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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 8,152 | $907.7K | 0.02% | −821−9.1% | Reduced |
| Arvest Investments, Inc. | 8,176 | $910.5K | 0.15% | −604−6.9% | Reduced |
| Millennium Capital Advisors, LLC | 8,177 | $910.5K | 0.62% | −292−3.4% | Reduced |
| Consolidated Portfolio Review Corp | 8,179 | $910.7K | 0.14% | −305−3.6% | Reduced |
| Chicago Partners Investment Group LLC | 8,299 | $910.9K | 0.03% | +970+13.2% | Added |
| PAX Financial Group, LLC | 8,199 | $912.9K | 0.16% | +587+7.7% | Added |
| LCM Capital Management Inc | 8,208 | $913.9K | 0.52% | −10−0.1% | Reduced |
| Investors Research Corp | 8,212 | $914.4K | 0.20% | −447−5.2% | Reduced |
| one8zero8, LLC | 8,215 | $914.7K | 0.20% | +8,215 | New |
| Mainstream Capital Management LLC | 8,286 | $922.6K | 0.65% | −527−6.0% | Reduced |
| Strategies Wealth Advisors, LLC | 8,434 | $922.7K | 0.11% | +8,434 | New |
| Cape Cod Five Cents Savings Bank | 9,602 | $923.6K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 8,308 | $925.1K | 0.00% | +8,308 | New |
| Eclectic Associates Inc | 8,313 | $925.7K | 0.27% | +811+10.8% | Added |
| Reik & Co., LLC | 8,318 | $926.2K | 0.22% | −295−3.4% | Reduced |
| Argus Investors' Counsel, Inc. | 8,335 | $928.1K | 0.62% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 8,339 | $928.6K | 0.04% | +541+6.9% | Added |
| Birmingham Capital Management Co Inc | 8,386 | $933.8K | 0.35% | −450−5.1% | Reduced |
| MCF Advisors LLC | 8,374 | $935.5K | 0.07% | +163+2.0% | Added |
| Cheviot Value Management, LLC | 8,427 | $938.4K | 0.18% | −1,637−16.3% | Reduced |
| PKS Advisory Services, LLC | 8,428 | $938.5K | 0.26% | +8,428 | New |
| Advisor OS, LLC | 8,436 | $939.3K | 0.11% | +687+8.9% | Added |
| Abbot Financial Management, Inc. | 8,473 | $943.4K | 0.47% | −150−1.7% | Reduced |
| Farmers Trust Co | 8,483 | $944.6K | 0.18% | +92+1.1% | Added |
| Providence Wealth Advisors, LLC | 8,492 | $947.4K | 0.72% | +48+0.6% | Added |
| Optimum Investment Advisors | 8,523 | $949.0K | 0.42% | −300−3.4% | Reduced |
| Cim Investment Mangement Inc | 8,526 | $949.4K | 0.28% | +39+0.5% | Added |
| Key Client Fiduciary Advisors, LLC | 8,538 | $950.7K | 0.43% | −534−5.9% | Reduced |
| Pflug Koory, LLC | 8,551 | $952.2K | 0.48% | −75−0.9% | Reduced |
| Pinnacle Holdings, LLC | 8,555 | $952.6K | 0.36% | −693−7.5% | Reduced |
| VisionPoint Advisory Group, LLC | 8,596 | $952.6K | 0.33% | −73−0.8% | Reduced |
| Palogic Value Management, L.P. | 8,557 | $952.8K | 0.38% | +77+0.9% | Added |
| Greenfield Seitz Capital Management, LLC | 8,561 | $953.3K | 0.36% | −103−1.2% | Reduced |
| Syon Capital LLC | 8,586 | $956.1K | 0.09% | +2,373+38.2% | Added |
| Opal Wealth Advisors, LLC | 8,586 | $956.1K | 0.29% | +2,029+30.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,592 | $956.7K | 0.14% | +2,101+32.4% | Added |
| Romano Brothers and Company | 8,639 | $962.0K | 0.12% | +80+0.9% | Added |
| Wright Investors Service Inc | 8,665 | $964.8K | 0.31% | +3,643+72.5% | Added |
| Piscataqua Savings Bank | 8,676 | $966.0K | 0.83% | −325−3.6% | Reduced |
| Caisse des Depots Et Consignations | 8,701 | $968.9K | 0.05% | +8,701 | New |
| Strid Group, LLC | 8,702 | $969.0K | 0.15% | 00.0% | Unchanged |
| Bank of Stockton | 8,708 | $969.6K | 0.29% | −11−0.1% | Reduced |
| Kentucky Trust Co | 8,716 | $970.5K | 0.57% | +8,716 | New |
| Breakwater Capital Group | 8,718 | $970.7K | 0.19% | −1,115−11.3% | Reduced |
| Prossimo Advisors, LLC | 8,732 | $972.0K | 0.70% | +92+1.1% | Added |
| Prudent Man Advisors, LLC | 8,732 | $972.3K | 0.35% | −236−2.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 8,770 | $976.5K | 0.87% | −378−4.1% | Reduced |
| LCNB Corp | 8,798 | $979.7K | 0.36% | −799−8.3% | Reduced |
| Alpha Cubed Investments, LLC | 8,804 | $980.3K | 0.04% | −120−1.3% | Reduced |
| Harbor Advisory Corp | 8,823 | $982.4K | 0.32% | −944−9.7% | Reduced |
| Texas Bank & Trust Co | 8,853 | $985.8K | 0.41% | +8,853 | New |
| Keynote Financial Services LLC | 8,854 | $985.9K | 0.76% | −266−2.9% | Reduced |
| Sachetta, LLC | 8,842 | $985.9K | 0.39% | −410−4.4% | Reduced |
| Sittner & Nelson, LLC | 8,874 | $988.1K | 0.43% | −40.0% | Reduced |
| Pacific Global Investment Management CO | 8,892 | $990.1K | 1.27% | −63,493−87.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $992.8K | 0.61% | −2,682−23.1% | Reduced |
| Tru Independence Asset Management 2, LLC | 8,881 | $993.3K | 0.83% | −25−0.3% | Reduced |
| Beacon Financial Advisory LLC | 8,936 | $995.0K | 0.32% | +207+2.4% | Added |
| Hardy Reed LLC | 8,968 | $998.6K | 0.09% | +52+0.6% | Added |
| EverSource Wealth Advisors, LLC | 9,002 | $1.00M | 0.06% | −1,188−11.7% | Reduced |
| Forte Capital LLC | 9,007 | $1.00M | 0.11% | −745−7.6% | Reduced |
| Successful Portfolios LLC | 9,016 | $1.00M | 0.67% | −62−0.7% | Reduced |
| Excalibur Management Corp | 9,020 | $1.00M | 0.40% | +601+7.1% | Added |
| Opinicus Capital, Inc. | 9,080 | $1.01M | 0.85% | −298−3.2% | Reduced |
| United Community Bank | 9,107 | $1.01M | 0.39% | +950+11.6% | Added |
| Smith Thornton Advisors LLC | 9,141 | $1.02M | 0.64% | −100−1.1% | Reduced |
| NCM Capital Management, LLC | 9,142 | $1.02M | 0.46% | −20−0.2% | Reduced |
| Baldwin Investment Management, LLC | 9,176 | $1.02M | 0.13% | +510+5.9% | Added |
| Armstrong Henry H Associates Inc | 9,179 | $1.02M | 0.10% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 9,179 | $1.02M | 0.08% | +3,383+58.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,256 | $1.02M | 0.38% | −224−2.4% | Reduced |
| Vident Advisory, LLC | 9,263 | $1.03M | 0.02% | +801+9.5% | Added |
| CX Institutional | 9,272 | $1.03M | 0.04% | +1,222+15.2% | Added |
| Thoma Capital Management LLC | 9,282 | $1.03M | 0.71% | +9,282 | New |
| Elevated Capital Advisors, LLC | 9,291 | $1.03M | 0.28% | +979+11.8% | Added |
| Caldwell Trust Co | 9,293 | $1.03M | 0.11% | −643−6.5% | Reduced |
| LexAurum Advisors, LLC | 9,294 | $1.03M | 0.21% | −85−0.9% | Reduced |
| Stokes Family Office, LLC | 9,298 | $1.04M | 0.11% | −993−9.6% | Reduced |
| Cidel Asset Management Inc | 9,322 | $1.04M | 0.07% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 9,325 | $1.04M | 0.03% | −100−1.1% | Reduced |
| Hartford Funds Management Co LLC | 9,333 | $1.04M | 0.10% | +1,171+14.3% | Added |
| Walter & Keenan Financial Consulting Co | 9,362 | $1.04M | 0.32% | −591−5.9% | Reduced |
| Biltmore Family Office, LLC | 9,362 | $1.05M | 0.18% | −295−3.1% | Reduced |
| Nations Financial Group Inc, | 9,459 | $1.05M | 0.08% | −741−7.3% | Reduced |
| Bayesian Capital Management, LP | 9,463 | $1.05M | 0.13% | −58,600−86.1% | Reduced |
| Boston Trust Walden Corp | 9,476 | $1.06M | 0.01% | −229−2.4% | Reduced |
| Court Place Advisors, LLC | 9,486 | $1.06M | 0.34% | −375−3.8% | Reduced |
| Capital Advisors Inc | 9,487 | $1.06M | 0.02% | −194−2.0% | Reduced |
| Manchester Capital Management LLC | 9,521 | $1.06M | 0.12% | +342+3.7% | Added |
| Hartline Investment Corp | 9,556 | $1.06M | 0.12% | −672−6.6% | Reduced |
| Tower Bridge Advisors | 9,588 | $1.07M | 0.11% | −675−6.6% | Reduced |
| Dynasty Wealth Management, LLC | 9,598 | $1.07M | 0.02% | +9,598 | New |
| Palisade Capital Management LLC | 9,600 | $1.07M | 0.03% | −730−7.1% | Reduced |
| Jupiter Wealth Management LLC | 9,623 | $1.07M | 0.54% | +2,975+44.8% | Added |
| Welch Group, LLC | 9,672 | $1.07M | 0.05% | −1,265−11.6% | Reduced |
| Abundance Wealth Counselors | 9,662 | $1.08M | 0.23% | +94+1.0% | Added |
| Kavar Capital Partners Group, LLC | 9,669 | $1.08M | 0.18% | −17,806−64.8% | Reduced |
| Icon Advisers Inc | 9,700 | $1.08M | 0.24% | 00.0% | Unchanged |
| Caxton Associates LP | 9,705 | $1.08M | 0.03% | +9,705 | New |
| Widmann Financial Services, Inc. | 9,705 | $1.08M | 0.84% | −335−3.3% | Reduced |