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 |
|---|---|---|---|---|---|
| Opes Wealth Management LLC | 2,853 | $274.4K | 0.05% | +475+20.0% | Added |
| Trilogy Capital Inc. | 2,851 | $274.2K | 0.01% | +83+3.0% | Added |
| New England Capital Financial Advisors LLC | 2,847 | $273.9K | 0.14% | −148−4.9% | Reduced |
| Quantum Financial Advisors, LLC | 2,844 | $273.6K | 0.04% | +536+23.2% | Added |
| Sym Financial Corp | 2,842 | $273.4K | 0.04% | −572−16.8% | Reduced |
| Prostatis Group LLC | 2,833 | $272.5K | 0.09% | −131−4.4% | Reduced |
| Towercrest Capital Management | 2,830 | $272.3K | 0.04% | −26−0.9% | Reduced |
| Firethorn Wealth Partners, LLC | 2,829 | $272.1K | 0.14% | −437−13.4% | Reduced |
| Financial Freedom, LLC | 2,824 | $271.7K | 0.14% | −326−10.3% | Reduced |
| Morris Financial Concepts, Inc. | 2,824 | $271.6K | 0.12% | +568+25.2% | Added |
| Client 1st Advisory Group, LLC | 2,823 | $271.5K | 0.11% | +723+34.4% | Added |
| Versant Capital Management, Inc | 2,818 | $271.1K | 0.06% | −26−0.9% | Reduced |
| Bernardo Wealth Planning LLC | 2,804 | $271.0K | 0.07% | +2,804 | New |
| Gateway Wealth Partners, LLC | 2,815 | $270.8K | 0.07% | −254−8.3% | Reduced |
| Crescent Grove Advisors, LLC | 2,806 | $270.0K | 0.03% | −3−0.1% | Reduced |
| Somerset Trust Co | 2,803 | $269.6K | 0.10% | −325−10.4% | Reduced |
| Union Savings Bank | 2,803 | $269.6K | 0.13% | −558−16.6% | Reduced |
| CMG Global Holdings, LLC | 2,802 | $269.5K | 0.15% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,830 | $269.3K | 0.08% | −302−9.6% | Reduced |
| Cooper/Haims Advisors, LLC | 2,796 | $268.9K | 0.15% | −11−0.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,794 | $268.8K | 0.06% | −90−3.1% | Reduced |
| Facet Wealth, Inc. | 2,798 | $268.1K | 0.01% | +109+4.1% | Added |
| Worth Financial Advisory Group, LLC | 2,787 | $268.1K | 0.16% | −540−16.2% | Reduced |
| Hudock, Inc. | 2,785 | $268.0K | 0.05% | +7+0.3% | Added |
| Johnson Financial Group, Inc. | 2,785 | $267.9K | 0.01% | +840+43.2% | Added |
| Tradewinds Capital Management, LLC | 2,780 | $267.5K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,780 | $267.4K | 0.05% | +2,780 | New |
| EPG Wealth Management LLC | 2,779 | $267.3K | 0.07% | +2,779 | Added |
| Saiph Capital, LLC | 2,779 | $267.3K | 0.13% | +2,779 | New |
| First Financial Bankshares Inc | 2,775 | $266.9K | 0.01% | −618−18.2% | Reduced |
| McRae Capital Management Inc | 2,775 | $266.9K | 0.05% | −210−7.0% | Reduced |
| Audent Global Asset Management, LLC | 2,774 | $266.8K | 0.46% | −5,780−67.6% | Reduced |
| Latitude Advisors, LLC | 2,773 | $266.7K | 0.15% | −35−1.2% | Reduced |
| Greatmark Investment Partners, Inc. | 2,762 | $265.7K | 0.04% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 2,757 | $265.2K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,751 | $264.7K | 0.04% | +439+19.0% | Added |
| Bath Savings Trust Co | 2,751 | $264.6K | 0.03% | −714−20.6% | Reduced |
| B&L Asset Management LLC | 2,750 | $264.5K | 0.17% | +2,750 | New |
| Mach-1 Financial Group, Inc. | 2,749 | $264.4K | 0.16% | −332−10.8% | Reduced |
| High Note Wealth, LLC | 2,736 | $263.2K | 0.08% | +11+0.4% | Added |
| Lodestone Wealth Management LLC | 2,735 | $263.1K | 0.13% | +601+28.2% | Added |
| Lakeview Capital Partners, LLC | 2,734 | $263.0K | 0.04% | −559−17.0% | Reduced |
| Convergence Investment Partners, LLC | 2,734 | $263.0K | 0.07% | −420−13.3% | Reduced |
| E Fund Management Co., Ltd. | 2,732 | $262.8K | 0.01% | −8,663−76.0% | Reduced |
| Encompass Wealth Advisors, LLC | 2,725 | $262.1K | 0.07% | +8+0.3% | Added |
| Catalytic Wealth RIA, LLC | 2,724 | $262.0K | 0.05% | −210−7.2% | Reduced |
| James J. Burns & Company, LLC | 2,718 | $262.0K | 0.05% | −327−10.7% | Reduced |
| Leo Wealth, LLC | 2,723 | $262.0K | 0.02% | −13−0.5% | Reduced |
| Navis Wealth Advisors, LLC | 2,723 | $261.9K | 0.28% | +200+7.9% | Added |
| Wharton Business Group, LLC | 2,713 | $261.0K | 0.01% | −199−6.8% | Reduced |
| Acropolis Investment Management, LLC | 2,700 | $259.7K | 0.02% | −243−8.3% | Reduced |
| Olistico Wealth, LLC | 2,696 | $259.3K | 0.16% | −19−0.7% | Reduced |
| L & S Advisors Inc | 2,694 | $259.1K | 0.03% | −188−6.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,686 | $258.4K | 0.06% | −314−10.5% | Reduced |
| Laffer Tengler Investments | 2,684 | $258.2K | 0.05% | −133−4.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,679 | $257.7K | 0.13% | −1,006−27.3% | Reduced |
| ZRC Wealth Management, LLC | 2,673 | $257.2K | 0.11% | −130−4.6% | Reduced |
| Ssi Investment Management LLC | 2,673 | $257.1K | 0.02% | −2−0.1% | Reduced |
| Kennedy Investment Group | 2,671 | $256.9K | 0.12% | −126−4.5% | Reduced |
| Laidlaw Wealth Management LLC | 2,666 | $256.4K | 0.13% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,666 | $256.4K | 0.08% | −134−4.8% | Reduced |
| Encompass More Asset Management | 2,662 | $256.1K | 0.10% | +345+14.9% | Added |
| Carolinas Wealth Consulting LLC | 9,637 | $255.9K | 0.05% | +215+2.3% | Added |
| RWM Asset Management, LLC | 2,660 | $255.9K | 0.04% | −162−5.7% | Reduced |
| Merriman Wealth Management, LLC | 2,659 | $255.8K | 0.01% | −522−16.4% | Reduced |
| Kestra Investment Management, LLC | 2,656 | $255.5K | 0.01% | +2,656 | New |
| SeaBridge Investment Advisors LLC | 2,655 | $255.4K | 0.06% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,712 | $255.1K | 0.08% | +215+8.6% | Added |
| TFG Advisers LLC | 2,650 | $254.9K | 0.09% | −75−2.8% | Reduced |
| Saxony Capital Management, LLC | 2,649 | $254.8K | 0.23% | −1,237−31.8% | Reduced |
| Avenir Corp | 2,646 | $254.5K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 2,643 | $254.2K | 0.05% | −440−14.3% | Reduced |
| Dixon Fnancial Services, Inc. | 2,638 | $253.7K | 0.13% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,633 | $253.3K | 0.05% | −29−1.1% | Reduced |
| Unique Wealth, LLC | 2,629 | $252.9K | 0.06% | −7−0.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,627 | $252.9K | 0.07% | −1,330−33.6% | Reduced |
| Peninsula Asset Management Inc | 2,625 | $252.5K | 0.13% | −200−7.1% | Reduced |
| Heritage Wealth Management, Inc. | 2,622 | $252.2K | 0.08% | −125−4.6% | Reduced |
| Cardiff Park Advisors, LLC | 2,619 | $252.0K | 0.02% | +5+0.2% | Added |
| WP Advisors, LLC | 2,611 | $251.2K | 0.09% | −2,926−52.8% | Reduced |
| Dodds Wealth, LLC | 2,696 | $250.7K | 0.08% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,606 | $250.7K | 0.17% | +64+2.5% | Added |
| Wiser Advisor Group LLC | 2,605 | $250.6K | 0.37% | −901−25.7% | Reduced |
| Wealth Quarterback LLC | 2,602 | $250.3K | 0.13% | −13−0.5% | Reduced |
| Garner Asset Management Corp | 2,600 | $250.0K | 0.11% | −200−7.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,591 | $249.2K | 0.01% | +718+38.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 2,590 | $249.1K | 0.17% | +342+15.2% | Added |
| Meridian Investment Counsel Inc. | 2,576 | $247.8K | 0.07% | −25−1.0% | Reduced |
| Ackerman Capital Advisors, LLC | 2,566 | $246.8K | 0.06% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,558 | $246.1K | 0.00% | −2,681−51.2% | Reduced |
| Holland Advisory Services, Inc. | 2,556 | $245.9K | 0.32% | +362+16.5% | Added |
| UMA Financial Services, Inc. | 2,607 | $245.6K | 0.04% | −303−10.4% | Reduced |
| Elser Financial Planning, Inc | 2,551 | $245.4K | 0.36% | +64+2.6% | Added |
| Nebula Research & Development LLC | 2,550 | $245.3K | 0.03% | −5,066−66.5% | Reduced |
| Canandaigua National Trust Co of Florida | 2,550 | $245.3K | 0.21% | +2,550 | New |
| Cascade Financial Partners, LLC | 2,533 | $245.1K | 0.03% | −142−5.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,545 | $244.8K | 0.05% | +2,545 | New |
| East Coast Asset Management, LLC. | 2,538 | $244.1K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,534 | $244.0K | 0.03% | −224−8.1% | Reduced |
| Advisors Management Group Inc | 2,532 | $244.0K | 0.06% | +2+0.1% | Added |