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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 18,780 | $2.09M | 0.56% | +2,124+12.8% | Added |
| Maia Wealth LLC | 18,468 | $2.09M | 0.45% | +3,162+20.7% | Added |
| Sculati Wealth Management, LLC | 18,801 | $2.09M | 0.83% | +163+0.9% | Added |
| St. Louis Financial Planners Asset Management, LLC | 18,814 | $2.10M | 1.51% | −2,486−11.7% | Reduced |
| JSF Financial, LLC | 18,831 | $2.10M | 0.56% | −2,269−10.8% | Reduced |
| Resources Management Corp | 18,929 | $2.11M | 0.29% | −6,087−24.3% | Reduced |
| Ameritas Investment Partners, Inc. | 19,001 | $2.12M | 0.07% | −725−3.7% | Reduced |
| Icon Wealth Advisors, LLC | 19,002 | $2.12M | 0.17% | +56+0.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $2.12M | 0.93% | +7,000+58.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 19,036 | $2.12M | 2.73% | −51,605−73.1% | Reduced |
| Diversified Trust Co | 19,048 | $2.12M | 0.05% | +1,206+6.8% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 19,159 | $2.13M | 0.03% | +19,159 | New |
| Mount Capital Ltd | 19,200 | $2.14M | 0.76% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 19,203 | $2.14M | 0.66% | −20,740−51.9% | Reduced |
| Cito Capital Group, LLC | 19,140 | $2.14M | 0.79% | −5,000−20.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,321 | $2.15M | 0.20% | −115−0.6% | Reduced |
| First Horizon Advisors, Inc. | 19,427 | $2.16M | 0.06% | −313−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 19,440 | $2.16M | 0.10% | −1,950−9.1% | Reduced |
| Central Pacific Bank - Trust Division | 19,447 | $2.17M | 0.28% | +1,517+8.5% | Added |
| Kornitzer Capital Management Inc | 19,450 | $2.17M | 0.04% | −1,162−5.6% | Reduced |
| Old Second National Bank of Aurora | 19,565 | $2.18M | 0.50% | −108−0.5% | Reduced |
| Katamaran Capital LLP | 19,575 | $2.18M | 2.92% | +19,575 | New |
| Occidental Asset Management, LLC | 19,578 | $2.18M | 0.34% | +1,506+8.3% | Added |
| Cornerstone Wealth Management, LLC | 19,589 | $2.18M | 0.15% | −15−0.1% | Reduced |
| M Holdings Securities, Inc. | 19,617 | $2.18M | 0.35% | +19,617 | New |
| Prosperity Consulting Group, LLC | 19,654 | $2.19M | 0.16% | −367−1.8% | Reduced |
| First National Trust Co | 19,685 | $2.19M | 0.08% | −1,129−5.4% | Reduced |
| Premier Path Wealth Partners, LLC | 19,687 | $2.19M | 0.33% | −1,990−9.2% | Reduced |
| HCR Wealth Advisors | 19,694 | $2.19M | 0.27% | +1,368+7.5% | Added |
| First Business Financial Services, Inc. | 19,791 | $2.20M | 0.22% | −167−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 19,901 | $2.22M | 0.57% | +2,659+15.4% | Added |
| Atlas Brown,Inc. | 19,984 | $2.23M | 0.76% | −419−2.1% | Reduced |
| Pinnacle Investment Management Ltd | 20,000 | $2.23M | 1.63% | +20,000 | New |
| Knuff & Co LLC | 20,069 | $2.23M | 0.68% | −130−0.6% | Reduced |
| WBH Advisory Inc | 20,086 | $2.24M | 0.21% | −944−4.5% | Reduced |
| Fisher Funds Management LTD | 20,165 | $2.24M | 0.05% | +20,165 | New |
| Voya Financial Advisors, Inc. | 20,230 | $2.24M | 0.24% | +3,937+24.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,206 | $2.25M | 0.88% | −636−3.1% | Reduced |
| Aigen Investment Management, LP | 20,246 | $2.25M | 0.40% | +17,466+628.3% | Added |
| Ingalls & Snyder LLC | 20,345 | $2.27M | 0.09% | −1,453−6.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,286 | $2.27M | 0.09% | +178+0.9% | Added |
| Cooper Financial Group | 20,380 | $2.27M | 0.27% | +13,499+196.2% | Added |
| Cohen Investment Advisors LLC | 20,544 | $2.29M | 1.38% | +452+2.2% | Added |
| Gs Investments, Inc. | 20,614 | $2.30M | 1.04% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 20,618 | $2.30M | 0.74% | −757−3.5% | Reduced |
| Lynx Capital Group Ltd | 20,633 | $2.30M | 1.32% | −69−0.3% | Reduced |
| Westmount Partners, LLC | 20,679 | $2.30M | 0.70% | −1,978−8.7% | Reduced |
| Paradigm Asset Management Co LLC | 20,700 | $2.30M | 0.63% | +19,200+1,280.0% | Added |
| Asio Capital, LLC | 20,704 | $2.31M | 0.44% | −9,088−30.5% | Reduced |
| Capstone Investment Advisors, LLC | 20,708 | $2.31M | 0.02% | −13,412−39.3% | Reduced |
| Frisch Financial Group, Inc. | 20,777 | $2.31M | 0.70% | −242−1.2% | Reduced |
| Palouse Capital Management, Inc. | 20,779 | $2.31M | 1.54% | +7,675+58.6% | Added |
| Magnus Financial Group LLC | 20,796 | $2.32M | 0.22% | +745+3.7% | Added |
| SOL Capital Management CO | 20,807 | $2.32M | 0.26% | −8,470−28.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 20,800 | $2.33M | 0.81% | −1,278−5.8% | Reduced |
| Spirit of America Management Corp | 20,900 | $2.33M | 0.47% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20,977 | $2.34M | 0.18% | −8,711−29.3% | Reduced |
| Northstar Asset Management LLC | 20,983 | $2.34M | 0.54% | −990−4.5% | Reduced |
| Integrated Advisors Network LLC | 21,089 | $2.35M | 0.11% | −248−1.2% | Reduced |
| Trust Asset Management LLC | 21,108 | $2.35M | 0.18% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,112 | $2.35M | 0.07% | +12+0.1% | Added |
| Sumitomo Life Insurance Co | 21,221 | $2.36M | 0.04% | −537−2.5% | Reduced |
| K2 Principal Fund, L.P. | 21,254 | $2.37M | 0.35% | +1,754+9.0% | Added |
| Gluskin Sheff & Assoc Inc | 21,306 | $2.37M | 0.28% | −2,268−9.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,339 | $2.38M | 1.11% | +635+3.1% | Added |
| Alliance Wealth Advisors, LLC | 21,358 | $2.38M | 1.36% | −2,348−9.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 21,386 | $2.38M | 1.60% | −30−0.1% | Reduced |
| TBH Global Asset Management, LLC | 21,410 | $2.38M | 0.56% | −47−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 21,439 | $2.39M | 0.18% | −2,667−11.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 21,729 | $2.42M | 0.05% | −1,055−4.6% | Reduced |
| Strategic Advisors LLC | 21,757 | $2.42M | 0.44% | −22,591−50.9% | Reduced |
| Vista Investment Management | 21,876 | $2.44M | 0.92% | −244−1.1% | Reduced |
| Point72 Europe (London) LLP | 21,900 | $2.44M | 0.14% | +21,900 | New |
| RiverPark Advisors, LLC | 21,939 | $2.44M | 1.96% | −4,301−16.4% | Reduced |
| Proequities, Inc. | 22,452 | $2.44M | 0.14% | −1,010−4.3% | Reduced |
| Monarch Capital Management Inc | 21,892 | $2.45M | 0.67% | +85+0.4% | Added |
| Manhattan West Asset Management, LLC | 22,025 | $2.45M | 0.66% | −574−2.5% | Reduced |
| BCGM Wealth Management, LLC | 22,080 | $2.46M | 0.78% | +45+0.2% | Added |
| Hilltop Holdings Inc. | 22,160 | $2.47M | 0.16% | −1,685−7.1% | Reduced |
| Culbertson A N & Co Inc | 22,176 | $2.47M | 0.39% | −2,203−9.0% | Reduced |
| Quantitative Investment Management, LLC | 22,188 | $2.47M | 0.19% | +22,188 | New |
| Tevis Investment Management | 22,083 | $2.47M | 1.83% | −29−0.1% | Reduced |
| Norden Group LLC | 22,260 | $2.48M | 0.28% | +199+0.9% | Added |
| TD Private Client Wealth LLC | 22,294 | $2.48M | 0.07% | +8,961+67.2% | Added |
| Mengis Capital Management, Inc. | 22,374 | $2.49M | 0.51% | +80+0.4% | Added |
| Alpine Woods Capital Investors, LLC | 22,375 | $2.49M | 0.47% | 00.0% | Unchanged |
| HM Payson & Co | 22,394 | $2.49M | 0.04% | −308−1.4% | Reduced |
| Moody National Bank Trust Division | 22,396 | $2.49M | 0.26% | −718−3.1% | Reduced |
| Good Life Advisors, LLC | 22,430 | $2.50M | 0.18% | +5,348+31.3% | Added |
| Searle & Co. | 22,437 | $2.50M | 0.72% | −108−0.5% | Reduced |
| Harbour Investments, Inc. | 22,442 | $2.50M | 0.07% | +464+2.1% | Added |
| Naviter Wealth, LLC | 22,376 | $2.50M | 0.30% | +4,578+25.7% | Added |
| Banque Pictet & Cie SA | 22,560 | $2.51M | 0.02% | +820+3.8% | Added |
| One Capital Management, LLC | 22,587 | $2.52M | 0.08% | −241−1.1% | Reduced |
| Thompson Investment Management, Inc. | 22,601 | $2.52M | 0.36% | −215−0.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 22,606 | $2.52M | 0.66% | +22,606 | New |
| Quadrant Capital Group LLC | 22,658 | $2.52M | 0.17% | +98+0.4% | Added |
| Auxano Advisors, LLC | 22,741 | $2.53M | 0.64% | +1,891+9.1% | Added |
| Birch Hill Investment Advisors LLC | 22,823 | $2.54M | 0.12% | −398−1.7% | Reduced |
| Intellectus Partners, LLC | 22,774 | $2.55M | 0.56% | −640−2.7% | Reduced |