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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 1,670 | $186.0K | 0.27% | −935−35.9% | Reduced |
| Lipe & Dalton | 1,680 | $187.0K | 0.10% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,684 | $187.5K | 0.10% | +1,684 | New |
| Hilltop National Bank | 1,685 | $187.6K | 0.06% | −38−2.2% | Reduced |
| NBZ Investment Advisors LLC | 1,704 | $189.7K | 0.11% | +1,704 | New |
| Accredited Wealth Management, LLC | 1,701 | $190.2K | 0.17% | +1,701 | New |
| Wingate Wealth Advisors, Inc. | 1,713 | $190.7K | 0.19% | +1,713 | New |
| Pin Oak Investment Advisors Inc | 2,010 | $193.0K | 0.18% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 1,751 | $195.0K | 0.12% | +1,751 | New |
| Nkcfo LLC | 1,749 | $195.0K | 0.09% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,755 | $195.4K | 0.08% | −75−4.1% | Reduced |
| Heritage Wealth Advisors | 1,770 | $197.1K | 0.01% | −4,681−72.6% | Reduced |
| Kennebec Savings Bank | 1,825 | $197.2K | 0.20% | −3,947−68.4% | Reduced |
| Sit Investment Associates Inc | 1,775 | $198.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,778 | $198.0K | 0.07% | +149+9.1% | Added |
| Beacon Capital Management, LLC | 1,780 | $198.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,790 | $199.3K | 0.07% | +340+23.4% | Added |
| One Charles Private Wealth Services, LLC | 1,797 | $200.1K | 0.07% | −321−15.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,799 | $200.3K | 0.03% | +1,799 | New |
| HFR Wealth Management, LLC | 1,802 | $200.6K | 0.05% | +1,802 | New |
| Crestmont Private Wealth LLC | 1,804 | $200.9K | 0.09% | +1,804 | New |
| Madison Wealth Partners, Inc | 1,805 | $200.9K | 0.06% | +1,805 | New |
| Kaydan Wealth Management, Inc. | 1,808 | $201.3K | 0.07% | +1,808 | New |
| Aspire Capital Advisors LLC | 1,811 | $201.7K | 0.06% | −418−18.8% | Reduced |
| Mach-1 Financial Group, Inc. | 1,812 | $201.8K | 0.36% | −937−34.1% | Reduced |
| Walker Asset Management, LLC | 1,819 | $202.6K | 0.12% | +1,819 | New |
| Willner & Heller, LLC | 1,821 | $202.8K | 0.18% | −472−20.6% | Reduced |
| AIMZ Investment Advisors, LLC | 1,822 | $202.9K | 0.07% | +1,822 | New |
| Legacy Financial Group, Inc. | 1,823 | $203.0K | 0.07% | −587−24.4% | Reduced |
| First Financial Bankshares Inc | 1,823 | $203.0K | 0.00% | −952−34.3% | Reduced |
| Iron Financial, LLC | 1,823 | $203.0K | 0.11% | +1,823 | New |
| Westwood Wealth Management | 1,825 | $203.2K | 0.07% | +1,825 | New |
| Canopy Partners, LLC | 1,825 | $203.2K | 0.08% | +1,825 | New |
| Fairfield Financial Advisors, LTD | 1,833 | $204.1K | 0.07% | −135−6.9% | Reduced |
| Fortis Capital Advisors, LLC | 2,262 | $204.4K | 0.07% | −194−7.9% | Reduced |
| Emergent Wealth Advisors, LLC | 1,838 | $204.6K | 0.15% | +1,838 | New |
| Main Street Research LLC | 1,830 | $204.9K | 0.01% | +1,830 | New |
| Waterway Wealth Management, LLC | 1,843 | $205.2K | 0.09% | +1,843 | New |
| Peninsula Wealth, LLC | 1,844 | $205.3K | 0.03% | +1,844 | New |
| Objectivity Squared, LLC | 1,892 | $205.6K | 0.14% | +1,892 | New |
| Teamwork Financial Advisors, LLC | 1,849 | $206.0K | 0.03% | +1,849 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1,850 | $206.0K | 0.01% | −4,442−70.6% | Reduced |
| Old North State Trust, LLC | 1,849 | $206.0K | 0.13% | +1,849 | New |
| Rise Advisors, LLC | 1,853 | $206.3K | 0.10% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 1,855 | $206.5K | 0.07% | +1,855 | New |
| Birch Financial Group, LLC | 1,861 | $207.2K | 0.23% | +1,861 | New |
| Maxele Advisors, LLC | 1,863 | $207.4K | 0.20% | +1,863 | New |
| Red Wave Investments LLC | 1,863 | $207.4K | 0.07% | +1,863 | New |
| Bouchey Financial Group Ltd | 1,860 | $207.5K | 0.02% | +1,860 | New |
| Capital Performance Advisors LLP | 1,866 | $207.8K | 0.07% | +77+4.3% | Added |
| Vista Wealth Management Group, LLC | 1,866 | $207.8K | 0.01% | +1,866 | New |
| Laffer Tengler Investments | 1,868 | $208.0K | 0.04% | −816−30.4% | Reduced |
| TruWealth Advisors, LLC | 1,871 | $208.3K | 0.01% | +1,871 | New |
| GEN Financial Management, INC. | 1,871 | $208.3K | 0.14% | +1,871 | New |
| Patriot Investment Management Inc. | 1,874 | $208.6K | 0.02% | +1,874 | New |
| N.E.W. Advisory Services LLC | 1,875 | $208.8K | 0.02% | +1,875 | New |
| Next Level Private LLC | 1,876 | $208.8K | 0.08% | +1,876 | New |
| JGP Wealth Management, LLC | 1,878 | $209.1K | 0.03% | +1,878 | New |
| Fidelity D & D Bancorp Inc | 1,879 | $209.2K | 0.14% | −626−25.0% | Reduced |
| Holistic Planning, LLC | 1,881 | $209.4K | 0.08% | +1,881 | New |
| Custom Index Systems, LLC | 1,885 | $209.9K | 0.11% | +1,885 | New |
| Spirepoint Private Client, LLC | 1,889 | $210.3K | 0.03% | +1,889 | New |
| Cyrus J. Lawrence, LLC | 1,900 | $211.0K | 0.04% | −400−17.4% | Reduced |
| Investmark Advisory Group LLC | 1,899 | $211.5K | 0.10% | −534−21.9% | Reduced |
| Summit Asset Management, LLC | 1,905 | $212.2K | 0.04% | +1,905 | New |
| FMB Wealth Management | 1,906 | $212.3K | 0.12% | +1,906 | New |
| WealthShield Partners, LLC | 1,902 | $212.5K | 0.03% | +1,902 | New |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $213.6K | 0.14% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,921 | $213.9K | 0.02% | +1,921 | New |
| Petra Financial Advisors Inc | 1,923 | $214.1K | 0.15% | +1,923 | New |
| Medallion Wealth Advisors, LLC | 1,987 | $214.4K | 0.11% | +1,987 | New |
| Marietta Investment Partners LLC | 1,927 | $214.6K | 0.05% | −2,050−51.5% | Reduced |
| Traynor Capital Management, Inc. | 1,933 | $215.2K | 0.02% | +1,933 | New |
| Facet Wealth, Inc. | 1,942 | $215.3K | 0.01% | −856−30.6% | Reduced |
| Roman Butler Fullerton & Co | 1,907 | $216.1K | 0.07% | −347−15.4% | Reduced |
| Clune & Associates, Ltd. | 1,945 | $216.5K | 0.07% | +1,945 | New |
| Cook Wealth Management Group LLC | 1,953 | $216.9K | 0.10% | +1,953 | New |
| Beacon Bridge Wealth Partners, LLC | 1,950 | $217.1K | 0.09% | +1,950 | New |
| Mark Sheptoff Financial Planning, LLC | 1,951 | $217.2K | 0.12% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,952 | $217.4K | 0.09% | +1,952 | New |
| Triton Wealth Management, PLLC | 2,203 | $217.6K | 0.11% | −100−4.3% | Reduced |
| Inlet Private Wealth, LLC | 1,956 | $217.7K | 0.06% | +1,956 | New |
| SWMG, LLC | 2,004 | $218.1K | 0.09% | −26−1.3% | Reduced |
| GLOBALT Investments LLC | 1,960 | $218.2K | 0.01% | +1,960 | New |
| SilverOak Wealth Management LLC | 1,961 | $218.4K | 0.05% | +1,961 | New |
| Root Financial Partners, LLC | 1,962 | $218.5K | 0.03% | +1,962 | New |
| Eagle Strategies LLC | 1,964 | $218.7K | 0.04% | +1,964 | New |
| Stonebrook Private Inc. | 1,964 | $218.7K | 0.06% | +1,964 | New |
| Parr McKnight Wealth Management Group, LLC | 1,964 | $218.7K | 0.03% | +1,964 | New |
| Hendley & Co Inc | 1,964 | $219.0K | 0.08% | +1,964 | New |
| Park Place Capital Corp | 1,970 | $219.4K | 0.06% | −54−2.7% | Reduced |
| Johnson Financial Group, Inc. | 1,942 | $219.6K | 0.01% | −843−30.3% | Reduced |
| Strategic Advocates LLC | 1,974 | $219.8K | 0.07% | −947−32.4% | Reduced |
| WealthBridge Capital Management, LLC | 1,978 | $220.3K | 0.06% | +1,978 | New |
| Tortoise Investment Management, LLC | 1,980 | $220.5K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 2,036 | $221.2K | 0.05% | −768−27.4% | Reduced |
| Horizon Bancorp Inc | 1,997 | $222.0K | 0.10% | +136+7.3% | Added |
| Investments & Financial Planning, LLC | 1,996 | $222.3K | 0.14% | +1,996 | New |
| Warren Street Wealth Advisors, LLC | 1,997 | $222.4K | 0.09% | −157−7.3% | Reduced |
| Hamilton Capital, LLC | 1,998 | $222.5K | 0.02% | +1,998 | New |