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 |
|---|---|---|---|---|---|
| Fusion Capital, LLC | 2,536 | $244.0K | 0.10% | −255−9.1% | Reduced |
| Strategic Financial Services, Inc, | 2,536 | $243.9K | 0.01% | −723−22.2% | Reduced |
| Activest Wealth Management | 2,535 | $243.9K | 0.08% | −2,246−47.0% | Reduced |
| Second Line Capital, LLC | 2,533 | $243.7K | 0.07% | +2,533 | New |
| Wealth Alliance Advisory Group, LLC | 2,533 | $243.6K | 0.05% | +60+2.4% | Added |
| Vestor Capital, LLC | 2,531 | $243.0K | 0.02% | −101−3.8% | Reduced |
| Northwest Financial Advisors | 2,519 | $242.3K | 0.19% | −34−1.3% | Reduced |
| Compass Ion Advisors, LLC | 2,514 | $241.9K | 0.03% | −219−8.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $241.8K | 0.11% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,513 | $241.8K | 0.04% | −567−18.4% | Reduced |
| Seven Mile Advisory | 2,513 | $241.6K | 0.16% | −148−5.6% | Reduced |
| Archetype Wealth Partners | 2,509 | $241.0K | 0.03% | −96−3.7% | Reduced |
| Fidelity D & D Bancorp Inc | 2,505 | $241.0K | 0.16% | −30−1.2% | Reduced |
| Cora Capital Advisors LLC | 2,502 | $240.7K | 0.12% | −868−25.8% | Reduced |
| Brookmont Capital Management | 2,500 | $240.5K | 0.12% | +6+0.2% | Added |
| Invictus Private Wealth, LLC | 2,500 | $240.5K | 0.02% | −90−3.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $240.5K | 0.04% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 2,500 | $240.5K | 0.36% | +2,500 | New |
| Northwest Wealth Management, LLC | 2,498 | $240.2K | 0.06% | −59−2.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,494 | $239.9K | 0.08% | −837−25.1% | Reduced |
| CAP Partners, LLC | 2,489 | $239.4K | 0.18% | −389−13.5% | Reduced |
| Deseret Mutual Benefit Administrators | 2,489 | $239.4K | 0.12% | +103+4.3% | Added |
| Strategic Investment Solutions, Inc. | 2,488 | $239.4K | 0.07% | +12+0.5% | Added |
| waypoint wealth counsel | 2,487 | $239.2K | 0.16% | −107−4.1% | Reduced |
| Jacobsen Capital Management | 2,480 | $238.6K | 0.10% | +159+6.9% | Added |
| Heartwood Wealth Advisors LLC | 2,474 | $238.0K | 0.03% | −389−13.6% | Reduced |
| Hill Island Financial LLC | 2,473 | $237.9K | 0.07% | −1,096−30.7% | Reduced |
| Allen Capital Group, LLC | 2,458 | $236.5K | 0.03% | +127+5.4% | Added |
| Fortis Capital Advisors, LLC | 2,456 | $236.2K | 0.08% | −23−0.9% | Reduced |
| West Oak Capital, LLC | 2,450 | $235.7K | 0.04% | −96−3.8% | Reduced |
| Fortitude Family Office, LLC | 2,449 | $235.6K | 0.09% | −916−27.2% | Reduced |
| Emprise Bank | 2,448 | $235.5K | 0.14% | −1,920−44.0% | Reduced |
| Miramar Capital, LLC | 2,447 | $235.4K | 0.05% | −50−2.0% | Reduced |
| Phraction Management LLC | 2,447 | $235.4K | 0.08% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 2,446 | $235.0K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,434 | $234.1K | 0.08% | +152+6.7% | Added |
| Investmark Advisory Group LLC | 2,433 | $234.1K | 0.11% | −217−8.2% | Reduced |
| Platte River Wealth Advisors, LLC | 2,433 | $234.0K | 0.06% | −150−5.8% | Reduced |
| C2C Wealth Management, LLC | 2,432 | $234.0K | 0.22% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,429 | $233.6K | 0.05% | +9+0.4% | Added |
| Foguth Wealth Management, LLC. | 2,522 | $233.3K | 0.08% | +13+0.5% | Added |
| Ade, LLC | 2,423 | $233.0K | 0.14% | −86−3.4% | Reduced |
| Gould Asset Management LLC | 2,420 | $232.8K | 0.05% | −100−4.0% | Reduced |
| Trustmark National Bank Trust Department | 2,418 | $232.6K | 0.02% | −1,872−43.6% | Reduced |
| First Citizens Financial Corp | 2,417 | $232.5K | 0.12% | −13−0.5% | Reduced |
| Darden Wealth Group Inc | 2,413 | $232.1K | 0.17% | +2,413 | New |
| Centerpoint Advisors, LLC | 2,415 | $232.0K | 0.08% | −10−0.4% | Reduced |
| Legacy Financial Group, Inc. | 2,410 | $231.8K | 0.08% | +53+2.2% | Added |
| Sageworth Trust Co | 2,410 | $231.8K | 0.01% | +2,410 | New |
| Maxi Investments CY Ltd | 2,400 | $231.0K | 0.06% | −8,700−78.4% | Reduced |
| WJ Wealth Management, LLC | 2,400 | $230.9K | 0.08% | −300−11.1% | Reduced |
| Mad River Investors | 2,400 | $230.9K | 0.13% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,400 | $230.9K | 0.02% | +120+5.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,399 | $230.8K | 0.11% | +31+1.3% | Added |
| Bogart Wealth, LLC | 2,398 | $230.7K | 0.01% | +253+11.8% | Added |
| Creative Financial Designs Inc | 2,386 | $229.5K | 0.02% | −665−21.8% | Reduced |
| CFM Wealth Partners LLC | 2,385 | $229.4K | 0.04% | −1,245−34.3% | Reduced |
| Smith, Salley & Associates | 2,384 | $229.4K | 0.01% | +2,384 | New |
| SPC Financial, Inc. | 2,381 | $229.0K | 0.02% | −78−3.2% | Reduced |
| Seamount Financial Group Inc | 2,380 | $228.9K | 0.17% | 00.0% | Unchanged |
| RDA Financial Network | 2,379 | $228.9K | 0.07% | −62−2.5% | Reduced |
| Balentine LLC | 2,375 | $228.5K | 0.01% | +2,375 | New |
| Turtle Creek Wealth Advisors, LLC | 2,374 | $228.4K | 0.05% | −92−3.7% | Reduced |
| Avaii Wealth Management, LLC | 2,366 | $227.6K | 0.11% | −142−5.7% | Reduced |
| Truepoint, Inc. | 2,366 | $227.5K | 0.01% | +83+3.6% | Added |
| Hilltop Wealth Advisors, LLC | 2,365 | $227.5K | 0.11% | +10+0.4% | Added |
| Gries Financial LLC | 2,363 | $227.3K | 0.04% | −489−17.1% | Reduced |
| Executive Wealth Management, LLC | 2,359 | $226.9K | 0.02% | +2,359 | New |
| Ables, Iannone, Moore & Associates, Inc. | 2,357 | $226.7K | 0.15% | −821−25.8% | Reduced |
| Ironwood Investment Management LLC | 2,357 | $226.7K | 0.11% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,422 | $226.7K | 0.02% | +39+1.6% | Added |
| Correct Capital Wealth Management | 2,355 | $226.5K | 0.05% | −350−12.9% | Reduced |
| SJS Investment Consulting Inc. | 2,354 | $226.5K | 0.04% | +76+3.3% | Added |
| Hofer & Associates. Inc | 2,354 | $226.4K | 0.16% | −469−16.6% | Reduced |
| New Insight Wealth Advisors | 2,351 | $226.2K | 0.12% | −47−2.0% | Reduced |
| Fairhaven Wealth Management, LLC | 2,350 | $226.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,345 | $225.6K | 0.13% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 2,341 | $225.2K | 0.06% | −373−13.7% | Reduced |
| Francis Financial, Inc. | 2,340 | $225.1K | 0.06% | +22+0.9% | Added |
| Meadow Creek Wealth Advisors LLC | 2,329 | $224.0K | 0.18% | +2,329 | New |
| Alliance Wealth Management Group | 2,327 | $223.8K | 0.06% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,325 | $223.7K | 0.12% | −103−4.2% | Reduced |
| Cascades Capital Asset Management, LLC | 2,317 | $222.9K | 0.12% | +2,317 | New |
| Conway Capital Management, Inc. | 2,316 | $222.8K | 0.11% | −1,103−32.3% | Reduced |
| Tranquilli Financial Advisor LLC | 2,313 | $222.5K | 0.14% | −20−0.9% | Reduced |
| Affinity Capital Advisors, LLC | 2,308 | $222.0K | 0.04% | −17−0.7% | Reduced |
| Bullock Wealth Management Group | 2,354 | $221.4K | 0.13% | +140+6.3% | Added |
| Cyrus J. Lawrence, LLC | 2,300 | $221.0K | 0.04% | −300−11.5% | Reduced |
| Maltin Wealth Management, Inc. | 2,294 | $220.7K | 0.11% | +27+1.2% | Added |
| Ami Asset Management Corp | 2,294 | $220.7K | 0.01% | +2,294 | New |
| Willner & Heller, LLC | 2,293 | $220.6K | 0.20% | −3,000−56.7% | Reduced |
| Wellspring Financial Advisors, LLC | 2,291 | $220.4K | 0.03% | −1,901−45.3% | Reduced |
| InTrack Investment Management Inc | 2,287 | $220.0K | 0.16% | −50−2.1% | Reduced |
| Morling Financial Advisors, LLC | 2,286 | $219.9K | 0.08% | −20−0.9% | Reduced |
| Redmont Wealth Advisors LLC | 2,284 | $219.7K | 0.34% | 00.0% | Unchanged |
| Centennial Bank | 2,283 | $219.6K | 0.10% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 2,282 | $219.5K | 0.02% | +91+4.2% | Added |
| Alterna Wealth Management, Inc | 2,275 | $218.8K | 0.20% | +230+11.2% | Added |
| WealthCare Investment Partners, LLC | 2,363 | $218.3K | 0.10% | −291−11.0% | Reduced |
| Mirador Capital Partners LP | 2,268 | $218.2K | 0.04% | −2,941−56.5% | Reduced |