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; 2,948 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
- 2,941
- −62 vs. Q2 2024
- Shares held
- 1.24B
- +129.4M (+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
- 1,447 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 167,198 | $16.1M | 0.90% | +1,953+1.2% | Added |
| Ieq Capital, LLC | 166,418 | $16.0M | 0.20% | −12,657−7.1% | Reduced |
| Grimes & Company, Inc. | 164,540 | $15.8M | 0.43% | −1,780−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 164,111 | $15.8M | 0.41% | −2,121−1.3% | Reduced |
| Pinnacle Associates Ltd | 172,796 | $15.6M | 0.27% | −921−0.5% | Reduced |
| Clifford Capital Partners LLC | 160,035 | $15.4M | 3.07% | −5,499−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 158,215 | $15.2M | 0.47% | +1,262+0.8% | Added |
| Ally Financial Inc. | 158,000 | $15.2M | 1.84% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 157,000 | $15.1M | 2.57% | +38,000+31.9% | Added |
| Clifford Swan Investment Counsel LLC | 156,883 | $15.1M | 0.53% | −7,335−4.5% | Reduced |
| Oregon Public Employees Retirement Fund | 155,244 | $14.9M | 0.28% | −1,340−0.9% | Reduced |
| CWM, LLC | 153,648 | $14.8M | 0.06% | −164,030−51.6% | Reduced |
| Taurus Asset Management, LLC | 153,249 | $14.7M | 1.43% | +6,354+4.3% | Added |
| Atria Wealth Solutions, Inc. | 151,941 | $14.6M | 0.16% | −16,520−9.8% | Reduced |
| Atria Investments LLC | 151,619 | $14.6M | 0.18% | +7,594+5.3% | Added |
| Kovitz Investment Group Partners, LLC | 177,495 | $14.5M | 0.10% | +29,297+19.8% | Added |
| Washington Trust Advisors, Inc. | 149,864 | $14.4M | 1.24% | −459−0.3% | Reduced |
| Rbo & Co LLC | 149,444 | $14.4M | 2.27% | +3,012+2.1% | Added |
| LMCG Investments, LLC | 147,353 | $14.2M | 0.85% | +23,116+18.6% | Added |
| Prudential PLC | 146,867 | $14.1M | 0.07% | +86+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 146,373 | $14.1M | 0.14% | −8,259−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 146,373 | $14.1M | 0.14% | +146,373 | New |
| Townsend & Associates, Inc | 146,164 | $14.1M | 1.44% | +5,458+3.9% | Added |
| Chilton Capital Management LLC | 145,825 | $14.0M | 0.58% | −1,050−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 144,885 | $13.9M | 0.16% | +7,138+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 146,332 | $13.9M | 0.12% | −7,754−5.0% | Reduced |
| Stock Yards Bank & Trust Co | 144,169 | $13.9M | 0.45% | −16,745−10.4% | Reduced |
| Gulf International Bank (UK) Ltd | 144,085 | $13.9M | 0.36% | −6,580−4.4% | Reduced |
| GTS Securities LLC | 143,456 | $13.8M | 0.28% | −100,434−41.2% | Reduced |
| Oppenheimer & Co Inc | 143,024 | $13.8M | 0.21% | −65,655−31.5% | Reduced |
| Rafferty Asset Management, LLC | 142,792 | $13.7M | 0.05% | −7,038−4.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 141,604 | $13.6M | 0.32% | +225+0.2% | Added |
| QRG Capital Management, Inc. | 141,539 | $13.6M | 0.15% | +376+0.3% | Added |
| Kempen Capital Management N.V. | 140,123 | $13.5M | 0.14% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 139,440 | $13.4M | 0.03% | −60,800−30.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 139,424 | $13.4M | 2.27% | +2,731+2.0% | Added |
| Huntington National Bank | 139,332 | $13.4M | 0.10% | −79,835−36.4% | Reduced |
| Stonebridge Capital Advisors LLC | 138,060 | $13.3M | 1.08% | +3,486+2.6% | Added |
| Ci Investments Inc. | 136,524 | $13.1M | 0.05% | −48,544−26.2% | Reduced |
| Readystate Asset Management LP | 134,690 | $13.0M | 0.67% | −22,349−14.2% | Reduced |
| Pacer Advisors, Inc. | 134,529 | $12.9M | 0.03% | +4,842+3.7% | Added |
| Country Club Bank | 134,004 | $12.9M | 0.86% | −3,456−2.5% | Reduced |
| JustInvest LLC | 133,595 | $12.9M | 0.21% | −5,407−3.9% | Reduced |
| Kimelman & Baird, LLC | 133,299 | $12.8M | 1.02% | −4,697−3.4% | Reduced |
| Banco Santander, S.A. | 132,926 | $12.8M | 0.15% | −45,636−25.6% | Reduced |
| Terril Brothers, Inc. | 132,712 | $12.8M | 4.23% | +510.0% | Added |
| Prime Capital Investment Advisors, LLC | 132,447 | $12.7M | 0.18% | −24,211−15.5% | Reduced |
| Bragg Financial Advisors, Inc | 131,753 | $12.7M | 0.52% | +5,170+4.1% | Added |
| Fiduciary Trust Co | 130,841 | $12.6M | 0.18% | +148+0.1% | Added |
| Factory Mutual Insurance Co | 130,606 | $12.6M | 0.13% | −169,300−56.5% | Reduced |
| Osborne Partners Capital Management, LLC | 129,495 | $12.5M | 0.71% | +1,256+1.0% | Added |
| GAM Holding AG | 129,278 | $12.4M | 0.99% | +302+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 129,042 | $12.4M | 0.69% | +1,559+1.2% | Added |
| Brookstone Capital Management | 127,544 | $12.3M | 0.18% | +11,864+10.3% | Added |
| Silvercrest Asset Management Group LLC | 127,457 | $12.3M | 0.08% | −2,105−1.6% | Reduced |
| Washington Trust Bank | 127,232 | $12.2M | 1.17% | +3,106+2.5% | Added |
| Andra AP-fonden | 127,200 | $12.2M | 0.18% | +99,700+362.5% | Added |
| Beese Fulmer Investment Management, Inc. | 126,590 | $12.2M | 1.05% | −1,579−1.2% | Reduced |
| Kentucky Retirement Systems | 126,344 | $12.2M | 0.36% | −11,034−8.0% | Reduced |
| Apriem Advisors | 126,215 | $12.1M | 1.42% | −2,981−2.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 126,015 | $12.1M | 0.31% | +23,386+22.8% | Added |
| Flputnam Investment Management Co | 125,652 | $12.1M | 0.22% | −1,330−1.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 124,845 | $12.0M | 0.96% | +6,155+5.2% | Added |
| Washington Trust Co | 123,841 | $11.9M | 0.42% | +1,634+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 123,159 | $11.8M | 0.55% | −6,549−5.0% | Reduced |
| Lee Danner & Bass Inc | 122,704 | $11.8M | 0.83% | +2,593+2.2% | Added |
| Raymond James Trust N.A. | 122,616 | $11.8M | 0.26% | −3,767−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 122,431 | $11.8M | 0.08% | +4,804+4.1% | Added |
| Van Hulzen Asset Management, LLC | 122,035 | $11.7M | 0.85% | −25,003−17.0% | Reduced |
| Lathrop Investment Management Corp | 121,786 | $11.7M | 2.18% | −4,157−3.3% | Reduced |
| North Star Asset Management Inc | 119,903 | $11.5M | 0.52% | +4,443+3.8% | Added |
| Stratos Wealth Partners, LTD. | 119,074 | $11.5M | 0.17% | +8,198+7.4% | Added |
| Quantinno Capital Management LP | 119,027 | $11.4M | 0.15% | +35,133+41.9% | Added |
| Mizuho Securities USA LLC | 117,601 | $11.3M | 0.24% | −22,959−16.3% | Reduced |
| MAI Capital Management | 117,257 | $11.3M | 0.11% | −15,142−11.4% | Reduced |
| First Long Island Investors, LLC | 116,684 | $11.2M | 0.88% | +45,579+64.1% | Added |
| Jacobs & Co | 115,921 | $11.2M | 1.11% | +5,604+5.1% | Added |
| Eisler Capital (US) LLC | 115,480 | $11.1M | 2.05% | +83,399+260.0% | Added |
| Regions Financial Corp | 114,907 | $11.1M | 0.08% | −60,901−34.6% | Reduced |
| Massmutual Trust Co FSB | 114,448 | $11.0M | 0.31% | −3,300−2.8% | Reduced |
| Evergreen Capital Management LLC | 114,402 | $11.0M | 0.37% | +2,643+2.4% | Added |
| Hartford Investment Management Co | 114,094 | $11.0M | 0.36% | −2,689−2.3% | Reduced |
| RPG Investment Advisory, LLC | 114,088 | $11.0M | 1.57% | +3,545+3.2% | Added |
| Addenda Capital Inc. | 113,414 | $10.9M | 0.39% | −30,812−21.4% | Reduced |
| Kingsview Wealth Management, LLC | 113,030 | $10.9M | 0.23% | +13,829+13.9% | Added |
| Managed Asset Portfolios, LLC | 111,571 | $10.7M | 1.52% | +48,836+77.8% | Added |
| Sandy Spring Bank | 110,841 | $10.7M | 0.44% | −7,765−6.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 110,785 | $10.7M | 0.71% | −17,300−13.5% | Reduced |
| QV Investors Inc. | 110,570 | $10.6M | 0.94% | +280+0.3% | Added |
| Equitable Holdings, Inc. | 110,149 | $10.6M | 0.10% | +6,113+5.9% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 110,000 | $10.6M | 8.15% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 109,697 | $10.6M | 0.11% | +53,796+96.2% | Added |
| Bradley Foster & Sargent Inc | 109,236 | $10.5M | 0.18% | −17,096−13.5% | Reduced |
| Appleton Partners Inc | 109,056 | $10.5M | 0.77% | −3,082−2.7% | Reduced |
| Hosking Partners LLP | 108,478 | $10.4M | 0.40% | −5,266−4.6% | Reduced |
| Bulltick Wealth Management, LLC | 108,433 | $10.4M | 2.59% | +9,822+10.0% | Added |
| Toroso Investments, LLC | 108,110 | $10.4M | 0.11% | +14,472+15.5% | Added |
| Tokio Marine Asset Management Co Ltd | 108,083 | $10.4M | 0.46% | +2,317+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 107,880 | $10.4M | 0.02% | +4,878+4.7% | Added |
| Azimuth Capital Investment Management LLC | 106,949 | $10.3M | 0.40% | +75+0.1% | Added |