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; 2,947 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
- 3,249
- +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
- 984 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 665 | $74.0K | 0.02% | +64+10.6% | Added |
| Fairman Group, LLC | 662 | $74.0K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 666 | $74.1K | 0.02% | +662+16,550.0% | Added |
| Canton Hathaway, LLC | 685 | $76.0K | 0.02% | −60−8.1% | Reduced |
| Catherine Avery Investment Management LLC | 688 | $76.6K | 0.07% | +688 | New |
| Stonebridge Financial Group, LLC | 690 | $76.8K | 0.01% | +690 | New |
| Lavaca Capital LLC | 735 | $81.8K | 0.04% | +735 | New |
| Financial Connections Group, Inc. | 761 | $84.0K | 0.04% | −50−6.2% | Reduced |
| Roble, Belko & Company, Inc | 759 | $85.0K | 0.01% | −9−1.2% | Reduced |
| Abound Wealth Management | 764 | $85.1K | 0.03% | +70+10.1% | Added |
| Eagle Bay Advisors LLC | 762 | $85.3K | 0.05% | −221−22.5% | Reduced |
| Country Trust Bank | 784 | $87.3K | 0.00% | +48+6.5% | Added |
| FSC Wealth Advisors, LLC | 787 | $87.6K | 0.06% | −2−0.3% | Reduced |
| Reyes Financial Architecture, Inc. | 800 | $89.1K | 0.07% | +800 | New |
| Banque Transatlantique SA | 800 | $89.1K | 0.00% | +800 | New |
| Provenance Wealth Advisors, LLC | 801 | $89.2K | 0.01% | −193−19.4% | Reduced |
| Prudent Man Investment Management, Inc. | 804 | $89.5K | 0.05% | +804 | New |
| Clarity Asset Management, Inc. | 811 | $90.3K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 814 | $90.6K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 832 | $92.6K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 853 | $95.0K | 0.04% | 00.0% | Unchanged |
| Vega Investment Solutions | 862 | $96.0K | 0.08% | +862 | New |
| Y.D. More Investments Ltd | 885 | $98.5K | 0.01% | +850+2,428.6% | Added |
| Ramirez Asset Management, Inc. | 900 | $100.2K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 918 | $102.6K | 0.01% | +24+2.7% | Added |
| AllSquare Wealth Management LLC | 922 | $102.7K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 938 | $104.5K | 0.04% | −8−0.8% | Reduced |
| Park Square Financial Group, LLC | 942 | $104.9K | 0.07% | +942 | New |
| Dakota Community Bank & Trust NA | 948 | $105.6K | 0.50% | +30+3.3% | Added |
| PFS Partners, LLC | 961 | $107.0K | 0.06% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 969 | $107.9K | 0.09% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 970 | $108.0K | 0.08% | +970 | New |
| Oliver Lagore Vanvalin Investment Group | 984 | $109.5K | 0.03% | −71−6.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 985 | $109.8K | 0.06% | +148+17.7% | Added |
| Bank & Trust Co | 989 | $110.1K | 0.09% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,001 | $111.5K | 0.10% | +306+44.0% | Added |
| Gordian Capital Singapore Pte Ltd | 1,011 | $112.0K | 0.06% | −600−37.2% | Reduced |
| Financial Management Professionals, Inc. | 1,008 | $112.2K | 0.01% | +31+3.2% | Added |
| Princeton Global Asset Management LLC | 1,011 | $112.6K | 0.02% | −500−33.1% | Reduced |
| Avion Wealth | 1,022 | $113.0K | 0.03% | +23+2.3% | Added |
| Tidemark, LLC | 1,017 | $113.3K | 0.04% | +1+0.1% | Added |
| Dunhill Financial, LLC | 1,032 | $114.9K | 0.05% | +237+29.8% | Added |
| Riggs Asset Managment Co. Inc. | 1,055 | $116.9K | 0.03% | −100−8.7% | Reduced |
| Gleason Group, Inc. | 1,052 | $117.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,058 | $117.8K | 0.05% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,062 | $118.2K | 0.04% | −101,084−99.0% | Reduced |
| GW&K Investment Management, LLC | 1,094 | $122.0K | 0.00% | +25+2.3% | Added |
| Bruce G. Allen Investments, LLC | 1,103 | $122.8K | 0.10% | +48+4.5% | Added |
| Cornerstone Planning Group LLC | 1,084 | $122.9K | 0.03% | +50+4.8% | Added |
| Credit Industriel Et Commercial | 1,114 | $124.0K | 0.03% | +1,114 | New |
| Headlands Technologies LLC | 1,115 | $124.2K | 0.01% | +1,115 | New |
| TruNorth Capital Management, LLC | 1,117 | $124.4K | 0.03% | +117+11.7% | Added |
| Hillsdale Investment Management Inc. | 1,150 | $128.1K | 0.01% | −8,710−88.3% | Reduced |
| Transce3nd, LLC | 1,163 | $129.5K | 0.04% | +1,163 | New |
| Pineridge Advisors LLC | 1,188 | $132.3K | 0.05% | −100−7.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,190 | $132.5K | 0.02% | −9−0.8% | Reduced |
| Bellevue Asset Management, LLC | 1,208 | $134.5K | 0.07% | −265−18.0% | Reduced |
| Tucker Asset Management LLC | 1,212 | $134.9K | 0.01% | −18−1.5% | Reduced |
| Oarsman Capital, Inc. | 1,216 | $135.4K | 0.02% | −21−1.7% | Reduced |
| Maryland Capital Advisors Inc. | 1,216 | $135.4K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,225 | $136.4K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,229 | $136.8K | 0.11% | +1,229 | New |
| Rosenberg Matthew Hamilton | 1,265 | $140.8K | 0.04% | +247+24.3% | Added |
| Creative Capital Management Investments LLC | 1,285 | $143.1K | 0.06% | +203+18.8% | Added |
| Richard W. Paul & Associates, LLC | 1,287 | $143.3K | 0.05% | +1,262+5,048.0% | Added |
| FNY Investment Advisers, LLC | 1,300 | $144.0K | 0.07% | +1,152+778.4% | Added |
| IAG Wealth Partners, LLC | 1,309 | $145.8K | 0.03% | +1+0.1% | Added |
| Fourth Dimension Wealth, LLC | 1,132 | $148.3K | 0.08% | +1,132 | New |
| WPG Advisers, LLC | 1,340 | $149.2K | 0.14% | +1,340 | New |
| Founders Capital Management | 1,358 | $151.2K | 0.10% | +17+1.3% | Added |
| Riverview Trust Co | 1,360 | $151.4K | 0.14% | −29−2.1% | Reduced |
| Financial Network Wealth Advisors LLC | 1,378 | $153.4K | 0.29% | −1,715−55.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,382 | $153.9K | 0.02% | +1,382 | New |
| Modus Advisors, LLC | 1,389 | $154.6K | 0.05% | +1,389 | New |
| HighMark Wealth Management LLC | 1,398 | $155.6K | 0.09% | +10+0.7% | Added |
| PrairieView Partners, LLC | 1,414 | $157.0K | 0.02% | +14+1.0% | Added |
| Tower View Investment Management & Research LLC | 1,435 | $159.8K | 0.08% | 00.0% | Unchanged |
| Novem Group | 1,451 | $161.6K | 0.02% | +1,451 | New |
| Transcendent Capital Group LLC | 1,451 | $161.6K | 0.08% | +700+93.2% | Added |
| Cranbrook Wealth Management, LLC | 1,453 | $161.8K | 0.04% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 1,454 | $161.9K | 0.06% | −175−10.7% | Reduced |
| Consultiva Wealth Management, Corp. | 1,467 | $163.3K | 0.82% | +1,467 | New |
| Hurley Capital, LLC | 1,463 | $163.7K | 0.13% | +1,463 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,492 | $166.0K | 0.06% | −28−1.8% | Reduced |
| Wood Tarver Financial Group, LLC | 1,497 | $166.0K | 0.06% | +1,497 | New |
| Keener Financial Planning LLC | 1,505 | $167.0K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,518 | $169.0K | 0.11% | −99,804−98.5% | Reduced |
| Greenline Partners, LLC | 1,522 | $169.5K | 0.02% | −19,959−92.9% | Reduced |
| Trifecta Capital Advisors, LLC | 1,541 | $171.6K | 0.03% | −34−2.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,545 | $172.0K | 0.07% | −113−6.8% | Reduced |
| WR Wealth Planners, LLC | 1,560 | $173.8K | 0.06% | +20+1.3% | Added |
| Atwood & Palmer Inc | 1,574 | $175.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,592 | $177.3K | 0.03% | −3,734−70.1% | Reduced |
| Kozak & Associates, Inc. | 1,597 | $177.5K | 0.04% | −307−16.1% | Reduced |
| DT Investment Partners, LLC | 1,600 | $178.2K | 0.02% | −800−33.3% | Reduced |
| Truvestments Capital LLC | 1,601 | $178.3K | 0.05% | −44−2.7% | Reduced |
| Criterion Capital Advisors, LLC | 1,798 | $178.5K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,609 | $179.2K | 0.06% | −175−9.8% | Reduced |
| Stance Capital LLC | 1,635 | $182.1K | 0.11% | +1,635 | New |
| Darwin Advisors, LLC | 1,664 | $185.3K | 0.06% | −161−8.8% | Reduced |