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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 2,762 | $307.5K | 0.04% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,779 | $308.0K | 0.05% | +266+10.6% | Added |
| Cooper/Haims Advisors, LLC | 2,768 | $308.2K | 0.17% | −28−1.0% | Reduced |
| Nautilus Advisors LLC | 2,776 | $309.1K | 0.25% | +2,776 | New |
| Wealth Advisors of Iowa, LLC | 2,781 | $309.7K | 0.16% | −1,658−37.4% | Reduced |
| Prostatis Group LLC | 2,782 | $309.7K | 0.09% | −51−1.8% | Reduced |
| Hudock, Inc. | 2,785 | $310.2K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 2,776 | $310.4K | 0.03% | −312−10.1% | Reduced |
| Brucke Financial, Inc. | 2,754 | $311.3K | 0.27% | +2,754 | New |
| New England Capital Financial Advisors LLC | 2,803 | $312.1K | 0.15% | −44−1.5% | Reduced |
| Private Portfolio Partners LLC | 2,806 | $312.5K | 0.06% | −534−16.0% | Reduced |
| Client 1st Advisory Group, LLC | 2,808 | $312.7K | 0.12% | −15−0.5% | Reduced |
| Meritage Portfolio Management | 2,808 | $312.7K | 0.02% | −858−23.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,811 | $313.0K | 0.07% | −370−11.6% | Reduced |
| Sims Investment Management, LLC | 2,813 | $313.2K | 0.18% | +2,813 | New |
| Financial Freedom, LLC | 2,824 | $314.5K | 0.17% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,827 | $314.8K | 0.07% | −400−12.4% | Reduced |
| Towercrest Capital Management | 2,833 | $315.5K | 0.05% | +3+0.1% | Added |
| Aspen Investment Management Inc | 2,838 | $316.0K | 0.15% | −146−4.9% | Reduced |
| Jessup Wealth Management, Inc | 2,840 | $316.2K | 0.13% | +2,840 | New |
| Kensington Investment Counsel, LLC | 2,844 | $316.7K | 0.13% | −1,487−34.3% | Reduced |
| Concentric Capital Strategies, LP | 2,845 | $316.8K | 0.02% | +2,845 | New |
| First Commonwealth Financial Corp | 2,861 | $318.6K | 0.08% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,865 | $319.0K | 0.12% | −690−19.4% | Reduced |
| Wulff, Hansen & Co. | 2,865 | $319.0K | 0.30% | 00.0% | Unchanged |
| Jain Global LLC | 2,868 | $319.4K | 0.01% | +2,868 | New |
| DDFG, Inc | 2,873 | $320.0K | 0.09% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,875 | $320.1K | 0.14% | +51+1.8% | Added |
| A&I Financial Services, LLC | 2,877 | $320.4K | 0.31% | +2,877 | New |
| Fortress Financial Group, LLC | 2,879 | $320.6K | 0.32% | +2,879 | New |
| Saxony Capital Management, LLC | 2,882 | $320.9K | 0.28% | +233+8.8% | Added |
| Sterling Wealth Management, Inc. | 2,894 | $322.2K | 0.12% | −64−2.2% | Reduced |
| Bogart Wealth, LLC | 2,896 | $322.5K | 0.02% | +498+20.8% | Added |
| Latitude Advisors, LLC | 2,911 | $324.1K | 0.18% | +138+5.0% | Added |
| Palacios Wealth Management, LLC | 2,974 | $325.1K | 0.35% | +2,974 | New |
| Regent Peak Wealth Advisors LLC | 2,920 | $325.1K | 0.07% | +126+4.5% | Added |
| Sage Private Wealth Group, LLC | 2,922 | $325.5K | 0.24% | −852−22.6% | Reduced |
| MTM Investment Management, LLC | 2,931 | $326.4K | 0.13% | −175−5.6% | Reduced |
| Catalytic Wealth RIA, LLC | 2,938 | $327.1K | 0.06% | +214+7.9% | Added |
| McLean Asset Management Corp | 2,941 | $327.4K | 0.10% | +111+3.9% | Added |
| Oak Hill Wealth Advisors, LLC | 2,942 | $327.5K | 0.08% | +2,942 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,943 | $327.7K | 0.08% | +257+9.6% | Added |
| Gateway Wealth Partners, LLC | 2,950 | $328.5K | 0.09% | +135+4.8% | Added |
| Rakuten Securities, Inc. | 2,952 | $328.7K | 0.13% | +874+42.1% | Added |
| Redwood Wealth Management Group, LLC | 2,953 | $329.0K | 0.16% | −99−3.2% | Reduced |
| Rede Wealth, LLC | 2,958 | $329.4K | 0.13% | −166−5.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,962 | $329.9K | 0.05% | −324−9.9% | Reduced |
| Eqis Capital Management, Inc. | 2,963 | $329.9K | 0.03% | +2,963 | New |
| Signet Financial Management, LLC | 2,965 | $330.1K | 0.04% | +850+40.2% | Added |
| Osterweis Capital Management Inc | 2,965 | $330.2K | 0.02% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,970 | $330.7K | 0.19% | −158−5.1% | Reduced |
| Brass Tax Wealth Management, Inc | 2,974 | $331.1K | 0.07% | +60+2.1% | Added |
| Abacus Wealth Partners, LLC | 2,974 | $331.2K | 0.05% | +77+2.7% | Added |
| Fortress Private Ledger, LLC | 2,980 | $331.8K | 0.20% | +2,980 | New |
| Claret Asset Management Corp | 2,979 | $332.0K | 0.05% | −300−9.1% | Reduced |
| Strategic Investment Solutions, Inc. | 3,401 | $332.1K | 0.11% | +913+36.7% | Added |
| Coastal Investment Advisors, Inc. | 2,991 | $332.5K | 0.14% | −757−20.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,989 | $332.8K | 0.25% | +2,989 | New |
| Tradewinds Capital Management, LLC | 2,991 | $333.0K | 0.09% | +211+7.6% | Added |
| DAGCO, Inc. | 2,991 | $333.1K | 0.11% | +75+2.6% | Added |
| BlueCrest Capital Management Ltd | 3,000 | $334.1K | 0.02% | 00.0% | Unchanged |
| Price Jennifer C. | 3,000 | $334.1K | 0.44% | 00.0% | Unchanged |
| Trust Co of the South | 3,004 | $334.5K | 0.07% | +13+0.4% | Added |
| Patron Partners Advisors, LLC | 3,007 | $334.8K | 0.18% | +769+34.4% | Added |
| FreeGulliver LLC | 3,016 | $335.9K | 0.18% | −300−9.0% | Reduced |
| Kearns & Associates LLC | 3,020 | $336.3K | 0.22% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,020 | $336.3K | 0.37% | +297+10.9% | Added |
| Legacy Edge Advisors, LLC | 3,038 | $336.6K | 0.05% | −527−14.8% | Reduced |
| CLG LLC | 3,032 | $337.6K | 0.12% | +3,032 | New |
| Laidlaw Wealth Management LLC | 3,034 | $337.8K | 0.15% | +368+13.8% | Added |
| Lodestar Private Asset Management LLC | 3,035 | $338.0K | 0.04% | −136−4.3% | Reduced |
| City State Bank | 3,040 | $338.5K | 0.12% | +144+5.0% | Added |
| EPIQ Capital Group, LLC | 3,027 | $338.5K | 0.09% | −11−0.4% | Reduced |
| Custos Family Office, LLC | 3,047 | $339.3K | 0.12% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,049 | $339.5K | 0.22% | +536+21.3% | Added |
| Waddell & Associates, LLC | 3,050 | $339.6K | 0.03% | −407−11.8% | Reduced |
| Flow Traders U.S. LLC | 3,065 | $341.0K | 0.01% | +3,065 | New |
| First Financial Group Corp | 3,068 | $341.7K | 0.38% | +3,068 | New |
| Argentarii, LLC | 3,071 | $342.0K | 0.17% | +3,071 | New |
| BXM Wealth LLC | 3,076 | $342.5K | 0.48% | +3,076 | New |
| Baron Silver Stevens Financial Advisors, LLC | 3,077 | $342.6K | 0.06% | −42−1.3% | Reduced |
| Convergence Investment Partners, LLC | 3,080 | $342.9K | 0.08% | +346+12.7% | Added |
| Strategic Financial Services, Inc, | 3,082 | $343.2K | 0.02% | +546+21.5% | Added |
| Jim Saulnier & Associates, LLC | 3,104 | $345.6K | 0.30% | +3,104 | New |
| Private Capital Advisors, Inc. | 3,105 | $345.7K | 0.04% | +3,105 | New |
| Eagle Wealth Strategies LLC | 3,108 | $346.0K | 0.25% | −72−2.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,112 | $346.5K | 0.21% | −347−10.0% | Reduced |
| Marathon Capital Management | 3,113 | $346.6K | 0.09% | +100+3.3% | Added |
| Eagle Capital Management LLC | 3,128 | $348.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3,135 | $349.0K | 0.14% | −3,577−53.3% | Reduced |
| Advisory Resource Group | 3,135 | $349.1K | 0.07% | −9−0.3% | Reduced |
| Waterloo Capital, L.P. | 3,138 | $349.4K | 0.04% | +97+3.2% | Added |
| Schmidt P J Investment Management Inc | 3,140 | $349.6K | 0.06% | −74−2.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,143 | $350.0K | 0.15% | −1,402−30.8% | Reduced |
| Dudley Capital Management, LLC | 3,145 | $350.2K | 0.18% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,151 | $350.9K | 0.28% | −300−8.7% | Reduced |
| Visionary Horizons, LLC | 3,163 | $352.2K | 0.23% | −105−3.2% | Reduced |
| Greenhouse Wealth Management, LLC | 3,164 | $352.3K | 0.23% | +10.0% | Added |
| Grant/GrossMendelsohn, LLC | 3,165 | $352.5K | 0.18% | −316−9.1% | Reduced |
| Bernard Wealth Management Corp. | 3,166 | $352.6K | 0.17% | +3,166 | New |