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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 34,016 | $3.79M | 0.28% | −3,645−9.7% | Reduced |
| Colonial Trust Co | 34,111 | $3.80M | 0.56% | +2,042+6.4% | Added |
| Summit Financial, LLC | 34,099 | $3.81M | 0.13% | +4,103+13.7% | Added |
| Brown Miller Wealth Management, LLC | 34,290 | $3.82M | 1.46% | +405+1.2% | Added |
| AlpenGlobal Capital LLC | 34,328 | $3.82M | 2.48% | +34,328 | New |
| V-Square Quantitative Management LLC | 34,353 | $3.83M | 0.54% | +430+1.3% | Added |
| Jaffetilchin Investment Partners, LLC | 34,427 | $3.83M | 0.28% | +22,556+190.0% | Added |
| Aviance Capital Partners, LLC | 34,605 | $3.85M | 0.53% | +1,225+3.7% | Added |
| Quattro Financial Advisors LLC | 35,330 | $3.86M | 1.00% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 34,745 | $3.87M | 1.46% | +543+1.6% | Added |
| Cypress Capital Group | 34,808 | $3.88M | 0.48% | −1,655−4.5% | Reduced |
| Waycross Partners, LLC | 35,000 | $3.90M | 0.50% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 35,285 | $3.91M | 0.09% | +15,794+81.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 35,257 | $3.93M | 0.49% | −2,000−5.4% | Reduced |
| Legacy Trust | 35,285 | $3.93M | 0.91% | +2,858+8.8% | Added |
| Chemung Canal Trust Co | 35,329 | $3.93M | 0.82% | −3,756−9.6% | Reduced |
| Marathon Trading Investment Management LLC | 35,402 | $3.94M | 0.66% | +25,200+247.0% | Added |
| Freestone Capital Holdings, LLC | 35,426 | $3.94M | 0.14% | 00.0% | Unchanged |
| Inkwell Capital LLC | 35,441 | $3.95M | 4.22% | +35,441 | New |
| Jamison Private Wealth Management, Inc. | 35,577 | $3.96M | 0.58% | −502−1.4% | Reduced |
| Xcel Wealth Management, LLC | 35,712 | $3.98M | 1.10% | +6,027+20.3% | Added |
| Ami Investment Management Inc | 35,744 | $3.98M | 1.29% | −382−1.1% | Reduced |
| Marshall Wace, LLP | 35,755 | $3.98M | 0.00% | −399,245−91.8% | Reduced |
| Levin Capital Strategies, L.P. | 35,755 | $3.98M | 0.38% | −786−2.2% | Reduced |
| SevenBridge Financial Group, LLC | 36,722 | $4.00M | 0.76% | +100.0% | Added |
| National Asset Management, Inc. | 35,864 | $4.01M | 0.13% | −5,915−14.2% | Reduced |
| Sterling Capital Management LLC | 36,161 | $4.03M | 0.06% | −4,596−11.3% | Reduced |
| Lafayette Investments, Inc. | 36,203 | $4.03M | 0.86% | −396−1.1% | Reduced |
| Permanens Capital L.P. | 36,103 | $4.04M | 0.77% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 36,276 | $4.04M | 0.17% | +3,299+10.0% | Added |
| Parsons Capital Management Inc | 36,290 | $4.04M | 0.22% | +14,265+64.8% | Added |
| BCJ Capital Management, LLC | 36,320 | $4.04M | 0.30% | +30,057+479.9% | Added |
| Gifford Fong Associates | 36,407 | $4.05M | 0.99% | 00.0% | Unchanged |
| Diligent Investors, LLC | 36,565 | $4.07M | 0.93% | −299−0.8% | Reduced |
| WCG Wealth Advisors LLC | 36,645 | $4.08M | 0.27% | +2,611+7.7% | Added |
| LVM Capital Management Ltd | 36,721 | $4.09M | 0.44% | −4,265−10.4% | Reduced |
| Citizens National Bank Trust Department | 36,811 | $4.10M | 0.87% | −79−0.2% | Reduced |
| Pallas Capital Advisors LLC | 36,881 | $4.11M | 0.18% | −1,062−2.8% | Reduced |
| Warren Averett Asset Management, LLC | 36,953 | $4.11M | 0.06% | +8,136+28.2% | Added |
| Independent Financial Group, LLC | 36,976 | $4.12M | 0.14% | +4,995+15.6% | Added |
| Kennon-Green & Company, LLC | 37,249 | $4.15M | 3.58% | −266−0.7% | Reduced |
| Jefferies Financial Group Inc. | 37,431 | $4.17M | 0.05% | −22,083−37.1% | Reduced |
| Diversify Wealth Management, LLC | 38,367 | $4.17M | 0.32% | +14,461+60.5% | Added |
| HBK Sorce Advisory LLC | 37,456 | $4.17M | 0.13% | −466−1.2% | Reduced |
| Global Retirement Partners, LLC | 37,562 | $4.18M | 0.12% | −21,326−36.2% | Reduced |
| Qsemble Capital Management, LP | 37,594 | $4.19M | 0.56% | +37,594 | New |
| Regatta Capital Group, LLC | 37,595 | $4.19M | 0.81% | +1,427+3.9% | Added |
| Roanoke Asset Management Corp | 37,652 | $4.19M | 1.35% | +2,050+5.8% | Added |
| Infusive Asset Management Inc. | 37,659 | $4.19M | 1.87% | −7,518−16.6% | Reduced |
| Louisbourg Investments Inc. | 47,499 | $4.19M | 1.10% | −6,960−12.8% | Reduced |
| Cohen Capital Management, Inc. | 37,781 | $4.21M | 0.70% | 00.0% | Unchanged |
| FengHe Fund Management Pte. Ltd. | 37,800 | $4.21M | 1.24% | −37,900−50.1% | Reduced |
| Hantz Financial Services, Inc. | 37,840 | $4.21M | 0.07% | −1,321−3.4% | Reduced |
| Aurdan Capital Management, LLC | 37,874 | $4.22M | 1.62% | +37,874 | New |
| IHT Wealth Management, LLC | 37,882 | $4.22M | 0.14% | −1,457−3.7% | Reduced |
| Lyell Wealth Management, LP | 37,890 | $4.22M | 0.38% | −4,225−10.0% | Reduced |
| Horizon Investments, LLC | 37,895 | $4.22M | 0.12% | +905+2.4% | Added |
| Transcend Wealth Collective, LLC | 38,280 | $4.26M | 0.31% | +634+1.7% | Added |
| Nilsine Partners, LLC | 38,371 | $4.27M | 0.46% | +1,794+4.9% | Added |
| Jag Capital Management, LLC | 38,538 | $4.29M | 0.60% | +353+0.9% | Added |
| German American Bancorp, Inc. | 38,588 | $4.30M | 0.45% | +667+1.8% | Added |
| Groupe la Francaise | 40,482 | $4.31M | 0.11% | +40,482 | New |
| NJ State Employees Deferred Compensation Plan | 38,700 | $4.31M | 0.52% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 38,712 | $4.31M | 1.28% | −1,703−4.2% | Reduced |
| St Germain D J Co Inc | 38,796 | $4.32M | 0.20% | +302+0.8% | Added |
| Merit Financial Group, LLC | 38,900 | $4.33M | 0.08% | +5,955+18.1% | Added |
| VELA Investment Management, LLC | 38,929 | $4.33M | 1.48% | −8,655−18.2% | Reduced |
| Fagan Associates, Inc. | 38,964 | $4.34M | 0.69% | −64−0.2% | Reduced |
| Narwhal Capital Management | 38,992 | $4.34M | 0.38% | +3,112+8.7% | Added |
| Koshinski Asset Management, Inc. | 39,136 | $4.36M | 0.37% | +111+0.3% | Added |
| Capital Investment Counsel, Inc | 39,418 | $4.39M | 0.66% | −3,273−7.7% | Reduced |
| IFP Advisors, Inc | 39,427 | $4.39M | 0.14% | +17,910+83.2% | Added |
| CFC Planning Co LLC | 39,434 | $4.39M | 4.70% | +39,434 | New |
| Arlington Partners LLC | 39,607 | $4.41M | 1.71% | −3,416−7.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 57,874 | $4.42M | 0.77% | +4,178+7.8% | Added |
| Shufro Rose & Co LLC | 39,897 | $4.44M | 0.35% | −2,900−6.8% | Reduced |
| Resources Investment Advisors, LLC. | 40,588 | $4.52M | 0.05% | −2,058−4.8% | Reduced |
| KCM Investment Advisors LLC | 40,614 | $4.52M | 0.16% | −6,215−13.3% | Reduced |
| Coldstream Capital Management Inc | 40,628 | $4.52M | 0.10% | −7,189−15.0% | Reduced |
| Leavell Investment Management, Inc. | 40,453 | $4.53M | 0.22% | −1,286−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 40,795 | $4.53M | 0.22% | +809+2.0% | Added |
| Hartford Financial Management Inc. | 40,937 | $4.56M | 0.93% | −5,849−12.5% | Reduced |
| Kingsview Wealth Management, LLC | 40,963 | $4.56M | 0.09% | −72,067−63.8% | Reduced |
| Welch & Forbes LLC | 41,103 | $4.58M | 0.06% | −182−0.4% | Reduced |
| AMG National Trust Bank | 41,440 | $4.60M | 0.13% | −6,244−13.1% | Reduced |
| Brown Brothers Harriman & Co | 41,386 | $4.61M | 0.03% | +202+0.5% | Added |
| Level Four Advisory Services, LLC | 41,499 | $4.62M | 0.19% | −1,656−3.8% | Reduced |
| Sawyer & Company, Inc | 41,502 | $4.62M | 1.71% | −293−0.7% | Reduced |
| Reliant Investment Management, LLC | 41,500 | $4.62M | 2.04% | +178+0.4% | Added |
| Hamilton Wealth, LLC | 41,529 | $4.62M | 1.12% | −1,178−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 41,563 | $4.63M | 0.20% | −3,046−6.8% | Reduced |
| Dorchester Wealth Management Co | 41,588 | $4.63M | 0.92% | +4,845+13.2% | Added |
| Sepio Capital, LP | 41,632 | $4.64M | 0.37% | −638−1.5% | Reduced |
| Bridge Creek Capital Management LLC | 41,655 | $4.64M | 1.43% | −640−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 41,741 | $4.65M | 0.38% | +57+0.1% | Added |
| Columbia Asset Management | 41,797 | $4.65M | 0.89% | −308−0.7% | Reduced |
| United Services Automobile Association | 41,903 | $4.67M | 0.15% | −531−1.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 42,149 | $4.69M | 1.35% | +1,101+2.7% | Added |
| Generali Investments, Management Co LLC | 42,195 | $4.70M | 1.21% | +42,195 | New |
| Greenleaf Trust | 42,382 | $4.72M | 0.04% | +1,637+4.0% | Added |