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 |
|---|---|---|---|---|---|
| Horizon Investment Services, LLC | 11,381 | $1.27M | 0.54% | +11,381 | New |
| Panagora Asset Management Inc | 11,388 | $1.27M | 0.01% | −12,805−52.9% | Reduced |
| Joule Financial, LLC | 11,389 | $1.27M | 0.45% | +488+4.5% | Added |
| Bank of Hawaii | 11,389 | $1.27M | 0.07% | −1,526−11.8% | Reduced |
| New England Asset Management Inc | 11,395 | $1.27M | 0.22% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 12,855 | $1.28M | 0.15% | 00.0% | Unchanged |
| Ceera Investments, LLC | 11,465 | $1.28M | 0.44% | −1,421−11.0% | Reduced |
| Schnieders Capital Management LLC | 11,473 | $1.28M | 0.25% | −525−4.4% | Reduced |
| Howard Capital Management Inc. | 11,479 | $1.28M | 0.02% | +681+6.3% | Added |
| Carl P. Sherr & Co., LLC | 11,545 | $1.29M | 0.68% | −309−2.6% | Reduced |
| Atlas Capital Advisors LLC | 11,563 | $1.29M | 0.16% | +11,500+18,254.0% | Added |
| Aaron Wealth Advisors | 11,590 | $1.29M | 0.15% | +602+5.5% | Added |
| Okabena Investment Services Inc | 11,622 | $1.29M | 0.36% | +866+8.1% | Added |
| Strategic Blueprint, LLC | 11,627 | $1.29M | 0.08% | +584+5.3% | Added |
| BOK Financial Private Wealth, Inc. | 11,586 | $1.30M | 0.09% | −1,684−12.7% | Reduced |
| StoneX Group Inc. | 11,611 | $1.30M | 0.07% | +1,196+11.5% | Added |
| Fidelis Capital Partners, LLC | 11,392 | $1.30M | 0.13% | +4,621+68.2% | Added |
| Skopos Labs, Inc. | 11,683 | $1.30M | 0.39% | +669+6.1% | Added |
| Wimmer Associates 1, LLC | 11,716 | $1.30M | 0.64% | −580−4.7% | Reduced |
| AXS Investments LLC | 11,733 | $1.31M | 0.36% | −2,714−18.8% | Reduced |
| Virtu Financial LLC | 11,738 | $1.31M | 0.07% | −6,871−36.9% | Reduced |
| Citizens & Northern Corp | 11,742 | $1.31M | 0.36% | +299+2.6% | Added |
| Lester Murray Antman dba SimplyRich | 11,756 | $1.31M | 0.37% | −54−0.5% | Reduced |
| Chicago Capital, LLC | 11,793 | $1.31M | 0.03% | +239+2.1% | Added |
| Ransom Advisory, Ltd | 11,817 | $1.32M | 0.60% | −300−2.5% | Reduced |
| Sheets Smith Wealth Management | 11,844 | $1.32M | 0.16% | +55+0.5% | Added |
| First National Advisers, LLC | 11,870 | $1.32M | 0.21% | −1,445−10.9% | Reduced |
| Moseley Investment Management Inc | 11,894 | $1.32M | 0.52% | −68−0.6% | Reduced |
| Transatlantique Private Wealth LLC | 11,899 | $1.32M | 0.50% | −71−0.6% | Reduced |
| First National Bank & Trust Co of Newtown | 11,950 | $1.33M | 0.28% | −1,600−11.8% | Reduced |
| Talon Private Wealth, LLC | 11,971 | $1.33M | 0.28% | +6,372+113.8% | Added |
| Valmark Advisers, Inc. | 12,007 | $1.34M | 0.02% | +1,572+15.1% | Added |
| Capital Investment Advisory Services, LLC | 12,023 | $1.34M | 0.13% | −1,957−14.0% | Reduced |
| Donaldson Capital Management, LLC | 12,070 | $1.34M | 0.05% | −118−1.0% | Reduced |
| KPP Advisory Services LLC | 12,111 | $1.35M | 0.32% | −476−3.8% | Reduced |
| Partnership Wealth Management, LLC | 12,163 | $1.35M | 1.13% | +420+3.6% | Added |
| Worth Asset Management, LLC | 12,167 | $1.35M | 0.72% | +12,167 | New |
| RFG Advisory, LLC | 12,167 | $1.35M | 0.04% | −1,246−9.3% | Reduced |
| Drucker Wealth 3.0, LLC | 12,180 | $1.36M | 0.31% | +523+4.5% | Added |
| Missouri Trust & Investment Co | 12,187 | $1.36M | 0.48% | −625−4.9% | Reduced |
| Confluence Wealth Services, Inc. | 12,250 | $1.36M | 0.09% | −552−4.3% | Reduced |
| Ocean Capital Management, LLC | 12,218 | $1.36M | 0.30% | −551−4.3% | Reduced |
| OneAscent Financial Services LLC | 12,226 | $1.36M | 0.12% | +6,200+102.9% | Added |
| Wealthedge Investment Advisors, LLC | 12,265 | $1.37M | 0.62% | +12,265 | New |
| Garden State Investment Advisory Services LLC | 12,266 | $1.37M | 0.42% | −10−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,334 | $1.37M | 0.04% | −961−7.2% | Reduced |
| Ausdal Financial Partners, Inc. | 12,352 | $1.38M | 0.12% | +2,239+22.1% | Added |
| Kings Path Partners LLC | 12,358 | $1.38M | 0.59% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 12,361 | $1.38M | 0.16% | +9,811+384.7% | Added |
| Jmac Enterprises LLC | 12,368 | $1.38M | 0.22% | −834−6.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,422 | $1.38M | 0.34% | −6,717−35.1% | Reduced |
| Coastal Bridge Advisors, LLC | 12,488 | $1.39M | 0.35% | +231+1.9% | Added |
| Ridgewood Investments LLC | 12,488 | $1.39M | 0.67% | −1,707−12.0% | Reduced |
| Change Path, LLC | 12,517 | $1.39M | 0.04% | +1,069+9.3% | Added |
| Minot DeBlois Advisors LLC | 12,534 | $1.40M | 1.27% | +12,534 | New |
| Financial Advocates Investment Management | 12,547 | $1.40M | 0.08% | +263+2.1% | Added |
| Burling Wealth Partners, LLC | 12,589 | $1.40M | 0.29% | +12,589 | New |
| Monograph Wealth Advisors, LLC | 12,570 | $1.41M | 0.19% | +1,371+12.2% | Added |
| Fire Capital Management LLC | 12,662 | $1.41M | 1.05% | +12,662 | New |
| DF Dent & Co Inc | 12,685 | $1.41M | 0.02% | +4,966+64.3% | Added |
| Agate Pass Investment Management, LLC | 12,692 | $1.41M | 0.64% | −20.0% | Reduced |
| Pure Financial Advisors, Inc. | 12,720 | $1.42M | 0.03% | +1,135+9.8% | Added |
| Estabrook Capital Management | 12,736 | $1.42M | 0.22% | −345−2.6% | Reduced |
| Integrated Investment Consultants, LLC | 12,750 | $1.42M | 0.29% | −50,543−79.9% | Reduced |
| Private Trust Co NA | 12,752 | $1.42M | 0.15% | −1,364−9.7% | Reduced |
| Founders Financial Securities LLC | 12,759 | $1.42M | 0.13% | +126+1.0% | Added |
| LBMC Investment Advisors, LLC | 12,771 | $1.42M | 0.11% | 00.0% | Unchanged |
| Burney Co | 12,821 | $1.43M | 0.05% | −2,381−15.7% | Reduced |
| Act Two Investors LLC | 12,835 | $1.43M | 0.28% | +1,856+16.9% | Added |
| Qtron Investments LLC | 12,854 | $1.43M | 0.20% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 12,864 | $1.43M | 0.11% | −299−2.3% | Reduced |
| Chemistry Wealth Management LLC | 12,868 | $1.43M | 0.34% | −60.0% | Reduced |
| Tempus Wealth Planning, LLC | 12,891 | $1.44M | 0.44% | −698−5.1% | Reduced |
| Figure 8 Investment Strategies LLC | 12,950 | $1.44M | 1.41% | +12,950 | New |
| M&G Plc | 13,024 | $1.45M | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,999 | $1.45M | 0.12% | +12,999 | New |
| Cove Private Wealth, LLC | 13,000 | $1.45M | 0.87% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 13,011 | $1.45M | 0.27% | +618+5.0% | Added |
| Delta Financial Advisors LLC | 13,013 | $1.45M | 0.54% | −291−2.2% | Reduced |
| Legacy Financial Advisors, Inc. | 13,036 | $1.45M | 0.24% | +941+7.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,041 | $1.45M | 0.84% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,050 | $1.45M | 0.03% | −1,057−7.5% | Reduced |
| Tang Capital Management LLC | 13,095 | $1.46M | 0.10% | +4,261+48.2% | Added |
| LM Advisors LLC | 13,052 | $1.46M | 0.26% | −411−3.1% | Reduced |
| Summit X, LLC | 13,139 | $1.46M | 0.32% | −2,321−15.0% | Reduced |
| BBR Partners, LLC | 13,142 | $1.46M | 0.10% | −1,321−9.1% | Reduced |
| Chicago Trust Co NA | 13,168 | $1.47M | 0.26% | −94−0.7% | Reduced |
| Ballast, Inc. | 13,207 | $1.47M | 0.42% | +614+4.9% | Added |
| Old Mission Investment Co LLC | 13,234 | $1.47M | 0.44% | +1,428+12.1% | Added |
| Cornerstone National Bank & Trust Co | 13,383 | $1.49M | 0.68% | −384−2.8% | Reduced |
| MWA Asset Management | 13,452 | $1.50M | 1.00% | −321−2.3% | Reduced |
| HF Advisory Group, LLC | 13,454 | $1.50M | 0.69% | +63+0.5% | Added |
| Elmwood Wealth Management, Inc. | 13,460 | $1.50M | 0.60% | +308+2.3% | Added |
| Gibbs Wealth Management | 13,476 | $1.50M | 0.41% | +2,792+26.1% | Added |
| Beach Investment Counsel Inc | 13,509 | $1.50M | 0.20% | −4,861−26.5% | Reduced |
| Bard Financial Services, Inc. | 13,510 | $1.50M | 0.18% | −825−5.8% | Reduced |
| Coppell Advisory Solutions LLC | 13,580 | $1.50M | 0.21% | +8,434+163.9% | Added |
| Vise Technologies, Inc. | 13,541 | $1.51M | 0.13% | +5,335+65.0% | Added |
| Boltwood Capital Management | 13,558 | $1.51M | 0.46% | −225−1.6% | Reduced |
| Birchbrook, Inc. | 13,558 | $1.51M | 0.86% | −729−5.1% | Reduced |