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 |
|---|---|---|---|---|---|
| Fairvoy Private Wealth, LLC | 4,750 | $528.9K | 0.14% | +4,750 | New |
| Edge Capital Group, LLC | 4,751 | $529.0K | 0.02% | −470−9.0% | Reduced |
| IFG Advisors, LLC | 4,753 | $529.3K | 0.11% | +248+5.5% | Added |
| Pacific Sage Partners, LLC | 4,754 | $529.3K | 0.12% | +855+21.9% | Added |
| Kathmere Capital Management, LLC | 4,762 | $530.2K | 0.05% | +1,204+33.8% | Added |
| West Family Investments, Inc. | 4,764 | $530.5K | 0.18% | −914−16.1% | Reduced |
| Veracity Capital LLC | 4,764 | $530.5K | 0.19% | +166+3.6% | Added |
| Saranac Partners Ltd | 4,766 | $530.7K | 0.29% | +4,766 | New |
| Dearborn Partners LLC | 4,774 | $531.6K | 0.02% | −451−8.6% | Reduced |
| Ellis Investment Partners, LLC | 4,784 | $532.7K | 0.10% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 5,542 | $533.1K | 0.03% | +10.0% | Added |
| Spreng Capital Management, Inc. | 4,797 | $534.1K | 0.23% | −142−2.9% | Reduced |
| Heron Bay Capital Management | 4,800 | $534.5K | 0.11% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,800 | $534.5K | 0.20% | +1,800+60.0% | Added |
| United Advisor Group, LLC | 4,807 | $535.3K | 0.11% | −408−7.8% | Reduced |
| Smart Portfolios, LLC | 4,828 | $537.6K | 0.56% | +40+0.8% | Added |
| Revolve Wealth Partners, LLC | 4,828 | $537.6K | 0.08% | −1,118−18.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,817 | $538.8K | 0.07% | −962−16.6% | Reduced |
| Onefund, LLC | 4,856 | $540.7K | 0.52% | +93+2.0% | Added |
| Simplicity Wealth,LLC | 4,860 | $541.2K | 0.11% | −10,306−68.0% | Reduced |
| Westside Investment Management, Inc. | 4,874 | $542.7K | 0.11% | −1,245−20.3% | Reduced |
| Acadian Asset Management LLC | 4,882 | $543.0K | 0.00% | −4,220−46.4% | Reduced |
| William Mack & Associates, Inc. | 4,880 | $543.4K | 0.57% | +4,880 | New |
| Indiana Trust & Investment Management CO | 4,883 | $543.7K | 0.19% | −200−3.9% | Reduced |
| Leigh Baldwin & Co., LLC | 4,886 | $544.0K | 0.46% | +4,886 | New |
| Wealth Management Associates, Inc. | 4,890 | $544.5K | 0.23% | −211−4.1% | Reduced |
| BankPlus Wealth Management LLC | 4,892 | $544.8K | 0.41% | +4,892 | New |
| Clarendon Private LLC | 4,899 | $545.5K | 0.57% | +4,899 | New |
| American Financial Advisors, LLC | 4,914 | $547.2K | 0.08% | −408−7.7% | Reduced |
| Holderness Investments Co | 4,915 | $547.3K | 0.12% | −437−8.2% | Reduced |
| iA Global Asset Management Inc. | 4,919 | $548.0K | 0.01% | +373+8.2% | Added |
| Covey Capital Advisors, LLC | 4,935 | $549.5K | 0.62% | −2,197−30.8% | Reduced |
| Davis Investment Partners, LLC | 5,070 | $551.7K | 0.23% | −100−1.9% | Reduced |
| MSH Capital Advisors LLC | 4,975 | $553.9K | 0.17% | −38−0.8% | Reduced |
| DRW Securities, LLC | 5,015 | $558.4K | 0.04% | −12,420−71.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,019 | $558.9K | 0.08% | −1,516−23.2% | Reduced |
| Secure Asset Management, LLC | 5,020 | $558.9K | 0.08% | +985+24.4% | Added |
| Exencial Wealth Advisors, LLC | 5,021 | $559.1K | 0.02% | +7+0.1% | Added |
| Harold Davidson & Associates Inc. | 5,025 | $559.6K | 0.27% | +5,025 | New |
| 180 Wealth Advisors, LLC | 5,025 | $559.6K | 0.09% | −199−3.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,031 | $560.2K | 0.18% | +5,031 | New |
| Grant Street Asset Management, Inc. | 5,031 | $560.3K | 0.15% | −100−1.9% | Reduced |
| Papp L Roy & Associates | 5,046 | $561.8K | 0.07% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 5,052 | $562.5K | 0.34% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,065 | $564.0K | 0.25% | −47−0.9% | Reduced |
| TCFG Wealth Management, LLC | 5,075 | $565.0K | 0.28% | +154+3.1% | Added |
| Windsor Advisory Group, LLC | 5,090 | $566.8K | 0.66% | −18,207−78.2% | Reduced |
| Sunpointe, LLC | 5,073 | $567.4K | 0.29% | +309+6.5% | Added |
| Everpar Advisors LLC | 5,098 | $567.7K | 0.29% | +342+7.2% | Added |
| LJI Wealth Management, LLC | 5,109 | $568.9K | 0.11% | −4,817−48.5% | Reduced |
| 4WEALTH Advisors, Inc. | 5,110 | $569.0K | 0.58% | +5,110 | New |
| National Wealth Management Group, LLC | 5,152 | $573.7K | 0.38% | +10.0% | Added |
| Murphy & Mullick Capital Management Corp | 5,148 | $573.9K | 0.53% | +5,148 | New |
| Oxford Financial Group Ltd | 5,157 | $574.3K | 0.04% | −158−3.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,173 | $576.0K | 0.03% | −303−5.5% | Reduced |
| Presilium Private Wealth, LLC | 5,175 | $576.2K | 0.13% | +125+2.5% | Added |
| KG&L Capital Management,LLC | 5,229 | $576.3K | 0.19% | −2,294−30.5% | Reduced |
| Northside Capital Management, LLC | 5,192 | $578.2K | 0.15% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 5,195 | $578.4K | 0.21% | 00.0% | Unchanged |
| First Community Trust NA | 5,195 | $578.5K | 0.41% | 00.0% | Unchanged |
| TFB Advisors LLC | 5,199 | $578.9K | 0.17% | +488+10.4% | Added |
| Investment House LLC | 5,200 | $579.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 5,206 | $579.7K | 0.25% | −1,528−22.7% | Reduced |
| IMS Capital Management | 5,208 | $579.9K | 0.27% | −12,630−70.8% | Reduced |
| USA Financial Portformulas Corp | 5,210 | $580.1K | 0.09% | +5,036+2,894.3% | Added |
| Keeley-Teton Advisors, LLC | 5,239 | $583.4K | 0.07% | −800−13.2% | Reduced |
| Sierra Summit Advisors LLC | 5,278 | $587.7K | 0.12% | −657−11.1% | Reduced |
| Twin Lakes Capital Management, LLC | 5,287 | $588.7K | 0.38% | −325−5.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,288 | $588.8K | 0.41% | +32+0.6% | Added |
| Clean Yield Group | 5,289 | $588.9K | 0.19% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5,291 | $589.0K | 0.11% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 5,298 | $590.0K | 0.15% | +5,298 | New |
| Hutchinson Capital Management | 5,299 | $590.0K | 0.11% | −151−2.8% | Reduced |
| Delta Investment Management, LLC | 5,306 | $590.8K | 0.12% | −166−3.0% | Reduced |
| Mathes Company, Inc. | 5,305 | $591.0K | 0.22% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,321 | $592.5K | 0.35% | +122+2.3% | Added |
| Glass Jacobson Investment Advisors llc | 5,335 | $594.1K | 0.20% | +34+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 5,338 | $594.4K | 0.04% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,364 | $597.3K | 0.20% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,349 | $598.3K | 0.03% | −444−7.7% | Reduced |
| Beacon Financial Group | 5,375 | $598.5K | 0.06% | −110−2.0% | Reduced |
| Boit C F David | 5,400 | $601.3K | 0.30% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 5,400 | $601.3K | 0.19% | −649−10.7% | Reduced |
| State of Wyoming | 5,414 | $602.8K | 0.08% | +4,418+443.6% | Added |
| Hudson Valley Investment Advisors Inc | 5,416 | $603.1K | 0.07% | −2,399−30.7% | Reduced |
| Zevenbergen Capital Investments LLC | 5,443 | $606.1K | 0.01% | −746−12.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,444 | $606.2K | 0.28% | −299−5.2% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,455 | $607.4K | 0.36% | +857+18.6% | Added |
| Arnhold LLC | 5,464 | $608.4K | 0.06% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 5,465 | $608.5K | 0.13% | +2,810+105.8% | Added |
| Lakeshore Capital Group, Inc. | 5,466 | $608.7K | 0.92% | +5,466 | New |
| LVW Advisors, LLC | 5,470 | $609.1K | 0.07% | +700+14.7% | Added |
| Golden State Equity Partners | 5,470 | $609.1K | 0.12% | −842−13.3% | Reduced |
| Alpha Omega Wealth Management LLC | 5,473 | $609.4K | 0.12% | −8,402−60.6% | Reduced |
| Seeds Investor LLC | 5,494 | $611.7K | 0.17% | −84−1.5% | Reduced |
| Hemington Wealth Management | 5,523 | $614.0K | 0.15% | −128−2.3% | Reduced |
| Tyche Wealth Partners LLC | 5,525 | $615.2K | 0.13% | −170−3.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,516 | $616.8K | 0.17% | +298+5.7% | Added |
| HHM Wealth Advisors, LLC | 5,576 | $620.9K | 0.08% | +3,863+225.5% | Added |
| Trust Co of Virginia | 5,584 | $621.8K | 0.06% | 00.0% | Unchanged |