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 |
|---|---|---|---|---|---|
| NCP Inc. | 571 | $54.9K | 0.03% | +2+0.4% | Added |
| WFA of San Diego, LLC | 568 | $54.7K | 0.05% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 557 | $53.6K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 554 | $53.3K | 0.04% | +2+0.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 551 | $53.0K | 0.03% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 536 | $51.6K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 528 | $50.8K | 0.02% | +528 | New |
| First PREMIER Bank | 517 | $50.0K | 0.01% | +256+98.1% | Added |
| Red Tortoise LLC | 517 | $49.7K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 512 | $49.2K | 0.03% | −4−0.8% | Reduced |
| GoalVest Advisory LLC | 507 | $48.8K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 500 | $48.1K | 0.01% | −1,800−78.3% | Reduced |
| Covestor Ltd | 504 | $48.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 494 | $47.5K | 0.02% | −29,026−98.3% | Reduced |
| Syntax Research, Inc. | 476 | $45.8K | 0.03% | +1+0.2% | Added |
| ZynergyRetirementPlanningLLC | 473 | $45.5K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 470 | $45.2K | 0.03% | −1−0.2% | Reduced |
| Painted Porch Advisors LLC | 469 | $45.1K | 0.02% | +136+40.8% | Added |
| Spectrum Wealth Counsel, LLC | 447 | $43.0K | 0.01% | −1,316−74.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 447 | $43.0K | 0.01% | +1+0.2% | Added |
| Clear Point Advisors Inc. | 446 | $42.9K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 444 | $42.7K | 0.01% | +1+0.2% | Added |
| Carolina Wealth Advisors, LLC | 440 | $42.3K | 0.02% | +72+19.6% | Added |
| Coston, McIsaac & Partners | 423 | $40.0K | 0.01% | −25−5.6% | Reduced |
| Security National Bank | 400 | $38.5K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 398 | $38.3K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 384 | $36.9K | 0.02% | −120−23.8% | Reduced |
| Tributary Capital Management, LLC | 376 | $36.2K | 0.00% | −100−21.0% | Reduced |
| IMA Wealth, Inc. | 376 | $36.2K | 0.01% | +376 | New |
| Bell Investment Advisors, Inc | 374 | $36.0K | 0.01% | −617−62.3% | Reduced |
| Pacifica Partners Inc. | 342 | $32.9K | 0.01% | −200−36.9% | Reduced |
| Luken Investment Analytics, LLC | 335 | $32.2K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 330 | $31.7K | 0.00% | −2,940−89.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 328 | $31.6K | 0.00% | −271−45.2% | Reduced |
| Hallmark Capital Management Inc | 325 | $31.3K | 0.00% | −521−61.6% | Reduced |
| William B. Walkup & Associates, Inc. | 321 | $30.9K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 320 | $30.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 317 | $30.5K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 308 | $29.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 301 | $29.0K | 0.00% | +19+6.7% | Added |
| Contravisory Investment Management, Inc. | 300 | $28.9K | 0.01% | −4,859−94.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 300 | $28.9K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 295 | $28.4K | 0.01% | −14−4.5% | Reduced |
| Cedar Mountain Advisors, LLC | 289 | $27.8K | 0.01% | +1+0.3% | Added |
| Stephenson National Bank & Trust | 280 | $26.9K | 0.01% | +144+105.9% | Added |
| ESL Trust Services, LLC | 271 | $26.1K | 0.01% | −36−11.7% | Reduced |
| EnRich Financial Partners LLC | 258 | $24.9K | 0.01% | +7+2.8% | Added |
| Anfield Capital Management, LLC | 255 | $24.5K | 0.01% | +87+51.8% | Added |
| MB, Levis & Associates, LLC | 251 | $24.2K | 0.01% | −43−14.6% | Reduced |
| REAP Financial Group, LLC | 250 | $24.0K | 0.01% | +200+400.0% | Added |
| Atlantic Private Wealth, LLC | 250 | $24.0K | 0.02% | +250 | New |
| CKW Financial Group | 260 | $24.0K | 0.00% | −635−70.9% | Reduced |
| Strengthening Families & Communities, LLC | 241 | $23.2K | 0.01% | −34−12.4% | Reduced |
| Gould Capital, LLC | 230 | $22.1K | 0.01% | −32−12.2% | Reduced |
| Bull Oak Capital, LLC | 230 | $22.1K | 0.01% | +230 | New |
| Nordwand Advisors, LLC | 209 | $20.1K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 206 | $19.8K | 0.01% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 201 | $19.3K | 0.01% | +201 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 200 | $19.2K | 0.01% | +200 | New |
| Caitlin John, LLC | 183 | $18.8K | 0.01% | −688−79.0% | Reduced |
| Fairscale Capital, LLC | 185 | $17.8K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 175 | $16.9K | 0.02% | −364−67.5% | Reduced |
| USA Financial Portformulas Corp | 174 | $16.7K | 0.00% | −108−38.3% | Reduced |
| SWAN Capital LLC | 166 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 164 | $15.8K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 156 | $15.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 152 | $14.7K | 0.01% | −41−21.2% | Reduced |
| New Millennium Group LLC | 150 | $14.4K | 0.01% | +30+25.0% | Added |
| Avondale Wealth Management | 146 | $14.0K | 0.01% | −170−53.8% | Reduced |
| FNY Investment Advisers, LLC | 148 | $14.0K | 0.01% | −7,785−98.1% | Reduced |
| Penserra Capital Management LLC | 147 | $14.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 157 | $14.0K | 0.01% | +57+57.0% | Added |
| Ruedi Wealth Management, Inc. | 140 | $13.5K | 0.00% | −38−21.3% | Reduced |
| Cypress Capital Management LLC (WY) | 137 | $13.2K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 134 | $12.9K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 133 | $12.8K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 128 | $12.3K | 0.01% | +53+70.7% | Added |
| 4Thought Financial Group Inc. | 124 | $11.9K | 0.01% | 00.0% | Unchanged |
| Summer Road LLC | 124 | $11.5K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 110 | $11.0K | 0.00% | +110 | New |
| Peterson Financial Group, Inc. | 112 | $10.8K | 0.04% | +112 | New |
| Stuart Chaussee & Associates, Inc. | 111 | $10.7K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 111 | $10.7K | 0.00% | +1+0.9% | Added |
| Stone House Investment Management, LLC | 110 | $10.5K | 0.00% | −337−75.4% | Reduced |
| WFA Asset Management Corp | 107 | $10.3K | 0.01% | −59−35.5% | Reduced |
| Insight Financial Services | 102 | $9.81K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $9.63K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $9.62K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $9.00K | 0.00% | −175−63.6% | Reduced |
| Aspect Partners, LLC | 90 | $8.66K | 0.00% | −17−15.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 87 | $8.37K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 86 | $8.27K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 85 | $8.18K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 81 | $7.79K | 0.00% | −4−4.7% | Reduced |
| Kessler Investment Group, LLC | 73 | $7.04K | 0.00% | −54−42.5% | Reduced |
| Bollard Group LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 70 | $6.73K | 0.00% | +70 | New |
| Solstein Capital, LLC | 68 | $6.54K | 0.00% | −39−36.4% | Reduced |
| Breakwater Investment Management | 66 | $6.35K | 0.00% | −50−43.1% | Reduced |
| Atlas Capital Advisors LLC | 63 | $6.06K | 0.00% | −11,500−99.5% | Reduced |