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 |
|---|---|---|---|---|---|
| Pioneer Trust Bank N A | 60,517 | $5.82M | 1.49% | −945−1.5% | Reduced |
| Investment Management Corp of Ontario | 60,509 | $5.82M | 0.13% | +19,700+48.3% | Added |
| United Asset Strategies, Inc. | 60,286 | $5.80M | 0.54% | +2,100+3.6% | Added |
| Veriti Management LLC | 60,043 | $5.78M | 0.31% | +883+1.5% | Added |
| Jefferies Financial Group Inc. | 59,514 | $5.72M | 0.09% | −46,545−43.9% | Reduced |
| Grassi Investment Management | 59,415 | $5.71M | 0.49% | −5,851−9.0% | Reduced |
| Lazard Asset Management LLC | 59,164 | $5.69M | 0.01% | −14,980−20.2% | Reduced |
| Harbour Trust & Investment Management Co | 59,136 | $5.69M | 0.65% | +1,870+3.3% | Added |
| Global Retirement Partners, LLC | 58,888 | $5.66M | 0.17% | −1,327−2.2% | Reduced |
| Principal Securities, Inc. | 58,774 | $5.65M | 0.14% | +2,615+4.7% | Added |
| Pensionmark Financial Group, LLC | 58,367 | $5.61M | 0.18% | +45,615+357.7% | Added |
| Umb Bank N A | 58,353 | $5.61M | 0.09% | −9,308−13.8% | Reduced |
| Bourgeon Capital Management LLC | 58,213 | $5.60M | 1.08% | −21,399−26.9% | Reduced |
| Toth Financial Advisory Corp | 58,210 | $5.60M | 0.66% | −3,123−5.1% | Reduced |
| Leuthold Group, LLC | 58,148 | $5.59M | 0.62% | +58,148 | New |
| Churchill Management Corp | 57,967 | $5.58M | 0.06% | −2,170−3.6% | Reduced |
| First American Bank | 57,776 | $5.56M | 0.40% | −1,272−2.2% | Reduced |
| Independent Advisor Alliance | 57,774 | $5.56M | 0.20% | −719−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 57,750 | $5.55M | 0.21% | −9,342−13.9% | Reduced |
| Daymark Wealth Partners, LLC | 151,759 | $5.55M | 0.24% | +2,039+1.4% | Added |
| First Interstate Bank | 57,612 | $5.54M | 0.34% | −1,646−2.8% | Reduced |
| Davy Global Fund Management Ltd | 57,590 | $5.54M | 0.58% | 00.0% | Unchanged |
| Sicart Associates LLC | 57,508 | $5.53M | 1.94% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 57,479 | $5.53M | 0.13% | −537−0.9% | Reduced |
| Trust Co of Vermont | 57,461 | $5.53M | 0.28% | −12,313−17.6% | Reduced |
| Beta Wealth Group, Inc. | 56,808 | $5.46M | 2.46% | +3,822+7.2% | Added |
| Vision Capital Management, Inc. | 56,653 | $5.45M | 0.77% | +586+1.0% | Added |
| Park National Corp | 56,611 | $5.45M | 0.19% | −17,419−23.5% | Reduced |
| General American Investors Co Inc | 56,478 | $5.43M | 0.38% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 56,321 | $5.42M | 0.22% | −3,260−5.5% | Reduced |
| Moors & Cabot, Inc. | 56,215 | $5.41M | 0.27% | −1,863−3.2% | Reduced |
| Fulton Bank, N.A. | 56,082 | $5.39M | 0.21% | +3,233+6.1% | Added |
| Kanawha Capital Management LLC | 55,888 | $5.38M | 0.39% | −820−1.4% | Reduced |
| Ar Asset Management Inc | 55,875 | $5.38M | 1.19% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 55,811 | $5.37M | 2.50% | +1,304+2.4% | Added |
| Ancora Advisors, LLC | 55,785 | $5.37M | 0.12% | −48−0.1% | Reduced |
| Leonteq Securities AG | 55,661 | $5.35M | 0.63% | +23,283+71.9% | Added |
| Conning Inc. | 55,617 | $5.35M | 0.18% | +6,545+13.3% | Added |
| KMG Fiduciary Partners, LLC | 55,425 | $5.33M | 0.46% | +1,255+2.3% | Added |
| Signaturefd, LLC | 55,357 | $5.32M | 0.10% | −2,705−4.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 70,641 | $5.32M | 6.31% | +9,287+15.1% | Added |
| RNC Capital Management LLC | 53,317 | $5.29M | 0.29% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 55,030 | $5.29M | 1.07% | +705+1.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 54,760 | $5.27M | 0.98% | −11,871−17.8% | Reduced |
| Capital Investment Advisors, LLC | 54,666 | $5.26M | 0.11% | −1,151−2.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 54,573 | $5.25M | 0.13% | 00.0% | Unchanged |
| Rice Partnership, LLC | 54,309 | $5.22M | 1.05% | +7,144+15.1% | Added |
| TCTC Holdings, LLC | 54,125 | $5.21M | 0.18% | −2,683−4.7% | Reduced |
| JB Capital LLC | 53,966 | $5.19M | 0.30% | +2,022+3.9% | Added |
| Snowden Capital Advisors LLC | 53,924 | $5.19M | 0.15% | −3,949−6.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 53,696 | $5.17M | 0.36% | −5,105−8.7% | Reduced |
| City Holding Co | 53,620 | $5.16M | 0.72% | −1,116−2.0% | Reduced |
| Wetherby Asset Management Inc | 53,289 | $5.13M | 0.23% | −3,352−5.9% | Reduced |
| PFG Investments, LLC | 53,255 | $5.12M | 0.33% | +14,535+37.5% | Added |
| Pettyjohn, Wood & White, Inc | 53,250 | $5.12M | 0.94% | −735−1.4% | Reduced |
| Glenview Trust Co | 53,116 | $5.11M | 0.10% | −1,500−2.7% | Reduced |
| First Foundation Advisors | 52,860 | $5.08M | 0.19% | −16,548−23.8% | Reduced |
| Wilkins Investment Counsel Inc | 52,823 | $5.08M | 0.70% | +46,993+806.1% | Added |
| Ironwood Investment Counsel, LLC | 52,721 | $5.07M | 0.84% | +34+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52,623 | $5.05M | 0.20% | +3,209+6.5% | Added |
| McGinn Investment Management, Inc. | 52,519 | $5.05M | 3.36% | +820+1.6% | Added |
| Poehling Capital Management, LLC | 52,401 | $5.04M | 1.29% | +1,654+3.3% | Added |
| Bessemer Group Inc | 52,380 | $5.04M | 0.01% | −189−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 52,207 | $5.02M | 0.51% | +33,230+175.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 52,007 | $5.00M | 1.96% | +751+1.5% | Added |
| PGGM Investments | 51,666 | $4.97M | 0.06% | +43,200+510.3% | Added |
| Fiduciary Alliance LLC | 51,465 | $4.95M | 0.66% | −21,983−29.9% | Reduced |
| Wesbanco Bank Inc | 51,351 | $4.94M | 0.17% | −47,188−47.9% | Reduced |
| Logan Capital Management Inc | 51,346 | $4.94M | 0.20% | −2,579−4.8% | Reduced |
| Asset Management Group, Inc. | 51,071 | $4.91M | 0.86% | +1,471+3.0% | Added |
| Strategy Asset Managers LLC | 50,914 | $4.90M | 0.94% | −5,088−9.1% | Reduced |
| Baxter Bros Inc | 50,702 | $4.88M | 0.63% | −5,127−9.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 50,626 | $4.87M | 0.83% | −2,209−4.2% | Reduced |
| BKD Wealth Advisors, LLC | 50,541 | $4.86M | 0.11% | +535+1.1% | Added |
| Trust Co of Kansas | 50,537 | $4.86M | 2.36% | +1,428+2.9% | Added |
| Chartwell Investment Partners, LLC | 50,506 | $4.86M | 0.17% | −863−1.7% | Reduced |
| Van Strum & Towne Inc. | 50,335 | $4.84M | 1.68% | +125+0.2% | Added |
| Beech Hill Advisors, Inc. | 50,331 | $4.84M | 1.84% | +3,839+8.3% | Added |
| Scoggin Management LP | 50,000 | $4.81M | 2.65% | +50,000 | New |
| Westchester Capital Management, Inc. | 49,960 | $4.81M | 1.17% | −396−0.8% | Reduced |
| Financial Avengers, Inc. | 49,665 | $4.78M | 2.35% | +2,152+4.5% | Added |
| DoubleLine ETF Adviser LP | 49,312 | $4.74M | 1.16% | +15,246+44.8% | Added |
| Marietta Wealth Management, LLC | 49,282 | $4.74M | 0.69% | +1,725+3.6% | Added |
| Patton Albertson Miller Group, LLC | 49,038 | $4.72M | 0.64% | −2,935−5.6% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 54,500 | $4.70M | 0.61% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 48,817 | $4.70M | 0.13% | −1,749−3.5% | Reduced |
| Wallington Asset Management, LLC | 48,696 | $4.68M | 0.65% | +534+1.1% | Added |
| Jeppson Wealth Management, LLC | 48,677 | $4.68M | 1.68% | +358+0.7% | Added |
| Plato Investment Management Ltd | 48,291 | $4.64M | 0.38% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 47,817 | $4.62M | 0.10% | +19,003+66.0% | Added |
| AMG National Trust Bank | 47,684 | $4.59M | 0.12% | −33,244−41.1% | Reduced |
| VELA Investment Management, LLC | 47,584 | $4.58M | 1.56% | +5,209+12.3% | Added |
| Savoie Capital LLC | 47,491 | $4.57M | 0.56% | −6,300−11.7% | Reduced |
| Institute for Wealth Management, LLC. | 47,206 | $4.54M | 0.57% | +471+1.0% | Added |
| 1st Source Bank | 47,197 | $4.54M | 0.26% | −1,613−3.3% | Reduced |
| KCM Investment Advisors LLC | 46,829 | $4.50M | 0.15% | −3,352−6.7% | Reduced |
| South State Corp. | 46,825 | $4.50M | 0.31% | +120+0.3% | Added |
| Hanson & Doremus Investment Management | 46,822 | $4.50M | 0.72% | −1,834−3.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 47,193 | $4.50M | 0.04% | −15,257−24.4% | Reduced |
| Hartford Financial Management Inc. | 46,786 | $4.50M | 0.92% | +5,445+13.2% | Added |