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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 4,065 | $452.6K | 0.03% | −39−1.0% | Reduced |
| Detalus Advisors, LLC | 4,067 | $452.8K | 0.15% | +13+0.3% | Added |
| Greenwich Wealth Management LLC | 4,072 | $453.0K | 0.03% | +236+6.2% | Added |
| Viewpoint Capital Management LLC | 4,069 | $453.1K | 0.24% | 00.0% | Unchanged |
| Wealthquest Corp | 4,075 | $453.8K | 0.04% | +54+1.3% | Added |
| Sivia Capital Partners, LLC | 4,075 | $453.8K | 0.23% | +334+8.9% | Added |
| Circle Wealth Management, LLC | 4,077 | $453.9K | 0.01% | −956−19.0% | Reduced |
| Natural Investments, LLC | 4,080 | $454.0K | 0.13% | +4,080 | New |
| Newbridge Financial Services Group, Inc. | 4,078 | $454.0K | 0.12% | +4,078 | New |
| Financial Security Advisor, Inc. | 4,093 | $455.8K | 0.12% | −8−0.2% | Reduced |
| Collaborative Wealth Managment Inc. | 4,102 | $456.7K | 0.21% | −3,516−46.2% | Reduced |
| Summit Financial Strategies, Inc. | 4,103 | $456.9K | 0.05% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,106 | $457.2K | 0.18% | −60−1.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,108 | $457.4K | 0.24% | −100−2.4% | Reduced |
| Lockerman Financial Group, Inc. | 4,132 | $460.1K | 0.78% | −80−1.9% | Reduced |
| Orca Wealth Management, LLC | 4,132 | $460.1K | 0.41% | +4,132 | New |
| Aviso Wealth Management | 4,139 | $460.9K | 0.24% | +277+7.2% | Added |
| Accurate Wealth Management, LLC | 4,247 | $461.4K | 0.09% | +467+12.4% | Added |
| Consolidated Investment Group LLC | 4,150 | $462.0K | 0.06% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,809 | $462.6K | 0.15% | +80+1.7% | Added |
| Briaud Financial Planning, Inc | 4,169 | $464.0K | 0.19% | −2,803−40.2% | Reduced |
| Arcataur Capital Management LLC | 4,172 | $464.6K | 0.16% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,173 | $464.7K | 0.38% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,178 | $465.2K | 0.15% | −400−8.7% | Reduced |
| Cable Hill Partners, LLC | 4,160 | $465.4K | 0.05% | +236+6.0% | Added |
| Sage Investment Counsel LLC | 4,183 | $465.7K | 0.61% | +4,183 | New |
| Strategic Wealth Partners, Ltd. | 4,250 | $465.7K | 0.04% | −241−5.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,188 | $466.3K | 0.01% | −749−15.2% | Reduced |
| Arrowroot Family Office, LLC | 4,189 | $466.5K | 0.24% | −704−14.4% | Reduced |
| Sargent Investment Group, LLC | 4,316 | $466.5K | 0.08% | −508−10.5% | Reduced |
| Clear Street Markets LLC | 4,200 | $467.7K | 0.17% | +4,200 | New |
| Lecap Asset Management Ltd | 4,214 | $469.2K | 0.13% | +4,214 | New |
| Evolution Wealth Advisors, LLC | 4,221 | $469.8K | 0.08% | +1,000+31.0% | Added |
| OMC Financial Services LTD | 4,222 | $470.0K | 0.20% | −1,537−26.7% | Reduced |
| Aviso Financial Inc. | 4,252 | $473.5K | 0.02% | −654−13.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,236 | $473.7K | 0.02% | +20+0.5% | Added |
| McAdam, LLC | 4,263 | $474.7K | 0.03% | +159+3.9% | Added |
| Leisure Capital Management | 4,264 | $474.8K | 0.19% | −8,394−66.3% | Reduced |
| Rogco, LP | 4,268 | $475.2K | 0.19% | −91−2.1% | Reduced |
| Financial Management Network Inc | 4,283 | $476.1K | 0.10% | −253−5.6% | Reduced |
| First Financial Corp | 4,284 | $477.0K | 0.22% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,293 | $478.0K | 0.03% | +4,293 | New |
| MPS Loria Financial Planners, LLC | 4,301 | $479.0K | 0.14% | +10+0.2% | Added |
| Fortis Advisors, LLC | 4,322 | $481.3K | 0.32% | 00.0% | Unchanged |
| David Wealth Management LLC | 4,334 | $482.5K | 0.40% | +4,334 | New |
| Burford Brothers, Inc. | 4,337 | $483.0K | 0.24% | −50−1.1% | Reduced |
| Royal Capital Wealth Management, LLC | 4,340 | $483.3K | 0.34% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,321 | $483.3K | 0.05% | +84+2.0% | Added |
| Yoffe Investment Management, LLC | 4,347 | $484.1K | 0.72% | +4,347 | New |
| Foundation Wealth Management, LLC | 4,347 | $484.1K | 0.38% | +4,347 | New |
| Vivaldi Capital Management, LLC | 4,272 | $484.2K | 0.07% | +191+4.7% | Added |
| Sendero Wealth Management, LLC | 4,360 | $485.5K | 0.07% | 00.0% | Unchanged |
| Invesco, LLC | 4,363 | $485.8K | 0.19% | −511−10.5% | Reduced |
| Greenwood Gearhart Inc | 4,363 | $485.9K | 0.03% | −412−8.6% | Reduced |
| McDonough Capital Management, Inc | 4,383 | $488.1K | 0.30% | −267−5.7% | Reduced |
| FRG Family Wealth Advisors LLC | 4,394 | $489.3K | 0.09% | −20−0.5% | Reduced |
| Miller Financial Services LLC | 4,403 | $490.3K | 0.41% | +4,403 | New |
| Sandhill Capital Partners LLC | 4,404 | $490.3K | 0.04% | −86−1.9% | Reduced |
| Burton Enright Welch | 4,404 | $490.4K | 0.10% | +61+1.4% | Added |
| Retirement Income Solutions, Inc | 4,419 | $492.1K | 0.10% | −25−0.6% | Reduced |
| Monetary Management Group Inc | 4,425 | $492.7K | 0.13% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4,438 | $494.2K | 0.13% | 00.0% | Unchanged |
| Petix & Botte Co | 4,444 | $494.8K | 0.13% | −296−6.2% | Reduced |
| Tobam | 4,447 | $495.0K | 0.15% | +389+9.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,470 | $498.0K | 0.08% | +4,470 | New |
| Retirement Planning Group | 4,478 | $498.6K | 0.03% | +237+5.6% | Added |
| E Fund Management Co., Ltd. | 4,483 | $499.2K | 0.03% | +1,751+64.1% | Added |
| Orca Investment Management, LLC | 4,498 | $500.9K | 0.47% | −125−2.7% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $501.1K | 0.14% | −400−8.2% | Reduced |
| Aspire Private Capital, LLC | 4,506 | $501.7K | 0.12% | +3,620+408.6% | Added |
| Goldstein Advisors, LLC | 4,510 | $502.2K | 0.07% | −837−15.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,510 | $502.2K | 0.22% | −1,025−18.5% | Reduced |
| Samalin Investment Counsel, LLC | 4,511 | $502.4K | 0.22% | −1,005−18.2% | Reduced |
| Baron Wealth Management LLC | 4,519 | $503.1K | 0.24% | +370+8.9% | Added |
| Hall Kathryn A. | 4,504 | $503.8K | 0.28% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,528 | $504.1K | 0.19% | −117−2.5% | Reduced |
| Bank Hapoalim BM | 4,539 | $505.0K | 0.08% | +96+2.2% | Added |
| Berkeley Capital Partners, LLC | 4,539 | $505.4K | 0.14% | +76+1.7% | Added |
| Archford Capital Strategies, LLC | 4,548 | $506.4K | 0.08% | −387−7.8% | Reduced |
| Chesapeake Capital Corp | 4,573 | $509.2K | 0.52% | +4,573 | New |
| Marino, Stram & Associates LLC | 4,575 | $509.4K | 0.11% | +89+2.0% | Added |
| Balboa Wealth Partners | 4,579 | $509.9K | 0.12% | −5,879−56.2% | Reduced |
| Evernest Financial Advisors, LLC | 4,582 | $510.2K | 0.13% | +481+11.7% | Added |
| First National Bank | 4,599 | $512.1K | 0.35% | −20−0.4% | Reduced |
| GKV Capital Management Co., Inc. | 4,600 | $512.2K | 0.21% | +4,600 | New |
| Aveo Capital Partners, LLC | 4,601 | $512.3K | 0.06% | −3−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,613 | $513.6K | 0.15% | +541+13.3% | Added |
| Allegheny Financial Group LTD | 4,624 | $515.0K | 0.13% | +106+2.3% | Added |
| AlphaCore Capital LLC | 4,607 | $515.4K | 0.11% | −8,458−64.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,636 | $516.3K | 0.20% | +25+0.5% | Added |
| Sovereign Financial Group, Inc. | 4,652 | $518.0K | 0.12% | +36+0.8% | Added |
| Bridgewealth Advisory Group, LLC | 4,735 | $518.9K | 0.15% | +542+12.9% | Added |
| Taylor Financial Group, Inc. | 4,661 | $519.0K | 0.36% | −12−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,663 | $519.2K | 0.24% | +193+4.3% | Added |
| Acorn Financial Advisory Services Inc | 4,666 | $519.5K | 0.09% | +183+4.1% | Added |
| Wolverine Asset Management LLC | 4,697 | $523.0K | 0.01% | −7,357−61.0% | Reduced |
| Fca Corp | 4,719 | $525.4K | 0.16% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 4,720 | $525.6K | 0.27% | +4,720 | New |
| Systematic Alpha Investments, LLC | 4,731 | $526.8K | 0.02% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,742 | $528.0K | 0.02% | −1,277−21.2% | Reduced |