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
- 3,248
- +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
- 983 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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 9,725 | $1.08M | 0.02% | +9,578+6,515.6% | Added |
| Rossby Financial, LCC | 9,732 | $1.08M | 0.69% | +9,732 | New |
| Essex Savings Bank | 9,740 | $1.08M | 0.27% | −2,317−19.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 9,747 | $1.09M | 0.41% | −5,709−36.9% | Reduced |
| Proffitt & Goodson Inc | 9,756 | $1.09M | 0.18% | +488+5.3% | Added |
| Nicolet Bankshares Inc | 9,756 | $1.09M | 0.26% | +1,421+17.0% | Added |
| Highline Wealth Partners LLC | 9,760 | $1.09M | 0.36% | −114−1.2% | Reduced |
| Capital Markets Trading UK LLP | 9,769 | $1.09M | 0.64% | +4,756+94.9% | Added |
| Moody Lynn & Lieberson, LLC | 9,777 | $1.09M | 0.07% | +221+2.3% | Added |
| Salvus Wealth Management, LLC | 9,777 | $1.09M | 0.69% | −83−0.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 11,465 | $1.09M | 0.24% | +1,307+12.9% | Added |
| Itau Unibanco Holding S.A. | 9,879 | $1.10M | 0.03% | +6,514+193.6% | Added |
| Monterey Private Wealth, Inc. | 9,849 | $1.10M | 0.36% | +430+4.6% | Added |
| First Nebraska Trust Co | 9,849 | $1.10M | 0.11% | +23+0.2% | Added |
| Doliver Advisors, LP | 9,884 | $1.10M | 0.31% | −1,616−14.1% | Reduced |
| Udine Wealth Management, Inc. | 9,889 | $1.10M | 0.71% | +9,889 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,891 | $1.10M | 0.17% | −340−3.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 9,769 | $1.11M | 0.98% | −7,584−43.7% | Reduced |
| Waldron Private Wealth LLC | 9,932 | $1.11M | 0.04% | +270+2.8% | Added |
| Rocky Mountain Advisers, LLC | 9,953 | $1.11M | 0.33% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 9,994 | $1.11M | 0.20% | −1,236−11.0% | Reduced |
| Enhancing Capital LLC | 10,000 | $1.11M | 0.89% | +10,000 | New |
| Angeles Wealth Management, LLC | 10,026 | $1.12M | 0.09% | +1,422+16.5% | Added |
| Uncommon Cents Investing LLC | 10,049 | $1.12M | 0.33% | −90−0.9% | Reduced |
| Intrust Bank NA | 10,074 | $1.12M | 0.11% | −563−5.3% | Reduced |
| Blue Edge Capital, LLC | 10,084 | $1.12M | 0.18% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,106 | $1.13M | 0.59% | −225−2.2% | Reduced |
| Hudson Value Partners, LLC | 10,115 | $1.13M | 0.42% | −5,938−37.0% | Reduced |
| Dohj, LLC | 10,156 | $1.13M | 0.26% | +397+4.1% | Added |
| First National Bank Sioux Falls | 10,189 | $1.13M | 0.48% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 10,153 | $1.13M | 1.00% | +1,578+18.4% | Added |
| Uhlmann Price Securities, LLC | 10,221 | $1.14M | 0.86% | +694+7.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 10,233 | $1.14M | 0.35% | +185+1.8% | Added |
| Two Sigma Securities, LLC | 10,245 | $1.14M | 0.21% | +2,640+34.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,247 | $1.14M | 0.00% | −65,734−86.5% | Reduced |
| Hedges Asset Management LLC | 10,250 | $1.14M | 0.75% | −200−1.9% | Reduced |
| Maridea Wealth Management LLC | 10,252 | $1.14M | 0.37% | +10,252 | New |
| Rockland Trust Co | 10,274 | $1.14M | 0.06% | −254−2.4% | Reduced |
| Avantax Planning Partners, Inc. | 10,283 | $1.15M | 0.04% | −141−1.4% | Reduced |
| Strategic Wealth Designers | 10,309 | $1.15M | 0.07% | −1,560−13.1% | Reduced |
| Argent Advisors, Inc. | 10,310 | $1.15M | 0.43% | −167−1.6% | Reduced |
| Audent Global Asset Management, LLC | 10,273 | $1.15M | 0.75% | +7,499+270.3% | Added |
| Silver Oak Securities, Inc | 10,404 | $1.15M | 0.11% | +2,477+31.2% | Added |
| Synergy Financial Group, LTD | 10,354 | $1.15M | 0.96% | −197−1.9% | Reduced |
| Clare Market Investments LLC | 10,366 | $1.15M | 0.27% | −346−3.2% | Reduced |
| Guardian Wealth Management, Inc. | 10,372 | $1.15M | 0.79% | −1,377−11.7% | Reduced |
| Jump Financial, LLC | 10,433 | $1.16M | 0.02% | +10,433 | New |
| Hickory Point Bank & Trust | 10,436 | $1.16M | 1.03% | +10,436 | New |
| Marcum Wealth, LLC | 10,438 | $1.16M | 0.10% | +795+8.2% | Added |
| DeDora Capital, Inc. | 10,447 | $1.16M | 0.32% | −215−2.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,459 | $1.16M | 0.05% | +191+1.9% | Added |
| Aldebaran Financial Inc. | 10,528 | $1.17M | 1.36% | −638−5.7% | Reduced |
| Stevens Capital Management LP | 10,483 | $1.17M | 0.47% | +10,483 | New |
| Equitable Trust Co | 10,483 | $1.17M | 0.07% | +1,511+16.8% | Added |
| Thoroughbred Financial Services, LLC | 10,509 | $1.17M | 0.07% | −140−1.3% | Reduced |
| Intact Investment Management Inc. | 10,550 | $1.17M | 0.04% | +1,220+13.1% | Added |
| Univest Financial Corp | 10,599 | $1.18M | 0.07% | −1,491−12.3% | Reduced |
| SeaCrest Wealth Management, LLC | 10,635 | $1.18M | 0.12% | −39−0.4% | Reduced |
| Aprio Wealth Management, LLC | 10,672 | $1.19M | 0.17% | +279+2.7% | Added |
| Woodmont Investment Counsel LLC | 10,680 | $1.19M | 0.09% | −1,700−13.7% | Reduced |
| Enterprise Bank & Trust Co | 10,685 | $1.19M | 0.39% | −67−0.6% | Reduced |
| Constant Guidance Financial LLC | 10,689 | $1.19M | 1.03% | +2,335+28.0% | Added |
| Eads & Heald Wealth Management | 10,731 | $1.20M | 0.59% | −454−4.1% | Reduced |
| Forbes J M & Co LLP | 10,765 | $1.20M | 0.12% | −93−0.9% | Reduced |
| Hayek Kallen Investment Management | 10,764 | $1.20M | 0.44% | −50−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 10,769 | $1.20M | 0.08% | −179−1.6% | Reduced |
| Simon Quick Advisors, LLC | 10,772 | $1.20M | 0.07% | +1,749+19.4% | Added |
| Focus Financial Network, Inc. | 10,779 | $1.20M | 0.05% | −669−5.8% | Reduced |
| Calamos Wealth Management LLC | 10,795 | $1.20M | 0.06% | +8+0.1% | Added |
| Midland Wealth Advisors LLC | 10,814 | $1.20M | 0.07% | −774−6.7% | Reduced |
| My Legacy Advisors, LLC | 11,233 | $1.22M | 0.47% | +398+3.7% | Added |
| Norway Savings Bank | 10,924 | $1.22M | 0.67% | −1,770−13.9% | Reduced |
| FLC Capital Advisors | 10,939 | $1.22M | 0.28% | −1,453−11.7% | Reduced |
| Sagespring Wealth Partners, LLC | 10,953 | $1.22M | 0.03% | +10,953 | New |
| Reynders McVeigh Capital Management, LLC | 10,984 | $1.22M | 0.06% | −640−5.5% | Reduced |
| Mather Group, LLC. | 10,994 | $1.22M | 0.02% | −826−7.0% | Reduced |
| Bramshill Investments, LLC | 11,000 | $1.22M | 0.19% | 00.0% | Unchanged |
| Optimize Financial Inc | 11,037 | $1.23M | 0.92% | +11,037 | New |
| Copperleaf Capital, LLC | 11,058 | $1.23M | 0.78% | +32+0.3% | Added |
| Smith Anglin Financial, LLC | 11,063 | $1.23M | 0.12% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 11,083 | $1.23M | 1.25% | −2,800−20.2% | Reduced |
| Oder Investment Management, LLC | 11,089 | $1.23M | 1.03% | −582−5.0% | Reduced |
| Triangle Securities Wealth Management | 11,093 | $1.24M | 0.32% | −419−3.6% | Reduced |
| Allred Capital Management, LLC | 11,107 | $1.24M | 0.48% | −87−0.8% | Reduced |
| Profit Investment Management, LLC | 11,122 | $1.24M | 0.99% | −486−4.2% | Reduced |
| Caas Capital Management LP | 11,123 | $1.24M | 1.02% | +5,180+87.2% | Added |
| Clarius Group, LLC | 11,180 | $1.24M | 0.09% | +947+9.3% | Added |
| Martin & Co Inc | 11,184 | $1.25M | 0.31% | −505−4.3% | Reduced |
| Keating Investment Counselors Inc | 11,191 | $1.25M | 0.39% | −100−0.9% | Reduced |
| HighVista Strategies LLC | 11,200 | $1.25M | 0.46% | +11,200 | New |
| Mechanics Financial Corp | 11,226 | $1.25M | 0.56% | −20−0.2% | Reduced |
| Variant Private Wealth, LLC | 11,229 | $1.25M | 1.19% | +11,229 | New |
| Quotient Wealth Partners, LLC | 11,231 | $1.25M | 0.04% | −505−4.3% | Reduced |
| Sierra Capital LLC | 11,242 | $1.25M | 0.15% | −58−0.5% | Reduced |
| GeoWealth Management, LLC | 11,254 | $1.25M | 0.04% | +4,047+56.2% | Added |
| Adirondack Trust Co | 11,270 | $1.25M | 0.48% | −421−3.6% | Reduced |
| Winthrop Capital Management, LLC | 11,342 | $1.26M | 0.33% | +890+8.5% | Added |
| Summit Global Investments | 11,343 | $1.26M | 0.08% | −1,036−8.4% | Reduced |
| Gen-Wealth Partners Inc | 11,375 | $1.27M | 0.54% | −98−0.9% | Reduced |
| BancorpSouth Bank | 11,378 | $1.27M | 0.09% | −379−3.2% | Reduced |