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 |
|---|---|---|---|---|---|
| Pacific Sage Partners, LLC | 3,899 | $375.0K | 0.09% | +83+2.2% | Added |
| Main Street Group, LTD | 3,897 | $374.9K | 0.15% | −1,223−23.9% | Reduced |
| Armstrong Advisory Group, Inc | 3,897 | $374.8K | 0.03% | −74−1.9% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $374.0K | 0.21% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,887 | $373.9K | 0.06% | −117−2.9% | Reduced |
| Castle Rock Wealth Management, LLC | 4,008 | $373.9K | 0.09% | −438−9.9% | Reduced |
| Parkside Advisors LLC | 3,885 | $373.7K | 0.09% | −173−4.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,885 | $373.7K | 0.00% | −201−4.9% | Reduced |
| Horizon Family Wealth, Inc. | 3,884 | $373.6K | 0.27% | +96+2.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,886 | $373.0K | 0.11% | −168−4.1% | Reduced |
| Aviso Wealth Management | 3,862 | $371.4K | 0.20% | −407−9.5% | Reduced |
| Sentry Investment Management LLC | 3,859 | $371.0K | 0.16% | −4,967−56.3% | Reduced |
| Greenwich Wealth Management LLC | 3,836 | $369.0K | 0.03% | −209−5.2% | Reduced |
| Peoples Financial Services Corp. | 3,836 | $369.0K | 0.17% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,831 | $368.5K | 0.04% | −1,680−30.5% | Reduced |
| Paragon Capital Management Ltd | 3,826 | $368.0K | 0.07% | −9−0.2% | Reduced |
| Evanson Asset Management, LLC | 3,818 | $367.3K | 0.03% | −498−11.5% | Reduced |
| HTLF Bank | 3,817 | $367.2K | 0.04% | −29−0.8% | Reduced |
| Alesco Advisors LLC | 3,814 | $366.9K | 0.01% | −157−4.0% | Reduced |
| Wealth Effects LLC | 3,812 | $366.7K | 0.13% | +150+4.1% | Added |
| Chesapeake Wealth Management | 3,808 | $366.3K | 0.12% | −290−7.1% | Reduced |
| Ping Capital Management, Inc. | 3,800 | $365.5K | 0.20% | +1,300+52.0% | Added |
| Goldstone Financial Group, LLC | 3,797 | $365.2K | 0.06% | +60+1.6% | Added |
| Matrix Private Capital Group LLC | 3,788 | $364.4K | 0.21% | −1,460−27.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,785 | $364.1K | 0.09% | −12−0.3% | Reduced |
| Capstone Financial Advisors, Inc. | 3,785 | $364.0K | 0.02% | +312+9.0% | Added |
| My Personal CFO, LLC | 3,784 | $364.0K | 0.20% | −449−10.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,781 | $363.7K | 0.27% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,774 | $363.1K | 0.29% | +274+7.8% | Added |
| Chelsea Counsel Co | 3,770 | $362.7K | 0.18% | 00.0% | Unchanged |
| Gerber, LLC | 3,765 | $362.1K | 0.27% | +9+0.2% | Added |
| Fermata Advisors, LLC | 3,764 | $362.0K | 0.07% | −754−16.7% | Reduced |
| 626 Financial, LLC | 3,760 | $361.7K | 0.20% | −200−5.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $360.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,749 | $360.6K | 0.04% | +81+2.2% | Added |
| Marotta Asset Management | 3,747 | $360.4K | 0.07% | −96−2.5% | Reduced |
| RBA Wealth Management, LLC | 3,746 | $360.3K | 0.14% | +81+2.2% | Added |
| Sivia Capital Partners, LLC | 3,741 | $359.8K | 0.21% | +83+2.3% | Added |
| Acorns Advisers, LLC | 3,728 | $359.0K | 0.00% | +407+12.3% | Added |
| Center for Financial Planning, Inc. | 3,724 | $358.2K | 0.05% | −29−0.8% | Reduced |
| Kooman & Associates | 3,715 | $357.4K | 0.13% | +29+0.8% | Added |
| Gemmer Asset Management LLC | 3,713 | $357.1K | 0.04% | −148−3.8% | Reduced |
| Waterfront Wealth Inc. | 3,697 | $356.7K | 0.09% | +63+1.7% | Added |
| Accurate Wealth Management, LLC | 3,780 | $356.1K | 0.07% | +708+23.0% | Added |
| Coastal Investment Advisors, Inc. | 3,748 | $356.0K | 0.16% | −8,574−69.6% | Reduced |
| Litman Gregory Asset Management LLC | 3,700 | $355.9K | 0.03% | −600−14.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,697 | $355.6K | 0.13% | +144+4.1% | Added |
| LaFleur & Godfrey LLC | 3,692 | $355.1K | 0.05% | −200−5.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,682 | $354.1K | 0.05% | −61−1.6% | Reduced |
| Prentiss Smith & Co Inc | 3,680 | $354.0K | 0.23% | 00.0% | Unchanged |
| Dempze Nancy E | 3,680 | $354.0K | 0.20% | +3,680 | New |
| Laraway Financial Inc | 3,671 | $353.1K | 0.28% | −50−1.3% | Reduced |
| First Personal Financial Services | 3,671 | $353.1K | 0.07% | +11+0.3% | Added |
| Meritage Portfolio Management | 3,666 | $353.0K | 0.02% | +2+0.1% | Added |
| Atom Investors LP | 3,664 | $352.5K | 0.04% | +3,664 | New |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $351.9K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,655 | $351.5K | 0.05% | −164−4.3% | Reduced |
| First National Corp | 3,653 | $351.4K | 0.08% | +30+0.8% | Added |
| Charter Oak Capital Management, LLC | 3,644 | $350.5K | 0.03% | −10.0% | Reduced |
| WealthPLAN Partners, LLC | 3,629 | $349.1K | 0.05% | −271−6.9% | Reduced |
| Lion Street Advisors, LLC | 3,624 | $348.5K | 0.12% | −329−8.3% | Reduced |
| Private Management Group Inc | 3,620 | $348.2K | 0.01% | +48+1.3% | Added |
| Crewe Advisors LLC | 3,618 | $348.0K | 0.04% | −136−3.6% | Reduced |
| Affiance Financial, LLC | 3,616 | $347.9K | 0.08% | −692−16.1% | Reduced |
| SP Asset Management LLC | 3,616 | $347.8K | 0.03% | −1,862−34.0% | Reduced |
| Wedge Capital Management L L P | 3,615 | $347.7K | 0.01% | +270+8.1% | Added |
| Nine Masts Capital Ltd | 3,610 | $347.2K | 0.16% | +3,610 | New |
| Burt Wealth Advisors | 3,604 | $346.7K | 0.09% | −215−5.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,602 | $346.5K | 0.07% | +446+14.1% | Added |
| Vantage Financial Partners, LLC | 3,602 | $346.5K | 0.09% | −140−3.7% | Reduced |
| Lantz Financial LLC | 3,590 | $345.3K | 0.09% | −138−3.7% | Reduced |
| Visionary Wealth Advisors | 3,588 | $345.1K | 0.02% | −401−10.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,578 | $344.2K | 0.02% | −469−11.6% | Reduced |
| MV Capital Management, Inc. | 3,566 | $343.0K | 0.04% | −6−0.2% | Reduced |
| Legacy Edge Advisors, LLC | 3,565 | $342.9K | 0.05% | −288−7.5% | Reduced |
| Apollon Financial, LLC | 3,563 | $342.7K | 0.10% | −45−1.2% | Reduced |
| Beck Mack & Oliver LLC | 3,558 | $342.2K | 0.01% | +26+0.7% | Added |
| Kathmere Capital Management, LLC | 3,558 | $342.2K | 0.03% | +234+7.0% | Added |
| Aufman Associates Inc | 3,557 | $342.2K | 0.22% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,557 | $342.2K | 0.03% | −48−1.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,555 | $342.0K | 0.12% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,548 | $341.3K | 0.06% | +507+16.7% | Added |
| Quantum Private Wealth, LLC | 3,548 | $341.3K | 0.12% | −552−13.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,545 | $341.1K | 0.17% | −48−1.3% | Reduced |
| Miller Investment Management, LP | 3,523 | $338.9K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,508 | $337.4K | 0.13% | −852−19.5% | Reduced |
| Exchange Bank | 3,505 | $337.1K | 0.28% | 00.0% | Unchanged |
| Grace & White Inc | 3,500 | $336.7K | 0.06% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,495 | $336.2K | 0.18% | +3,495 | New |
| Grant/GrossMendelsohn, LLC | 3,481 | $334.9K | 0.14% | −598−14.7% | Reduced |
| Little House Capital LLC | 3,460 | $332.8K | 0.10% | −1,826−34.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,459 | $332.7K | 0.21% | −169−4.7% | Reduced |
| Waddell & Associates, LLC | 3,457 | $332.5K | 0.04% | +265+8.3% | Added |
| Blue Fin Capital, Inc. | 3,455 | $332.4K | 0.06% | −680−16.4% | Reduced |
| Seed Wealth Management, Inc. | 3,451 | $332.0K | 0.27% | −5−0.1% | Reduced |
| Security Financial Services, INC. | 3,451 | $332.0K | 0.07% | +66+1.9% | Added |
| Mizuho Securities Co. Ltd. | 3,450 | $331.9K | 0.82% | +2,560+287.6% | Added |
| Manchester Financial Inc | 3,428 | $329.7K | 0.07% | −140−3.9% | Reduced |
| Spinnaker Trust | 3,427 | $329.6K | 0.02% | −2,595−43.1% | Reduced |
| TFC Financial Management | 3,421 | $329.1K | 0.05% | +10+0.3% | Added |