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; 2,949 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
- 2,940
- −62 vs. Q2 2024
- Shares held
- 1.24B
- +129.5M (+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
- 1,446 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 11,624 | $1.12M | 0.06% | −542−4.5% | Reduced |
| Profit Investment Management, LLC | 11,608 | $1.12M | 0.88% | +343+3.0% | Added |
| Strategic Wealth Designers | 11,869 | $1.12M | 0.12% | −57,586−82.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,598 | $1.12M | 0.68% | +2,858+32.7% | Added |
| Midland Wealth Advisors LLC | 11,588 | $1.11M | 0.07% | −1,070−8.5% | Reduced |
| Pure Financial Advisors, Inc. | 11,585 | $1.11M | 0.03% | +457+4.1% | Added |
| Boomfish Wealth Group, LLC | 11,582 | $1.11M | 0.68% | −1,491−11.4% | Reduced |
| Catalyst Capital Advisors LLC | 11,567 | $1.11M | 0.03% | +3,950+51.9% | Added |
| Chicago Capital, LLC | 11,554 | $1.11M | 0.03% | −254−2.2% | Reduced |
| Triangle Securities Wealth Management | 11,512 | $1.11M | 0.29% | −4,298−27.2% | Reduced |
| Monetta Financial Services Inc | 11,500 | $1.11M | 0.94% | −2,500−17.9% | Reduced |
| Doliver Advisors, LP | 11,500 | $1.11M | 0.30% | −114−1.0% | Reduced |
| Change Path, LLC | 11,448 | $1.10M | 0.04% | +590+5.4% | Added |
| Focus Financial Network, Inc. | 11,448 | $1.10M | 0.04% | −905−7.3% | Reduced |
| Citizens & Northern Corp | 11,443 | $1.10M | 0.33% | +935+8.9% | Added |
| New England Asset Management Inc | 11,395 | $1.10M | 0.17% | −805−6.6% | Reduced |
| Camden Capital, LLC | 11,369 | $1.09M | 0.12% | +1,983+21.1% | Added |
| Gen-Wealth Partners Inc | 11,473 | $1.09M | 0.48% | −1,271−10.0% | Reduced |
| Sierra Capital LLC | 11,300 | $1.09M | 0.13% | −40−0.4% | Reduced |
| Keating Investment Counselors Inc | 11,291 | $1.09M | 0.32% | −75−0.7% | Reduced |
| Mechanics Financial Corp | 11,246 | $1.08M | 0.47% | +150+1.4% | Added |
| Stablepoint Partners, LLC | 11,230 | $1.08M | 0.20% | −2,306−17.0% | Reduced |
| Numerai GP LLC | 11,227 | $1.08M | 0.29% | +11,227 | New |
| Monograph Wealth Advisors, LLC | 11,199 | $1.08M | 0.14% | +10.0% | Added |
| Allred Capital Management, LLC | 11,194 | $1.08M | 0.42% | −8−0.1% | Reduced |
| Eads & Heald Wealth Management | 11,185 | $1.08M | 0.51% | −1,016−8.3% | Reduced |
| Aldebaran Financial Inc. | 11,166 | $1.07M | 1.27% | −498−4.3% | Reduced |
| Smith Anglin Financial, LLC | 11,063 | $1.06M | 0.10% | −282−2.5% | Reduced |
| Strategic Blueprint, LLC | 11,043 | $1.06M | 0.07% | −777−6.6% | Reduced |
| Copperleaf Capital, LLC | 11,026 | $1.06M | 0.81% | −396−3.5% | Reduced |
| Skopos Labs, Inc. | 11,014 | $1.06M | 0.35% | −629−5.4% | Reduced |
| Bramshill Investments, LLC | 11,000 | $1.06M | 0.12% | −6,038−35.4% | Reduced |
| Aaron Wealth Advisors | 10,988 | $1.06M | 0.13% | +947+9.4% | Added |
| Act Two Investors LLC | 10,979 | $1.06M | 0.20% | +10,979 | New |
| JFS Wealth Advisors, LLC | 10,948 | $1.05M | 0.07% | +918+9.2% | Added |
| Welch Group, LLC | 10,937 | $1.05M | 0.05% | −669−5.8% | Reduced |
| Hilltop Partners LLC | 10,928 | $1.05M | 0.35% | +1,703+18.5% | Added |
| Quest Partners LLC | 10,916 | $1.05M | 0.09% | +7,260+198.6% | Added |
| Edgestream Partners, L.P. | 10,907 | $1.05M | 0.05% | +4,421+68.2% | Added |
| Joule Financial, LLC | 10,901 | $1.05M | 0.38% | +593+5.8% | Added |
| Forbes J M & Co LLP | 10,858 | $1.04M | 0.10% | +35+0.3% | Added |
| Carmel Capital Partners, LLC | 10,843 | $1.04M | 0.40% | −4,719−30.3% | Reduced |
| My Legacy Advisors, LLC | 10,835 | $1.04M | 0.41% | −2,497−18.7% | Reduced |
| Hayek Kallen Investment Management | 10,814 | $1.04M | 0.37% | +6+0.1% | Added |
| Howard Capital Management Inc. | 10,798 | $1.04M | 0.02% | +10,798 | New |
| Calamos Wealth Management LLC | 10,787 | $1.04M | 0.05% | −294−2.7% | Reduced |
| Okabena Investment Services Inc | 10,756 | $1.03M | 0.29% | +2,163+25.2% | Added |
| Enterprise Bank & Trust Co | 10,752 | $1.03M | 0.33% | −388−3.5% | Reduced |
| Clare Market Investments LLC | 10,712 | $1.03M | 0.27% | −2,904−21.3% | Reduced |
| Gibbs Wealth Management | 10,684 | $1.03M | 0.33% | +2,975+38.6% | Added |
| SeaCrest Wealth Management, LLC | 10,674 | $1.03M | 0.11% | −71−0.7% | Reduced |
| DeDora Capital, Inc. | 10,662 | $1.03M | 0.29% | +219+2.1% | Added |
| AIA Group Ltd | 10,657 | $1.03M | 0.03% | −1,362−11.3% | Reduced |
| Thoroughbred Financial Services, LLC | 10,649 | $1.02M | 0.07% | −145−1.3% | Reduced |
| Intrust Bank NA | 10,637 | $1.02M | 0.10% | −176−1.6% | Reduced |
| Fernwood Investment Management, LLC | 10,628 | $1.02M | 0.33% | −1,300−10.9% | Reduced |
| Moloney Securities Asset Management, LLC | 10,627 | $1.02M | 0.14% | −4,066−27.7% | Reduced |
| Inscription Capital, LLC | 10,623 | $1.02M | 0.15% | −1,310−11.0% | Reduced |
| Synergy Financial Group, LTD | 10,551 | $1.01M | 0.96% | −40.0% | Reduced |
| Rockland Trust Co | 10,528 | $1.01M | 0.05% | −3,503−25.0% | Reduced |
| Argent Advisors, Inc. | 10,477 | $1.01M | 0.37% | +24+0.2% | Added |
| Balboa Wealth Partners | 10,458 | $1.01M | 0.25% | −19−0.2% | Reduced |
| Deltec Asset Management LLC | 10,458 | $1.01M | 0.20% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.01M | 0.78% | – | – |
| Hedges Asset Management LLC | 10,450 | $1.01M | 0.67% | +1,250+13.6% | Added |
| Winthrop Capital Management, LLC | 10,452 | $1.00M | 0.48% | +10,452 | New |
| Valmark Advisers, Inc. | 10,435 | $1.00M | 0.02% | +971+10.3% | Added |
| Avantax Planning Partners, Inc. | 10,424 | $1.00M | 0.04% | −1,474−12.4% | Reduced |
| StoneX Group Inc. | 10,415 | $1.00M | 0.07% | −488−4.5% | Reduced |
| Aprio Wealth Management, LLC | 10,393 | $999.7K | 0.16% | +732+7.6% | Added |
| Clarius Group, LLC | 10,233 | $996.0K | 0.07% | −620−5.7% | Reduced |
| ELCO Management Co., LLC | 10,331 | $993.7K | 0.54% | −60−0.6% | Reduced |
| Palisade Capital Management LLC | 10,330 | $993.6K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 10,291 | $989.9K | 0.11% | −511−4.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,268 | $987.6K | 0.04% | −224−2.1% | Reduced |
| Tower Bridge Advisors | 10,263 | $987.2K | 0.10% | +665+6.9% | Added |
| Calton & Associates, Inc. | 10,248 | $985.8K | 0.38% | +7,700+302.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,231 | $984.1K | 0.15% | +806+8.6% | Added |
| Hartline Investment Corp | 10,228 | $983.8K | 0.12% | −2,700−20.9% | Reduced |
| Marathon Trading Investment Management LLC | 10,202 | $981.3K | 0.46% | +2,400+30.8% | Added |
| Nations Financial Group Inc, | 10,200 | $981.2K | 0.07% | −1,220−10.7% | Reduced |
| EverSource Wealth Advisors, LLC | 10,190 | $980.2K | 0.06% | −797−7.3% | Reduced |
| First National Bank Sioux Falls | 10,189 | $980.1K | 0.45% | +1,968+23.9% | Added |
| Mission Creek Capital Partners, Inc. | 10,158 | $977.1K | 0.23% | −3,016−22.9% | Reduced |
| Uncommon Cents Investing LLC | 10,139 | $975.3K | 0.27% | −35−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 10,113 | $972.8K | 0.10% | −52−0.5% | Reduced |
| Blue Edge Capital, LLC | 10,084 | $970.0K | 0.15% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 10,064 | $968.1K | 0.18% | −517−4.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10,048 | $966.5K | 0.29% | +681+7.3% | Added |
| Widmann Financial Services, Inc. | 10,040 | $965.8K | 0.73% | −69−0.7% | Reduced |
| American Assets Inc | 10,000 | $961.9K | 0.32% | +10,000 | New |
| Rocky Mountain Advisers, LLC | 9,953 | $957.4K | 0.29% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9,953 | $957.4K | 0.29% | −20,522−67.3% | Reduced |
| Elyxium Wealth, LLC | 9,952 | $957.3K | 0.53% | +9,952 | New |
| Caldwell Trust Co | 9,936 | $955.7K | 0.10% | −2,964−23.0% | Reduced |
| LJI Wealth Management, LLC | 9,926 | $954.8K | 0.20% | −2,399−19.5% | Reduced |
| Highline Wealth Partners LLC | 9,874 | $949.7K | 0.32% | +35+0.4% | Added |
| Private Capital Management LLC | 9,863 | $948.7K | 0.17% | +9,863 | New |
| Court Place Advisors, LLC | 9,861 | $948.6K | 0.28% | −547−5.3% | Reduced |
| Salvus Wealth Management, LLC | 9,860 | $948.5K | 0.58% | −21−0.2% | Reduced |