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
- 2,940
- −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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 9,860 | $948.4K | 0.07% | +9,660+4,830.0% | Added |
| Breakwater Capital Group | 9,833 | $945.8K | 0.19% | −892−8.3% | Reduced |
| First Nebraska Trust Co | 9,826 | $945.2K | 0.09% | −353−3.5% | Reduced |
| Harbor Advisory Corp | 9,767 | $939.5K | 0.31% | −6,398−39.6% | Reduced |
| Forte Capital LLC | 9,752 | $938.1K | 0.11% | +220+2.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 9,727 | $935.6K | 0.23% | +7,112+272.0% | Added |
| LMR Partners LLP | 9,723 | $935.3K | 0.02% | +9,723 | New |
| Boston Trust Walden Corp | 9,705 | $933.5K | 0.01% | −26−0.3% | Reduced |
| Icon Advisers Inc | 9,700 | $933.0K | 0.20% | 00.0% | Unchanged |
| Keystone Financial Group | 9,685 | $931.6K | 0.12% | −10−0.1% | Reduced |
| Capital Advisors Inc | 9,681 | $931.2K | 0.02% | −2,276−19.0% | Reduced |
| Waldron Private Wealth LLC | 9,662 | $929.4K | 0.04% | −2,298−19.2% | Reduced |
| Biltmore Family Office, LLC | 9,657 | $928.9K | 0.16% | +471+5.1% | Added |
| Marcum Wealth, LLC | 9,643 | $927.5K | 0.09% | −922−8.7% | Reduced |
| TCM Advisors, LLC | – | $923.7K | 0.76% | – | – |
| Cape Cod Five Cents Savings Bank | 9,602 | $923.6K | 0.08% | −939−8.9% | Reduced |
| LCNB Corp | 9,597 | $923.1K | 0.33% | −500−5.0% | Reduced |
| Abundance Wealth Counselors | 9,568 | $920.0K | 0.19% | +9,568 | New |
| Moody Lynn & Lieberson, LLC | 9,556 | $919.2K | 0.06% | −140−1.4% | Reduced |
| Dohj, LLC | 9,759 | $918.8K | 0.21% | +824+9.2% | Added |
| Uhlmann Price Securities, LLC | 9,527 | $916.3K | 0.73% | +9,527 | New |
| Fox Run Management, L.L.C. | 9,442 | $908.2K | 0.20% | −11,524−55.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,480 | $908.1K | 0.35% | −564−5.6% | Reduced |
| Bowen Hanes & Co Inc | 9,425 | $906.6K | 0.02% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 9,419 | $906.0K | 0.31% | +9+0.1% | Added |
| FORA Capital, LLC | 9,396 | $903.8K | 0.11% | +9,396 | New |
| LexAurum Advisors, LLC | 9,379 | $902.1K | 0.20% | +95+1.0% | Added |
| Opinicus Capital, Inc. | 9,378 | $902.1K | 0.72% | +697+8.0% | Added |
| AlphaStar Capital Management, LLC | 9,338 | $898.2K | 0.07% | −686−6.8% | Reduced |
| Intact Investment Management Inc. | 9,330 | $897.5K | 0.03% | +1,700+22.3% | Added |
| Cidel Asset Management Inc | 9,322 | $896.7K | 0.06% | +115+1.2% | Added |
| Capricorn Fund Managers Ltd | 9,300 | $894.6K | 0.60% | −3,300−26.2% | Reduced |
| Proffitt & Goodson Inc | 9,268 | $891.5K | 0.15% | +38+0.4% | Added |
| Sachetta, LLC | 9,252 | $889.9K | 0.35% | −316−3.3% | Reduced |
| Pinnacle Holdings, LLC | 9,248 | $889.6K | 0.35% | −63−0.7% | Reduced |
| Smith Thornton Advisors LLC | 9,241 | $888.9K | 0.58% | +967+11.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 9,212 | $886.1K | 0.02% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 9,179 | $882.9K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,179 | $882.9K | 0.10% | +1,092+13.5% | Added |
| Bridge Advisory, LLC | 9,166 | $881.7K | 0.42% | −91−1.0% | Reduced |
| NCM Capital Management, LLC | 9,162 | $881.3K | 0.42% | +2,377+35.0% | Added |
| MeadowBrook Investment Advisors LLC | 9,148 | $879.9K | 0.79% | +182+2.0% | Added |
| Keynote Financial Services LLC | 9,120 | $877.3K | 0.67% | +373+4.3% | Added |
| Acadian Asset Management LLC | 9,102 | $874.0K | 0.00% | −41,876−82.1% | Reduced |
| Successful Portfolios LLC | 9,078 | $873.2K | 0.59% | +184+2.1% | Added |
| Key Client Fiduciary Advisors, LLC | 9,072 | $872.7K | 0.40% | −103−1.1% | Reduced |
| BTC Capital Management, Inc. | 9,044 | $869.9K | 0.08% | −48,569−84.3% | Reduced |
| Simon Quick Advisors, LLC | 9,023 | $867.9K | 0.05% | −113−1.2% | Reduced |
| Piscataqua Savings Bank | 9,001 | $865.8K | 0.74% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 8,973 | $863.1K | 0.02% | −567−5.9% | Reduced |
| Equitable Trust Co | 8,972 | $863.0K | 0.06% | −531−5.6% | Reduced |
| US Asset Management LLC | 8,402 | $863.0K | 0.76% | −9−0.1% | Reduced |
| Prudent Man Advisors, LLC | 8,968 | $862.6K | 0.29% | +3,797+73.4% | Added |
| Alpha Cubed Investments, LLC | 8,924 | $858.4K | 0.04% | −5,345−37.5% | Reduced |
| Hardy Reed LLC | 8,916 | $857.6K | 0.08% | −51−0.6% | Reduced |
| Tru Independence Asset Management 2, LLC | 8,906 | $856.7K | 0.72% | +8,906 | New |
| Sittner & Nelson, LLC | 8,878 | $854.0K | 0.38% | −1,897−17.6% | Reduced |
| Sweet Financial Partners, LLC | 8,877 | $853.9K | 0.18% | −128−1.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,851 | $851.4K | 0.17% | −27−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 8,836 | $849.9K | 0.31% | −1,510−14.6% | Reduced |
| Tang Capital Management LLC | 8,834 | $849.8K | 0.06% | +6,805+335.4% | Added |
| Optimum Investment Advisors | 8,823 | $848.7K | 0.37% | −500−5.4% | Reduced |
| Mainstream Capital Management LLC | 8,813 | $847.7K | 0.72% | +8,813 | New |
| First County Bank | 8,794 | $845.9K | 0.42% | +220+2.6% | Added |
| Arvest Investments, Inc. | 8,780 | $844.6K | 0.13% | +96+1.1% | Added |
| Youngs Advisory Group, Inc. | 8,733 | $840.1K | 0.35% | +1,693+24.0% | Added |
| Beacon Financial Advisory LLC | 8,729 | $839.6K | 0.29% | −787−8.3% | Reduced |
| Valley Brook Capital Group | 8,729 | $839.6K | 0.60% | −593−6.4% | Reduced |
| Bank of Stockton | 8,719 | $838.7K | 0.25% | −874−9.1% | Reduced |
| Sax Wealth Advisors, LLC | 8,714 | $838.2K | 0.07% | +398+4.8% | Added |
| Strid Group, LLC | 8,702 | $837.0K | 0.13% | −84−1.0% | Reduced |
| Trust Investment Advisors | 8,671 | $834.1K | 0.53% | −541−5.9% | Reduced |
| VisionPoint Advisory Group, LLC | 8,669 | $833.9K | 0.28% | +1,472+20.5% | Added |
| Baldwin Investment Management, LLC | 8,666 | $833.6K | 0.10% | +948+12.3% | Added |
| Greenfield Seitz Capital Management, LLC | 8,664 | $833.4K | 0.31% | −131−1.5% | Reduced |
| Investors Research Corp | 8,659 | $832.9K | 0.18% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 8,640 | $831.0K | 0.61% | −2,316−21.1% | Reduced |
| Pflug Koory, LLC | 8,626 | $829.8K | 0.41% | +8,626 | New |
| Abbot Financial Management, Inc. | 8,623 | $829.4K | 0.42% | −1,197−12.2% | Reduced |
| Reik & Co., LLC | 8,613 | $828.5K | 0.20% | +4,781+124.8% | Added |
| Angeles Wealth Management, LLC | 8,604 | $827.6K | 0.07% | −515−5.6% | Reduced |
| Congress Park Capital LLC | 8,591 | $826.4K | 0.31% | −11,837−57.9% | Reduced |
| Novare Capital Management LLC | 8,590 | $826.3K | 0.07% | −3,459−28.7% | Reduced |
| Twin City Private Wealth, LLC | 8,575 | $824.8K | 0.71% | +222+2.7% | Added |
| Vance Wealth, Inc. | 8,571 | $824.4K | 0.31% | −66−0.8% | Reduced |
| Romano Brothers and Company | 8,559 | $823.3K | 0.10% | −149−1.7% | Reduced |
| Providence Wealth Advisors, LLC | 8,444 | $818.3K | 0.61% | −374−4.2% | Reduced |
| Cim Investment Mangement Inc | 8,487 | $816.4K | 0.24% | −152−1.8% | Reduced |
| Consolidated Portfolio Review Corp | 8,484 | $816.0K | 0.18% | −48−0.6% | Reduced |
| Palogic Value Management, L.P. | 8,480 | $815.7K | 0.33% | +349+4.3% | Added |
| Millennium Capital Advisors, LLC | 8,469 | $814.6K | 0.53% | −548−6.1% | Reduced |
| Vident Advisory, LLC | 8,462 | $814.0K | 0.02% | −83,909−90.8% | Reduced |
| Excalibur Management Corp | 8,419 | $809.8K | 0.31% | +67+0.8% | Added |
| Garrison Point Advisors, LLC | 8,408 | $808.8K | 0.50% | −725−7.9% | Reduced |
| Farmers Trust Co | 8,391 | $807.1K | 0.15% | +113+1.4% | Added |
| O'Dell Group, LLC | 8,381 | $806.2K | 0.18% | −4,246−33.6% | Reduced |
| Constant Guidance Financial LLC | 8,354 | $803.6K | 0.66% | +8,354 | New |
| Onyx Bridge Wealth Group LLC | 8,348 | $803.0K | 0.12% | −144−1.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,348 | $803.0K | 0.06% | +116+1.4% | Added |
| Davis Capital Management | 8,341 | $802.3K | 0.63% | −1,069−11.4% | Reduced |