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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Deltec Asset Management LLC | 7,158 | $797.0K | 0.16% | −3,300−31.6% | Reduced |
| Forza Wealth Management, LLC | 7,173 | $798.7K | 0.36% | +443+6.6% | Added |
| Kondo Wealth Advisors, Inc. | 7,186 | $800.2K | 0.41% | +7,186 | New |
| Apella Capital, LLC | 7,190 | $800.6K | 0.03% | +178+2.5% | Added |
| Moloney Securities Asset Management, LLC | 7,192 | $800.8K | 0.11% | −3,435−32.3% | Reduced |
| GWN Securities Inc. | 7,145 | $801.2K | 0.21% | +7,145 | New |
| Coastwise Capital Group, LLC | 7,204 | $802.2K | 0.64% | +352+5.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,205 | $802.3K | 0.11% | +83+1.2% | Added |
| Chiron Capital Management, LLC | 7,214 | $803.3K | 0.76% | −609−7.8% | Reduced |
| Sentry Investment Management LLC | 7,219 | $804.0K | 0.38% | +3,360+87.1% | Added |
| RVW Wealth, LLC | 7,221 | $804.1K | 0.08% | +1,198+19.9% | Added |
| Patrick M Sweeney & Associates, Inc | 7,237 | $805.9K | 0.60% | +25+0.3% | Added |
| Old Port Advisors | 7,252 | $807.5K | 0.23% | +37+0.5% | Added |
| Cypress Wealth Services, LLC | 7,279 | $810.5K | 0.16% | +638+9.6% | Added |
| MJP Associates Inc | 7,306 | $813.5K | 0.15% | +687+10.4% | Added |
| Outfitter Financial LLC | 7,315 | $814.5K | 0.65% | −200−2.7% | Reduced |
| Prospect Financial Services LLC | 7,317 | $814.8K | 0.45% | +389+5.6% | Added |
| Aberdeen Wealth Management LLC | 7,332 | $816.4K | 0.56% | −548−7.0% | Reduced |
| Embree Financial Group | 7,343 | $817.6K | 0.14% | −5,930−44.7% | Reduced |
| RMR Wealth Builders | 7,356 | $819.1K | 0.08% | +215+3.0% | Added |
| Thomasville National Bank | 7,360 | $819.5K | 0.06% | −917−11.1% | Reduced |
| Sunbelt Securities, Inc. | 7,398 | $819.7K | 0.07% | +500+7.2% | Added |
| WNY Asset Management, LLC | 7,368 | $820.4K | 0.10% | −4,302−36.9% | Reduced |
| Founders Financial Alliance, LLC | 7,372 | $820.9K | 0.23% | +144+2.0% | Added |
| Abacus Planning Group, Inc. | 7,385 | $822.3K | 0.14% | −20.0% | Reduced |
| Titleist Asset Management, LLC | 7,397 | $823.7K | 0.09% | +224+3.1% | Added |
| Saybrook Capital | 7,400 | $824.0K | 0.22% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 7,407 | $824.8K | 0.63% | +7,407 | New |
| CoreFirst Bank & Trust | 7,409 | $825.0K | 0.49% | 00.0% | Unchanged |
| White Pine Capital LLC | 7,429 | $827.2K | 0.28% | −85−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,436 | $828.0K | 0.06% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,454 | $830.0K | 0.23% | −27−0.4% | Reduced |
| PDS Planning, Inc | 7,475 | $832.3K | 0.07% | +1,046+16.3% | Added |
| Americana Partners, LLC | 7,482 | $833.1K | 0.03% | −5,335−41.6% | Reduced |
| Palisade Asset Management, LLC | 7,488 | $833.8K | 0.08% | +550+7.9% | Added |
| CBOE Vest Financial, LLC | 7,489 | $833.9K | 0.01% | +935+14.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 7,458 | $834.2K | 0.07% | −409−5.2% | Reduced |
| Howard Capital Management Group, LLC | 7,504 | $835.5K | 0.06% | −300−3.8% | Reduced |
| Venturi Wealth Management, LLC | 7,512 | $836.5K | 0.04% | +932+14.2% | Added |
| Vista Investment Partners LLC | 7,514 | $836.7K | 0.26% | −186−2.4% | Reduced |
| Vance Wealth, Inc. | 7,528 | $838.2K | 0.32% | −1,043−12.2% | Reduced |
| Ellevest, Inc. | 7,538 | $839.4K | 0.05% | −148−1.9% | Reduced |
| ERn Financial, LLC | 7,549 | $840.6K | 0.13% | +85+1.1% | Added |
| Clear Creek Financial Management, LLC | 7,547 | $840.9K | 0.09% | −194−2.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,553 | $841.0K | 0.51% | +172+2.3% | Added |
| Accredited Investors Inc. | 7,555 | $841.2K | 0.05% | +251+3.4% | Added |
| TrinityPoint Wealth, LLC | 7,563 | $842.2K | 0.12% | −43−0.6% | Reduced |
| Hara Capital LLC | 7,590 | $845.1K | 0.54% | −230−2.9% | Reduced |
| Acorn Wealth Advisors, LLC | 7,593 | $845.4K | 0.35% | −61−0.8% | Reduced |
| Youngs Advisory Group, Inc. | 7,612 | $847.6K | 0.36% | −1,121−12.8% | Reduced |
| Optas, LLC | 7,613 | $847.7K | 0.18% | +331+4.5% | Added |
| Gables Capital Management Inc. | 7,616 | $848.0K | 0.41% | +50+0.7% | Added |
| Ridgecrest Wealth Partners, LLC | 7,619 | $848.4K | 0.46% | −190−2.4% | Reduced |
| Liberty Wealth Management LLC | 7,621 | $848.6K | 0.14% | +44+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 7,631 | $849.7K | 0.12% | −717−8.6% | Reduced |
| Keystone Wealth Services, LLC | 7,639 | $850.6K | 0.23% | +48+0.6% | Added |
| Hedeker Wealth, LLC | 7,666 | $853.6K | 0.21% | −294−3.7% | Reduced |
| MidWestOne Financial Group, Inc. | 7,697 | $857.1K | 0.12% | −5,006−39.4% | Reduced |
| First Pacific Financial | 7,707 | $858.1K | 0.20% | +19+0.2% | Added |
| Crews Bank & Trust | 7,709 | $858.4K | 0.14% | +7,709 | New |
| Main Street Financial Solutions, LLC | 7,747 | $862.6K | 0.09% | −173−2.2% | Reduced |
| Chancellor Financial Group WB LP | 7,769 | $865.1K | 0.70% | +7,769 | New |
| World Equity Group, Inc. | 7,778 | $866.1K | 0.19% | +2,131+37.7% | Added |
| Money Concepts Capital Corp | 7,787 | $867.1K | 0.06% | +4,230+118.9% | Added |
| Sax Wealth Advisors, LLC | 7,791 | $867.5K | 0.07% | −923−10.6% | Reduced |
| TCM Advisors, LLC | – | $868.9K | 0.77% | – | – |
| Summitry LLC | 7,821 | $870.9K | 0.04% | −439,876−98.3% | Reduced |
| Perpetual Ltd | 7,830 | $871.9K | 0.01% | −19,871−71.7% | Reduced |
| Aries Wealth Management | 7,837 | $872.6K | 0.24% | −57−0.7% | Reduced |
| Old Point Trust & Financial Services N A | 7,842 | $873.2K | 0.31% | −50−0.6% | Reduced |
| Trust Point Inc. | 7,859 | $875.1K | 0.06% | +341+4.5% | Added |
| Sterling Investment Counsel, LLC | 7,871 | $876.4K | 0.58% | −8,671−52.4% | Reduced |
| Wendell David Associates Inc | 7,880 | $877.0K | 0.09% | −100−1.3% | Reduced |
| Fernwood Investment Management, LLC | 7,878 | $877.2K | 0.31% | −2,750−25.9% | Reduced |
| Trust Investment Advisors | 7,888 | $878.3K | 0.56% | −783−9.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,907 | $880.5K | 0.23% | −316−3.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,910 | $880.7K | 0.29% | −20−0.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,911 | $880.9K | 0.42% | +70+0.9% | Added |
| Integrity Wealth Advisors, Inc. | 7,913 | $881.2K | 0.65% | +7,913 | New |
| Peoples Bank | 7,922 | $882.1K | 0.61% | −105−1.3% | Reduced |
| O'Dell Group, LLC | 7,928 | $882.7K | 0.20% | −453−5.4% | Reduced |
| Everhart Financial Group, Inc. | 7,950 | $885.2K | 0.18% | +1,444+22.2% | Added |
| ARS Wealth Advisors Group, LLC | 7,975 | $888.0K | 0.12% | +750+10.4% | Added |
| Legacy Capital Wealth Partners, LLC | 7,991 | $889.9K | 0.22% | −860−9.7% | Reduced |
| Elyxium Wealth, LLC | 7,997 | $890.5K | 0.54% | −1,955−19.6% | Reduced |
| Investment Partners, Ltd. | 7,998 | $890.6K | 0.37% | −136−1.7% | Reduced |
| Oakworth Capital, Inc. | 8,007 | $891.6K | 0.06% | −81−1.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,007 | $891.6K | 0.06% | −341−4.1% | Reduced |
| Congress Park Capital LLC | 8,041 | $895.4K | 0.33% | −550−6.4% | Reduced |
| Legacy Advisory Services, LLC | 8,038 | $895.4K | 0.76% | −164−2.0% | Reduced |
| CFO4Life Group, LLC | 8,047 | $896.0K | 0.16% | +4,499+126.8% | Added |
| Prestige Wealth Management Group LLC | 8,014 | $896.3K | 0.19% | −8−0.1% | Reduced |
| Hexagon Capital Partners LLC | 8,064 | $897.9K | 0.16% | −45−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 8,066 | $898.1K | 0.11% | −20.0% | Reduced |
| Capital CS Group, LLC | 8,069 | $898.5K | 1.20% | +5,006+163.4% | Added |
| ICONIQ Capital, LLC | 8,105 | $902.5K | 0.01% | +5,109+170.5% | Added |
| US Asset Management LLC | 8,119 | $904.0K | 0.81% | −283−3.4% | Reduced |
| First Command Advisory Services, Inc. | 8,146 | $907.1K | 0.01% | +462+6.0% | Added |
| CNB Bank | 8,149 | $907.4K | 0.42% | +391+5.0% | Added |
| Wescott Financial Advisory Group, LLC | 8,149 | $907.4K | 0.09% | +454+5.9% | Added |