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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 4,611 | $443.6K | 0.17% | −2,008−30.3% | Reduced |
| Aveo Capital Partners, LLC | 4,604 | $442.9K | 0.05% | −173−3.6% | Reduced |
| Veracity Capital LLC | 4,598 | $442.3K | 0.17% | −441−8.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,598 | $442.2K | 0.26% | +3+0.1% | Added |
| CWS Financial Advisors, LLC | 4,578 | $440.3K | 0.16% | −529−10.4% | Reduced |
| King Wealth | 4,555 | $438.0K | 0.07% | +1,400+44.4% | Added |
| Castleview Partners, LLC | 4,546 | $437.3K | 0.25% | +84+1.9% | Added |
| Etesian Wealth Advisors, Inc. | 4,545 | $437.2K | 0.20% | −3,014−39.9% | Reduced |
| iA Global Asset Management Inc. | 4,546 | $437.0K | 0.01% | −3,923−46.3% | Reduced |
| Allegheny Financial Group LTD | 4,518 | $434.6K | 0.11% | −142−3.0% | Reduced |
| IFG Advisors, LLC | 4,505 | $433.4K | 0.09% | +10.0% | Added |
| Hall Kathryn A. | 4,504 | $433.2K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,491 | $432.0K | 0.04% | −2,043−31.3% | Reduced |
| Sandhill Capital Partners LLC | 4,490 | $431.9K | 0.03% | −829−15.6% | Reduced |
| Financial Management Network Inc | 4,536 | $431.6K | 0.09% | −295−6.1% | Reduced |
| Marino, Stram & Associates LLC | 4,486 | $431.5K | 0.10% | +6+0.1% | Added |
| Acorn Financial Advisory Services Inc | 4,483 | $431.2K | 0.08% | −354−7.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,470 | $430.0K | 0.20% | −345−7.2% | Reduced |
| Berkeley Capital Partners, LLC | 4,463 | $429.3K | 0.12% | −176−3.8% | Reduced |
| Retirement Income Solutions, Inc | 4,444 | $427.5K | 0.10% | 00.0% | Unchanged |
| Bank Hapoalim BM | 4,443 | $427.0K | 0.06% | −6,683−60.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,439 | $427.0K | 0.22% | −30−0.7% | Reduced |
| Pacific Center for Financial Services | 4,438 | $426.9K | 0.11% | −1,217−21.5% | Reduced |
| Monetary Management Group Inc | 4,425 | $425.6K | 0.11% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 4,414 | $424.6K | 0.08% | −670−13.2% | Reduced |
| LifeSteps Financial, Inc. | 4,399 | $423.1K | 0.33% | −374−7.8% | Reduced |
| Clearwater Capital Advisors, LLC | 4,391 | $422.4K | 0.04% | +1,496+51.7% | Added |
| Burford Brothers, Inc. | 4,387 | $422.0K | 0.22% | +484+12.4% | Added |
| Sendero Wealth Management, LLC | 4,360 | $419.4K | 0.07% | −272−5.9% | Reduced |
| Rogco, LP | 4,359 | $419.3K | 0.16% | +133+3.1% | Added |
| LRI Investments, LLC | 3,842 | $419.2K | 0.04% | −833−17.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,356 | $419.0K | 0.15% | −235−5.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,353 | $418.7K | 0.24% | −2,360−35.2% | Reduced |
| Compass Capital Management, Inc | 4,348 | $418.2K | 0.03% | −1,482−25.4% | Reduced |
| Burton Enright Welch | 4,343 | $417.7K | 0.09% | −286−6.2% | Reduced |
| Royal Capital Wealth Management, LLC | 4,340 | $417.5K | 0.29% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 4,331 | $416.6K | 0.17% | +400+10.2% | Added |
| Fortis Advisors, LLC | 4,322 | $415.7K | 0.27% | 00.0% | Unchanged |
| Sentry LLC | 4,319 | $415.4K | 0.08% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,291 | $412.7K | 0.12% | +195+4.8% | Added |
| First Financial Corp | 4,284 | $412.1K | 0.20% | −200−4.5% | Reduced |
| Sloy Dahl & Holst, LLC | 4,277 | $411.4K | 0.07% | +11+0.3% | Added |
| Twelve Points Wealth Management LLC | 4,264 | $410.2K | 0.13% | +133+3.2% | Added |
| SFMG, LLC | 4,242 | $408.1K | 0.03% | −199−4.5% | Reduced |
| Retirement Planning Group | 4,241 | $407.9K | 0.02% | +632+17.5% | Added |
| Moss Adams Wealth Advisors LLC | 4,237 | $407.6K | 0.04% | +391+10.2% | Added |
| Register Financial Advisors LLC | 4,227 | $406.6K | 0.21% | −119−2.7% | Reduced |
| New World Advisors LLC | 4,224 | $406.3K | 0.11% | +900+27.1% | Added |
| Wealth Architects, LLC | 4,222 | $406.2K | 0.05% | −355−7.8% | Reduced |
| Angeles Investment Advisors, LLC | 4,216 | $405.5K | 0.02% | +25+0.6% | Added |
| Lockerman Financial Group, Inc. | 4,212 | $405.2K | 0.69% | +664+18.7% | Added |
| Hall Laurie J Trustee | 4,211 | $405.0K | 0.13% | +4,032+2,252.5% | Added |
| Gryphon Financial Partners LLC | 4,208 | $404.8K | 0.05% | +338+8.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,208 | $404.7K | 0.20% | −318−7.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,193 | $403.3K | 0.15% | +334+8.7% | Added |
| Horan Capital Advisors, LLC. | 4,181 | $402.2K | 0.13% | 00.0% | Unchanged |
| Accel Wealth Management | 4,180 | $402.1K | 0.15% | +22+0.5% | Added |
| Garde Capital, Inc. | 4,182 | $402.0K | 0.03% | −6,186−59.7% | Reduced |
| Crew Capital Management, Ltd. | 4,173 | $401.4K | 0.32% | +10.0% | Added |
| Arcataur Capital Management LLC | 4,172 | $401.3K | 0.14% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,166 | $400.7K | 0.13% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,149 | $399.1K | 0.19% | +117+2.9% | Added |
| Consolidated Investment Group LLC | 4,150 | $399.0K | 0.06% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 4,143 | $398.5K | 0.25% | −1,019−19.7% | Reduced |
| Strait & Sound Wealth Management LLC | 4,131 | $397.4K | 0.19% | −854−17.1% | Reduced |
| Thrive Wealth Management, LLC | 4,115 | $395.8K | 0.07% | +276+7.2% | Added |
| LongView Wealth Management | 4,114 | $395.7K | 0.13% | −121−2.9% | Reduced |
| Atlas Private Wealth Advisors | 4,109 | $395.3K | 0.06% | +912+28.5% | Added |
| McAdam, LLC | 4,104 | $394.8K | 0.02% | +433+11.8% | Added |
| Sound Income Strategies, LLC | 4,104 | $394.8K | 0.03% | −576−12.3% | Reduced |
| Summit Financial Strategies, Inc. | 4,103 | $394.7K | 0.04% | −172−4.0% | Reduced |
| Financial Security Advisor, Inc. | 4,101 | $394.5K | 0.10% | −31−0.8% | Reduced |
| Evernest Financial Advisors, LLC | 4,101 | $394.4K | 0.11% | −822−16.7% | Reduced |
| Vivaldi Capital Management, LLC | 4,081 | $392.6K | 0.11% | +10+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 4,077 | $392.1K | 0.06% | −351−7.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,072 | $391.7K | 0.12% | −233−5.4% | Reduced |
| Viewpoint Capital Management LLC | 4,069 | $390.7K | 0.22% | −50−1.2% | Reduced |
| Tobam | 4,058 | $390.0K | 0.07% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 4,054 | $389.9K | 0.13% | −1,336−24.8% | Reduced |
| Sigma Investment Counselors Inc | 4,039 | $388.5K | 0.02% | +258+6.8% | Added |
| Secure Asset Management, LLC | 4,035 | $388.1K | 0.07% | +463+13.0% | Added |
| South Street Advisors LLC | 4,032 | $387.8K | 0.06% | +200+5.2% | Added |
| Planning Capital Management Corp | 4,027 | $387.3K | 0.26% | −452−10.1% | Reduced |
| Mindset Wealth Management, LLC | 4,012 | $385.9K | 0.16% | +4,012 | New |
| Professional Advisory Services Inc | 4,000 | $385.0K | 0.05% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 4,000 | $384.8K | 0.11% | −1,475−26.9% | Reduced |
| Sentinus, LLC | 3,995 | $384.3K | 0.14% | −127−3.1% | Reduced |
| Marietta Investment Partners LLC | 3,977 | $382.5K | 0.08% | −20−0.5% | Reduced |
| GSB Wealth Management, LLC | 3,973 | $382.2K | 0.10% | −200−4.8% | Reduced |
| Stonekeep Investments, LLC | 3,959 | $380.8K | 0.29% | +46+1.2% | Added |
| Argent Capital Management LLC | 3,950 | $380.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,950 | $379.9K | 0.01% | −651−14.1% | Reduced |
| Patten Group, Inc. | 3,948 | $379.8K | 0.08% | −937−19.2% | Reduced |
| Wealthquest Corp | 4,021 | $378.2K | 0.03% | −90−2.2% | Reduced |
| BCK Capital Management LP | 3,925 | $377.5K | 0.23% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,924 | $377.5K | 0.04% | −1,305−25.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,921 | $377.1K | 0.06% | −41−1.0% | Reduced |
| First Affirmative Financial Network | 3,920 | $377.0K | 0.21% | −788−16.7% | Reduced |
| American Money Management, LLC | 3,910 | $376.1K | 0.08% | −814−17.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,908 | $376.0K | 0.16% | +3,908 | New |