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 |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 106,916 | $10.3M | 1.12% | +3,438+3.3% | Added |
| Iyo Bank, Ltd. | 106,748 | $10.3M | 3.64% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 105,932 | $10.2M | 0.21% | −37,458−26.1% | Reduced |
| Modera Wealth Management, LLC | 105,663 | $10.2M | 0.13% | +2,657+2.6% | Added |
| Metis Global Partners, LLC | 105,639 | $10.2M | 0.32% | +2,165+2.1% | Added |
| Peak Asset Management, LLC | 105,064 | $10.1M | 1.90% | −5,272−4.8% | Reduced |
| Fiduciary Group LLC | 105,033 | $10.1M | 1.02% | −1,621−1.5% | Reduced |
| Stephens Inc | 104,499 | $10.1M | 0.14% | −1,939−1.8% | Reduced |
| FineMark National Bank & Trust | 104,380 | $10.0M | 0.35% | −4,033−3.7% | Reduced |
| Rakuten Investment Management, Inc. | 103,239 | $9.91M | 0.06% | +25,325+32.5% | Added |
| Louisiana State Employees Retirement System | 102,100 | $9.82M | 0.18% | −1,000−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 101,539 | $9.77M | 0.41% | −2,032−2.0% | Reduced |
| Blackhill Capital Inc | 101,500 | $9.76M | 0.56% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 101,322 | $9.75M | 0.36% | −14,517−12.5% | Reduced |
| GWM Advisors LLC | 101,315 | $9.75M | 0.06% | −5,968−5.6% | Reduced |
| Fisher Asset Management, LLC | 101,244 | $9.74M | 0.00% | −7,833,805−98.7% | Reduced |
| MSA Advisors, LLC | 101,170 | $9.73M | 2.51% | +10,930+12.1% | Added |
| Lawson Kroeker Investment Management Inc | 101,043 | $9.72M | 1.77% | −260.0% | Reduced |
| KLCM Advisors, Inc. | 100,988 | $9.71M | 1.15% | +5,290+5.5% | Added |
| Nomura Holdings Inc | 100,685 | $9.68M | 0.07% | −96,052−48.8% | Reduced |
| DRH Investments, Inc. | 99,606 | $9.67M | 10.14% | −254−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 100,470 | $9.66M | 0.26% | −48,518−32.6% | Reduced |
| Securian Asset Management, Inc | 100,306 | $9.65M | 0.28% | −4,520−4.3% | Reduced |
| Private Wealth Partners, LLC | 100,259 | $9.64M | 0.77% | +9,604+10.6% | Added |
| Matthew Goff Investment Advisor, LLC | 100,155 | $9.63M | 1.83% | −652−0.6% | Reduced |
| Congress Wealth Management LLC | 100,034 | $9.62M | 0.13% | +38,247+61.9% | Added |
| Capitolis Liquid Global Markets LLC | 100,000 | $9.62M | 0.10% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 99,812 | $9.60M | 2.29% | +40,235+67.5% | Added |
| Exchange Traded Concepts, LLC | 99,633 | $9.58M | 0.23% | −3,702−3.6% | Reduced |
| CCM Investment Advisers LLC | 98,693 | $9.49M | 1.06% | +2,192+2.3% | Added |
| Albion Financial Group | 97,355 | $9.36M | 0.65% | +4,143+4.4% | Added |
| Bailard, Inc. | 97,106 | $9.34M | 0.24% | −1,099−1.1% | Reduced |
| Easterly Investment Partners LLC | 96,321 | $9.27M | 0.74% | −10,684−10.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 96,070 | $9.24M | 0.10% | −2,547−2.6% | Reduced |
| Barlow Wealth Partners, Inc. | 99,814 | $9.22M | 1.21% | +157+0.2% | Added |
| Northeast Financial Consultants Inc | 95,721 | $9.21M | 0.40% | +90.0% | Added |
| Steward Partners Investment Advisory, LLC | 95,240 | $9.16M | 0.08% | −2,021−2.1% | Reduced |
| Baader Bank INC | 95,298 | $9.14M | 0.77% | +606+0.6% | Added |
| Wealthfront Advisers LLC | 94,999 | $9.14M | 0.03% | −8,184−7.9% | Reduced |
| Cabot Wealth Management Inc | 94,350 | $9.08M | 1.13% | +1,792+1.9% | Added |
| Shelton Capital Management | 93,835 | $9.03M | 0.23% | −402−0.4% | Reduced |
| Arvest Bank Trust Division | 93,752 | $9.02M | 0.52% | +93,752 | New |
| Trillium Asset Management, LLC | 93,654 | $9.01M | 0.22% | −3,654−3.8% | Reduced |
| Lincoln Capital LLC | 93,247 | $8.97M | 1.90% | −4,138−4.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 92,938 | $8.94M | 0.94% | +44,535+92.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 92,483 | $8.90M | 2.68% | −683−0.7% | Reduced |
| WoodTrust Financial Corp | 92,261 | $8.88M | 1.26% | +8,947+10.7% | Added |
| Phoenix Holdings Ltd. | 92,115 | $8.86M | 0.13% | +8,955+10.8% | Added |
| John G Ullman & Associates Inc | 92,089 | $8.86M | 1.27% | +3,800+4.3% | Added |
| Marble Harbor Investment Counsel, LLC | 92,073 | $8.86M | 0.97% | +2,020+2.2% | Added |
| Northwest & Ethical Investments L.P. | 91,920 | $8.84M | 0.23% | +12,506+15.7% | Added |
| First National Bank of Omaha | 91,914 | $8.84M | 0.56% | −1,396−1.5% | Reduced |
| Dakota Wealth Management | 90,970 | $8.75M | 0.20% | −33,107−26.7% | Reduced |
| Empowered Funds, LLC | 90,960 | $8.75M | 0.14% | +6,507+7.7% | Added |
| Parkside Investments, LLC | 90,930 | $8.75M | 1.32% | +1,383+1.5% | Added |
| MBB Public Markets I LLC | 90,710 | $8.73M | 0.74% | −149,871−62.3% | Reduced |
| Connors Investor Services Inc | 90,640 | $8.70M | 0.84% | −222−0.2% | Reduced |
| New Mexico Educational Retirement Board | 89,155 | $8.58M | 0.29% | −3,000−3.3% | Reduced |
| Griffin Asset Management, Inc. | 88,291 | $8.49M | 0.95% | −8,990−9.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 87,667 | $8.43M | 1.69% | +8,236+10.4% | Added |
| Cornerstone Advisors, LLC | 87,600 | $8.43M | 0.33% | +7,900+9.9% | Added |
| Swiss Life Asset Management Ltd | 87,683 | $8.43M | 0.10% | −18,814−17.7% | Reduced |
| Colonial Trust Advisors | 87,350 | $8.40M | 0.73% | −2,400−2.7% | Reduced |
| Berkshire Asset Management LLC | 84,601 | $8.40M | 0.43% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 86,901 | $8.36M | 1.45% | −1,739−2.0% | Reduced |
| DCM Advisors, LLC | 86,823 | $8.35M | 4.21% | +2,138+2.5% | Added |
| Perigon Wealth Management, LLC | 86,675 | $8.34M | 0.22% | +586+0.7% | Added |
| Close Asset Management Ltd | 86,589 | $8.33M | 0.26% | +5,447+6.7% | Added |
| Blume Capital Management, Inc. | 86,549 | $8.33M | 1.88% | +1,889+2.2% | Added |
| Venture Visionary Partners LLC | 86,237 | $8.29M | 0.36% | +2,874+3.4% | Added |
| CSM Advisors, LLC | 85,967 | $8.27M | 0.54% | −1,515−1.7% | Reduced |
| NEOS Investment Management LLC | 85,846 | $8.26M | 0.25% | +17,864+26.3% | Added |
| Boston Family Office LLC | 85,830 | $8.26M | 0.56% | −2,024−2.3% | Reduced |
| Engineers Gate Manager LP | 85,611 | $8.23M | 0.16% | +33,347+63.8% | Added |
| Van Cleef Asset Management,Inc | 85,540 | $8.23M | 0.91% | −12,195−12.5% | Reduced |
| Polar Asset Management Partners Inc. | 84,400 | $8.12M | 0.19% | +84,400 | New |
| Round Hill Asset Management | 84,210 | $8.10M | 5.36% | −650−0.8% | Reduced |
| Foundry Partners, LLC | 84,072 | $8.09M | 0.40% | −423−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 83,908 | $8.07M | 0.14% | −32,637−28.0% | Reduced |
| Sonora Investment Management Group, LLC | 83,839 | $8.06M | 0.60% | +7,833+10.3% | Added |
| Parallel Advisors, LLC | 83,819 | $8.06M | 0.19% | −17,579−17.3% | Reduced |
| Bleakley Financial Group, LLC | 83,724 | $8.05M | 0.25% | −27,180−24.5% | Reduced |
| Motco | 83,522 | $8.03M | 0.80% | −5,046−5.7% | Reduced |
| RSM US Wealth Management LLC | 85,412 | $8.03M | 0.12% | +3,789+4.6% | Added |
| Mutual Advisors, LLC | 83,951 | $8.01M | 0.23% | +2,188+2.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 83,152 | $8.00M | 0.79% | +936+1.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 83,033 | $7.99M | 1.91% | +2,094+2.6% | Added |
| Tiaa Trust, National Association | 82,301 | $7.92M | 0.02% | −8,363−9.2% | Reduced |
| Woodstock Corp | 82,208 | $7.91M | 0.76% | −3,043−3.6% | Reduced |
| Choate Investment Advisors | 82,093 | $7.90M | 0.20% | +5,404+7.0% | Added |
| Meiji Yasuda Life Insurance Co | 81,874 | $7.88M | 0.15% | +2,788+3.5% | Added |
| First Trust Advisors LP | 81,460 | $7.84M | 0.01% | −31,871−28.1% | Reduced |
| Brown Shipley& Co Ltd | 81,410 | $7.83M | 3.85% | −4,563−5.3% | Reduced |
| SpiderRock Advisors, LLC | 81,222 | $7.81M | 0.17% | +6,377+8.5% | Added |
| Journey Strategic Wealth LLC | 80,611 | $7.75M | 0.28% | +1,955+2.5% | Added |
| AE Wealth Management LLC | 80,473 | $7.74M | 0.07% | −158,487−66.3% | Reduced |
| Associated Banc-Corp | 80,459 | $7.74M | 0.23% | −3,432−4.1% | Reduced |
| Bryn Mawr Trust Co | 80,278 | $7.72M | 0.14% | +11,568+16.8% | Added |
| Integrated Wealth Concepts LLC | 80,258 | $7.72M | 0.09% | −3,283−3.9% | Reduced |
| River & Mercantile Asset Management LLP | 80,192 | $7.71M | 1.66% | −11,614−12.7% | Reduced |