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 |
|---|---|---|---|---|---|
| Valicenti Advisory Services Inc | 6,209 | $691.0K | 0.17% | −925−13.0% | Reduced |
| Access Investment Management LLC | 6,216 | $692.2K | 0.20% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,221 | $692.7K | 0.19% | +23+0.4% | Added |
| 1620 Investment Advisors, Inc. | 6,236 | $694.4K | 0.53% | +108+1.8% | Added |
| First United Bank Trust | 6,255 | $696.5K | 0.25% | −938−13.0% | Reduced |
| River Wealth Advisors LLC | 6,257 | $696.8K | 0.09% | −32,864−84.0% | Reduced |
| Geller Advisors LLC | 6,257 | $699.8K | 0.05% | +200+3.3% | Added |
| Boston Financial Mangement LLC | 6,287 | $700.1K | 0.02% | +94+1.5% | Added |
| Barton Investment Management | 6,289 | $700.3K | 0.07% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,291 | $700.5K | 0.18% | +774+14.0% | Added |
| Lake Street Financial LLC | 6,309 | $702.5K | 0.11% | +375+6.3% | Added |
| Richardson Financial Services Inc. | 6,346 | $703.1K | 0.49% | −135−2.1% | Reduced |
| Vicus Capital | 6,320 | $703.7K | 0.06% | +325+5.4% | Added |
| Lantern Wealth Advisors, LLC | 6,320 | $703.8K | 0.46% | −625−9.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,333 | $705.2K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,342 | $706.2K | 0.07% | +325+5.4% | Added |
| Prentice Wealth Management LLC | 6,355 | $707.7K | 0.20% | +336+5.6% | Added |
| Crawford Investment Counsel Inc | 6,374 | $709.8K | 0.01% | +843+15.2% | Added |
| KC Investment Advisors, LLC | 6,376 | $710.0K | 0.28% | +115+1.8% | Added |
| AdvisorNet Financial, Inc | 6,426 | $715.5K | 0.06% | +1,024+19.0% | Added |
| Great Lakes Retirement, Inc. | 6,426 | $715.6K | 0.09% | +304+5.0% | Added |
| Synergy Investment Management, LLC | 6,440 | $717.1K | 0.31% | +6,440 | New |
| Parkside Financial Bank & Trust | 6,447 | $717.9K | 0.10% | +133+2.1% | Added |
| Garrison Point Advisors, LLC | 6,468 | $720.2K | 0.34% | −1,940−23.1% | Reduced |
| Schulhoff & Co Inc | 6,469 | $720.3K | 0.32% | −584−8.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,470 | $720.5K | 0.06% | −502−7.2% | Reduced |
| Dillon & Associates Inc | 6,496 | $721.0K | 0.10% | −443−6.4% | Reduced |
| Quadcap Wealth Management, LLC | 6,478 | $721.3K | 0.11% | +832+14.7% | Added |
| Argyle Capital Partners, LLC | 6,482 | $721.7K | 0.62% | +6,482 | New |
| Connecticut Wealth Management, LLC | 6,483 | $721.9K | 0.04% | +437+7.2% | Added |
| Pzena Investment Management LLC | 6,506 | $724.4K | 0.00% | −264,045−97.6% | Reduced |
| Am Investment Strategies LLC | 6,518 | $726.0K | 0.18% | −404−5.8% | Reduced |
| Catalina Capital Group, LLC | 6,530 | $727.2K | 0.24% | +337+5.4% | Added |
| Centurion Wealth Management LLC | 6,536 | $727.7K | 0.23% | −58−0.9% | Reduced |
| Hickory Asset Management, Inc. | 6,540 | $728.3K | 0.62% | +6,540 | New |
| Oxler Private Wealth LLC | 6,548 | $729.1K | 0.24% | −795−10.8% | Reduced |
| LGL Partners, LLC | 6,553 | $729.7K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 6,553 | $729.7K | 0.03% | +469+7.7% | Added |
| West Paces Advisors Inc. | 6,577 | $732.3K | 0.18% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,582 | $732.9K | 0.06% | −18,680−73.9% | Reduced |
| WealthTrust Axiom LLC | 6,595 | $734.3K | 0.22% | +250+3.9% | Added |
| Soltis Investment Advisors LLC | 6,600 | $734.9K | 0.07% | +229+3.6% | Added |
| Eaton Financial Holdings Company, LLC | 6,628 | $738.0K | 0.28% | −229−3.3% | Reduced |
| Chatham Capital Group, Inc. | 6,636 | $738.9K | 0.12% | −80−1.2% | Reduced |
| Integrity Alliance, LLC. | 6,657 | $741.2K | 0.08% | +6,657 | New |
| Traphagen Investment Advisors LLC | 6,665 | $742.1K | 0.08% | −332−4.7% | Reduced |
| Sovran Advisors, LLC | 6,872 | $742.9K | 0.11% | +6,872 | New |
| Pine Haven Investment Counsel, Inc | 6,679 | $743.7K | 0.61% | −272−3.9% | Reduced |
| Foster Group, Inc. | 6,682 | $744.0K | 0.03% | −75−1.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,689 | $744.8K | 0.02% | −1,100−14.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,693 | $745.3K | 0.26% | −227−3.3% | Reduced |
| Advisory Alpha, LLC | 6,710 | $747.2K | 0.03% | −477−6.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,717 | $748.0K | 0.10% | −266−3.8% | Reduced |
| TigerOak Management, L.L.C. | 6,735 | $749.9K | 0.27% | +6,735 | New |
| PCG Asset Management, LLC | 6,740 | $750.5K | 0.66% | +6,740 | New |
| PharVision Advisers, LLC | 6,742 | $750.7K | 0.63% | +6,742 | New |
| Wealth Advisory Solutions, LLC | 6,749 | $751.5K | 0.21% | −68−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 6,768 | $753.0K | 0.11% | +173+2.6% | Added |
| Guardian Wealth Advisors, LLC | 6,781 | $755.1K | 0.06% | +1,052+18.4% | Added |
| Hollencrest Capital Management | 6,786 | $755.6K | 0.03% | −290−4.1% | Reduced |
| Principal Street Partners, LLC | 6,786 | $755.6K | 0.15% | −56−0.8% | Reduced |
| LGT Fund Management Co Ltd. | 6,792 | $756.3K | 0.07% | +3,841+130.2% | Added |
| River Street Advisors LLC | 6,809 | $758.2K | 0.39% | +496+7.9% | Added |
| Chapman Financial Group, LLC | 6,811 | $758.4K | 0.61% | +6,811 | New |
| Financial Sense Advisors, Inc. | 6,842 | $761.9K | 0.26% | −136−1.9% | Reduced |
| Aire Advisors, LLC | 6,843 | $761.9K | 0.16% | +128+1.9% | Added |
| First County Bank | 6,851 | $762.9K | 0.43% | −1,943−22.1% | Reduced |
| RiverFront Investment Group, LLC | 6,851 | $762.9K | 0.02% | +1,002+17.1% | Added |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.37% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,870 | $764.9K | 0.11% | −242−3.4% | Reduced |
| Navellier & Associates Inc | 6,871 | $765.1K | 0.09% | +1,210+21.4% | Added |
| Napatree Capital LLC | 6,873 | $765.3K | 0.45% | −430−5.9% | Reduced |
| Empirical Asset Management, LLC | 128,294 | $765.6K | 0.25% | +117,408+1,078.5% | Added |
| Formidable Asset Management, LLC | 6,887 | $766.9K | 0.13% | −317−4.4% | Reduced |
| DecisionMap Wealth Management, LLC | 6,899 | $768.2K | 0.61% | +6,899 | New |
| Baltimore-Washington Financial Advisors, Inc. | 6,906 | $769.1K | 0.04% | +47+0.7% | Added |
| Blueprint Investment Partners LLC | 6,923 | $770.9K | 0.12% | +6,923 | New |
| ASB Consultores, LLC | 6,927 | $771.3K | 0.32% | +349+5.3% | Added |
| Aull & Monroe Investment Management Corp | 6,942 | $773.0K | 0.39% | −400−5.4% | Reduced |
| Paragon Private Wealth Management, LLC | 6,960 | $775.0K | 0.36% | −146−2.1% | Reduced |
| Amplius Wealth Advisors, LLC | 6,967 | $775.8K | 0.08% | +190+2.8% | Added |
| Copperwynd Financial, LLC | 6,974 | $776.5K | 0.21% | −39−0.6% | Reduced |
| Thompson David Blair | 6,983 | $777.6K | 0.57% | +6,983 | New |
| Capital International Sarl | 6,993 | $778.7K | 0.02% | +1,887+37.0% | Added |
| PFG Advisors | 7,010 | $780.6K | 0.05% | −643−8.4% | Reduced |
| St. Johns Investment Management Company, LLC | 7,010 | $780.6K | 0.36% | −724−9.4% | Reduced |
| Zullo Investment Group, Inc. | 7,011 | $780.7K | 0.32% | −107−1.5% | Reduced |
| Weaver Consulting Group | 7,017 | $781.3K | 0.24% | −210−2.9% | Reduced |
| Baldwin Brothers Inc | 7,021 | $781.8K | 0.05% | +645+10.1% | Added |
| Joseph P. Lucia & Associates, LLC | 7,021 | $781.8K | 0.35% | −567−7.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,032 | $783.0K | 0.55% | +349+5.2% | Added |
| L2 Asset Management, LLC | 7,035 | $783.3K | 0.17% | −251−3.4% | Reduced |
| Verdence Capital Advisors LLC | 7,036 | $783.5K | 0.06% | +57+0.8% | Added |
| Intrua Financial, LLC | 7,037 | $783.6K | 0.13% | +1,400+24.8% | Added |
| WESCAP Management Group, Inc. | 7,041 | $784.0K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,059 | $786.0K | 0.06% | +1,134+19.1% | Added |
| Shum Financial Group, Inc. | 7,082 | $790.9K | 0.68% | −304−4.1% | Reduced |
| High Net Worth Advisory Group LLC | 7,102 | $790.9K | 0.22% | +2,315+48.4% | Added |
| Costello Asset Management, INC | 7,133 | $794.3K | 0.53% | −18,080−71.7% | Reduced |
| Quent Capital, LLC | 7,150 | $796.1K | 0.08% | +187+2.7% | Added |