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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 8,341 | $802.3K | 0.14% | −5,697−40.6% | Reduced |
| Argus Investors' Counsel, Inc. | 8,335 | $801.7K | 0.52% | −2,110−20.2% | Reduced |
| Nicolet Bankshares Inc | 8,335 | $801.7K | 0.19% | +398+5.0% | Added |
| Elevated Capital Advisors, LLC | 8,312 | $799.6K | 0.21% | +1,740+26.5% | Added |
| Thomasville National Bank | 8,277 | $796.2K | 0.06% | −2,187−20.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,223 | $791.1K | 0.19% | −951−10.4% | Reduced |
| LCM Capital Management Inc | 8,218 | $790.5K | 0.45% | +188+2.3% | Added |
| MCF Advisors LLC | 8,211 | $789.8K | 0.06% | +36+0.4% | Added |
| Vise Technologies, Inc. | 8,206 | $789.3K | 0.10% | +3,167+62.8% | Added |
| BLB&B Advisors, LLC | 8,206 | $789.3K | 0.04% | −540−6.2% | Reduced |
| Legacy Advisory Services, LLC | 8,202 | $789.0K | 0.68% | +13+0.2% | Added |
| Hartford Funds Management Co LLC | 8,162 | $785.1K | 0.07% | +1,304+19.0% | Added |
| United Community Bank | 8,157 | $784.6K | 0.31% | +243+3.1% | Added |
| Investment Partners, Ltd. | 8,134 | $782.5K | 0.33% | −67−0.8% | Reduced |
| Hexagon Capital Partners LLC | 8,109 | $780.0K | 0.15% | +230+2.9% | Added |
| Oakworth Capital, Inc. | 8,088 | $778.0K | 0.05% | +257+3.3% | Added |
| Southeast Asset Advisors Inc. | 8,068 | $776.0K | 0.09% | −2,497−23.6% | Reduced |
| CX Institutional | 8,050 | $774.4K | 0.03% | −1,042−11.5% | Reduced |
| Peoples Bank | 8,027 | $772.1K | 0.52% | −50−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 8,022 | $771.6K | 0.16% | +16+0.2% | Added |
| Wendell David Associates Inc | 7,980 | $768.0K | 0.07% | −710−8.2% | Reduced |
| Hedeker Wealth, LLC | 7,960 | $765.7K | 0.20% | −240−2.9% | Reduced |
| 9258 Wealth Management, LLC | 7,948 | $764.5K | 0.11% | +168+2.2% | Added |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.36% | −1,557−15.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,930 | $762.8K | 0.27% | −27−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 7,920 | $761.8K | 0.07% | −900−10.2% | Reduced |
| Triumph Capital Management | 7,901 | $760.0K | 0.27% | +3,023+62.0% | Added |
| Aries Wealth Management | 7,894 | $759.3K | 0.21% | −331−4.0% | Reduced |
| Old Point Trust & Financial Services N A | 7,892 | $759.1K | 0.27% | −85−1.1% | Reduced |
| Apexium Financial, LP | 7,882 | $758.2K | 0.05% | +134+1.7% | Added |
| Aberdeen Wealth Management LLC | 7,880 | $758.0K | 0.50% | +241+3.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 7,867 | $756.7K | 0.06% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 7,841 | $754.3K | 0.42% | −205−2.5% | Reduced |
| Chiron Capital Management, LLC | 7,823 | $752.5K | 0.67% | +62+0.8% | Added |
| Hara Capital LLC | 7,820 | $752.2K | 0.47% | +1,001+14.7% | Added |
| Hudson Valley Investment Advisors Inc | 7,815 | $751.7K | 0.08% | −1,799−18.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,809 | $751.1K | 0.39% | +25+0.3% | Added |
| Howard Capital Management Group, LLC | 7,804 | $750.6K | 0.05% | −341−4.2% | Reduced |
| Banco BTG Pactual S.A. | 7,800 | $750.3K | 0.20% | +7,800 | New |
| ZWJ Investment Counsel Inc | 7,798 | $750.1K | 0.03% | −4,544−36.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,789 | $749.2K | 0.02% | −450−5.5% | Reduced |
| Source Financial Advisors LLC | 7,780 | $748.4K | 0.22% | −359−4.4% | Reduced |
| McClarren Financial Advisors, Inc. | 3,705 | $747.0K | 0.85% | +3,110+522.7% | Added |
| CNB Bank | 7,758 | $746.2K | 0.35% | +1,358+21.2% | Added |
| Advisor OS, LLC | 7,749 | $745.4K | 0.07% | +21+0.3% | Added |
| Clear Creek Financial Management, LLC | 7,741 | $744.6K | 0.08% | −315−3.9% | Reduced |
| St. Johns Investment Management Company, LLC | 7,734 | $743.9K | 0.35% | −421−5.2% | Reduced |
| DF Dent & Co Inc | 7,719 | $742.5K | 0.01% | −3,346−30.2% | Reduced |
| Klingman & Associates, LLC | 7,707 | $741.3K | 0.05% | +2,174+39.3% | Added |
| Vista Investment Partners LLC | 7,700 | $740.7K | 0.24% | −696−8.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 7,695 | $740.2K | 0.08% | −39−0.5% | Reduced |
| First Pacific Financial | 7,688 | $739.5K | 0.17% | +421+5.8% | Added |
| Ellevest, Inc. | 7,686 | $739.4K | 0.04% | −1,392−15.3% | Reduced |
| First Command Advisory Services, Inc. | 7,684 | $739.1K | 0.01% | +39+0.5% | Added |
| CIC Wealth, LLC | 7,656 | $736.4K | 0.19% | +31+0.4% | Added |
| Savvy Advisors, Inc. | 7,654 | $736.2K | 0.15% | +1,553+25.5% | Added |
| Acorn Wealth Advisors, LLC | 7,654 | $736.2K | 0.32% | −74−1.0% | Reduced |
| PFG Advisors | 7,653 | $736.1K | 0.05% | −515−6.3% | Reduced |
| Collaborative Wealth Managment Inc. | 7,618 | $732.8K | 0.33% | +44+0.6% | Added |
| PAX Financial Group, LLC | 7,612 | $732.2K | 0.13% | +1,013+15.4% | Added |
| TrinityPoint Wealth, LLC | 7,606 | $731.6K | 0.11% | +54+0.7% | Added |
| Two Sigma Securities, LLC | 7,605 | $731.5K | 0.06% | −193,758−96.2% | Reduced |
| Carr Financial Group Corp | 7,600 | $731.0K | 0.22% | −2,413−24.1% | Reduced |
| Keystone Wealth Services, LLC | 7,591 | $730.2K | 0.20% | −7−0.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 7,588 | $729.9K | 0.34% | −666−8.1% | Reduced |
| Liberty Wealth Management LLC | 7,577 | $729.0K | 0.12% | −9,308−55.1% | Reduced |
| Brophy Wealth Management, LLC | 7,575 | $728.6K | 0.26% | +7,575 | New |
| Gables Capital Management Inc. | 7,566 | $727.8K | 0.37% | +200+2.7% | Added |
| Cedrus LLC | 7,553 | $726.6K | 0.27% | +132+1.8% | Added |
| Trust Point Inc. | 7,518 | $723.2K | 0.05% | −689−8.4% | Reduced |
| Outfitter Financial LLC | 7,515 | $722.9K | 0.60% | −440−5.5% | Reduced |
| White Pine Capital LLC | 7,514 | $722.7K | 0.25% | +28+0.4% | Added |
| Eclectic Associates Inc | 7,502 | $721.6K | 0.28% | +64+0.9% | Added |
| KG&L Capital Management,LLC | 7,523 | $720.7K | 0.23% | +21+0.3% | Added |
| Paulson Wealth Management Inc. | 7,481 | $719.6K | 0.19% | +92+1.2% | Added |
| ERn Financial, LLC | 7,464 | $718.0K | 0.11% | −220−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,436 | $715.3K | 0.05% | −1,910−20.4% | Reduced |
| Shum Financial Group, Inc. | 7,386 | $713.7K | 0.60% | +7,386 | New |
| CoreFirst Bank & Trust | 7,409 | $712.7K | 0.41% | −96−1.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,403 | $712.1K | 0.07% | +992+15.5% | Added |
| Saybrook Capital | 7,400 | $711.8K | 0.20% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 7,390 | $710.9K | 0.37% | +2,570+53.3% | Added |
| Abacus Planning Group, Inc. | 7,387 | $710.5K | 0.13% | +642+9.5% | Added |
| Armstrong, Fleming & Moore, Inc | 7,381 | $709.9K | 0.41% | −276−3.6% | Reduced |
| Interchange Capital Partners, LLC | 7,349 | $706.9K | 0.25% | −3,549−32.6% | Reduced |
| Oxler Private Wealth LLC | 7,343 | $706.3K | 0.25% | −46−0.6% | Reduced |
| Aull & Monroe Investment Management Corp | 7,342 | $706.3K | 0.33% | −300−3.9% | Reduced |
| Chicago Partners Investment Group LLC | 7,329 | $705.3K | 0.03% | −10−0.1% | Reduced |
| Silver Oak Securities, Inc | 7,927 | $703.4K | 0.07% | +10.0% | Added |
| Accredited Investors Inc. | 7,304 | $702.6K | 0.04% | −759−9.4% | Reduced |
| Napatree Capital LLC | 7,303 | $702.5K | 0.49% | −467−6.0% | Reduced |
| Financial Advisory Corp | 7,296 | $702.0K | 0.26% | +3,137+75.4% | Added |
| L2 Asset Management, LLC | 7,286 | $700.8K | 0.19% | +248+3.5% | Added |
| Optas, LLC | 7,282 | $700.5K | 0.16% | +3,074+73.1% | Added |
| Founders Financial Alliance, LLC | 7,228 | $695.3K | 0.19% | −24−0.3% | Reduced |
| Weaver Consulting Group | 7,227 | $695.2K | 0.22% | −508−6.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,225 | $695.0K | 0.09% | +47+0.7% | Added |
| Old Port Advisors | 7,215 | $694.0K | 0.19% | −22−0.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,212 | $693.7K | 0.51% | +84+1.2% | Added |
| GeoWealth Management, LLC | 7,207 | $693.2K | 0.02% | −701−8.9% | Reduced |