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 |
|---|---|---|---|---|---|
| RedJay Asset Management Inc. | 80,000 | $7.70M | 4.38% | +25,000+45.5% | Added |
| Trajan Wealth LLC | 79,654 | $7.66M | 0.45% | +41,371+108.1% | Added |
| Noesis Capital Mangement Corp | 79,392 | $7.64M | 1.52% | +970+1.2% | Added |
| Cullinan Associates Inc | 79,157 | $7.62M | 0.43% | −13,317−14.4% | Reduced |
| DuPont Capital Management Corp | 79,006 | $7.60M | 0.63% | 00.0% | Unchanged |
| Synovus Financial Corp | 78,401 | $7.54M | 0.09% | +249+0.3% | Added |
| Ironvine Capital Partners, LLC | 78,054 | $7.51M | 0.81% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 77,763 | $7.48M | 0.04% | +9,200+13.4% | Added |
| First Financial Bank - Trust Division | 77,421 | $7.45M | 0.68% | −3,406−4.2% | Reduced |
| Brinker Capital Investments, LLC | 77,288 | $7.43M | 0.07% | +1,456+1.9% | Added |
| Orion Portfolio Solutions, LLC | 77,288 | $7.43M | 0.07% | +1,456+1.9% | Added |
| Morningstar Investment Management LLC | 77,676 | $7.38M | 0.73% | +5,349+7.4% | Added |
| Sienna Gestion | 76,654 | $7.36M | 0.49% | +11,922+18.4% | Added |
| Payden & Rygel | 76,230 | $7.33M | 0.57% | +400+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 75,981 | $7.31M | 0.02% | +75,981 | New |
| Envestnet Portfolio Solutions, Inc. | 75,911 | $7.30M | 0.02% | +4,364+6.1% | Added |
| Bahl & Gaynor Inc | 75,861 | $7.30M | 0.04% | −4,551−5.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 75,700 | $7.28M | 2.15% | +75,700 | New |
| Mirae Asset Securities (USA) Inc. | 75,311 | $7.24M | 0.42% | +62,059+468.3% | Added |
| Procyon Private Wealth Partners, LLC | 75,288 | $7.24M | 0.50% | +74+0.1% | Added |
| Greystone Financial Group, LLC | 75,220 | $7.24M | 1.29% | +75,220 | New |
| E. Ohman J:or Asset Management AB | 75,120 | $7.23M | 0.18% | −4,100−5.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 74,953 | $7.21M | 1.13% | +80+0.1% | Added |
| Parthenon LLC | 74,805 | $7.20M | 0.86% | +52+0.1% | Added |
| Lazari Capital Management, Inc. | 74,765 | $7.19M | 3.08% | +8,033+12.0% | Added |
| Zuckerman Investment Group, LLC | 74,645 | $7.18M | 0.74% | +42,127+129.5% | Added |
| Wedbush Securities Inc | 74,529 | $7.17M | 0.27% | −11,495−13.4% | Reduced |
| LGT Group Foundation | 75,972 | $7.15M | 0.12% | −32,653−30.1% | Reduced |
| HighPoint Advisor Group LLC | 73,873 | $7.11M | 0.41% | −15,551−17.4% | Reduced |
| Edge Wealth Management LLC | 73,874 | $7.10M | 1.43% | −1,839−2.4% | Reduced |
| Advisory Services Network, LLC | 71,186 | $7.07M | 0.15% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 72,385 | $6.96M | 1.26% | −6,102−7.8% | Reduced |
| Telos Capital Management, Inc. | 72,105 | $6.94M | 0.73% | +2,128+3.0% | Added |
| Omers Administration Corp | 72,004 | $6.93M | 0.06% | −4,100−5.4% | Reduced |
| Winslow Asset Management Inc | 71,849 | $6.91M | 1.28% | +4,440+6.6% | Added |
| Valeo Financial Advisors, LLC | 102,129 | $6.91M | 0.20% | −4,062−3.8% | Reduced |
| Motley Fool Asset Management LLC | 73,082 | $6.87M | 0.41% | +2,247+3.2% | Added |
| NBT Bank N A | 70,322 | $6.76M | 0.46% | −4,788−6.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 70,294 | $6.76M | 0.36% | +10,897+18.3% | Added |
| Pacific Heights Asset Management LLC | 70,000 | $6.73M | 0.50% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 69,927 | $6.73M | 1.95% | +423+0.6% | Added |
| Kestra Private Wealth Services, LLC | 69,855 | $6.72M | 0.12% | −26,474−27.5% | Reduced |
| Sand Hill Global Advisors, LLC | 69,600 | $6.69M | 0.28% | +497+0.7% | Added |
| Live Oak Private Wealth LLC | 69,260 | $6.66M | 1.08% | −4,516−6.1% | Reduced |
| Haverford Trust Co | 69,117 | $6.65M | 0.06% | −310.0% | Reduced |
| Capital International Inc | 68,645 | $6.60M | 0.08% | +41,520+153.1% | Added |
| Vinva Investment Management Ltd | 68,413 | $6.57M | 0.28% | +14,169+26.1% | Added |
| LS Investment Advisors, LLC | 68,146 | $6.55M | 0.97% | −7,300−9.7% | Reduced |
| Bayesian Capital Management, LP | 68,063 | $6.55M | 0.77% | +63,276+1,321.8% | Added |
| Carret Asset Management, LLC | 67,993 | $6.54M | 0.71% | −1,450−2.1% | Reduced |
| Hillman Capital Management, Inc. | 67,980 | $6.54M | 2.24% | +13,362+24.5% | Added |
| Annandale Capital, LLC | 67,792 | $6.52M | 1.31% | −356−0.5% | Reduced |
| Buckingham Capital Management, Inc. | 67,689 | $6.51M | 0.74% | −2,117−3.0% | Reduced |
| Earnest Partners LLC | 67,662 | $6.51M | 0.03% | −195−0.3% | Reduced |
| Mitchell Sinkler & Starr | 67,432 | $6.49M | 1.63% | +385+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 67,389 | $6.48M | 0.40% | +26,590+65.2% | Added |
| Achmea Investment Management B.V. | 67,293 | $6.47M | 0.11% | +34,323+104.1% | Added |
| Gibraltar Capital Management, Inc. | 67,289 | $6.47M | 2.91% | +528+0.8% | Added |
| Milestone Asset Management, LLC | 67,077 | $6.45M | 1.45% | +59,476+782.5% | Added |
| Optiver Holding B.V. | 66,975 | $6.44M | 0.16% | −12,175−15.4% | Reduced |
| Greenwood Capital Associates LLC | 66,868 | $6.43M | 0.84% | −1,377−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 66,744 | $6.42M | 0.19% | +5,184+8.4% | Added |
| GHP Investment Advisors, Inc. | 66,531 | $6.40M | 0.29% | +1,782+2.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 66,226 | $6.37M | 0.01% | +11,270+20.5% | Added |
| Tufton Capital Management | 66,217 | $6.37M | 1.19% | −2,967−4.3% | Reduced |
| Park Avenue Securities LLC | 66,143 | $6.36M | 0.07% | −9,794−12.9% | Reduced |
| Stelac Advisory Services LLC | 65,729 | $6.32M | 2.56% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 65,534 | $6.30M | 0.12% | +34,539+111.4% | Added |
| Eagle Rock Investment Company, LLC | 65,087 | $6.26M | 1.05% | +1,046+1.6% | Added |
| CTC LLC | 64,916 | $6.24M | 0.29% | −68,140−51.2% | Reduced |
| Legal Advantage Investments, Inc. | 64,872 | $6.24M | 3.43% | +10,069+18.4% | Added |
| Rodgers Brothers Inc. | 64,841 | $6.24M | 0.79% | +28,656+79.2% | Added |
| Axxcess Wealth Management, LLC | 64,819 | $6.23M | 0.16% | +7,538+13.2% | Added |
| Quadrant Private Wealth Management, LLC | 64,717 | $6.23M | 1.54% | +20,557+46.6% | Added |
| Kinneret Advisory, LLC | 64,693 | $6.22M | 0.57% | −848−1.3% | Reduced |
| Callahan Advisors, LLC | 64,685 | $6.22M | 0.61% | −2,982−4.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 64,486 | $6.20M | 2.20% | +300+0.5% | Added |
| American National Bank | 64,432 | $6.20M | 0.73% | +50,578+365.1% | Added |
| Atwater Malick LLC | 64,026 | $6.16M | 1.98% | −2,959−4.4% | Reduced |
| Stamos Capital Partners, L.P. | 63,500 | $6.11M | 1.44% | +7,840+14.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 63,468 | $6.10M | 1.76% | −680−1.1% | Reduced |
| Argent Trust Co | 63,401 | $6.10M | 0.25% | −2,122−3.2% | Reduced |
| Empirical Finance, LLC | 63,113 | $6.07M | 0.35% | +1,292+2.1% | Added |
| Marco Investment Management LLC | 62,911 | $6.05M | 0.52% | −903−1.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 62,899 | $6.05M | 0.41% | +12,377+24.5% | Added |
| Kempner Capital Management Inc. | 62,631 | $6.02M | 3.08% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 62,513 | $6.01M | 1.19% | +594+1.0% | Added |
| Kennedy Capital Management, Inc. | 62,130 | $5.98M | 0.13% | +19,007+44.1% | Added |
| PEAK6 Investments LLC | 62,093 | $5.97M | 0.30% | −80,965−56.6% | Reduced |
| Johnson Investment Counsel Inc | 61,986 | $5.96M | 0.06% | +1,002+1.6% | Added |
| Savant Capital, LLC | 61,954 | $5.96M | 0.05% | +10,840+21.2% | Added |
| Illinois Municipal Retirement Fund | 61,518 | $5.92M | 0.08% | +6,147+11.1% | Added |
| Pitcairn Co | 61,206 | $5.89M | 0.35% | +1,412+2.4% | Added |
| NWF Advisory Services Inc. | 61,167 | $5.88M | 0.86% | +6,106+11.1% | Added |
| Weatherly Asset Management L. P. | 61,162 | $5.88M | 0.52% | −8,551−12.3% | Reduced |
| Great Valley Advisor Group, Inc. | 60,888 | $5.86M | 0.14% | +2,259+3.9% | Added |
| Skylands Capital, LLC | 60,850 | $5.85M | 0.79% | +7,100+13.2% | Added |
| Clearstead Advisors, LLC | 60,836 | $5.85M | 0.09% | −4,472−6.8% | Reduced |
| Sowell Financial Services LLC | 60,609 | $5.83M | 0.27% | +2,210+3.8% | Added |
| Broad Run Investment Management, LLC | 60,563 | $5.83M | 0.70% | −3,605−5.6% | Reduced |