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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 5,517 | $530.8K | 0.14% | +1,261+29.6% | Added |
| Samalin Investment Counsel, LLC | 5,516 | $530.6K | 0.23% | −3,667−39.9% | Reduced |
| Beacon Financial Group | 5,485 | $527.6K | 0.06% | +120+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 5,476 | $526.7K | 0.03% | +156+2.9% | Added |
| Delta Investment Management, LLC | 5,472 | $526.4K | 0.11% | +20.0% | Added |
| Arnhold LLC | 5,464 | $525.6K | 0.05% | −2,000−26.8% | Reduced |
| Hutchinson Capital Management | 5,450 | $524.2K | 0.10% | −24−0.4% | Reduced |
| Fiduciary Family Office, LLC | 5,444 | $523.7K | 0.17% | −538−9.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,442 | $523.5K | 0.13% | +73+1.4% | Added |
| AdvisorNet Financial, Inc | 5,402 | $519.6K | 0.04% | +281+5.5% | Added |
| Northwest Bank & Trust Co | 5,381 | $517.5K | 0.39% | +283+5.6% | Added |
| Neumann Capital Management, LLC | 5,364 | $516.0K | 0.17% | 00.0% | Unchanged |
| Holderness Investments Co | 5,352 | $514.8K | 0.11% | +841+18.6% | Added |
| ProVise Management Group, LLC | 5,351 | $514.7K | 0.04% | −189−3.4% | Reduced |
| Goldstein Advisors, LLC | 5,347 | $514.3K | 0.08% | −47−0.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,338 | $513.5K | 0.03% | −85−1.6% | Reduced |
| Quarry LP | 5,326 | $512.3K | 0.16% | +3,211+151.8% | Added |
| American Financial Advisors, LLC | 5,322 | $511.9K | 0.07% | −146−2.7% | Reduced |
| Oxford Financial Group Ltd | 5,315 | $511.3K | 0.03% | −542−9.3% | Reduced |
| Mathes Company, Inc. | 5,305 | $510.0K | 0.18% | −210−3.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,301 | $509.9K | 0.17% | +151+2.9% | Added |
| Clean Yield Group | 5,289 | $508.7K | 0.16% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 5,496 | $508.4K | 0.12% | +66+1.2% | Added |
| Boit C F David | 5,400 | $508.4K | 0.25% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5,291 | $508.0K | 0.09% | −840−13.7% | Reduced |
| H&H Retirement Design & Management INC | 5,376 | $506.5K | 0.30% | −188−3.4% | Reduced |
| Financial Perspectives, Inc | 5,260 | $505.9K | 0.18% | +10.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5,256 | $505.6K | 0.36% | −266−4.8% | Reduced |
| Lewis Asset Management, LLC | 5,232 | $503.2K | 0.37% | −2,014−27.8% | Reduced |
| Dearborn Partners LLC | 5,225 | $502.6K | 0.02% | −75−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 5,224 | $502.5K | 0.08% | −172−3.2% | Reduced |
| Edge Capital Group, LLC | 5,221 | $502.2K | 0.02% | +10.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,218 | $501.9K | 0.14% | −89−1.7% | Reduced |
| United Advisor Group, LLC | 5,215 | $501.6K | 0.11% | +2,443+88.1% | Added |
| Maple Capital Management, Inc. | 5,209 | $501.1K | 0.04% | −48−0.9% | Reduced |
| Investment House LLC | 5,200 | $500.2K | 0.03% | −19,295−78.8% | Reduced |
| Resurgent Financial Advisors LLC | 5,199 | $500.1K | 0.29% | −7,596−59.4% | Reduced |
| First Community Trust NA | 5,195 | $499.7K | 0.41% | −9−0.2% | Reduced |
| Oak Asset Management, LLC | 5,195 | $499.7K | 0.18% | −43−0.8% | Reduced |
| Northside Capital Management, LLC | 5,192 | $499.5K | 0.08% | +10.0% | Added |
| National Wealth Management Group, LLC | 5,151 | $495.5K | 0.34% | +5,151 | New |
| Carson Advisory Inc. | 5,143 | $494.8K | 0.31% | +49+1.0% | Added |
| Coppell Advisory Solutions LLC | 5,146 | $494.1K | 0.07% | +665+14.8% | Added |
| Grant Street Asset Management, Inc. | 5,131 | $493.6K | 0.14% | +99+2.0% | Added |
| Waypoint Capital Advisors, LLC | 5,116 | $492.1K | 0.10% | −82−1.6% | Reduced |
| Altus Wealth Group LLC | 5,112 | $491.7K | 0.21% | −339−6.2% | Reduced |
| Capital International Sarl | 5,106 | $491.1K | 0.01% | +1,491+41.2% | Added |
| Wealth Management Associates, Inc. | 5,101 | $490.7K | 0.22% | +305+6.4% | Added |
| Indiana Trust & Investment Management CO | 5,083 | $488.9K | 0.17% | −200−3.8% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $486.7K | 0.20% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 5,052 | $486.0K | 0.30% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 5,050 | $485.7K | 0.11% | +10.0% | Added |
| Safeguard Investment Advisory Group, LLC | 5,047 | $485.5K | 0.14% | −43−0.8% | Reduced |
| Papp L Roy & Associates | 5,046 | $485.4K | 0.06% | +320+6.8% | Added |
| Catalyst Financial Partners LLC | 5,039 | $484.7K | 0.09% | −79−1.5% | Reduced |
| Circle Wealth Management, LLC | 5,033 | $484.2K | 0.01% | −1,345−21.1% | Reduced |
| Wright Investors Service Inc | 5,022 | $483.1K | 0.13% | −2,741−35.3% | Reduced |
| Exencial Wealth Advisors, LLC | 5,014 | $482.3K | 0.02% | −2,853−36.3% | Reduced |
| MSH Capital Advisors LLC | 5,013 | $482.2K | 0.15% | +20.0% | Added |
| Capital Markets Trading UK LLP | 5,013 | $482.0K | 0.45% | +1,328+36.0% | Added |
| Alta Advisers Ltd | 5,000 | $480.9K | 0.22% | +100+2.0% | Added |
| Silverlake Wealth Management LLC | 4,995 | $480.4K | 0.18% | −159−3.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,985 | $479.5K | 0.26% | −588−10.6% | Reduced |
| Conscious Wealth Investments, LLC | 4,978 | $479.1K | 0.33% | −181−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 4,972 | $478.3K | 0.05% | −1,407−22.1% | Reduced |
| Per Stirling Capital Management, LLC. | 4,966 | $477.7K | 0.07% | +7+0.1% | Added |
| Spreng Capital Management, Inc. | 4,939 | $475.0K | 0.22% | −3,258−39.7% | Reduced |
| Baker Avenue Asset Management, LP | 4,937 | $474.9K | 0.02% | +2,531+105.2% | Added |
| TCFG Wealth Management, LLC | 4,921 | $473.3K | 0.24% | +4,921 | New |
| Aviso Financial Inc. | 4,906 | $471.9K | 0.02% | +3,972+425.3% | Added |
| Whitener Capital Management, Inc. | 4,900 | $471.3K | 0.13% | −916−15.7% | Reduced |
| Arrowroot Family Office, LLC | 4,893 | $470.7K | 0.27% | −2,948−37.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,892 | $470.6K | 0.10% | +51+1.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,729 | $469.5K | 0.18% | 00.0% | Unchanged |
| Invesco, LLC | 4,874 | $468.8K | 0.19% | −25−0.5% | Reduced |
| Archford Capital Strategies, LLC | 4,935 | $468.7K | 0.07% | −31−0.6% | Reduced |
| Sargent Investment Group, LLC | 4,824 | $464.0K | 0.08% | −402−7.7% | Reduced |
| Heron Bay Capital Management | 4,800 | $461.7K | 0.10% | +50+1.1% | Added |
| Smart Portfolios, LLC | 4,788 | $460.6K | 0.47% | +11+0.2% | Added |
| High Net Worth Advisory Group LLC | 4,787 | $460.5K | 0.13% | −150−3.0% | Reduced |
| Ellis Investment Partners, LLC | 4,784 | $460.2K | 0.09% | −98−2.0% | Reduced |
| Greenwood Gearhart Inc | 4,775 | $459.2K | 0.04% | −83,599−94.6% | Reduced |
| LVW Advisors, LLC | 4,770 | $458.8K | 0.06% | −669−12.3% | Reduced |
| Sunpointe, LLC | 4,764 | $458.3K | 0.38% | −152−3.1% | Reduced |
| Onefund, LLC | 4,763 | $458.2K | 0.47% | −37−0.8% | Reduced |
| Harbor Advisors LLC | 4,759 | $457.8K | 0.08% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,756 | $457.5K | 0.24% | −499−9.5% | Reduced |
| Petix & Botte Co | 4,740 | $455.9K | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,731 | $455.1K | 0.02% | 00.0% | Unchanged |
| Fca Corp | 4,719 | $453.9K | 0.14% | +9+0.2% | Added |
| TFB Advisors LLC | 4,711 | $453.2K | 0.13% | −36−0.8% | Reduced |
| Taylor Financial Group, Inc. | 4,673 | $449.5K | 0.31% | −12−0.3% | Reduced |
| Prosperity Wealth Management, Inc. | 4,662 | $448.4K | 0.18% | +380+8.9% | Added |
| McDonough Capital Management, Inc | 4,650 | $447.3K | 0.31% | −679−12.7% | Reduced |
| Wall Street Access Asset Management, LLC | 4,645 | $446.8K | 0.17% | −22−0.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,643 | $446.6K | 0.05% | −6,741−59.2% | Reduced |
| F/M Investments LLC | 4,457 | $446.4K | 0.02% | +4,457 | New |
| Orca Investment Management, LLC | 4,623 | $444.7K | 0.40% | −108−2.3% | Reduced |
| First National Bank | 4,619 | $444.3K | 0.31% | −20−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 4,616 | $444.0K | 0.10% | +79+1.7% | Added |