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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 3,418 | $328.8K | 0.19% | −114−3.2% | Reduced |
| Barrett & Company, Inc. | 3,411 | $328.1K | 0.14% | −23−0.7% | Reduced |
| TSFG, LLC | 3,415 | $328.0K | 0.07% | −187−5.2% | Reduced |
| Janney Capital Management LLC | 3,405 | $328.0K | 0.02% | +157+4.8% | Added |
| Shepherd Financial Partners LLC | 3,404 | $327.4K | 0.04% | −3,205−48.5% | Reduced |
| Fountainhead AM, LLC | 3,403 | $327.4K | 0.07% | +2+0.1% | Added |
| Gradient Capital Advisors, LLC | 3,389 | $326.0K | 0.11% | −406−10.7% | Reduced |
| Broadleaf Partners, LLC | 3,386 | $325.7K | 0.08% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,380 | $325.1K | 0.08% | −47,612−93.4% | Reduced |
| Pathway Financial Advisors LLC | 3,379 | $325.0K | 0.08% | +496+17.2% | Added |
| Stockman Wealth Management, Inc. | 3,369 | $324.1K | 0.05% | −178−5.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,403 | $323.8K | 0.16% | +11+0.3% | Added |
| Itau Unibanco Holding S.A. | 3,365 | $323.7K | 0.01% | −6,002−64.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,350 | $322.3K | 0.03% | −29−0.9% | Reduced |
| Private Portfolio Partners LLC | 3,340 | $321.3K | 0.06% | +3,340 | New |
| Trueblood Wealth Management, LLC | 3,337 | $321.0K | 0.16% | −5−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,328 | $320.2K | 0.16% | −15−0.4% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,319 | $319.3K | 0.15% | −45−1.3% | Reduced |
| Saxon Interests, Inc. | 3,319 | $319.3K | 0.15% | +227+7.3% | Added |
| FreeGulliver LLC | 3,316 | $319.0K | 0.19% | +239+7.8% | Added |
| Humankind Investments LLC | 3,300 | $317.4K | 0.11% | +595+22.0% | Added |
| Glen Eagle Advisors, LLC | 3,286 | $316.0K | 0.05% | −414−11.2% | Reduced |
| Foster & Motley Inc | 3,287 | $316.0K | 0.02% | −52−1.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,128 | $315.9K | 0.19% | +143+4.8% | Added |
| Oxinas Partners Wealth Management LLC | 3,277 | $315.2K | 0.19% | −183−5.3% | Reduced |
| BIP Wealth, LLC | 3,275 | $315.1K | 0.02% | +3,275 | New |
| Claret Asset Management Corp | 3,279 | $315.0K | 0.05% | −275−7.7% | Reduced |
| Visionary Horizons, LLC | 3,268 | $314.3K | 0.21% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 3,258 | $313.3K | 0.30% | +10+0.3% | Added |
| Check Capital Management Inc | 3,255 | $313.1K | 0.02% | +95+3.0% | Added |
| CVA Family Office, LLC | 3,249 | $312.5K | 0.05% | −439−11.9% | Reduced |
| Tennessee Valley Asset Management Partners | 3,246 | $312.2K | 0.05% | −140−4.1% | Reduced |
| Vanguard Capital Wealth Advisors | 3,246 | $312.2K | 0.33% | −249−7.1% | Reduced |
| Unison Asset Management LLC | 3,235 | $311.2K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 3,239 | $311.0K | 0.12% | +248+8.3% | Added |
| SkyOak Wealth, LLC | 3,227 | $310.4K | 0.07% | −1,495−31.7% | Reduced |
| Ironwood Financial, llc | 3,227 | $310.4K | 0.07% | −229−6.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,220 | $309.8K | 0.03% | −6−0.2% | Reduced |
| Evolution Wealth Advisors, LLC | 3,221 | $309.8K | 0.06% | +75+2.4% | Added |
| Schmidt P J Investment Management Inc | 3,214 | $309.2K | 0.05% | −1,441−31.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,214 | $309.1K | 0.25% | −990−23.5% | Reduced |
| TRUE Private Wealth Advisors | 3,209 | $308.7K | 0.04% | −1,306−28.9% | Reduced |
| EWG Elevate Inc. | 3,188 | $306.6K | 0.12% | −157−4.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,181 | $305.9K | 0.07% | −957−23.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,180 | $305.9K | 0.13% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,180 | $305.8K | 0.22% | +92+3.0% | Added |
| Lodestar Private Asset Management LLC | 3,171 | $305.0K | 0.04% | +97+3.2% | Added |
| True North Advisors, LLC | 3,164 | $304.4K | 0.08% | −33−1.0% | Reduced |
| Greenhouse Wealth Management, LLC | 3,163 | $304.3K | 0.20% | +9+0.3% | Added |
| Tyler-Stone Wealth Management | 3,163 | $304.3K | 0.06% | +1,506+90.9% | Added |
| Round Rock Advisors, LLC | 3,157 | $303.7K | 0.07% | −5−0.2% | Reduced |
| Falcon Wealth Planning | 3,156 | $303.6K | 0.04% | +100+3.3% | Added |
| Capital Square, LLC | 3,147 | $302.8K | 0.18% | −72−2.2% | Reduced |
| Dudley Capital Management, LLC | 3,145 | $302.5K | 0.16% | 00.0% | Unchanged |
| Advisory Resource Group | 3,144 | $302.5K | 0.06% | −3−0.1% | Reduced |
| Crane Advisory, LLC | 3,257 | $301.3K | 0.05% | −1,000−23.5% | Reduced |
| Eagle Capital Management LLC | 3,128 | $300.9K | 0.00% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,124 | $300.5K | 0.11% | −14−0.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,119 | $300.0K | 0.05% | −229−6.8% | Reduced |
| Financial Network Wealth Advisors LLC | 3,093 | $297.5K | 0.25% | +472+18.0% | Added |
| SNS Financial Group, LLC | 3,088 | $297.0K | 0.03% | +41+1.3% | Added |
| MTM Investment Management, LLC | 3,106 | $295.4K | 0.12% | −419−11.9% | Reduced |
| Capital CS Group, LLC | 3,063 | $294.6K | 0.36% | +510+20.0% | Added |
| Redwood Wealth Management Group, LLC | 3,052 | $293.6K | 0.15% | −234−7.1% | Reduced |
| Paloma Partners Management Co | 3,052 | $293.6K | 0.02% | −9,948−76.5% | Reduced |
| Custos Family Office, LLC | 3,047 | $293.1K | 0.11% | +15+0.5% | Added |
| Waterloo Capital, L.P. | 3,041 | $292.5K | 0.03% | −2,928−49.1% | Reduced |
| EPIQ Capital Group, LLC | 3,038 | $292.2K | 0.08% | +16+0.5% | Added |
| Keudell/Morrison Wealth Management | 3,023 | $290.8K | 0.08% | −8−0.3% | Reduced |
| Redwood Financial Network Corp | 3,022 | $290.7K | 0.23% | −201−6.2% | Reduced |
| Kearns & Associates LLC | 3,020 | $290.5K | 0.19% | 00.0% | Unchanged |
| Marathon Capital Management | 3,013 | $289.8K | 0.07% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 3,000 | $288.6K | 0.07% | −88−2.8% | Reduced |
| Ameliora Wealth Management Ltd. | 3,000 | $288.6K | 0.12% | 00.0% | Unchanged |
| Price Jennifer C. | 3,000 | $288.6K | 0.32% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,996 | $288.2K | 0.01% | +2,996 | New |
| Trust Co of the South | 2,991 | $287.7K | 0.06% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,984 | $287.0K | 0.13% | −236−7.3% | Reduced |
| Osterweis Capital Management Inc | 2,965 | $285.2K | 0.01% | −575−16.2% | Reduced |
| Fort Point Capital Partners LLC | 2,962 | $284.9K | 0.04% | +169+6.1% | Added |
| Sterling Wealth Management, Inc. | 2,958 | $284.5K | 0.11% | +64+2.2% | Added |
| Five Oceans Advisors | 2,958 | $284.5K | 0.14% | +185+6.7% | Added |
| Fundamentun, LLC | 2,937 | $282.5K | 0.02% | −103−3.4% | Reduced |
| Alera Investment Advisors, LLC | 2,936 | $282.4K | 0.03% | +167+6.0% | Added |
| Kapstone Financial Advisors LLC | 2,933 | $281.6K | 0.17% | −883−23.1% | Reduced |
| Spinnaker Investment Group, LLC | 2,922 | $281.1K | 0.07% | −275−8.6% | Reduced |
| Strategic Advocates LLC | 2,921 | $281.0K | 0.10% | +190+7.0% | Added |
| Altrafin AG | 2,918 | $280.7K | 0.10% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,916 | $280.5K | 0.12% | −84−2.8% | Reduced |
| Brass Tax Wealth Management, Inc | 2,914 | $280.3K | 0.06% | +710+32.2% | Added |
| Abacus Wealth Partners, LLC | 2,897 | $278.7K | 0.04% | +12+0.4% | Added |
| City State Bank | 2,896 | $278.6K | 0.10% | +983+51.4% | Added |
| Northern Financial Advisors Inc | 2,892 | $278.2K | 0.21% | −713−19.8% | Reduced |
| LGT Fund Management Co Ltd. | 2,951 | $277.8K | 0.03% | +2,951 | New |
| Rock Point Advisors, LLC | 2,877 | $276.7K | 0.08% | −40−1.4% | Reduced |
| DDFG, Inc | 2,873 | $276.4K | 0.08% | +2,873 | New |
| Iams Wealth Management, LLC | 2,867 | $275.8K | 0.14% | +2,867 | New |
| Wulff, Hansen & Co. | 2,865 | $275.6K | 0.26% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,861 | $275.2K | 0.07% | −209−6.8% | Reduced |
| Intrepid Financial Planning Group LLC | 2,860 | $275.1K | 0.12% | −215−7.0% | Reduced |