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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 6,253 | $601.5K | 0.27% | −3,295−34.5% | Reduced |
| Peddock Capital Advisors, LLC | 6,234 | $599.6K | 0.14% | +10.0% | Added |
| TCI Wealth Advisors, Inc. | 6,229 | $599.2K | 0.05% | −19−0.3% | Reduced |
| Access Investment Management LLC | 6,216 | $597.9K | 0.18% | 00.0% | Unchanged |
| Syon Capital LLC | 6,213 | $597.6K | 0.05% | −1,251−16.8% | Reduced |
| Addison Advisors LLC | 6,198 | $596.2K | 0.17% | −201−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,195 | $595.9K | 0.14% | −45−0.7% | Reduced |
| Catalina Capital Group, LLC | 6,193 | $595.7K | 0.20% | +1,061+20.7% | Added |
| Boston Financial Mangement LLC | 6,193 | $595.7K | 0.02% | −937−13.1% | Reduced |
| PBMares Wealth Management LLC | 6,190 | $595.4K | 0.12% | −115−1.8% | Reduced |
| Zevenbergen Capital Investments LLC | 6,189 | $595.3K | 0.01% | −1,950−24.0% | Reduced |
| Clarity Wealth Advisors, LLC | 6,163 | $592.8K | 0.17% | −136−2.2% | Reduced |
| New Covenant Trust Company, N.A. | 6,155 | $590.9K | 0.57% | +575+10.3% | Added |
| Marks Group Wealth Management, Inc | 6,134 | $590.0K | 0.06% | −26−0.4% | Reduced |
| Duncker Streett & Co Inc | 6,128 | $589.5K | 0.11% | −5,012−45.0% | Reduced |
| 1620 Investment Advisors, Inc. | 6,128 | $589.4K | 0.43% | +104+1.7% | Added |
| Great Lakes Retirement, Inc. | 6,122 | $588.9K | 0.08% | +477+8.4% | Added |
| Westside Investment Management, Inc. | 6,119 | $587.1K | 0.13% | +11+0.2% | Added |
| Plancorp, LLC | 6,084 | $585.3K | 0.02% | −110−1.8% | Reduced |
| Geller Advisors LLC | 6,057 | $582.6K | 0.04% | +1,036+20.6% | Added |
| Parisi Gray Wealth Management | 6,049 | $581.9K | 0.19% | −217−3.5% | Reduced |
| Callan Capital, LLC | 6,048 | $581.8K | 0.04% | +369+6.5% | Added |
| Connecticut Wealth Management, LLC | 6,046 | $581.6K | 0.03% | −1,488−19.8% | Reduced |
| SRS Capital Advisors, Inc. | 6,040 | $581.0K | 0.05% | +71+1.2% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $580.9K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,028 | $580.0K | 0.27% | −991−14.1% | Reduced |
| OneAscent Financial Services LLC | 6,026 | $580.0K | 0.42% | +6,026 | New |
| RVW Wealth, LLC | 6,023 | $579.4K | 0.05% | −1,582−20.8% | Reduced |
| Pacific Sun Financial Corp | 6,022 | $579.3K | 0.32% | −230−3.7% | Reduced |
| Prentice Wealth Management LLC | 6,019 | $579.0K | 0.17% | +289+5.0% | Added |
| Annex Advisory Services, LLC | 6,019 | $579.0K | 0.02% | −397−6.2% | Reduced |
| Cozad Asset Management Inc | 6,017 | $578.8K | 0.06% | +110+1.9% | Added |
| Great Diamond Partners, LLC | 6,007 | $577.8K | 0.15% | −3,979−39.8% | Reduced |
| Vicus Capital | 5,995 | $576.7K | 0.05% | −1,382−18.7% | Reduced |
| Central Valley Advisors, LLC | 5,994 | $576.6K | 0.33% | −359−5.7% | Reduced |
| Integrated Investment Consultants, LLC | 63,293 | $576.4K | 0.13% | +57,768+1,045.6% | Added |
| Central Bank & Trust Co | 5,971 | $574.4K | 0.08% | −188−3.1% | Reduced |
| Convergence Financial, LLC | 5,970 | $574.2K | 0.12% | −1,202−16.8% | Reduced |
| McCollum Christoferson Group LLC | 5,960 | $573.3K | 0.17% | −51,301−89.6% | Reduced |
| OMC Financial Services LTD | 5,759 | $572.0K | 0.27% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,946 | $572.0K | 0.09% | +1,003+20.3% | Added |
| Caas Capital Management LP | 5,943 | $571.7K | 0.39% | +5,943 | New |
| Cromwell Holdings LLC | 5,940 | $571.4K | 0.37% | +277+4.9% | Added |
| Sierra Summit Advisors LLC | 5,935 | $570.9K | 0.13% | +803+15.6% | Added |
| Lake Street Financial LLC | 5,934 | $570.8K | 0.09% | −1,579−21.0% | Reduced |
| Sage Mountain Advisors LLC | 5,925 | $569.9K | 0.05% | −20.0% | Reduced |
| Lifeworks Advisors, LLC | 5,898 | $567.3K | 0.11% | +471+8.7% | Added |
| Garrett Wealth Advisory Group, LLC | 5,856 | $563.3K | 0.14% | +2,786+90.7% | Added |
| Fulton Breakefield Broenniman LLC | 5,855 | $563.2K | 0.04% | −330−5.3% | Reduced |
| RiverFront Investment Group, LLC | 5,849 | $562.6K | 0.01% | +69+1.2% | Added |
| Athena Investment Management | 5,831 | $560.9K | 0.32% | +92+1.6% | Added |
| Empirical Asset Management, LLC | 10,886 | $560.6K | 0.20% | −914−7.7% | Reduced |
| Alhambra Investment Partners LLC | 5,822 | $560.0K | 0.29% | −1,595−21.5% | Reduced |
| Bray Capital Advisors | 5,819 | $559.7K | 0.14% | −450−7.2% | Reduced |
| Flynn Zito Capital Management, LLC | 5,817 | $559.5K | 0.27% | +5+0.1% | Added |
| Clear Harbor Asset Management, LLC | 5,796 | $557.5K | 0.05% | −410−6.6% | Reduced |
| Howland Capital Management LLC | 5,793 | $557.2K | 0.02% | −5,815−50.1% | Reduced |
| Prosperity Financial Group, Inc. | 5,792 | $557.1K | 0.31% | +378+7.0% | Added |
| Tran Capital Management, L.P. | 5,787 | $556.7K | 0.06% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,779 | $555.9K | 0.07% | −3,348−36.7% | Reduced |
| Kennebec Savings Bank | 5,772 | $555.2K | 0.55% | +5,772 | New |
| Novak & Powell Financial Services, Inc. | 5,770 | $555.0K | 0.32% | −18−0.3% | Reduced |
| Orrstown Financial Services Inc | 5,759 | $554.0K | 0.16% | +2,420+72.5% | Added |
| Nadler Financial Group, Inc. | 5,754 | $553.5K | 0.06% | −1,404−19.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,743 | $552.4K | 0.26% | +13+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 5,742 | $552.4K | 0.23% | +1,013+21.4% | Added |
| Guardian Wealth Advisors, LLC | 5,729 | $551.0K | 0.06% | +120+2.1% | Added |
| Harvey Investment Co LLC | 5,728 | $551.0K | 0.06% | −60−1.0% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,713 | $549.5K | 0.42% | +320+5.9% | Added |
| Horizon Kinetics Asset Management LLC | 5,704 | $548.7K | 0.01% | +1,167+25.7% | Added |
| Sterling Investment Advisors, Ltd. | 5,699 | $548.2K | 0.14% | −591−9.4% | Reduced |
| Diversified, LLC | 5,699 | $548.1K | 0.06% | −472−7.6% | Reduced |
| Diversified Enterprises, LLC | 5,699 | $548.1K | 0.06% | +5,699 | New |
| Tyche Wealth Partners LLC | 5,695 | $547.8K | 0.12% | −128−2.2% | Reduced |
| Morton Capital Management LLC | 5,688 | $547.1K | 0.11% | +241+4.4% | Added |
| West Family Investments, Inc. | 5,678 | $546.2K | 0.19% | +988+21.1% | Added |
| Drive Wealth Management, LLC | 5,670 | $545.5K | 0.14% | −76−1.3% | Reduced |
| Navellier & Associates Inc | 5,661 | $544.5K | 0.07% | −1,510−21.1% | Reduced |
| Virtue Capital Management, LLC | 5,651 | $543.6K | 0.11% | −1,315−18.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,651 | $543.6K | 0.15% | +223+4.1% | Added |
| World Equity Group, Inc. | 5,647 | $543.2K | 0.20% | −5,052−47.2% | Reduced |
| Quadcap Wealth Management, LLC | 5,646 | $543.1K | 0.08% | −71−1.2% | Reduced |
| Hemington Wealth Management | 5,651 | $543.0K | 0.15% | +1,313+30.3% | Added |
| Bluesphere Advisors, LLC | 5,640 | $542.5K | 0.27% | −3,240−36.5% | Reduced |
| Intrua Financial, LLC | 5,637 | $542.2K | 0.09% | +368+7.0% | Added |
| Wellington Shields Capital Management, LLC | 5,634 | $541.9K | 0.09% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 5,624 | $541.0K | 0.08% | −1,307−18.9% | Reduced |
| Dark Forest Capital Management LP | 5,612 | $539.8K | 0.07% | +5,612 | New |
| Twin Lakes Capital Management, LLC | 5,612 | $539.8K | 0.35% | −63−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,608 | $539.4K | 0.08% | +245+4.6% | Added |
| LSV Asset Management | 5,600 | $539.0K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 5,599 | $538.6K | 0.11% | +5,599 | New |
| Trust Co of Virginia | 5,584 | $537.1K | 0.05% | −1,275−18.6% | Reduced |
| Landaas & Co | 5,582 | $537.0K | 0.15% | −650−10.4% | Reduced |
| Seeds Investor LLC | 5,578 | $536.6K | 0.20% | −2,153−27.8% | Reduced |
| GW Henssler & Associates Ltd | 5,541 | $533.0K | 0.03% | −48−0.9% | Reduced |
| Tiemann Investment Advisors, LLC | 5,535 | $532.4K | 0.23% | −70−1.2% | Reduced |
| Crawford Investment Counsel Inc | 5,531 | $532.0K | 0.01% | 00.0% | Unchanged |
| Garda Capital Partners LP | 5,525 | $531.5K | 0.13% | −13,395−70.8% | Reduced |
| Sabal Trust CO | 5,519 | $530.9K | 0.03% | +200+3.8% | Added |