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, Q4 2024
Institutional positions in Walt Disney Co as of Dec 31, 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
- 3,249
- +365 vs. Q3 2024
- Shares held
- 1.27B
- +32.2M (+2.6%) vs. Q3 2024
- Total value
- $141.5B
- +$22.7B (+19.1%) vs. Q3 2024
- New holders
- 482
- 984 more added
- Sold out
- 117
- 1,478 more reduced
57 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vantage Financial Partners, LLC | 3,588 | $399.5K | 0.10% | −14−0.4% | Reduced |
| LRI Investments, LLC | 3,590 | $399.8K | 0.04% | −252−6.6% | Reduced |
| Brave Asset Management Inc | 3,591 | $399.9K | 0.13% | +211+6.2% | Added |
| Waterfront Wealth Inc. | 3,594 | $400.2K | 0.10% | −103−2.8% | Reduced |
| Clearwater Capital Advisors, LLC | 3,606 | $401.6K | 0.04% | −785−17.9% | Reduced |
| Wedge Capital Management L L P | 3,615 | $402.5K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 3,616 | $402.6K | 0.01% | −198−5.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,626 | $403.0K | 0.13% | +387+11.9% | Added |
| Private Management Group Inc | 3,620 | $403.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,634 | $404.6K | 0.04% | −115−3.1% | Reduced |
| Bank of Jackson Hole Trust | 3,634 | $404.6K | 0.27% | +3,634 | New |
| Shulman DeMeo Asset Management LLC | 3,634 | $404.7K | 0.11% | −151−4.0% | Reduced |
| HTLF Bank | 3,647 | $406.1K | 0.05% | −170−4.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,650 | $406.4K | 0.20% | −703−16.1% | Reduced |
| Charter Oak Capital Management, LLC | 3,652 | $406.6K | 0.04% | +8+0.2% | Added |
| First National Corp | 3,653 | $406.8K | 0.09% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,655 | $407.0K | 0.06% | −27−0.7% | Reduced |
| IMG Wealth Management, Inc. | 3,655 | $407.0K | 0.38% | +3,655 | New |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $408.1K | 0.02% | 00.0% | Unchanged |
| Haven Private, LLC | 3,665 | $408.1K | 0.23% | +3,665 | New |
| Versant Capital Management, Inc | 3,668 | $408.4K | 0.09% | +850+30.2% | Added |
| Falcon Wealth Planning | 3,671 | $408.8K | 0.05% | +515+16.3% | Added |
| Laraway Financial Inc | 3,671 | $408.8K | 0.32% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,680 | $409.8K | 0.04% | −33−0.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,680 | $409.9K | 0.06% | +25+0.7% | Added |
| Hall Capital Management Co Inc | 3,681 | $409.9K | 0.19% | +3,681 | New |
| CVA Family Office, LLC | 3,690 | $410.9K | 0.07% | +441+13.6% | Added |
| Chelsea Counsel Co | 3,680 | $411.5K | 0.21% | −90−2.4% | Reduced |
| Iams Wealth Management, LLC | 3,700 | $412.0K | 0.19% | +833+29.1% | Added |
| Gradient Investments LLC | 3,714 | $413.5K | 0.01% | −236−6.0% | Reduced |
| Compass Capital Management, Inc | 3,718 | $414.0K | 0.03% | −630−14.5% | Reduced |
| Evanson Asset Management, LLC | 3,718 | $414.0K | 0.03% | −100−2.6% | Reduced |
| Goldstone Financial Group, LLC | 3,719 | $414.2K | 0.06% | −78−2.1% | Reduced |
| Canandaigua National Trust Co of Florida | 3,726 | $414.9K | 0.32% | +1,176+46.1% | Added |
| First Affirmative Financial Network | 3,732 | $415.5K | 0.24% | −188−4.8% | Reduced |
| Finer Wealth Management, Inc. | 3,735 | $415.9K | 0.24% | −408−9.8% | Reduced |
| Lantz Financial LLC | 3,737 | $416.2K | 0.11% | +147+4.1% | Added |
| Chesapeake Wealth Management | 3,743 | $416.8K | 0.14% | −65−1.7% | Reduced |
| Asset Planning,Inc | 3,748 | $417.4K | 0.32% | +3,748 | New |
| New World Advisors LLC | 3,750 | $417.6K | 0.10% | −474−11.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $417.7K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,754 | $418.0K | 0.00% | −3,012−44.5% | Reduced |
| Parkside Advisors LLC | 3,738 | $418.1K | 0.10% | −147−3.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,768 | $419.6K | 0.31% | −13−0.3% | Reduced |
| My Personal CFO, LLC | 3,769 | $419.7K | 0.22% | −15−0.4% | Reduced |
| Gryphon Financial Partners LLC | 3,770 | $419.9K | 0.06% | −438−10.4% | Reduced |
| Twelve Points Wealth Management LLC | 3,774 | $420.2K | 0.12% | −490−11.5% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,781 | $421.0K | 0.41% | +3,781 | New |
| Tompkins Financial Corp | 3,781 | $421.0K | 0.04% | −50−1.3% | Reduced |
| Kooman & Associates | 3,786 | $421.6K | 0.15% | +71+1.9% | Added |
| American Money Management, LLC | 3,787 | $421.7K | 0.08% | −123−3.1% | Reduced |
| Carson Advisory Inc. | 3,800 | $423.1K | 0.29% | −1,343−26.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,802 | $423.4K | 0.40% | +3,802 | New |
| Wealth Architects, LLC | 3,805 | $423.6K | 0.05% | −417−9.9% | Reduced |
| Ames National Corp | 3,817 | $425.0K | 0.29% | +3,817 | New |
| Fountainhead AM, LLC | 3,823 | $425.7K | 0.08% | +420+12.3% | Added |
| Peoples Financial Services Corp. | 3,824 | $425.8K | 0.20% | −12−0.3% | Reduced |
| Acorns Advisers, LLC | 3,826 | $426.0K | 0.00% | +98+2.6% | Added |
| Paragon Capital Management Ltd | 3,826 | $426.0K | 0.08% | 00.0% | Unchanged |
| Putney Financial Group LLC | 3,832 | $426.7K | 0.38% | +3,832 | New |
| Maple Capital Management, Inc. | 3,839 | $427.5K | 0.03% | −1,370−26.3% | Reduced |
| Sentinus, LLC | 3,853 | $429.0K | 0.13% | −142−3.6% | Reduced |
| YANKCOM Partnership | 3,868 | $430.7K | 0.23% | +3,868 | New |
| Sentry LLC | 3,869 | $430.8K | 0.08% | −450−10.4% | Reduced |
| Kelman-Lazarov, Inc. | 3,873 | $431.3K | 0.08% | −14−0.4% | Reduced |
| Twinbeech Capital LP | 3,886 | $432.7K | 0.01% | −378,080−99.0% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $433.0K | 0.25% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,887 | $433.0K | 0.16% | +3,887 | New |
| Prosperity Wealth Management, Inc. | 3,890 | $433.1K | 0.18% | −772−16.6% | Reduced |
| Armstrong Advisory Group, Inc | 3,897 | $433.9K | 0.03% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 3,900 | $434.3K | 0.43% | +3,900 | New |
| Houlihan Financial Resource Group, Ltd. | 3,908 | $435.0K | 0.19% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 3,914 | $435.8K | 0.12% | −1,133−22.4% | Reduced |
| Sloy Dahl & Holst, LLC | 3,922 | $436.7K | 0.06% | −355−8.3% | Reduced |
| BCK Capital Management LP | 3,925 | $437.0K | 0.32% | 00.0% | Unchanged |
| Accel Wealth Management | 3,930 | $437.6K | 0.17% | −250−6.0% | Reduced |
| Sym Financial Corp | 3,941 | $438.8K | 0.06% | +1,099+38.7% | Added |
| Compass Capital Corp | 3,946 | $439.4K | 0.17% | +3,946 | New |
| Argent Capital Management LLC | 3,950 | $439.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,986 | $441.7K | 0.24% | −560−12.3% | Reduced |
| Grantvest Financial Group LLC | 3,977 | $442.9K | 0.49% | +3,977 | New |
| Professional Advisory Services Inc | 4,000 | $443.0K | 0.06% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,990 | $444.3K | 0.21% | −141−3.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,001 | $445.5K | 0.06% | −76−1.9% | Reduced |
| FourThought Financial Partners, LLC | 4,001 | $445.6K | 0.05% | +4,001 | New |
| Wealth Effects LLC | 4,002 | $445.6K | 0.16% | +190+5.0% | Added |
| King Wealth | 4,015 | $447.0K | 0.07% | −540−11.9% | Reduced |
| Silverlake Wealth Management LLC | 4,016 | $447.2K | 0.17% | −979−19.6% | Reduced |
| Sigma Investment Counselors Inc | 4,016 | $447.2K | 0.03% | −23−0.6% | Reduced |
| LongView Wealth Management | 4,018 | $447.4K | 0.14% | −96−2.3% | Reduced |
| Altrafin AG | 4,018 | $447.4K | 0.16% | +1,100+37.7% | Added |
| South Street Advisors LLC | 4,022 | $447.9K | 0.07% | −10−0.2% | Reduced |
| LifeSteps Financial, Inc. | 4,027 | $448.4K | 0.34% | −372−8.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,029 | $448.6K | 0.17% | −18,313−82.0% | Reduced |
| St. Clair Advisors, LLC | 4,033 | $449.1K | 0.13% | +33+0.8% | Added |
| Thrive Wealth Management, LLC | 4,033 | $449.1K | 0.08% | −82−2.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,033 | $449.3K | 0.09% | +1,406+53.5% | Added |
| Rice Partnership, LLC | 4,038 | $449.6K | 0.09% | −50,271−92.6% | Reduced |
| Virtue Capital Management, LLC | 4,039 | $449.8K | 0.09% | −1,612−28.5% | Reduced |
| Register Financial Advisors LLC | 4,052 | $451.2K | 0.23% | −175−4.1% | Reduced |