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 |
|---|---|---|---|---|---|
| Cox Capital Mgt LLC | 22,951 | $2.56M | 1.64% | −246−1.1% | Reduced |
| GAMMA Investing LLC | 22,974 | $2.56M | 0.22% | +3,299+16.8% | Added |
| Chapman Investment Management, LLC | 23,019 | $2.56M | 1.91% | −375−1.6% | Reduced |
| Community Bank, N.A. | 23,028 | $2.56M | 0.33% | +65+0.3% | Added |
| Ritholtz Wealth Management | 23,077 | $2.57M | 0.08% | +1,195+5.5% | Added |
| Hixon Zuercher, LLC | 23,136 | $2.58M | 0.99% | +513+2.3% | Added |
| Victrix Investment Advisors | 23,283 | $2.59M | 1.87% | +23,283 | New |
| Fruth Investment Management | 23,357 | $2.60M | 0.72% | −16−0.1% | Reduced |
| Westhampton Capital, LLC | 23,389 | $2.60M | 1.33% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 23,415 | $2.61M | 0.43% | +352+1.5% | Added |
| Essex LLC | 23,573 | $2.62M | 0.55% | −1,178−4.8% | Reduced |
| Roundview Capital LLC | 23,598 | $2.63M | 0.18% | −734−3.0% | Reduced |
| Plimoth Trust Co LLC | 23,642 | $2.63M | 0.68% | −569−2.4% | Reduced |
| Cornercap Investment Counsel Inc | 23,809 | $2.65M | 0.85% | −849−3.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,857 | $2.66M | 0.63% | −1,056−4.2% | Reduced |
| Petredis Investment Advisors LLC | 23,868 | $2.66M | 0.27% | −628−2.6% | Reduced |
| Westpac Banking Corp | 23,870 | $2.66M | 0.18% | −19,956−45.5% | Reduced |
| Laurel Wealth Advisors LLC | 23,906 | $2.66M | 0.42% | −188−0.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 24,137 | $2.67M | 0.19% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,058 | $2.68M | 0.28% | −28,149−53.9% | Reduced |
| LMG Wealth Partners, LLC | 24,100 | $2.68M | 0.58% | −90−0.4% | Reduced |
| Beaton Management Co. Inc. | 24,169 | $2.69M | 1.38% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 24,175 | $2.69M | 0.26% | +1,133+4.9% | Added |
| Graypoint LLC | 24,189 | $2.69M | 0.16% | −1,621−6.3% | Reduced |
| Keel Point, LLC | 24,232 | $2.70M | 0.22% | −2,167−8.2% | Reduced |
| Shell Asset Management Co | 24,251 | $2.70M | 0.12% | −4,668−16.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,297 | $2.71M | 0.18% | +24,297 | New |
| Iowa State Bank | 24,320 | $2.71M | 0.56% | +368+1.5% | Added |
| Sava Infond d.o.o. | 24,375 | $2.71M | 0.48% | +24,375 | New |
| Centerstone Investors, LLC | 24,388 | $2.72M | 2.54% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 24,443 | $2.72M | 1.38% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 24,472 | $2.72M | 0.17% | +870+3.7% | Added |
| Rational Advisors LLC | 24,500 | $2.73M | 0.27% | +10,300+72.5% | Added |
| Accuvest Global Advisors | 24,573 | $2.74M | 3.83% | +9,089+58.7% | Added |
| Koss-Olinger Consulting, LLC | 24,590 | $2.74M | 0.24% | +1,797+7.9% | Added |
| Thompson Siegel & Walmsley LLC | 24,633 | $2.74M | 0.04% | −155−0.6% | Reduced |
| Bridges Investment Management Inc | 24,682 | $2.75M | 0.04% | +8,715+54.6% | Added |
| Berkshire Bank | 24,766 | $2.76M | 0.64% | +1,245+5.3% | Added |
| Mendel Money Management | 24,889 | $2.77M | 1.24% | −1,250−4.8% | Reduced |
| Benin Management CORP | 24,970 | $2.78M | 0.77% | −500−2.0% | Reduced |
| EULAV Asset Management | 25,000 | $2.78M | 0.07% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 25,038 | $2.79M | 0.72% | 00.0% | Unchanged |
| Rossmore Private Capital | 25,129 | $2.80M | 0.35% | −11,849−32.0% | Reduced |
| CoreCap Advisors, LLC | 25,220 | $2.81M | 0.13% | +22+0.1% | Added |
| Citadel Investment Advisory, Inc. | 25,232 | $2.81M | 1.46% | −119−0.5% | Reduced |
| Barr E S & Co | 25,267 | $2.81M | 0.17% | −705−2.7% | Reduced |
| Guardian Capital LP | 25,326 | $2.82M | 0.10% | +1,400+5.9% | Added |
| Buttonwood Financial Advisors Inc. | 25,339 | $2.82M | 1.24% | −310−1.2% | Reduced |
| Bill Few Associates, Inc. | 25,528 | $2.84M | 1.00% | +363+1.4% | Added |
| NVWM, LLC | 25,536 | $2.84M | 0.72% | −356−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 25,556 | $2.85M | 0.15% | −1,567−5.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 25,581 | $2.85M | 0.17% | +31+0.1% | Added |
| Ashton Thomas Securities, LLC | 25,673 | $2.86M | 0.79% | +90.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,707 | $2.86M | 0.25% | −569−2.2% | Reduced |
| M. Kulyk & Associates, LLC | 25,777 | $2.87M | 0.62% | +57+0.2% | Added |
| Foundations Investment Advisors, LLC | 25,865 | $2.88M | 0.06% | +1,442+5.9% | Added |
| Neville Rodie & Shaw Inc | 25,994 | $2.89M | 0.21% | −301−1.1% | Reduced |
| New Age Alpha Advisors, LLC | 25,999 | $2.89M | 0.12% | +25,914+30,487.1% | Added |
| Gladstone Institutional Advisory LLC | 26,000 | $2.90M | 0.13% | −3,714−12.5% | Reduced |
| Wealthspire Advisors, LLC | 26,006 | $2.90M | 0.03% | +974+3.9% | Added |
| Resonant Capital Advisors, LLC | 26,006 | $2.91M | 0.21% | +622+2.5% | Added |
| Bull Street Advisors, LLC | 26,160 | $2.91M | 1.40% | +50.0% | Added |
| Geneos Wealth Management Inc. | 26,179 | $2.91M | 0.10% | −1,491−5.4% | Reduced |
| IPG Investment Advisors LLC | 26,101 | $2.92M | 0.66% | −6,590−20.2% | Reduced |
| M. Kraus & Co | 26,235 | $2.92M | 0.88% | −4,725−15.3% | Reduced |
| Studio Investment Management LLC | 26,128 | $2.92M | 0.62% | +24+0.1% | Added |
| Independence Bank of Kentucky | 26,280 | $2.93M | 0.45% | +4,716+21.9% | Added |
| Mission Wealth Management, LP | 26,281 | $2.93M | 0.07% | −3,457−11.6% | Reduced |
| Principle Wealth Partners LLC | 26,376 | $2.94M | 0.21% | −568−2.1% | Reduced |
| Montecito Bank & Trust | 26,382 | $2.94M | 0.51% | +2,185+9.0% | Added |
| Morton Community Bank | 26,405 | $2.94M | 0.78% | +185+0.7% | Added |
| White Pine Investment CO | 26,495 | $2.95M | 0.80% | −1,462−5.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 26,506 | $2.95M | 0.23% | +26,506 | New |
| Bridgefront Capital, LLC | 26,510 | $2.95M | 1.00% | +26,510 | New |
| Ballentine Partners, LLC | 26,645 | $2.97M | 0.05% | +2,251+9.2% | Added |
| J.W. Cole Advisors, Inc. | 26,675 | $2.97M | 0.12% | −1,793−6.3% | Reduced |
| MUFG Securities Americas Inc. | 26,732 | $2.98M | 0.38% | +26,732 | New |
| Brighton Jones LLC | 26,767 | $2.98M | 0.09% | +1,904+7.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 26,819 | $3.00M | 1.35% | +1,726+6.9% | Added |
| Te Ahumairangi Investment Management Ltd | 27,013 | $3.01M | 0.63% | −10,110−27.2% | Reduced |
| RB Capital Management, LLC | 27,091 | $3.02M | 0.71% | −1,895−6.5% | Reduced |
| Addison Capital Co | 27,096 | $3.02M | 1.20% | −749−2.7% | Reduced |
| Fragasso Group Inc. | 27,148 | $3.02M | 0.23% | −1,302−4.6% | Reduced |
| New Hampshire Trust | 27,245 | $3.03M | 0.64% | −1,145−4.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,241 | $3.04M | 0.20% | +4,318+18.8% | Added |
| Sciencast Management LP | 27,276 | $3.04M | 0.83% | +27,276 | New |
| Sterneck Capital Management, LLC | 27,386 | $3.05M | 1.65% | −1,759−6.0% | Reduced |
| Canal Insurance CO | 27,500 | $3.06M | 0.80% | −2,500−8.3% | Reduced |
| Hills Bank & Trust Co | 27,610 | $3.07M | 0.23% | −39−0.1% | Reduced |
| Central Trust Co | 27,719 | $3.09M | 0.08% | −2,203−7.4% | Reduced |
| Meyer Handelman Co | 27,843 | $3.10M | 0.11% | −3,635−11.5% | Reduced |
| Diversify Advisory Services, LLC | 28,601 | $3.11M | 0.17% | −7,139−20.0% | Reduced |
| Centaurus Financial, Inc. | 27,955 | $3.11M | 0.19% | +334+1.2% | Added |
| WSFS Capital Management, LLC | 27,979 | $3.12M | 0.17% | +562+2.0% | Added |
| Inspire Trust Co, N.A. | 28,000 | $3.12M | 0.80% | +1,000+3.7% | Added |
| Joel Isaacson & Co., LLC | 28,013 | $3.12M | 0.14% | +3,272+13.2% | Added |
| Moneta Group Investment Advisors LLC | 28,119 | $3.13M | 0.04% | −358−1.3% | Reduced |
| NorthRock Partners, LLC | 28,245 | $3.16M | 0.10% | −548−1.9% | Reduced |
| Bridgewater Advisors Inc. | 29,358 | $3.17M | 0.33% | −910−3.0% | Reduced |
| Centiva Capital, LP | 28,618 | $3.19M | 0.12% | +329+1.2% | Added |