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 |
|---|---|---|---|---|---|
| Tillman Hartley LLC | 1,999 | $222.6K | 0.06% | +1,999 | New |
| Hurlow Wealth Management Group, Inc. | 1,999 | $222.6K | 0.07% | +1,999 | New |
| Defender Capital, LLC. | 2,000 | $222.7K | 0.08% | +2,000 | New |
| West Tower Group, LLC | 2,000 | $222.7K | 0.49% | +2,000 | New |
| Smith, Salley & Associates | 2,002 | $222.9K | 0.01% | −382−16.0% | Reduced |
| Cora Capital Advisors LLC | 2,002 | $223.0K | 0.11% | −500−20.0% | Reduced |
| Atlas Wealth Partners, LLC | 1,995 | $223.0K | 0.28% | +1,995 | New |
| Meridian Management Co | 2,003 | $223.1K | 0.06% | +2,003 | New |
| Hoya Capital Real Estate, LLC | 2,004 | $223.1K | 4.21% | +2,004 | New |
| Phraction Management LLC | 2,009 | $223.7K | 0.08% | −438−17.9% | Reduced |
| Zhang Financial LLC | 2,010 | $223.8K | 0.01% | +2,010 | New |
| Wealth Group, Ltd. | 2,008 | $224.0K | 0.14% | +2,008 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,016 | $224.5K | 0.02% | +2,016 | New |
| Laurion Capital Management LP | 2,018 | $224.7K | 0.01% | +2,018 | New |
| Worth Financial Advisory Group, LLC | 2,019 | $224.8K | 0.14% | −768−27.6% | Reduced |
| Southland Equity Partners LLC | 2,020 | $225.0K | 0.05% | −90−4.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,016 | $225.5K | 0.08% | +2,016 | New |
| InTrack Investment Management Inc | 2,087 | $225.6K | 0.16% | −200−8.7% | Reduced |
| E&G Advisors, LP | 2,034 | $226.5K | 0.06% | +2,034 | New |
| Jacobsen Capital Management | 2,034 | $226.5K | 0.10% | −446−18.0% | Reduced |
| One Wealth Capital Management, LLC | 2,035 | $226.5K | 0.11% | +2,035 | New |
| Montz Harcus Wealth Management LLC | 2,037 | $226.8K | 0.13% | +2,037 | New |
| Semus Wealth Partners LLC | 2,041 | $227.3K | 0.15% | +2,041 | New |
| Rockline Wealth Management, LLC | 2,041 | $227.3K | 0.06% | −300−12.8% | Reduced |
| Royal Fund Management, LLC | 2,042 | $227.5K | 0.02% | −160−7.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,043 | $227.5K | 0.05% | +2,043 | New |
| SGL Investment Advisors, Inc. | 2,084 | $227.6K | 0.11% | +236+12.8% | Added |
| Silver Coast Investments LLC | 2,046 | $227.8K | 0.09% | −54−2.6% | Reduced |
| Financial Advisors, LLC | 2,053 | $228.6K | 0.04% | +2,053 | New |
| PMG Wealth Management, Inc. | 2,054 | $228.7K | 0.21% | +2,054 | New |
| FF Advisors,LLC | 2,024 | $229.4K | 0.16% | +2,024 | New |
| Defined Financial Planning LLC | 2,062 | $229.6K | 0.25% | +2,062 | New |
| Towerpoint Wealth, LLC | 2,068 | $230.3K | 0.11% | +2,068 | New |
| Meridian Wealth Partners, LLC | 2,073 | $230.8K | 0.04% | +2,073 | New |
| Evermay Wealth Management LLC | 2,067 | $230.9K | 0.03% | −110−5.1% | Reduced |
| New Jersey Better Educational Savings Trust | 2,077 | $231.3K | 0.44% | +2,077 | New |
| Boomfish Wealth Group, LLC | 2,078 | $231.4K | 0.14% | −9,504−82.1% | Reduced |
| Lansing Street Advisors | 2,081 | $231.7K | 0.08% | +2,081 | New |
| Stephens Consulting, LLC | 2,086 | $232.2K | 0.06% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 2,091 | $232.8K | 0.18% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,093 | $233.1K | 0.04% | +355+20.4% | Added |
| May Hill Capital, LLC | 2,095 | $233.3K | 0.09% | +2,095 | New |
| Ameriflex Group, Inc. | 2,064 | $233.4K | 0.11% | +2,064 | New |
| Patrick Mauro Investment Advisor, INC. | 2,100 | $233.8K | 0.13% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,104 | $234.3K | 0.18% | −45−2.1% | Reduced |
| Summit Wealth Partners, LLC | 2,105 | $234.3K | 0.05% | +2,105 | New |
| Zions Bancorporation, N.A. | 2,105 | $234.4K | 0.01% | −23−1.1% | Reduced |
| Holos Integrated Wealth LLC | 2,107 | $234.6K | 0.16% | +2,107 | New |
| Family Firm, Inc. | 2,108 | $234.8K | 0.05% | −66−3.0% | Reduced |
| Kolinsky Wealth Management, LLC | 2,110 | $235.0K | 0.14% | +2,110 | New |
| Monticello Wealth Management, LLC | 2,114 | $235.4K | 0.02% | 00.0% | Unchanged |
| Tenon Financial LLC | 2,124 | $235.4K | 0.15% | +2,124 | New |
| Tanager Wealth Management LLP | 2,107 | $235.5K | 0.03% | +2,107 | New |
| Paragon Financial Partners, Inc. | 2,116 | $235.6K | 0.18% | −93−4.2% | Reduced |
| Linscomb & Williams, Inc. | 2,118 | $235.8K | 0.01% | +2,118 | New |
| Calton & Associates, Inc. | 2,118 | $235.8K | 0.10% | −8,130−79.3% | Reduced |
| Byrne Financial Freedom, LLC | 2,119 | $235.9K | 0.10% | +2,119 | New |
| Flaharty Asset Management, LLC | 2,119 | $236.0K | 0.03% | −25−1.2% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,128 | $236.9K | 0.16% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,129 | $237.1K | 0.12% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,131 | $237.3K | 0.13% | +2,131 | New |
| Fermata Advisors, LLC | 2,131 | $237.3K | 0.04% | −1,633−43.4% | Reduced |
| Childress Capital Advisors, LLC | 2,133 | $237.5K | 0.07% | −81−3.7% | Reduced |
| Betterment LLC | 2,133 | $238.0K | 0.00% | +13+0.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,139 | $238.0K | 0.09% | +2,139 | New |
| Avaii Wealth Management, LLC | 2,141 | $238.4K | 0.12% | −225−9.5% | Reduced |
| One Wealth Advisors, LLC | 2,142 | $238.6K | 0.04% | +2,142 | New |
| Edge Financial Advisors LLC | 2,143 | $238.7K | 0.21% | +2,143 | New |
| Capital City Trust Co | 2,146 | $239.0K | 0.06% | −6−0.3% | Reduced |
| FSM Wealth Advisors, LLC | 2,246 | $239.1K | 0.06% | +2,246 | New |
| Seelaus Asset Management LLC | 2,148 | $239.2K | 0.22% | +2,148 | New |
| Ables, Iannone, Moore & Associates, Inc. | 2,149 | $239.3K | 0.15% | −208−8.8% | Reduced |
| Ahl Investment Management, Inc. | 2,149 | $239.3K | 0.17% | −10−0.5% | Reduced |
| Lewis Asset Management, LLC | 2,151 | $239.5K | 0.18% | −3,081−58.9% | Reduced |
| Monte Financial Group, LLC | 2,154 | $239.8K | 0.10% | −12−0.6% | Reduced |
| Mirador Capital Partners LP | 2,155 | $239.9K | 0.04% | −113−5.0% | Reduced |
| Firestone Capital Management | 2,157 | $240.2K | 0.06% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,159 | $240.4K | 0.05% | +2,159 | New |
| Michael B. Yongue | 2,162 | $240.7K | 0.19% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2,169 | $241.5K | 0.09% | +1,399+181.7% | Added |
| D.B. Root & Company, LLC | 2,170 | $241.6K | 0.08% | +2,170 | New |
| Pennington Partners & Co., LLC | 2,164 | $241.8K | 0.12% | +2,164 | New |
| Bank of New Hampshire | 2,172 | $241.9K | 0.06% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,179 | $242.6K | 0.06% | −250−10.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,178 | $242.7K | 0.10% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 2,184 | $243.2K | 0.14% | +2,184 | New |
| Brookmont Capital Management | 2,184 | $243.2K | 0.13% | −316−12.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 2,189 | $243.8K | 0.14% | −1,088−33.2% | Reduced |
| Bristol John W & Co Inc | 2,192 | $244.1K | 0.00% | 00.0% | Unchanged |
| Plan A Wealth LLC | 2,195 | $244.4K | 0.22% | +2,195 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 2,197 | $244.6K | 0.07% | −90,286−97.6% | Reduced |
| Integras Partners LLC | 2,198 | $244.7K | 0.21% | +2,198 | New |
| FMA Wealth Management, LLC | 2,200 | $245.0K | 0.18% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 2,200 | $245.0K | 0.13% | +2,200 | New |
| Latko Wealth Management, Ltd. | 2,201 | $245.0K | 0.15% | +2,201 | New |
| Long Run Wealth Advisors, LLC | 2,204 | $245.4K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,209 | $245.9K | 0.10% | −8,634−79.6% | Reduced |
| Hall Laurie J Trustee | 2,211 | $246.0K | 0.08% | −2,000−47.5% | Reduced |
| Whelan Financial | 2,211 | $246.2K | 0.10% | +2,211 | New |
| Karpus Management, Inc. | 2,215 | $246.6K | 0.01% | 00.0% | Unchanged |