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 |
|---|---|---|---|---|---|
| Fusion Capital, LLC | 2,500 | $278.4K | 0.11% | −36−1.4% | Reduced |
| Dark Forest Capital Management LP | 2,502 | $278.6K | 0.04% | −3,110−55.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,510 | $279.5K | 0.14% | +21+0.8% | Added |
| WP Advisors, LLC | 2,511 | $279.6K | 0.09% | −100−3.8% | Reduced |
| Francis Financial, Inc. | 3,100 | $279.6K | 0.07% | +760+32.5% | Added |
| Tanglewood Legacy Advisors, LLC | 2,514 | $279.9K | 0.12% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,514 | $280.0K | 0.04% | +5+0.2% | Added |
| Truepoint, Inc. | 2,522 | $280.9K | 0.01% | +156+6.6% | Added |
| Cascade Financial Partners, LLC | 2,526 | $281.3K | 0.04% | −7−0.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,533 | $282.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,539 | $282.8K | 0.05% | −121−4.5% | Reduced |
| Northwest Wealth Management, LLC | 2,541 | $282.9K | 0.06% | +43+1.7% | Added |
| Holland Advisory Services, Inc. | 2,541 | $282.9K | 0.37% | −15−0.6% | Reduced |
| West Bancorporation Inc | 2,542 | $283.1K | 0.19% | −64−2.5% | Reduced |
| Heartwood Wealth Advisors LLC | 2,544 | $283.3K | 0.03% | +70+2.8% | Added |
| Activest Wealth Management | 2,545 | $283.4K | 0.08% | +10+0.4% | Added |
| Liberty One Investment Management, LLC | 2,548 | $283.7K | 0.03% | +266+11.7% | Added |
| Capital Advisors, Ltd. LLC | 2,554 | $284.0K | 0.04% | +20+0.8% | Added |
| Kestra Investment Management, LLC | 2,555 | $284.5K | 0.01% | −101−3.8% | Reduced |
| Meridian Investment Counsel Inc. | 2,556 | $284.6K | 0.08% | −20−0.8% | Reduced |
| Crescent Grove Advisors, LLC | 2,546 | $284.8K | 0.03% | −260−9.3% | Reduced |
| SJS Investment Consulting Inc. | 2,558 | $284.9K | 0.05% | +204+8.7% | Added |
| Vestor Capital, LLC | 2,557 | $285.0K | 0.02% | +26+1.0% | Added |
| Tudor Financial Inc. | 2,560 | $285.0K | 0.17% | +2,560 | New |
| Austin Private Wealth, LLC | 2,565 | $285.6K | 0.03% | +2,565 | New |
| Ackerman Capital Advisors, LLC | 2,566 | $285.8K | 0.07% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,567 | $285.9K | 0.03% | +276+12.0% | Added |
| Fortitude Family Office, LLC | 2,568 | $285.9K | 0.10% | +119+4.9% | Added |
| L & S Advisors Inc | 2,572 | $286.4K | 0.03% | −122−4.5% | Reduced |
| Ade, LLC | 2,573 | $286.5K | 0.18% | +150+6.2% | Added |
| New Republic Capital, LLC | 2,575 | $286.7K | 0.19% | +380+17.3% | Added |
| Kennedy Investment Group | 2,576 | $286.8K | 0.13% | −95−3.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,576 | $286.8K | 0.16% | +2,576 | New |
| Advisors Management Group Inc | 2,573 | $287.0K | 0.07% | +41+1.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,591 | $287.1K | 0.01% | 00.0% | Unchanged |
| Saiph Capital, LLC | 2,579 | $287.2K | 0.13% | −200−7.2% | Reduced |
| Firethorn Wealth Partners, LLC | 2,585 | $287.9K | 0.14% | −244−8.6% | Reduced |
| James J. Burns & Company, LLC | 2,585 | $288.0K | 0.05% | −133−4.9% | Reduced |
| LifeWealth Investments, LLC | 2,588 | $288.1K | 0.19% | +2,588 | New |
| SPC Financial, Inc. | 2,589 | $288.3K | 0.03% | +208+8.7% | Added |
| Per Stirling Capital Management, LLC. | 2,589 | $288.3K | 0.04% | −2,377−47.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,590 | $288.4K | 0.11% | −7,137−73.4% | Reduced |
| Navalign, LLC | 2,594 | $288.8K | 0.08% | +357+16.0% | Added |
| PSI Advisors, LLC | 2,603 | $289.8K | 0.09% | −63−2.4% | Reduced |
| Garner Asset Management Corp | 2,600 | $290.0K | 0.13% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,613 | $291.0K | 0.02% | −324−11.0% | Reduced |
| Heritage Wealth Management, Inc. | 2,622 | $292.0K | 0.10% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 2,625 | $292.3K | 0.16% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,629 | $292.7K | 0.01% | +2,629 | New |
| Dixon Fnancial Services, Inc. | 2,633 | $293.2K | 0.16% | −5−0.2% | Reduced |
| Fort Point Capital Partners LLC | 2,635 | $293.4K | 0.03% | −327−11.0% | Reduced |
| Dodds Wealth, LLC | 2,697 | $293.5K | 0.09% | +10.0% | Added |
| Rock Point Advisors, LLC | 2,640 | $294.0K | 0.09% | −237−8.2% | Reduced |
| Rialto Wealth Management, LLC | 2,640 | $294.0K | 0.10% | +2,640 | New |
| RDA Financial Network | 2,645 | $294.6K | 0.09% | +266+11.2% | Added |
| Avenir Corp | 2,646 | $294.6K | 0.03% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 2,646 | $294.6K | 0.34% | +2,646 | New |
| Encompass More Asset Management | 2,651 | $295.2K | 0.10% | −11−0.4% | Reduced |
| Corps Capital Advisors, LLC | 2,651 | $295.2K | 0.30% | +2,651 | New |
| Tranquilli Financial Advisor LLC | 2,655 | $295.6K | 0.19% | +342+14.8% | Added |
| Elser Financial Planning, Inc | 2,656 | $295.7K | 0.02% | +105+4.1% | Added |
| Kapstone Financial Advisors LLC | 2,615 | $296.0K | 0.16% | −318−10.8% | Reduced |
| Northwest Financial Advisors | 2,663 | $296.5K | 0.24% | +144+5.7% | Added |
| Spinnaker Investment Group, LLC | 2,667 | $297.0K | 0.07% | −255−8.7% | Reduced |
| Prodigy Asset Management LLC | 2,670 | $297.3K | 0.25% | +2,670 | New |
| Ssi Investment Management LLC | 2,671 | $297.4K | 0.02% | −2−0.1% | Reduced |
| ZRC Wealth Management, LLC | 2,673 | $297.7K | 0.13% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,677 | $298.1K | 0.03% | −2,674−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 9,652 | $298.1K | 0.06% | +15+0.2% | Added |
| Wealthgarden F.S. LLC | 2,688 | $299.3K | 0.28% | −570−17.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,691 | $299.6K | 0.06% | +146+5.7% | Added |
| GK Wealth Management LLC | 2,696 | $300.2K | 0.38% | +2,696 | New |
| Quantum Financial Advisors, LLC | 2,698 | $300.4K | 0.05% | −146−5.1% | Reduced |
| Olistico Wealth, LLC | 2,705 | $301.2K | 0.18% | +9+0.3% | Added |
| Fiduciary Financial Group, LLC | 2,777 | $301.7K | 0.07% | −2,719−49.5% | Reduced |
| Rothschild Capital Partners, LLC | 2,710 | $301.8K | 0.07% | +2,710 | New |
| Wharton Business Group, LLC | 2,713 | $302.0K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,714 | $302.2K | 0.28% | +2,714 | New |
| Blalock Williams, LLC | 2,714 | $302.2K | 0.35% | +2,714 | New |
| Fortis Group Advisors, LLC | 2,715 | $302.3K | 0.06% | +82+3.1% | Added |
| Keudell/Morrison Wealth Management | 2,716 | $302.4K | 0.08% | −307−10.2% | Reduced |
| Trilogy Capital Inc. | 2,717 | $302.6K | 0.02% | −134−4.7% | Reduced |
| J.Safra Asset Management Corp | 2,734 | $302.9K | 0.02% | +2,060+305.6% | Added |
| High Note Wealth, LLC | 2,724 | $303.3K | 0.08% | −12−0.4% | Reduced |
| Humankind Investments LLC | 2,727 | $303.7K | 0.08% | −573−17.4% | Reduced |
| Intrepid Financial Planning Group LLC | 2,735 | $304.5K | 0.13% | −125−4.4% | Reduced |
| Somerset Trust Co | 2,735 | $304.5K | 0.11% | −68−2.4% | Reduced |
| McRae Capital Management Inc | 2,735 | $304.5K | 0.06% | −40−1.4% | Reduced |
| CMG Global Holdings, LLC | 2,802 | $304.9K | 0.17% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,720 | $305.1K | 0.08% | +198+7.9% | Added |
| Impact Capital Partners LLC | 2,741 | $305.2K | 0.11% | +2,741 | New |
| Lakeview Capital Partners, LLC | 2,742 | $305.3K | 0.07% | +8+0.3% | Added |
| Executive Wealth Management, LLC | 2,743 | $305.4K | 0.02% | +384+16.3% | Added |
| Carr Financial Group Corp | 2,745 | $305.7K | 0.10% | −4,855−63.9% | Reduced |
| GSG Advisors LLC | 2,745 | $305.7K | 0.10% | +33+1.2% | Added |
| Stonekeep Investments, LLC | 2,746 | $305.7K | 0.23% | −1,213−30.6% | Reduced |
| Merriman Wealth Management, LLC | 2,738 | $306.0K | 0.01% | +79+3.0% | Added |
| Gerber, LLC | 2,753 | $306.5K | 0.22% | −1,012−26.9% | Reduced |
| Progressive Investment Management Corp | 2,757 | $307.0K | 0.08% | 00.0% | Unchanged |
| B&L Asset Management LLC | 2,759 | $307.2K | 0.19% | +9+0.3% | Added |