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 |
|---|---|---|---|---|---|
| Conway Capital Management, Inc. | 2,216 | $246.8K | 0.11% | −100−4.3% | Reduced |
| Northern Financial Advisors Inc | 2,219 | $247.1K | 0.20% | −673−23.3% | Reduced |
| Ignite Planners, LLC | 2,223 | $247.1K | 0.05% | −13−0.6% | Reduced |
| Hofer & Associates. Inc | 2,223 | $247.6K | 0.17% | −131−5.6% | Reduced |
| Sherman Asset Management, Inc. | 2,232 | $248.5K | 0.23% | +2,232 | New |
| Centerline Wealth Advisors, LLC | 2,236 | $249.0K | 0.15% | +2,236 | New |
| Fairhaven Wealth Management, LLC | 2,238 | $249.2K | 0.08% | −112−4.8% | Reduced |
| CFM Wealth Partners LLC | 2,246 | $250.1K | 0.04% | −139−5.8% | Reduced |
| S.A. Mason LLC | 2,251 | $250.6K | 0.13% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 2,252 | $250.8K | 0.14% | +161+7.7% | Added |
| Garde Capital, Inc. | 2,257 | $251.0K | 0.02% | −1,925−46.0% | Reduced |
| Cohen & Steers, Inc. | 2,254 | $251.0K | 0.00% | +114+5.3% | Added |
| CFS Investment Advisory Services, LLC | 2,259 | $252.0K | 0.02% | +2,259 | New |
| Cardiff Park Advisors, LLC | 2,269 | $252.7K | 0.02% | −350−13.4% | Reduced |
| Union Savings Bank | 2,271 | $252.9K | 0.12% | −532−19.0% | Reduced |
| Future Financial Wealth Managment LLC | 2,271 | $252.9K | 0.18% | +10+0.4% | Added |
| Boothbay Fund Management, LLC | 2,271 | $252.9K | 0.01% | +2,271 | New |
| Real Talk Capital, LLC | 2,275 | $253.4K | 0.33% | +2,275 | New |
| Colonial River Wealth Management, LLC | 2,276 | $253.5K | 0.12% | +2,276 | New |
| Hill Island Financial LLC | 2,282 | $254.1K | 0.07% | −191−7.7% | Reduced |
| Centennial Bank | 2,283 | $254.2K | 0.12% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,284 | $254.3K | 0.44% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 2,285 | $254.5K | 0.03% | −173−7.0% | Reduced |
| Bullock Wealth Management Group | 2,287 | $254.7K | 0.15% | −67−2.8% | Reduced |
| Austin Wealth Management, LLC | 2,387 | $255.4K | 0.05% | +66+2.8% | Added |
| Ami Asset Management Corp | 2,294 | $255.4K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 2,305 | $256.7K | 0.14% | −12−0.5% | Reduced |
| Affinity Capital Advisors, LLC | 2,308 | $257.1K | 0.05% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 2,314 | $257.6K | 0.09% | +122+5.6% | Added |
| CAP Partners, LLC | 2,319 | $258.2K | 0.18% | −170−6.8% | Reduced |
| Retirement Planning Group, LLC | 2,323 | $258.6K | 0.28% | +2,323 | New |
| CJM Wealth Advisers, Ltd. | 2,325 | $258.9K | 0.09% | +81+3.6% | Added |
| Element Wealth, LLC | 2,325 | $258.9K | 0.14% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 2,327 | $259.1K | 0.12% | +2,327 | New |
| Alliance Wealth Management Group | 2,330 | $259.4K | 0.07% | +3+0.1% | Added |
| Cannon Wealth Management Services, LLC | 2,279 | $259.8K | 0.22% | +133+6.2% | Added |
| Emprise Bank | 2,335 | $260.0K | 0.15% | −113−4.6% | Reduced |
| Ethos Financial Group, LLC | 2,331 | $260.7K | 0.03% | +2,331 | New |
| GPM Growth Investors, Inc. | 2,342 | $260.8K | 0.11% | +96+4.3% | Added |
| Morton Brown Family Wealth, LLC | 2,344 | $261.0K | 0.09% | +1,055+81.8% | Added |
| Miramar Capital, LLC | 2,347 | $261.4K | 0.06% | −100−4.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,354 | $262.1K | 0.19% | +25+1.1% | Added |
| Advyzon Investment Management, LLC | 2,355 | $262.2K | 0.10% | +2,355 | New |
| Challenger Wealth Management | 2,357 | $262.4K | 0.23% | +2,357 | New |
| Ironwood Investment Management LLC | 2,357 | $262.5K | 0.13% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 2,361 | $262.9K | 0.09% | +75+3.3% | Added |
| waypoint wealth counsel | 2,366 | $263.4K | 0.17% | −121−4.9% | Reduced |
| Seamount Financial Group Inc | 2,380 | $265.0K | 0.18% | 00.0% | Unchanged |
| Bannerman Wealth Management Group, LLC | 2,385 | $265.5K | 0.22% | +2,385 | New |
| Millstone Evans Group, LLC | 2,389 | $266.0K | 0.18% | +2,389 | New |
| Hilltop Wealth Advisors, LLC | 2,389 | $266.0K | 0.13% | +24+1.0% | Added |
| Sunflower Bank, N.A. | 2,391 | $266.2K | 0.07% | +275+13.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,399 | $267.1K | 0.05% | +550+29.7% | Added |
| Mad River Investors | 2,400 | $267.2K | 0.12% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 2,401 | $267.4K | 0.29% | +2,401 | New |
| VSM Wealth Advisory, LLC | 2,665 | $267.7K | 0.10% | +2,665 | New |
| ORG Partners LLC | 2,405 | $267.8K | 0.04% | +551+29.7% | Added |
| TFG Advisers LLC | 2,405 | $267.8K | 0.10% | −245−9.2% | Reduced |
| Investment Advisory Group, LLC | 2,413 | $268.7K | 0.09% | +173+7.7% | Added |
| Centerpoint Advisors, LLC | 2,415 | $269.0K | 0.09% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,417 | $269.1K | 0.18% | +4+0.2% | Added |
| First Citizens Financial Corp | 2,417 | $269.1K | 0.15% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,418 | $269.2K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,420 | $269.5K | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,421 | $269.5K | 0.03% | −93−3.7% | Reduced |
| Invictus Private Wealth, LLC | 2,421 | $269.6K | 0.02% | −79−3.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,424 | $269.9K | 0.08% | +225+10.2% | Added |
| Brio Consultants, LLC | 2,425 | $270.0K | 0.04% | +2,425 | New |
| EPG Wealth Management LLC | 2,427 | $270.3K | 0.07% | −352−12.7% | Reduced |
| Correct Capital Wealth Management | 2,430 | $270.6K | 0.05% | +75+3.2% | Added |
| Unique Wealth, LLC | 2,431 | $270.7K | 0.06% | −198−7.5% | Reduced |
| C2C Wealth Management, LLC | 2,432 | $270.8K | 0.25% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,438 | $271.5K | 0.09% | −100−3.9% | Reduced |
| Creative Financial Designs Inc | 2,438 | $271.5K | 0.02% | +52+2.2% | Added |
| Members Wealth LLC | 2,487 | $271.7K | 0.20% | +2,487 | New |
| Prairie Wealth Advisors, Inc. | 2,429 | $271.7K | 0.13% | −250−9.3% | Reduced |
| Chase Investment Counsel Corp | 2,446 | $272.0K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,443 | $272.1K | 0.04% | −308−11.2% | Reduced |
| Capital Square, LLC | 2,425 | $272.1K | 0.15% | −722−22.9% | Reduced |
| Vanguard Capital Wealth Advisors | 2,446 | $272.3K | 0.30% | −800−24.6% | Reduced |
| WealthCare Investment Partners, LLC | 2,460 | $272.6K | 0.12% | +97+4.1% | Added |
| West Oak Capital, LLC | 2,450 | $272.8K | 0.10% | 00.0% | Unchanged |
| Claris Financial LLC | 2,459 | $273.8K | 0.18% | +2,459 | New |
| Wealthcare Capital Partners, LLC | 2,463 | $274.2K | 0.14% | +2,463 | New |
| Quantum Private Wealth, LLC | 2,467 | $274.7K | 0.09% | −1,081−30.5% | Reduced |
| First Bank & Trust | 2,468 | $274.8K | 0.05% | −175−6.6% | Reduced |
| Maltin Wealth Management, Inc. | 2,475 | $275.6K | 0.14% | +181+7.9% | Added |
| UMA Financial Services, Inc. | 2,481 | $276.2K | 0.05% | −126−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 2,470 | $276.2K | 0.04% | +218+9.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,481 | $276.3K | 0.12% | +82+3.4% | Added |
| Traveka Wealth, LLC | 2,482 | $276.4K | 0.15% | +231+10.3% | Added |
| Redwood Financial Network Corp | 2,485 | $276.7K | 0.21% | −537−17.8% | Reduced |
| SP Asset Management LLC | 2,485 | $276.7K | 0.02% | −1,131−31.3% | Reduced |
| Alterna Wealth Management, Inc | 2,486 | $276.8K | 0.23% | +211+9.3% | Added |
| Balanced Wealth Group LLC | 2,451 | $277.1K | 0.12% | +2,451 | New |
| Gill Capital Partners, LLC | 2,492 | $277.5K | 0.10% | +58+2.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,494 | $277.7K | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,497 | $278.0K | 0.02% | −203−7.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $278.4K | 0.05% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,500 | $278.4K | 0.04% | +500+25.0% | Added |