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 |
|---|---|---|---|---|---|
| Landaas & Co | 5,582 | $622.0K | 0.17% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,600 | $623.6K | 0.15% | +5,600 | New |
| LSV Asset Management | 5,600 | $624.0K | 0.00% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 5,748 | $624.5K | 0.27% | +5,748 | New |
| Fairfield, Bush & Co. | 5,610 | $624.7K | 0.37% | +5,610 | New |
| Nadler Financial Group, Inc. | 5,626 | $626.5K | 0.07% | −128−2.2% | Reduced |
| TT Capital Management LLC | 5,889 | $627.5K | 0.50% | +5,889 | New |
| Wellington Shields Capital Management, LLC | 5,636 | $627.5K | 0.11% | +20.0% | Added |
| Lifeworks Advisors, LLC | 5,644 | $628.5K | 0.11% | −254−4.3% | Reduced |
| Northwest Bank & Trust Co | 5,355 | $629.0K | 0.46% | −26−0.5% | Reduced |
| Triumph Capital Management | 5,655 | $629.7K | 0.22% | −2,246−28.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,661 | $630.4K | 0.25% | −81−1.4% | Reduced |
| BTC Capital Management, Inc. | 5,663 | $630.6K | 0.06% | −3,381−37.4% | Reduced |
| Bray Capital Advisors | 5,664 | $630.6K | 0.17% | −155−2.7% | Reduced |
| Viawealth, LLC | 5,669 | $631.3K | 0.38% | −1,317−18.9% | Reduced |
| Drive Wealth Management, LLC | 5,651 | $632.1K | 0.15% | −19−0.3% | Reduced |
| MGO Private Wealth, LLC | 5,683 | $632.8K | 0.45% | −619−9.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,705 | $635.3K | 0.01% | +10.0% | Added |
| Catalyst Financial Partners LLC | 5,708 | $635.6K | 0.12% | +669+13.3% | Added |
| Nabity-Jensen Investment Management Inc | 5,713 | $636.1K | 0.48% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,715 | $636.3K | 0.31% | +75+1.3% | Added |
| Weil Company, Inc. | 5,715 | $636.4K | 0.22% | −13,237−69.8% | Reduced |
| Harvey Investment Co LLC | 5,728 | $638.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,736 | $638.7K | 0.21% | +85+1.5% | Added |
| Ibex Wealth Advisors | 5,741 | $639.3K | 0.08% | +5,741 | New |
| Sterling Investment Advisors, Ltd. | 5,741 | $639.3K | 0.15% | +42+0.7% | Added |
| Kirtland Hills Capital Management, LLC | 5,765 | $642.0K | 0.41% | +780+15.6% | Added |
| 44 Wealth Management LLC | 5,769 | $642.4K | 0.25% | +5,769 | New |
| Novak & Powell Financial Services, Inc. | 5,770 | $642.5K | 0.38% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,778 | $643.4K | 0.08% | +5,746+17,956.3% | Added |
| Diversified Enterprises, LLC | 5,780 | $643.6K | 0.06% | +81+1.4% | Added |
| Orrstown Financial Services Inc | 5,785 | $644.2K | 0.17% | +26+0.5% | Added |
| Tran Capital Management, L.P. | 5,787 | $644.4K | 0.07% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 5,807 | $646.6K | 0.13% | +5,807 | New |
| Morton Capital Management LLC | 5,813 | $647.3K | 0.12% | +125+2.2% | Added |
| Cape Ann Savings Bank | 5,820 | $648.1K | 0.38% | −716−11.0% | Reduced |
| Duncker Streett & Co Inc | 5,820 | $648.1K | 0.12% | −308−5.0% | Reduced |
| S.E.E.D. Planning Group LLC | 5,820 | $648.1K | 0.22% | −20,250−77.7% | Reduced |
| Intellus Advisors LLC | 5,821 | $648.2K | 0.11% | +5,821 | New |
| Alhambra Investment Partners LLC | 5,822 | $648.2K | 0.33% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 5,822 | $648.3K | 0.35% | −200−3.3% | Reduced |
| Athena Investment Management | 5,831 | $649.3K | 0.38% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,833 | $649.5K | 0.07% | −424−6.8% | Reduced |
| BridgePort Financial Solutions, LLC | 5,837 | $649.7K | 0.29% | +5,837 | New |
| Liberty Capital Management, Inc. | 5,836 | $649.8K | 0.14% | −792−11.9% | Reduced |
| Jacksonville Wealth Management, LLC | 5,837 | $650.0K | 0.61% | +5,837 | New |
| Convergence Financial, LLC | 5,840 | $650.2K | 0.13% | −130−2.2% | Reduced |
| Probity Advisors, Inc. | 5,845 | $650.8K | 0.13% | −875−13.0% | Reduced |
| Northwest Bancshares, Inc. | 5,846 | $651.0K | 0.12% | −2,495−29.9% | Reduced |
| Grant Private Wealth Management Inc | 5,856 | $652.1K | 0.70% | +5,856 | New |
| Relyea Zuckerberg Hanson LLC | 5,857 | $652.2K | 0.09% | +233+4.1% | Added |
| H&H Retirement Design & Management INC | 6,007 | $652.7K | 0.40% | +631+11.7% | Added |
| Central Valley Advisors, LLC | 5,869 | $653.5K | 0.30% | −125−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 5,873 | $654.0K | 0.05% | −356−5.7% | Reduced |
| Novare Capital Management LLC | 5,883 | $655.1K | 0.06% | −2,707−31.5% | Reduced |
| Personal Cfo Solutions, LLC | 5,901 | $657.0K | 0.13% | +293+5.2% | Added |
| Central Bank & Trust Co | 5,903 | $657.3K | 0.10% | −68−1.1% | Reduced |
| Financial Perspectives, Inc | 5,906 | $657.7K | 0.22% | +646+12.3% | Added |
| Berger Financial Group, Inc | 5,909 | $658.0K | 0.05% | −404−6.4% | Reduced |
| Vista Investment Partners II, LLC | 5,912 | $658.3K | 0.39% | +5,912 | New |
| Global Strategic Investment Solutions, LLC | 5,937 | $661.1K | 0.08% | −490−7.6% | Reduced |
| Apollon Financial, LLC | 5,937 | $661.1K | 0.16% | +2,374+66.6% | Added |
| Interchange Capital Partners, LLC | 5,973 | $662.3K | 0.24% | −1,376−18.7% | Reduced |
| Fosun International Ltd | 5,957 | $663.3K | 0.21% | −10,464−63.7% | Reduced |
| McCollum Christoferson Group LLC | 5,960 | $663.6K | 0.20% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,961 | $663.7K | 0.14% | −229−3.7% | Reduced |
| Financial Advisory Corp | 5,960 | $664.0K | 0.24% | −1,336−18.3% | Reduced |
| Cromwell Holdings LLC | 5,940 | $664.4K | 0.38% | 00.0% | Unchanged |
| Crux Wealth Advisors | 5,969 | $664.6K | 0.37% | +5,969 | New |
| Gallagher Fiduciary Advisors, LLC | 5,973 | $665.1K | 0.13% | −648−9.8% | Reduced |
| BigSur Wealth Management LLC | 5,950 | $665.5K | 0.19% | −800−11.9% | Reduced |
| Fairbanks Capital Management, Inc. | 5,978 | $665.6K | 0.41% | −464−7.2% | Reduced |
| Clarity Wealth Advisors, LLC | 5,998 | $667.8K | 0.18% | −165−2.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,014 | $668.0K | 0.30% | −14−0.2% | Reduced |
| Sippican Capital Advisors | 6,019 | $670.2K | 0.49% | −295−4.7% | Reduced |
| Alta Advisers Ltd | 6,019 | $670.2K | 0.42% | +1,019+20.4% | Added |
| Greykasell Wealth Strategies, Inc. | 6,027 | $671.1K | 0.37% | +6,027 | New |
| Golden State Wealth Management, LLC | 6,032 | $671.7K | 0.10% | +6,032 | New |
| BLB&B Advisors, LLC | 6,033 | $671.8K | 0.03% | −2,173−26.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,042 | $672.8K | 0.07% | −1,361−18.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,054 | $674.1K | 0.17% | +612+11.2% | Added |
| Callan Capital, LLC | 6,079 | $676.9K | 0.05% | +31+0.5% | Added |
| Lineweaver Wealth Advisors, LLC | 6,071 | $677.7K | 0.13% | −941−13.4% | Reduced |
| Conscious Wealth Investments, LLC | 6,338 | $678.3K | 0.46% | +1,360+27.3% | Added |
| Pictet & Cie (Europe) SA | 6,100 | $679.2K | 0.01% | −173−2.8% | Reduced |
| James Investment Research Inc | 6,105 | $679.8K | 0.08% | −217−3.4% | Reduced |
| Great Diamond Partners, LLC | 6,105 | $679.8K | 0.18% | +98+1.6% | Added |
| Ledyard National Bank | 6,114 | $680.8K | 0.06% | −186−3.0% | Reduced |
| Peddock Capital Advisors, LLC | 6,120 | $681.4K | 0.16% | −114−1.8% | Reduced |
| New Covenant Trust Company, N.A. | 6,150 | $681.4K | 0.68% | −5−0.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,120 | $681.5K | 0.16% | +264+4.5% | Added |
| Flynn Zito Capital Management, LLC | 6,126 | $682.1K | 0.32% | +309+5.3% | Added |
| Marks Group Wealth Management, Inc | 6,136 | $683.2K | 0.07% | +20.0% | Added |
| Fulton Breakefield Broenniman LLC | 6,138 | $683.5K | 0.05% | +283+4.8% | Added |
| Valley Brook Capital Group | 6,153 | $685.1K | 0.51% | −2,576−29.5% | Reduced |
| Klingman & Associates, LLC | 6,168 | $686.8K | 0.04% | −1,539−20.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,170 | $687.0K | 0.17% | −25−0.4% | Reduced |
| West Coast Financial LLC | 6,191 | $689.4K | 0.08% | −506−7.6% | Reduced |
| Zacks Investment Management | 6,193 | $689.6K | 0.01% | −73−1.2% | Reduced |
| Cornerstone Advisory, LLC | 6,256 | $690.5K | 0.08% | −80−1.3% | Reduced |