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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 46,613 | $4.48M | 0.46% | −3,931−7.8% | Reduced |
| Anderson Hoagland & Co | 46,836 | $4.46M | 0.45% | −185−0.4% | Reduced |
| Prospera Financial Services Inc | 46,170 | $4.44M | 0.11% | +467+1.0% | Added |
| Boston Research & Management Inc | 46,171 | $4.44M | 1.03% | −1,308−2.8% | Reduced |
| swisspartners Advisors Ltd | 54,563 | $4.44M | 4.09% | +2,830+5.5% | Added |
| Lincluden Management Ltd | 45,949 | $4.42M | 0.48% | +10,256+28.7% | Added |
| K.J. Harrison & Partners Inc | 45,707 | $4.42M | 0.67% | +4,000+9.6% | Added |
| Everence Capital Management Inc | 45,899 | $4.42M | 0.28% | −10,983−19.3% | Reduced |
| Courier Capital LLC | 45,663 | $4.39M | 0.30% | −588−1.3% | Reduced |
| Sigma Planning Corp | 45,585 | $4.38M | 0.13% | −4,480−8.9% | Reduced |
| Trust Co of Toledo NA | 45,495 | $4.38M | 0.59% | −1,386−3.0% | Reduced |
| Family Capital Trust Co | 45,494 | $4.38M | 1.41% | +99+0.2% | Added |
| HB Wealth Management, LLC | 45,476 | $4.37M | 0.05% | −4,070−8.2% | Reduced |
| V2 Financial group LLC | 45,475 | $4.37M | 2.82% | −1,468−3.1% | Reduced |
| Independent Investors Inc | 45,264 | $4.35M | 0.88% | −300−0.7% | Reduced |
| Infusive Asset Management Inc. | 45,177 | $4.35M | 1.83% | +28,430+169.8% | Added |
| Charter Trust Co | 45,061 | $4.33M | 0.28% | −100−0.2% | Reduced |
| Leibman Financial Services, Inc. | 44,916 | $4.32M | 3.06% | +6,918+18.2% | Added |
| Evoke Wealth, LLC | 44,868 | $4.32M | 0.12% | +44,868 | New |
| Howe & Rusling Inc | 44,629 | $4.29M | 0.37% | −1,242−2.7% | Reduced |
| Roberts Wealth Advisors, LLC | 46,404 | $4.29M | 1.39% | +7,963+20.7% | Added |
| Dynamic Advisor Solutions LLC | 44,609 | $4.29M | 0.13% | −2,817−5.9% | Reduced |
| Capital Analysts, LLC | 44,536 | $4.28M | 0.17% | +614+1.4% | Added |
| Louisbourg Investments Inc. | 54,459 | $4.28M | 1.08% | +11,830+27.8% | Added |
| Evercore Wealth Management, LLC | 44,423 | $4.27M | 0.06% | −1,468−3.2% | Reduced |
| Strategic Advisors LLC | 44,348 | $4.27M | 0.80% | +3,832+9.5% | Added |
| Teza Capital Management LLC | 44,273 | $4.26M | 0.47% | −4,745−9.7% | Reduced |
| Insigneo Advisory Services, LLC | 44,253 | $4.26M | 0.43% | +2,149+5.1% | Added |
| Shufro Rose & Co LLC | 42,797 | $4.25M | 0.35% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 44,178 | $4.25M | 0.34% | −154−0.3% | Reduced |
| Twin Tree Management, LP | 43,990 | $4.23M | 0.10% | +43,990 | New |
| We Are One Seven, LLC | 43,953 | $4.23M | 0.18% | +123+0.3% | Added |
| Westpac Banking Corp | 43,826 | $4.22M | 0.28% | +25,844+143.7% | Added |
| Simmons Bank | 43,427 | $4.18M | 0.30% | −7,252−14.3% | Reduced |
| Diversified Investment Strategies, LLC | 43,216 | $4.16M | 2.74% | +7,260+20.2% | Added |
| Level Four Advisory Services, LLC | 43,155 | $4.15M | 0.17% | −694−1.6% | Reduced |
| Arlington Partners LLC | 43,023 | $4.14M | 1.62% | +12,493+40.9% | Added |
| Lynch Asset Management, Inc. | 42,975 | $4.13M | 1.74% | +5,700+15.3% | Added |
| Wells Trecaso Financial Group, LLC | 42,891 | $4.13M | 1.36% | +135+0.3% | Added |
| Hamilton Wealth, LLC | 42,707 | $4.11M | 1.00% | −12,600−22.8% | Reduced |
| Capital Investment Counsel, Inc | 42,691 | $4.11M | 0.59% | +505+1.2% | Added |
| Resources Investment Advisors, LLC. | 42,646 | $4.10M | 0.05% | −4,753−10.0% | Reduced |
| Bristlecone Advisors, LLC | 42,462 | $4.08M | 0.33% | +1,233+3.0% | Added |
| United Services Automobile Association | 42,434 | $4.08M | 0.10% | −9,933−19.0% | Reduced |
| LVM Capital Management Ltd | 40,986 | $4.07M | 0.46% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 42,295 | $4.07M | 1.23% | +1,410+3.4% | Added |
| Sepio Capital, LP | 42,270 | $4.07M | 0.32% | −329−0.8% | Reduced |
| Lyell Wealth Management, LP | 42,115 | $4.05M | 0.37% | −3,369−7.4% | Reduced |
| Columbia Asset Management | 42,105 | $4.05M | 0.71% | −1,448−3.3% | Reduced |
| Farther Finance Advisors, LLC | 41,994 | $4.04M | 0.15% | +4,926+13.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 41,916 | $4.03M | 0.66% | −2,516−5.7% | Reduced |
| Sawyer & Company, Inc | 41,795 | $4.02M | 1.49% | +332+0.8% | Added |
| Leavell Investment Management, Inc. | 41,739 | $4.01M | 0.20% | −95−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 41,684 | $4.01M | 0.33% | +180.0% | Added |
| Anchor Investment Management, LLC | 41,464 | $3.99M | 0.38% | −497−1.2% | Reduced |
| National Asset Management, Inc. | 41,779 | $3.98M | 0.11% | −9,176−18.0% | Reduced |
| Reliant Investment Management, LLC | 41,322 | $3.97M | 1.87% | +535+1.3% | Added |
| Welch & Forbes LLC | 41,285 | $3.97M | 0.05% | −3,112−7.0% | Reduced |
| Brown Brothers Harriman & Co | 41,184 | $3.96M | 0.03% | −1,888−4.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 41,048 | $3.95M | 1.23% | +510+1.3% | Added |
| Sterling Capital Management LLC | 40,757 | $3.92M | 0.05% | +40,757 | New |
| Greenleaf Trust | 40,745 | $3.92M | 0.03% | −1,999−4.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 40,597 | $3.91M | 0.33% | +8,973+28.4% | Added |
| Mandatum Life Insurance Co Ltd | 40,415 | $3.89M | 1.19% | +139+0.3% | Added |
| Yarbrough Capital, LLC | 40,000 | $3.85M | 0.16% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 39,943 | $3.84M | 1.21% | −4,636−10.4% | Reduced |
| CAPROCK Group, Inc. | 39,822 | $3.83M | 0.14% | −3,575−8.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 39,500 | $3.80M | 0.40% | +39,500 | New |
| Highland Capital Management, LLC | 39,250 | $3.78M | 0.22% | −1,460−3.6% | Reduced |
| IHT Wealth Management, LLC | 39,339 | $3.77M | 0.11% | +1,869+5.0% | Added |
| First Citizens Bank & Trust Co | 39,216 | $3.77M | 0.08% | +1,249+3.3% | Added |
| Hantz Financial Services, Inc. | 39,161 | $3.77M | 0.07% | −1,810−4.4% | Reduced |
| River Wealth Advisors LLC | 39,121 | $3.76M | 0.50% | −19,880−33.7% | Reduced |
| Chemung Canal Trust Co | 39,085 | $3.76M | 0.76% | −10,859−21.7% | Reduced |
| Fagan Associates, Inc. | 39,028 | $3.75M | 0.63% | −13,739−26.0% | Reduced |
| Koshinski Asset Management, Inc. | 39,025 | $3.75M | 0.32% | −394−1.0% | Reduced |
| Exchange Capital Management, Inc. | 38,913 | $3.74M | 0.60% | −1,517−3.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.72M | 0.44% | 00.0% | Unchanged |
| First Hawaiian Bank | 38,654 | $3.72M | 0.12% | −1,553−3.9% | Reduced |
| SevenBridge Financial Group, LLC | 36,712 | $3.70M | 0.71% | +3,024+9.0% | Added |
| St Germain D J Co Inc | 38,494 | $3.70M | 0.17% | −33,466−46.5% | Reduced |
| Capital Asset Advisory Services LLC | 39,986 | $3.70M | 0.19% | +1,523+4.0% | Added |
| Axiom Advisory, LLC | 40,017 | $3.68M | 0.03% | +966+2.5% | Added |
| Middleton & Co Inc | 38,226 | $3.68M | 0.41% | −672−1.7% | Reduced |
| Jag Capital Management, LLC | 38,185 | $3.67M | 0.44% | +814+2.2% | Added |
| Miracle Mile Advisors, LLC | 37,963 | $3.65M | 0.08% | +3,620+10.5% | Added |
| HBK Sorce Advisory LLC | 37,922 | $3.65M | 0.11% | −2,979−7.3% | Reduced |
| German American Bancorp, Inc. | 37,921 | $3.65M | 0.39% | +3,828+11.2% | Added |
| Cohen Capital Management, Inc. | 37,781 | $3.63M | 0.59% | +33,740+834.9% | Added |
| Jacobi Capital Management LLC | 37,661 | $3.62M | 0.27% | +3,870+11.5% | Added |
| Transcend Wealth Collective, LLC | 37,646 | $3.62M | 0.24% | +1,797+5.0% | Added |
| Pallas Capital Advisors LLC | 37,943 | $3.62M | 0.15% | +33,366+729.0% | Added |
| Kennon-Green & Company, LLC | 37,515 | $3.61M | 3.00% | +1,936+5.4% | Added |
| Thornburg Investment Management Inc | 37,348 | $3.59M | 0.05% | +37,348 | New |
| Graves-Light Private Wealth Management, Inc. | 37,257 | $3.58M | 0.44% | −6,633−15.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 37,111 | $3.57M | 0.34% | −2,981−7.4% | Reduced |
| Horizon Investments, LLC | 36,990 | $3.56M | 0.09% | −912−2.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 37,123 | $3.55M | 0.63% | +8,180+28.3% | Added |
| Citizens National Bank Trust Department | 36,890 | $3.55M | 0.75% | +275+0.8% | Added |
| Diligent Investors, LLC | 36,864 | $3.55M | 0.82% | +366+1.0% | Added |