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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 28,721 | $3.20M | 0.23% | +566+2.0% | Added |
| TriaGen Wealth Management LLC | 28,748 | $3.20M | 1.08% | +515+1.8% | Added |
| Shayne & Co., LLC | 28,820 | $3.21M | 0.84% | −440−1.5% | Reduced |
| Radnor Capital Management, LLC | 28,885 | $3.22M | 0.54% | −3,234−10.1% | Reduced |
| Stonebridge Capital Management Inc | 28,898 | $3.22M | 1.32% | −400−1.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 28,951 | $3.22M | 0.08% | −1,068−3.6% | Reduced |
| Osprey Private Wealth LLC | 28,985 | $3.23M | 2.25% | +750+2.7% | Added |
| Cullen Investment Group, Ltd. | 28,997 | $3.23M | 0.48% | −2,153−6.9% | Reduced |
| Engineers Gate Manager LP | 29,031 | $3.23M | 0.06% | −56,580−66.1% | Reduced |
| Los Angeles Capital Management LLC | 29,071 | $3.24M | 0.01% | +15,708+117.5% | Added |
| Sky Investment Group LLC | 29,096 | $3.24M | 0.59% | −1,160−3.8% | Reduced |
| Teza Capital Management LLC | 29,128 | $3.24M | 0.49% | −15,145−34.2% | Reduced |
| Pinnacle Financial Partners Inc | 29,714 | $3.26M | 0.07% | −380−1.3% | Reduced |
| First Western Trust Bank | 29,297 | $3.26M | 0.15% | +875+3.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,405 | $3.27M | 0.31% | −7,706−20.8% | Reduced |
| Connable Office Inc | 29,405 | $3.27M | 0.34% | −5,643−16.1% | Reduced |
| Keystone Financial Group | 29,815 | $3.28M | 0.32% | +20,130+207.8% | Added |
| Vickerman Investment Advisors, Inc. | 29,583 | $3.29M | 0.90% | −388−1.3% | Reduced |
| K.J. Harrison & Partners Inc | 29,742 | $3.30M | 0.52% | −15,965−34.9% | Reduced |
| Perkins Coie Trust Co | 29,626 | $3.30M | 0.73% | −593−2.0% | Reduced |
| Western Wealth Management, LLC | 29,667 | $3.30M | 0.18% | −1,469−4.7% | Reduced |
| Profund Advisors LLC | 29,667 | $3.30M | 0.12% | +2,751+10.2% | Added |
| Arkadios Wealth Advisors | 29,707 | $3.31M | 0.18% | +1,424+5.0% | Added |
| Callan Family Office, LLC | 29,719 | $3.31M | 0.21% | +22,728+325.1% | Added |
| Ostrum Asset Management | 29,861 | $3.33M | 0.29% | −1,434−4.6% | Reduced |
| Maven Securities LTD | 29,863 | $3.33M | 0.54% | −3,173−9.6% | Reduced |
| DLK Investment Management, LLC | 29,901 | $3.33M | 1.39% | −2,398−7.4% | Reduced |
| Atomi Financial Group, Inc. | 29,953 | $3.34M | 0.17% | +4,638+18.3% | Added |
| Benjamin Edwards Inc | 29,958 | $3.34M | 0.05% | +736+2.5% | Added |
| Advisors Asset Management, Inc. | 29,980 | $3.34M | 0.06% | +596+2.0% | Added |
| Carnegie Lake Advisors LLC | 29,985 | $3.34M | 1.35% | −255−0.8% | Reduced |
| CWA Asset Management Group, LLC | 30,129 | $3.35M | 0.17% | −460−1.5% | Reduced |
| Contrarius Group Holdings Ltd | 30,193 | $3.36M | 0.21% | +30,193 | New |
| Field & Main Bank | 30,215 | $3.36M | 1.18% | −900−2.9% | Reduced |
| Keene & Associates, Inc. | 30,265 | $3.37M | 2.71% | +839+2.9% | Added |
| Condor Capital Management | 30,285 | $3.37M | 0.30% | −783−2.5% | Reduced |
| Goelzer Investment Management, Inc. | 30,431 | $3.39M | 0.20% | −727−2.3% | Reduced |
| Meeder Asset Management Inc | 30,467 | $3.39M | 0.24% | +29,415+2,796.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,501 | $3.40M | 0.11% | +10,593+53.2% | Added |
| Parallax Volatility Advisers, L.P. | 30,503 | $3.40M | 0.07% | −95,512−75.8% | Reduced |
| Terry L. Blaker | 30,509 | $3.40M | 0.13% | +386+1.3% | Added |
| Thematics Asset Management | 30,542 | $3.40M | 0.15% | −273−0.9% | Reduced |
| Arrow Financial Corp | 30,563 | $3.40M | 0.32% | −511−1.6% | Reduced |
| Canandaigua National Bank & Trust Co | 30,564 | $3.40M | 0.33% | −1,535−4.8% | Reduced |
| Krilogy Financial LLC | 30,597 | $3.41M | 0.23% | −4,121−11.9% | Reduced |
| YHB Investment Advisors, Inc. | 30,626 | $3.41M | 0.28% | +370+1.2% | Added |
| Lockheed Martin Investment Management Co | 30,630 | $3.41M | 0.14% | −420−1.4% | Reduced |
| Texas Yale Capital Corp. | 30,708 | $3.42M | 0.14% | 00.0% | Unchanged |
| Ascent Group, LLC | 30,766 | $3.43M | 0.26% | +2,055+7.2% | Added |
| Eastern Bank | 30,781 | $3.43M | 0.06% | +372+1.2% | Added |
| Wellington Shields & Co., LLC | 30,813 | $3.43M | 1.05% | −575−1.8% | Reduced |
| Paradigm Financial Partners, LLC | 30,824 | $3.43M | 0.43% | +3,689+13.6% | Added |
| Guardian Partners Inc. | 31,380 | $3.44M | 0.35% | +31,380 | New |
| Northstar Group, Inc. | 30,954 | $3.45M | 0.58% | +2,406+8.4% | Added |
| Rothschild Investment LLC | 31,174 | $3.47M | 0.23% | −1,771−5.4% | Reduced |
| Essex Investment Management Co LLC | 31,211 | $3.48M | 0.62% | −645−2.0% | Reduced |
| Bradyco, Inc. | 29,420 | $3.50M | 2.16% | +29,420 | New |
| Granite Investment Partners, LLC | 31,448 | $3.50M | 0.15% | −620−1.9% | Reduced |
| PGGM Investments | 31,460 | $3.50M | 0.05% | −20,206−39.1% | Reduced |
| HBW Advisory Services LLC | 31,531 | $3.51M | 0.52% | −210−0.7% | Reduced |
| Leibman Financial Services, Inc. | 31,540 | $3.51M | 2.57% | −13,376−29.8% | Reduced |
| Heritage Trust Co | 31,595 | $3.52M | 0.41% | +31,595 | New |
| Brevan Howard Capital Management LP | 31,695 | $3.52M | 0.09% | +31,695 | New |
| SageView Advisory Group, LLC | 31,882 | $3.55M | 0.15% | +4,910+18.2% | Added |
| Lynch & Associates | 31,887 | $3.55M | 0.77% | −566−1.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 32,000 | $3.56M | 0.52% | −7,500−19.0% | Reduced |
| Wealthcare Advisory Partners LLC | 32,001 | $3.56M | 0.10% | −740−2.3% | Reduced |
| Forum Financial Management, LP | 32,003 | $3.56M | 0.06% | +7,565+31.0% | Added |
| Alerus Financial NA | 32,139 | $3.58M | 0.27% | +934+3.0% | Added |
| Cullen Capital Management LLC | 32,177 | $3.58M | 0.04% | +200+0.6% | Added |
| Whalerock Point Partners, LLC | 32,254 | $3.59M | 0.83% | −855−2.6% | Reduced |
| Summit Place Financial Advisors, LLC | 32,309 | $3.60M | 2.05% | −459−1.4% | Reduced |
| Bender Robert & Associates | 32,394 | $3.61M | 0.87% | +198+0.6% | Added |
| Winton Group Ltd | 32,548 | $3.62M | 0.24% | +32,548 | New |
| Clarity Capital Partners LLC | 32,559 | $3.63M | 1.88% | −238−0.7% | Reduced |
| Spire Wealth Management | 32,569 | $3.63M | 0.11% | +156+0.5% | Added |
| Burns J W & Co Inc | 32,606 | $3.63M | 0.46% | −4,138−11.3% | Reduced |
| Portside Wealth Group, LLC | 32,628 | $3.63M | 0.60% | +1,102+3.5% | Added |
| SlateStone Wealth, LLC | 32,656 | $3.64M | 0.36% | −109−0.3% | Reduced |
| Boston Private Wealth LLC | 32,717 | $3.64M | 0.07% | +32,717 | New |
| Crowley Wealth Management, Inc. | 32,719 | $3.64M | 3.21% | +32,719 | New |
| Adviser Investments LLC | 32,798 | $3.65M | 0.05% | −2,194−6.3% | Reduced |
| International Assets Investment Management, LLC | 32,997 | $3.66M | 0.31% | −3,393,396−99.0% | Reduced |
| Arlington Financial Advisors, LLC | 32,919 | $3.67M | 0.73% | −2,857−8.0% | Reduced |
| William Allan, LLC | 32,922 | $3.67M | 2.25% | +426+1.3% | Added |
| Legacy Advisors, LLC | 33,042 | $3.68M | 0.36% | +1,986+6.4% | Added |
| Middleton & Co Inc | 33,194 | $3.70M | 0.41% | −5,032−13.2% | Reduced |
| Boyar Asset Management Inc. | 33,315 | $3.71M | 2.45% | +35+0.1% | Added |
| Robinson Value Management, Ltd. | 33,369 | $3.72M | 2.45% | +336+1.0% | Added |
| City Holding Co | 33,370 | $3.72M | 0.53% | −20,250−37.8% | Reduced |
| Vestcor Inc | 33,443 | $3.72M | 0.12% | −1,980−5.6% | Reduced |
| Blue Capital, Inc. | 33,500 | $3.73M | 2.63% | +33,500 | New |
| Autumn Glory Partners, LLC | 33,567 | $3.74M | 1.83% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 33,508 | $3.74M | 0.81% | −272−0.8% | Reduced |
| First Citizens Bank & Trust Co | 33,631 | $3.74M | 0.07% | −5,585−14.2% | Reduced |
| Robbins Farley LLC | 33,636 | $3.75M | 1.83% | +1,151+3.5% | Added |
| Glassy Mountain Advisors, Inc. | 33,657 | $3.75M | 1.28% | +870+2.7% | Added |
| Twin Capital Management Inc | 33,796 | $3.76M | 0.41% | +1,570+4.9% | Added |
| Citizens Business Bank | 27,988 | $3.78M | 0.71% | −7,235−20.5% | Reduced |
| Gilman Hill Asset Management, LLC | 33,916 | $3.78M | 0.66% | −890−2.6% | Reduced |