Reduced |
| Martin & Co Inc | 11,689 | $1.12M | 0.26% | −26−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 11,679 | $1.12M | 0.21% | −1,248−9.7% | Reduced |
| Oder Investment Management, LLC | 11,671 | $1.12M | 0.96% | −53−0.5% | Reduced |
| WNY Asset Management, LLC | 11,670 | $1.12M | 0.13% | −74−0.6% | Reduced |
| Drucker Wealth 3.0, LLC | 11,657 | $1.12M | 0.27% | +106+0.9% | Added |