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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 13,601 | $1.51M | 0.57% | +7,348+117.5% | Added |
| Castlekeep Investment Advisors LLC | 13,617 | $1.52M | 1.06% | +94+0.7% | Added |
| PFC Capital Group, Inc. | 13,685 | $1.52M | 0.74% | −1,075−7.3% | Reduced |
| Mechanics Bank Trust Department | 13,699 | $1.53M | 0.20% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13,715 | $1.53M | 0.02% | −5,289−27.8% | Reduced |
| Sawgrass Asset Management LLC | 13,725 | $1.53M | 0.17% | −1,309−8.7% | Reduced |
| Ofi Invest Asset Management | 14,266 | $1.53M | 0.04% | +14,266 | New |
| Investors Asset Management of Georgia Inc | 13,800 | $1.54M | 0.75% | −325−2.3% | Reduced |
| Fort Sheridan Advisors LLC | 13,809 | $1.54M | 0.22% | −955−6.5% | Reduced |
| Delphi Management Inc | 13,808 | $1.54M | 1.49% | −1,200−8.0% | Reduced |
| Herold Advisors, Inc. | 13,825 | $1.54M | 0.34% | +291+2.2% | Added |
| Trust Co of Oklahoma | 13,845 | $1.54M | 0.49% | +785+6.0% | Added |
| Salem Investment Counselors Inc | 13,801 | $1.54M | 0.05% | +778+6.0% | Added |
| Family Legacy, Inc. | 14,109 | $1.55M | 0.52% | +628+4.7% | Added |
| GTS Securities LLC | 13,912 | $1.55M | 0.08% | −129,544−90.3% | Reduced |
| Redwood Investment Management, LLC | 13,931 | $1.55M | 0.15% | +13,931 | New |
| Alteri Wealth LLC | 13,936 | $1.55M | 0.43% | +13,936 | New |
| Certified Advisory Corp | 13,965 | $1.55M | 0.17% | −630−4.3% | Reduced |
| Integral Investment Advisors, Inc. | 14,040 | $1.56M | 0.51% | +1,522+12.2% | Added |
| CWC Advisors, LLC. | 14,042 | $1.56M | 1.56% | −100−0.7% | Reduced |
| Omnia Family Wealth, LLC | 13,985 | $1.56M | 0.65% | −11−0.1% | Reduced |
| BankPlus Trust Department | 14,172 | $1.58M | 0.52% | +14,172 | New |
| Steel Peak Wealth Management LLC | 14,121 | $1.58M | 0.07% | +149+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,141 | $1.58M | 0.08% | −400−2.8% | Reduced |
| Trustco Bank Corp N Y | 14,205 | $1.58M | 1.71% | −558−3.8% | Reduced |
| Cordatus Wealth Management LLC | 14,230 | $1.58M | 0.42% | +573+4.2% | Added |
| United Bank | 14,256 | $1.59M | 0.67% | +2,111+17.4% | Added |
| Camden Capital, LLC | 14,265 | $1.59M | 0.17% | +2,896+25.5% | Added |
| Lowe Brockenbrough & Co Inc | 14,204 | $1.59M | 0.10% | +154+1.1% | Added |
| Umpqua Bank | 14,707 | $1.59M | 0.55% | −2,039−12.2% | Reduced |
| Sanders Morris Harris LLC | 14,282 | $1.59M | 0.24% | −10,495−42.4% | Reduced |
| Key Financial Inc | 14,415 | $1.61M | 0.36% | −4,871−25.3% | Reduced |
| Winthrop Advisory Group LLC | 14,418 | $1.61M | 0.19% | +253+1.8% | Added |
| American Investment Services, Inc. | 14,448 | $1.61M | 0.28% | +200+1.4% | Added |
| Absher Wealth Management, LLC | 14,449 | $1.61M | 0.21% | +308+2.2% | Added |
| Cape Investment Advisory, Inc. | 14,467 | $1.61M | 0.63% | +2,272+18.6% | Added |
| Pinnacle West Asset Management, Inc. | 14,470 | $1.61M | 1.15% | −50−0.3% | Reduced |
| First American Trust, FSB | 14,469 | $1.61M | 0.16% | −1,873−11.5% | Reduced |
| Delta Financial Group, Inc. | 14,508 | $1.61M | 0.38% | +14,508 | New |
| Watts Gwilliam & Co., LLC | 14,501 | $1.62M | 0.34% | −63−0.4% | Reduced |
| XML Financial, LLC | 14,539 | $1.62M | 0.15% | +1,005+7.4% | Added |
| Pingora Partners LLC | 14,556 | $1.62M | 1.06% | −650−4.3% | Reduced |
| Union Bancaire Privee, UBP SA | 14,888 | $1.62M | 0.03% | +14,888 | New |
| Diamant Asset Management, Inc. | 14,582 | $1.62M | 1.04% | −200−1.4% | Reduced |
| J. W. Coons Advisors, LLC | 14,611 | $1.63M | 0.42% | −200−1.4% | Reduced |
| Auxier Asset Management | 14,617 | $1.63M | 0.25% | −484−3.2% | Reduced |
| Bigelow Investment Advisors, LLC | 14,656 | $1.63M | 0.77% | −416−2.8% | Reduced |
| Legacy Private Trust Co. | 14,712 | $1.64M | 0.11% | +555+3.9% | Added |
| Regal Investment Advisors LLC | 14,722 | $1.64M | 0.12% | −2,513−14.6% | Reduced |
| Adell Harriman & Carpenter Inc | 14,740 | $1.64M | 0.11% | +788+5.6% | Added |
| Baker Tilly Wealth Management, LLC | 14,804 | $1.65M | 0.65% | +1,046+7.6% | Added |
| BSW Wealth Partners | 14,824 | $1.65M | 0.24% | +1,167+8.5% | Added |
| Greenup Street Wealth Management LLC | 14,832 | $1.65M | 0.33% | +14,832 | New |
| Cetera Trust Company, N.A | 14,842 | $1.65M | 1.07% | +675+4.8% | Added |
| WMS Partners, LLC | 14,858 | $1.65M | 0.09% | −825−5.3% | Reduced |
| Skylands Capital, LLC | 14,925 | $1.66M | 0.23% | −45,925−75.5% | Reduced |
| Nwam LLC | 14,964 | $1.67M | 0.10% | −471−3.1% | Reduced |
| JNBA Financial Advisors | 15,001 | $1.67M | 0.17% | +50.0% | Added |
| David Loasby | 15,406 | $1.67M | 0.15% | +1,062+7.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,046 | $1.68M | 0.35% | −2,123−12.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,057 | $1.68M | 0.13% | −5,676−27.4% | Reduced |
| SWS Partners | 14,997 | $1.68M | 0.51% | +156+1.1% | Added |
| Bedel Financial Consulting, Inc. | 15,241 | $1.68M | 0.23% | −265−1.7% | Reduced |
| Banco de Sabadell, S.A | 15,209 | $1.69M | 1.32% | +181+1.2% | Added |
| Tectonic Advisors LLC | 15,160 | $1.69M | 0.11% | +727+5.0% | Added |
| Sound View Wealth Advisors Group, LLC | 15,168 | $1.69M | 0.14% | −57−0.4% | Reduced |
| Eisler Capital Management Ltd. | 15,255 | $1.69M | 0.06% | +15,255 | New |
| SG Americas Securities, LLC | 15,181 | $1.69M | 0.01% | −228,503−93.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 15,236 | $1.70M | 0.09% | +3,503+29.9% | Added |
| Stone Point Wealth LLC | 15,306 | $1.70M | 0.57% | −940−5.8% | Reduced |
| Selway Asset Management | 15,327 | $1.71M | 0.67% | −550−3.5% | Reduced |
| Avestar Capital, LLC | 15,353 | $1.71M | 0.16% | +1,464+10.5% | Added |
| Savvy Advisors, Inc. | 15,367 | $1.71M | 0.21% | +7,713+100.8% | Added |
| MONECO Advisors, LLC | 15,380 | $1.71M | 0.18% | −2,359−13.3% | Reduced |
| Graham Capital Management, L.P. | 15,409 | $1.72M | 0.05% | +15,409 | New |
| Quinn Opportunity Partners LLC | 15,500 | $1.73M | 0.12% | +8,500+121.4% | Added |
| Altfest L J & Co Inc | 15,502 | $1.73M | 0.22% | +73+0.5% | Added |
| Campbell Newman Asset Management Inc | 15,565 | $1.73M | 0.14% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 15,533 | $1.74M | 0.76% | −6,030−28.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,608 | $1.74M | 0.98% | 00.0% | Unchanged |
| Bangor Savings Bank | 15,629 | $1.74M | 0.16% | −584−3.6% | Reduced |
| Morse Asset Management, Inc | 15,663 | $1.74M | 0.40% | −5,703−26.7% | Reduced |
| NewEdge Wealth, LLC | 15,708 | $1.75M | 0.03% | +1,926+14.0% | Added |
| RD Lewis Holdings, Inc. | 15,786 | $1.75M | 1.92% | +15,786 | New |
| SRS Capital Advisors, Inc. | 15,718 | $1.75M | 0.11% | +9,678+160.2% | Added |
| Anb Bank | 15,732 | $1.75M | 0.77% | +15,732 | New |
| WT Wealth Management | 15,746 | $1.75M | 0.55% | −513−3.2% | Reduced |
| Archer Investment Corp | 15,754 | $1.75M | 0.47% | −30−0.2% | Reduced |
| Wernau Asset Management Inc. | 15,769 | $1.76M | 1.70% | +15,769 | New |
| Patten & Patten Inc | 15,772 | $1.76M | 0.12% | −526−3.2% | Reduced |
| Davidson Trust Co | 15,784 | $1.76M | 0.90% | −120−0.8% | Reduced |
| AIA Group Ltd | 15,786 | $1.76M | 0.04% | +5,129+48.1% | Added |
| Modern Wealth Management, LLC | 15,799 | $1.76M | 0.07% | +3,759+31.2% | Added |
| Perennial Investment Advisors, LLC | 15,865 | $1.77M | 0.21% | −359−2.2% | Reduced |
| Aspiriant, LLC | 15,905 | $1.77M | 0.06% | +92+0.6% | Added |
| Semmax Financial Advisors Inc. | 16,164 | $1.77M | 0.47% | −93−0.6% | Reduced |
| Unique Wealth Strategies, LLC | 15,911 | $1.77M | 0.78% | −112−0.7% | Reduced |
| Catalyst Capital Advisors LLC | 15,921 | $1.77M | 0.04% | +4,354+37.6% | Added |
| L.M. Kohn & Company | 15,944 | $1.78M | 0.46% | −1,241−7.2% | Reduced |
| Gardner Lewis Asset Management L P | 15,970 | $1.78M | 0.45% | 00.0% | Unchanged |