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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 7,204 | $693.0K | 0.11% | −548−7.1% | Reduced |
| First United Bank Trust | 7,193 | $691.9K | 0.25% | −734−9.3% | Reduced |
| Advisory Alpha, LLC | 7,187 | $691.5K | 0.02% | +173+2.5% | Added |
| Titleist Asset Management, LLC | 7,173 | $690.0K | 0.10% | +4,719+192.3% | Added |
| RMR Wealth Builders | 7,141 | $686.9K | 0.07% | +1,153+19.3% | Added |
| Covey Capital Advisors, LLC | 7,132 | $686.0K | 0.76% | −91−1.3% | Reduced |
| Valicenti Advisory Services Inc | 7,134 | $686.0K | 0.18% | −539−7.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,122 | $685.1K | 0.09% | −55−0.8% | Reduced |
| Zullo Investment Group, Inc. | 7,118 | $684.7K | 0.28% | −2,162−23.3% | Reduced |
| Mayflower Financial Advisors, LLC | 7,112 | $684.1K | 0.10% | +192+2.8% | Added |
| Community Financial Services Group, LLC | 7,108 | $683.7K | 0.14% | −2,042−22.3% | Reduced |
| Paragon Private Wealth Management, LLC | 7,106 | $683.6K | 0.34% | +2,094+41.8% | Added |
| Platform Technology Partners | 8,885 | $682.0K | 0.21% | +2,136+31.6% | Added |
| Hollencrest Capital Management | 7,076 | $680.6K | 0.03% | −6,368−47.4% | Reduced |
| Schulhoff & Co Inc | 7,053 | $678.4K | 0.28% | −1,238−14.9% | Reduced |
| WESCAP Management Group, Inc. | 7,041 | $677.2K | 0.17% | −53−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,012 | $675.5K | 0.13% | +819+13.2% | Added |
| Copperwynd Financial, LLC | 7,013 | $674.6K | 0.20% | +630+9.9% | Added |
| Quinn Opportunity Partners LLC | 7,000 | $673.3K | 0.07% | +7,000 | New |
| Traphagen Investment Advisors LLC | 6,997 | $673.0K | 0.07% | −178−2.5% | Reduced |
| Callan Family Office, LLC | 6,991 | $672.5K | 0.11% | +754+12.1% | Added |
| Viawealth, LLC | 6,986 | $672.0K | 0.39% | +136+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 6,983 | $671.7K | 0.09% | +272+4.1% | Added |
| Verdence Capital Advisors LLC | 6,979 | $671.3K | 0.05% | −361−4.9% | Reduced |
| Financial Sense Advisors, Inc. | 6,978 | $671.2K | 0.19% | +6,978 | New |
| Plante Moran Financial Advisors, LLC | 6,972 | $670.6K | 0.06% | −95−1.3% | Reduced |
| Briaud Financial Planning, Inc | 6,972 | $670.0K | 0.35% | +100+1.5% | Added |
| Quent Capital, LLC | 6,963 | $669.6K | 0.07% | −1,123−13.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,951 | $668.6K | 0.54% | −125−1.8% | Reduced |
| Lantern Wealth Advisors, LLC | 6,945 | $668.1K | 0.46% | +1,571+29.2% | Added |
| Harmony Asset Management LLC | 6,939 | $667.5K | 0.25% | +3,787+120.1% | Added |
| Palisade Asset Management, LLC | 6,938 | $667.4K | 0.07% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 6,928 | $666.5K | 0.41% | +754+12.2% | Added |
| Dillon & Associates Inc | 6,939 | $666.0K | 0.09% | −5,091−42.3% | Reduced |
| Am Investment Strategies LLC | 6,922 | $666.0K | 0.16% | +1,794+35.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,920 | $665.7K | 0.23% | +69+1.0% | Added |
| Sunbelt Securities, Inc. | 6,898 | $663.5K | 0.07% | +1,406+25.6% | Added |
| Cooper Financial Group | 6,881 | $661.9K | 0.09% | +457+7.1% | Added |
| Principal Street Partners, LLC | 6,842 | $660.8K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,012 | $660.1K | 0.03% | −64−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,859 | $659.8K | 0.04% | −75−1.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 6,857 | $659.6K | 0.27% | +6,857 | New |
| Coastwise Capital Group, LLC | 6,852 | $659.1K | 0.54% | +1,009+17.3% | Added |
| Wealth Advisory Solutions, LLC | 6,817 | $655.7K | 0.18% | +409+6.4% | Added |
| Amplius Wealth Advisors, LLC | 6,777 | $651.9K | 0.07% | −100−1.5% | Reduced |
| Fidelis Capital Partners, LLC | 6,771 | $651.6K | 0.08% | −444−6.2% | Reduced |
| Alps Advisors Inc | 6,766 | $650.8K | 0.00% | −850−11.2% | Reduced |
| Foster Group, Inc. | 6,757 | $649.9K | 0.02% | −287−4.1% | Reduced |
| BigSur Wealth Management LLC | 6,750 | $649.3K | 0.18% | −700−9.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 6,734 | $647.7K | 0.27% | +3,006+80.6% | Added |
| Forza Wealth Management, LLC | 6,730 | $647.4K | 0.30% | +809+13.7% | Added |
| Probity Advisors, Inc. | 6,720 | $646.4K | 0.12% | +1,083+19.2% | Added |
| Chatham Capital Group, Inc. | 6,716 | $646.0K | 0.11% | −185−2.7% | Reduced |
| Aire Advisors, LLC | 6,715 | $646.0K | 0.14% | −135−2.0% | Reduced |
| RFP Financial Group LLC | 6,712 | $645.6K | 0.21% | +1,956+41.1% | Added |
| West Coast Financial LLC | 6,697 | $644.2K | 0.07% | −418−5.9% | Reduced |
| Richardson Financial Services Inc. | 6,481 | $643.5K | 0.41% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,683 | $642.8K | 0.44% | −2,058−23.5% | Reduced |
| Jupiter Wealth Management LLC | 6,648 | $639.5K | 0.33% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 6,641 | $638.8K | 0.13% | −58−0.9% | Reduced |
| Liberty Capital Management, Inc. | 6,628 | $637.5K | 0.14% | +292+4.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,621 | $636.9K | 0.13% | +5+0.1% | Added |
| MJP Associates Inc | 6,619 | $636.7K | 0.12% | −329−4.7% | Reduced |
| Hunter Associates Investment Management LLC | 6,595 | $635.0K | 0.10% | +300+4.8% | Added |
| Centurion Wealth Management LLC | 6,594 | $634.3K | 0.20% | +6,594 | New |
| Venturi Wealth Management, LLC | 6,580 | $633.0K | 0.03% | +467+7.6% | Added |
| ASB Consultores, LLC | 6,578 | $632.7K | 0.25% | −305−4.4% | Reduced |
| West Paces Advisors Inc. | 6,577 | $632.6K | 0.15% | −256−3.7% | Reduced |
| Opal Wealth Advisors, LLC | 6,557 | $630.7K | 0.20% | −74−1.1% | Reduced |
| CBOE Vest Financial, LLC | 6,554 | $630.4K | 0.01% | +4,374+200.6% | Added |
| LGL Partners, LLC | 6,553 | $630.3K | 0.09% | +345+5.6% | Added |
| Cape Ann Savings Bank | 6,536 | $628.7K | 0.36% | −316−4.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,535 | $628.6K | 0.09% | −22−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,491 | $624.3K | 0.09% | −709−9.8% | Reduced |
| Heritage Wealth Advisors | 6,451 | $620.6K | 0.03% | −445−6.5% | Reduced |
| Fairbanks Capital Management, Inc. | 6,442 | $619.7K | 0.39% | −1,603−19.9% | Reduced |
| PDS Planning, Inc | 6,429 | $618.4K | 0.06% | −416−6.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,427 | $618.2K | 0.07% | +422+7.0% | Added |
| Everhart Financial Group, Inc. | 6,506 | $616.2K | 0.14% | −368−5.4% | Reduced |
| Baldwin Brothers Inc | 6,376 | $613.3K | 0.04% | −210−3.2% | Reduced |
| Soltis Investment Advisors LLC | 6,371 | $612.8K | 0.06% | +334+5.5% | Added |
| Semanteon Capital Management, LP | 6,348 | $610.6K | 0.42% | +6,348 | New |
| WealthTrust Axiom LLC | 6,345 | $610.3K | 0.18% | +152+2.5% | Added |
| Cornerstone Advisory, LLC | 6,336 | $609.5K | 0.08% | −1,119−15.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,333 | $609.2K | 0.05% | 00.0% | Unchanged |
| James Investment Research Inc | 6,322 | $608.1K | 0.07% | −7,599−54.6% | Reduced |
| Sippican Capital Advisors | 6,314 | $607.3K | 0.42% | −1,369−17.8% | Reduced |
| Parkside Financial Bank & Trust | 6,314 | $607.3K | 0.08% | +1,048+19.9% | Added |
| Berger Financial Group, Inc | 6,313 | $607.3K | 0.04% | −4,115−39.5% | Reduced |
| River Street Advisors LLC | 6,313 | $607.2K | 0.33% | +51+0.8% | Added |
| Golden State Equity Partners | 6,312 | $607.1K | 0.09% | −20−0.3% | Reduced |
| MGO Private Wealth, LLC | 6,302 | $606.2K | 0.43% | −1,034−14.1% | Reduced |
| Ledyard National Bank | 6,300 | $606.0K | 0.06% | +235+3.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,292 | $605.2K | 0.02% | +1,000+18.9% | Added |
| Barton Investment Management | 6,289 | $604.9K | 0.08% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 6,273 | $603.4K | 0.01% | −920−12.8% | Reduced |
| Zacks Investment Management | 6,266 | $602.7K | 0.01% | −259−4.0% | Reduced |
| BCJ Capital Management, LLC | 6,263 | $602.4K | 0.05% | +250+4.2% | Added |
| KC Investment Advisors, LLC | 6,261 | $602.2K | 0.25% | −775−11.0% | Reduced |
| First Heartland Consultants, Inc. | 6,257 | $602.0K | 0.06% | −76−1.2% | Reduced |