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 |
|---|---|---|---|---|---|
| Weik Capital Management | 15,980 | $1.78M | 0.72% | −115−0.7% | Reduced |
| Letson Investment Management, Inc. | 15,993 | $1.78M | 0.72% | +30+0.2% | Added |
| Riverpark Capital Management LLC | 16,058 | $1.79M | 3.13% | −2,217−12.1% | Reduced |
| Blueshift Asset Management, LLC | 16,086 | $1.79M | 0.65% | +16,086 | New |
| Cornerstone Planning, LLC | 16,099 | $1.79M | 0.68% | +16,099 | New |
| Raab & Moskowitz Asset Management LLC | 16,129 | $1.80M | 0.44% | −593−3.5% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.80M | 1.05% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 16,196 | $1.80M | 0.54% | −299−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 16,203 | $1.80M | 0.06% | −8,787−35.2% | Reduced |
| MainStreet Investment Advisors LLC | 16,223 | $1.81M | 0.25% | −1,476−8.3% | Reduced |
| Tritonpoint Wealth, LLC | 16,156 | $1.81M | 0.16% | −1,305−7.5% | Reduced |
| Cumberland Advisors Inc | 16,250 | $1.81M | 0.72% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 16,362 | $1.81M | 0.18% | +3,603+28.2% | Added |
| Legacy Capital Group California, Inc. | 16,284 | $1.81M | 0.55% | +710+4.6% | Added |
| Murphy Pohlad Asset Management LLC | 16,309 | $1.82M | 0.78% | 00.0% | Unchanged |
| NTV Asset Management LLC | 16,328 | $1.82M | 0.24% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 16,339 | $1.82M | 0.68% | −2,730−14.3% | Reduced |
| Signal Advisors Wealth, LLC | 16,276 | $1.82M | 0.21% | +12+0.1% | Added |
| Broadwater Capital Management LLC | 16,367 | $1.82M | 1.40% | −50−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,383 | $1.82M | 0.03% | +255+1.6% | Added |
| Atlantic Trust, LLC | 16,410 | $1.83M | 0.39% | −450−2.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 16,361 | $1.83M | 0.98% | +471+3.0% | Added |
| Meridian Wealth Management, LLC | 16,472 | $1.83M | 0.09% | −628−3.7% | Reduced |
| Hendershot Investments Inc. | 16,490 | $1.84M | 0.25% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16,522 | $1.84M | 0.10% | +1,726+11.7% | Added |
| North Star Investment Management Corp. | 16,558 | $1.84M | 0.13% | +71+0.4% | Added |
| RS Crum Inc. | 16,570 | $1.85M | 0.46% | −81−0.5% | Reduced |
| Corrado Advisors, LLC | 16,659 | $1.85M | 1.21% | −1,135−6.4% | Reduced |
| Hudson Canyon Capital Management | 16,699 | $1.86M | 1.21% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20,595 | $1.86M | 0.11% | +240+1.2% | Added |
| Horizon Family Wealth, Inc. | 16,722 | $1.86M | 1.24% | +12,838+330.5% | Added |
| Violich Capital Management, Inc. | 16,774 | $1.87M | 0.24% | −350−2.0% | Reduced |
| Lindbrook Capital, LLC | 16,814 | $1.87M | 0.17% | +221+1.3% | Added |
| Proficio Capital Partners LLC | 16,815 | $1.87M | 0.15% | +2,016+13.6% | Added |
| Wynn Capital, LLC | 16,858 | $1.88M | 1.18% | +65+0.4% | Added |
| CRA Financial Services, LLC | 16,906 | $1.88M | 0.32% | +208+1.2% | Added |
| Hoertkorn Richard Charles | 16,921 | $1.88M | 0.77% | −1,377−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 16,880 | $1.89M | 0.09% | −128−0.8% | Reduced |
| Claro Advisors LLC | 16,997 | $1.89M | 0.26% | −910−5.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.89M | 0.56% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 16,977 | $1.90M | 0.18% | +1,363+8.7% | Added |
| Old National Bancorp | 17,051 | $1.90M | 0.04% | +2,439+16.7% | Added |
| Checchi Capital Advisers, LLC | 17,081 | $1.90M | 0.14% | −38−0.2% | Reduced |
| Webster Bank, N. A. | 17,087 | $1.90M | 0.20% | −6,046−26.1% | Reduced |
| Smith, Moore & Co. | 17,132 | $1.91M | 0.17% | −207−1.2% | Reduced |
| Greenland Capital Management LP | 17,328 | $1.93M | 0.39% | +17,328 | New |
| Dover Advisors, LLC | 17,329 | $1.93M | 1.11% | −369−2.1% | Reduced |
| Wedmont Private Capital | 17,795 | $1.93M | 0.10% | +1,506+9.2% | Added |
| Grove Bank & Trust | 17,419 | $1.94M | 0.27% | +575+3.4% | Added |
| Hancock Whitney Corp | 17,424 | $1.94M | 0.06% | +4,541+35.2% | Added |
| Smithfield Trust Co | 17,541 | $1.94M | 0.10% | −1,328−7.0% | Reduced |
| Fullcircle Wealth LLC | 17,746 | $1.94M | 0.80% | +242+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,541 | $1.95M | 0.26% | −2,528−12.6% | Reduced |
| Turim 21 Investimentos Ltda. | 17,285 | $1.95M | 0.51% | +216+1.3% | Added |
| Csenge Advisory Group | 17,577 | $1.96M | 0.11% | −493−2.7% | Reduced |
| Drexel Morgan & Co. | 17,586 | $1.96M | 0.40% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 17,614 | $1.96M | 1.39% | −620−3.4% | Reduced |
| Occudo Quantitative Strategies LP | 17,618 | $1.96M | 0.35% | +17,618 | New |
| Byrne Asset Management LLC | 17,679 | $1.97M | 1.40% | −632−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 17,614 | $1.97M | 0.07% | −1,136−6.1% | Reduced |
| Chapin Davis, Inc. | 20,601 | $1.98M | 0.65% | 00.0% | Unchanged |
| McDonald Partners LLC | 17,893 | $1.99M | 0.51% | −720−3.9% | Reduced |
| Charter Research & Investment Group, Inc. | 17,896 | $1.99M | 1.52% | −487−2.6% | Reduced |
| Horizon Wealth Management, LLC | 17,931 | $2.00M | 0.35% | −34−0.2% | Reduced |
| Ellsworth Advisors, LLC | 17,940 | $2.00M | 0.52% | −4,788−21.1% | Reduced |
| Aquatic Capital Management LLC | 17,954 | $2.00M | 0.05% | +17,954 | New |
| Means Investment Co., Inc. | 17,973 | $2.00M | 0.21% | −3,972−18.1% | Reduced |
| Continuum Advisory, LLC | 18,013 | $2.01M | 0.26% | +444+2.5% | Added |
| BEAM Asset Management, LLC | 18,061 | $2.01M | 0.64% | −716−3.8% | Reduced |
| Wealth Alliance | 18,073 | $2.01M | 0.24% | −1,391−7.1% | Reduced |
| Proactive Wealth Strategies LLC | 18,087 | $2.01M | 1.05% | −913−4.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,129 | $2.02M | 0.05% | +923+5.4% | Added |
| Atlantic Union Bankshares Corp | 18,174 | $2.02M | 0.12% | −1,082−5.6% | Reduced |
| Bryce Point Capital, LLC | 18,188 | $2.03M | 0.59% | +18,188 | New |
| Avidian Wealth Solutions, LLC | 18,220 | $2.03M | 0.09% | −2,929−13.8% | Reduced |
| Invst, LLC | 18,222 | $2.03M | 0.25% | +151+0.8% | Added |
| Montag A & Associates Inc | 18,163 | $2.03M | 0.10% | −3,646−16.7% | Reduced |
| Rowland & Co Investment Counsel | 18,259 | $2.03M | 0.42% | −1,120−5.8% | Reduced |
| Curbstone Financial Management Corp | 18,266 | $2.03M | 0.43% | −400−2.1% | Reduced |
| VGI Partners Ltd | 18,342 | $2.04M | 0.21% | −188,547−91.1% | Reduced |
| Financial Gravity Companies, Inc. | 18,392 | $2.05M | 0.47% | +1,505+8.9% | Added |
| Focused Wealth Management, Inc | 18,432 | $2.05M | 0.28% | −2,959−13.8% | Reduced |
| Winch Advisory Services, LLC | 18,489 | $2.06M | 0.54% | +325+1.8% | Added |
| Mirabaud & Cie SA | 18,490 | $2.06M | 0.66% | −40−0.2% | Reduced |
| Monetta Financial Services Inc | 18,500 | $2.06M | 1.66% | +7,000+60.9% | Added |
| Asset Advisors Investment Management, LLC | 18,535 | $2.06M | 0.22% | −700−3.6% | Reduced |
| Rehmann Capital Advisory Group | 18,546 | $2.07M | 0.13% | −411−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 18,557 | $2.07M | 0.16% | +4,258+29.8% | Added |
| Kovack Advisors, Inc. | 18,571 | $2.07M | 0.20% | +1,723+10.2% | Added |
| Frank, Rimerman Advisors LLC | 18,584 | $2.07M | 0.15% | +2,058+12.5% | Added |
| Cigna Investments Inc | 18,590 | $2.07M | 0.36% | −317−1.7% | Reduced |
| Global Financial Private Client, LLC | 18,603 | $2.07M | 0.78% | +1,219+7.0% | Added |
| Atala Financial Inc | 18,604 | $2.07M | 1.45% | +18,604 | New |
| Donoghue Forlines LLC | 18,641 | $2.08M | 0.69% | +18,641 | New |
| Jackson Hole Capital Partners, LLC | 18,684 | $2.08M | 0.42% | −204−1.1% | Reduced |
| Herbst Group, LLC | 18,698 | $2.08M | 1.30% | −4,350−18.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,699 | $2.08M | 0.52% | −437−2.3% | Reduced |
| Councilmark Asset Management, LLC | 18,706 | $2.08M | 1.40% | −50.0% | Reduced |
| Insight Inv LLC | 18,757 | $2.09M | 1.45% | +1,491+8.6% | Added |
| GM Advisory Group, Inc. | 18,775 | $2.09M | 0.12% | +928+5.2% | Added |