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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 2,261 | $217.5K | 0.16% | +205+10.0% | Added |
| Austin Wealth Management, LLC | 2,321 | $217.3K | 0.05% | −7−0.3% | Reduced |
| Triton Wealth Management, PLLC | 2,303 | $216.9K | 0.12% | −50−2.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,252 | $216.6K | 0.03% | +10+0.4% | Added |
| Traveka Wealth, LLC | 2,251 | $216.6K | 0.11% | −124−5.2% | Reduced |
| S.A. Mason LLC | 2,251 | $216.5K | 0.11% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 2,246 | $216.0K | 0.09% | −331−12.8% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,244 | $215.9K | 0.07% | +2,244 | New |
| Investment Advisory Group, LLC | 2,240 | $215.5K | 0.07% | +9+0.4% | Added |
| Patron Partners Advisors, LLC | 2,238 | $215.2K | 0.12% | +2,238 | New |
| Navalign, LLC | 2,237 | $215.2K | 0.06% | +2,237 | New |
| Advance Capital Management, Inc. | 2,237 | $215.2K | 0.01% | −48−2.1% | Reduced |
| Ignite Planners, LLC | 2,236 | $215.1K | 0.05% | −215−8.8% | Reduced |
| Lesa Sroufe & Co | 2,231 | $215.0K | 0.20% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,232 | $214.7K | 0.14% | −216−8.8% | Reduced |
| Aspire Capital Advisors LLC | 2,229 | $214.4K | 0.06% | −33−1.5% | Reduced |
| Florida Financial Advisors, LLC | 2,262 | $213.2K | 0.11% | +2,262 | New |
| Karpus Management, Inc. | 2,215 | $213.1K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,214 | $213.0K | 0.06% | +27+1.2% | Added |
| Kesler, Norman & Wride, LLC | 2,210 | $212.5K | 0.04% | −281−11.3% | Reduced |
| Paragon Financial Partners, Inc. | 2,209 | $212.5K | 0.16% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,254 | $212.4K | 0.06% | −345−13.3% | Reduced |
| Long Run Wealth Advisors, LLC | 2,204 | $212.0K | 0.05% | −100−4.3% | Reduced |
| Royal Fund Management, LLC | 2,202 | $211.9K | 0.01% | −71−3.1% | Reduced |
| Montis Financial, LLC | 2,200 | $211.6K | 0.08% | −203−8.4% | Reduced |
| FMA Wealth Management, LLC | 2,200 | $211.6K | 0.15% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,199 | $211.5K | 0.06% | +25+1.1% | Added |
| Advisor Resource Council | 2,199 | $211.5K | 0.10% | +2,199 | New |
| New Republic Capital, LLC | 2,195 | $211.2K | 0.12% | −250−10.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,195 | $211.1K | 0.07% | 00.0% | Unchanged |
| PVG Asset Management Corp | 2,194 | $211.0K | 0.85% | +2,194 | New |
| Adamsbrown Wealth Consultants LLC | 2,192 | $210.8K | 0.07% | −14−0.6% | Reduced |
| Bristol John W & Co Inc | 2,192 | $210.8K | 0.00% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 2,178 | $209.7K | 0.09% | −62−2.8% | Reduced |
| Evermay Wealth Management LLC | 2,177 | $209.4K | 0.03% | −1,742−44.5% | Reduced |
| Family Firm, Inc. | 2,174 | $209.1K | 0.05% | −283−11.5% | Reduced |
| Bank of New Hampshire | 2,172 | $208.9K | 0.05% | −56−2.5% | Reduced |
| SWMG, LLC | 2,030 | $208.5K | 0.09% | +2,030 | New |
| Monte Financial Group, LLC | 2,166 | $208.3K | 0.09% | +12+0.6% | Added |
| Michael B. Yongue | 2,162 | $208.0K | 0.17% | +2,162 | New |
| Ahl Investment Management, Inc. | 2,159 | $207.7K | 0.14% | 00.0% | Unchanged |
| Firestone Capital Management | 2,157 | $207.5K | 0.05% | +3+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 2,154 | $207.2K | 0.02% | −380−15.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,154 | $207.2K | 0.09% | −299−12.2% | Reduced |
| Capital City Trust Co | 2,152 | $207.0K | 0.05% | +2,152 | New |
| Indie Asset Partners, LLC | 2,149 | $206.7K | 0.15% | −35−1.6% | Reduced |
| Cannon Wealth Management Services, LLC | 2,146 | $206.4K | 0.19% | +2,146 | New |
| Flaharty Asset Management, LLC | 2,144 | $206.3K | 0.03% | −9−0.4% | Reduced |
| Cohen & Steers, Inc. | 2,140 | $206.0K | 0.00% | +41+2.0% | Added |
| NFP Retirement, Inc. | 2,141 | $205.9K | 0.02% | +112+5.5% | Added |
| Financial Council Asset Management Inc | 2,129 | $204.8K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,128 | $204.7K | 0.01% | −446−17.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,128 | $204.7K | 0.13% | +7+0.3% | Added |
| Betterment LLC | 2,120 | $204.0K | 0.00% | −115−5.1% | Reduced |
| Strategic Financial Concepts, LLC | 2,120 | $203.9K | 0.06% | −223,668−99.1% | Reduced |
| One Charles Private Wealth Services, LLC | 2,118 | $203.7K | 0.08% | −47−2.2% | Reduced |
| Sunflower Bank, N.A. | 2,116 | $203.5K | 0.06% | +2,116 | New |
| Signet Financial Management, LLC | 2,115 | $203.4K | 0.03% | +7+0.3% | Added |
| Monticello Wealth Management, LLC | 2,114 | $203.3K | 0.02% | 00.0% | Unchanged |
| Concentrum Wealth Management | 2,113 | $203.2K | 0.08% | +2,113 | New |
| Southland Equity Partners LLC | 2,110 | $203.0K | 0.05% | −82−3.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,100 | $202.0K | 0.11% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,100 | $202.0K | 0.07% | +2,100 | New |
| SGL Investment Advisors, Inc. | 1,848 | $201.7K | 0.10% | +1,848 | New |
| Templeton & Phillips Capital Management, LLC | 2,091 | $201.1K | 0.16% | −95−4.3% | Reduced |
| Yoder Wealth Management, Inc. | 2,091 | $201.1K | 0.12% | +19+0.9% | Added |
| Stephens Consulting, LLC | 2,086 | $200.6K | 0.05% | −54−2.5% | Reduced |
| Mystic Asset Management, Inc. | 2,080 | $200.1K | 0.08% | −380−15.4% | Reduced |
| Rakuten Securities, Inc. | 2,078 | $199.9K | 0.09% | −549−20.9% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $196.6K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,024 | $194.7K | 0.06% | +20+1.0% | Added |
| Pin Oak Investment Advisors Inc | 2,010 | $193.0K | 0.18% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,000 | $192.4K | 0.03% | +2,000 | New |
| Tortoise Investment Management, LLC | 1,980 | $190.5K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,968 | $189.3K | 0.06% | −178−8.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,951 | $187.7K | 0.10% | −40−2.0% | Reduced |
| Kozak & Associates, Inc. | 1,904 | $184.2K | 0.04% | −129−6.3% | Reduced |
| Alpine Bank Wealth Management | 1,907 | $183.4K | 0.03% | +1,907 | New |
| Raleigh Capital Management Inc. | 1,888 | $181.7K | 0.07% | −110−5.5% | Reduced |
| Horizon Bancorp Inc | 1,861 | $179.0K | 0.08% | +46+2.5% | Added |
| McIlrath & Eck, LLC | 1,856 | $178.5K | 0.02% | −103−5.3% | Reduced |
| Criterion Capital Advisors, LLC | 1,798 | $178.5K | 0.11% | 00.0% | Unchanged |
| ORG Partners LLC | 1,854 | $178.3K | 0.03% | −2,940−61.3% | Reduced |
| Rise Advisors, LLC | 1,853 | $178.2K | 0.09% | −289−13.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,849 | $177.9K | 0.03% | −8−0.4% | Reduced |
| Northwest Capital Management Inc | 1,830 | $176.0K | 0.06% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,825 | $175.6K | 0.05% | +1,825 | New |
| Capital Performance Advisors LLP | 1,789 | $172.1K | 0.05% | +1,789 | New |
| Atticus Wealth Management, LLC | 1,784 | $171.6K | 0.06% | −14−0.8% | Reduced |
| Beacon Capital Management, LLC | 1,780 | $171.2K | 0.02% | −84−4.5% | Reduced |
| Sit Investment Associates Inc | 1,775 | $171.0K | 0.00% | −155−8.0% | Reduced |
| Nkcfo LLC | 1,749 | $168.0K | 0.08% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,738 | $167.2K | 0.03% | +10+0.6% | Added |
| Hilltop National Bank | 1,723 | $165.7K | 0.05% | −20−1.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,713 | $164.8K | 0.02% | −117−6.4% | Reduced |
| Lipe & Dalton | 1,680 | $162.0K | 0.08% | −161−8.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,658 | $159.5K | 0.08% | −66−3.8% | Reduced |
| Truvestments Capital LLC | 1,645 | $158.2K | 0.04% | −483−22.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,629 | $156.7K | 0.06% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 1,629 | $156.7K | 0.06% | −1,101−40.3% | Reduced |