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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 3,169 | $352.9K | 0.02% | −258−7.5% | Reduced |
| Gradient Capital Advisors, LLC | 3,176 | $353.6K | 0.11% | −213−6.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,180 | $354.1K | 0.15% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3,189 | $355.1K | 0.11% | +10.0% | Added |
| Financial Harvest, LLC | 3,190 | $355.2K | 0.30% | +3,190 | New |
| Meriwether Wealth & Planning, LLC | 3,192 | $355.4K | 0.25% | +3,192 | New |
| J.P. Marvel Investment Advisors, LLC | 3,201 | $356.4K | 0.06% | −38,715−92.4% | Reduced |
| Schrum Private Wealth Management LLC | 3,201 | $356.5K | 0.30% | −4,189−56.7% | Reduced |
| Florida Financial Advisors, LLC | 3,317 | $356.6K | 0.16% | +1,055+46.6% | Added |
| Tyler-Stone Wealth Management | 3,204 | $356.8K | 0.06% | +41+1.3% | Added |
| TRUE Private Wealth Advisors | 3,204 | $356.8K | 0.04% | −5−0.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,214 | $357.8K | 0.27% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,216 | $358.1K | 0.06% | −153−4.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,224 | $359.0K | 0.30% | +3,224 | New |
| Ironwood Financial, llc | 3,227 | $359.3K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,241 | $360.9K | 0.03% | −1,731−34.8% | Reduced |
| Crane Advisory, LLC | 3,257 | $362.0K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,255 | $362.4K | 0.14% | −253−7.2% | Reduced |
| TSFG, LLC | 3,264 | $363.0K | 0.07% | −151−4.4% | Reduced |
| Visionary Wealth Advisors | 3,261 | $363.1K | 0.02% | −327−9.1% | Reduced |
| Raleigh Capital Management Inc. | 3,265 | $363.6K | 0.14% | +1,377+72.9% | Added |
| Trueblood Wealth Management, LLC | 3,274 | $364.6K | 0.18% | −63−1.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,289 | $366.0K | 0.13% | −1,067−24.5% | Reduced |
| Foster & Motley Inc | 3,289 | $366.0K | 0.02% | +2+0.1% | Added |
| True North Advisors, LLC | 3,303 | $367.8K | 0.09% | +139+4.4% | Added |
| Whipplewood Advisors, LLC | 3,308 | $368.3K | 0.21% | +3,308 | New |
| Second Half Financial Partners, LLC | 3,309 | $368.5K | 0.18% | −186−5.3% | Reduced |
| GSB Wealth Management, LLC | 3,318 | $369.5K | 0.10% | −655−16.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,323 | $370.1K | 0.19% | −5−0.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,427 | $370.4K | 0.17% | +24+0.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 3,326 | $370.4K | 0.11% | +3,326 | New |
| Manchester Financial Inc | 3,328 | $370.5K | 0.08% | −100−2.9% | Reduced |
| Harbor Advisors LLC | 3,328 | $370.6K | 0.06% | −1,431−30.1% | Reduced |
| CVFG LLC | 3,335 | $371.4K | 0.34% | +3,335 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 3,340 | $371.9K | 0.14% | +3,340 | New |
| Willow Creek Wealth Management Inc. | 3,344 | $372.4K | 0.04% | +124+3.9% | Added |
| Affiance Financial, LLC | 3,349 | $373.0K | 0.09% | −267−7.4% | Reduced |
| Mindset Wealth Management, LLC | 3,356 | $373.7K | 0.14% | −656−16.4% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,365 | $374.7K | 0.17% | +46+1.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,366 | $374.8K | 0.03% | +16+0.5% | Added |
| Castle Rock Wealth Management, LLC | 3,395 | $374.8K | 0.09% | −613−15.3% | Reduced |
| Matauro, LLC | 3,375 | $375.8K | 0.08% | +3,375 | New |
| Broadleaf Partners, LLC | 3,386 | $377.0K | 0.09% | 00.0% | Unchanged |
| SFMG, LLC | 3,389 | $377.3K | 0.03% | −853−20.1% | Reduced |
| Janney Capital Management LLC | 3,398 | $378.0K | 0.03% | −7−0.2% | Reduced |
| BIP Wealth, LLC | 3,408 | $379.4K | 0.03% | +133+4.1% | Added |
| Burt Wealth Advisors | 3,410 | $379.7K | 0.10% | −194−5.4% | Reduced |
| West Wealth Group, LLC | 3,410 | $379.8K | 0.11% | +3,410 | New |
| Polymer Capital Management (US) LLC | 3,411 | $379.8K | 0.12% | +3,411 | New |
| Barrett & Company, Inc. | 3,411 | $379.8K | 0.16% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,412 | $379.9K | 0.17% | +93+2.8% | Added |
| Round Rock Advisors, LLC | 3,421 | $380.9K | 0.08% | +264+8.4% | Added |
| TFC Financial Management | 3,427 | $381.6K | 0.06% | +6+0.2% | Added |
| Sierra Ocean, LLC | 3,431 | $382.1K | 0.31% | +3,431 | New |
| Strategic Investment Advisors | 3,434 | $382.3K | 0.04% | +3,434 | New |
| Shepherd Financial Partners LLC | 3,436 | $382.5K | 0.05% | +32+0.9% | Added |
| Retirement Planning Co of New England, Inc. | 3,439 | $383.0K | 0.19% | −106−3.0% | Reduced |
| Pointe Capital Management LLC | 3,446 | $383.7K | 0.22% | +1,101+47.0% | Added |
| Cardinal Strategic Wealth Guidance | 3,455 | $384.7K | 0.12% | +1,260+57.4% | Added |
| Advus Financial Partners, LLC | 3,458 | $385.0K | 0.11% | +10.0% | Added |
| Community Financial Services Group, LLC | 3,459 | $385.2K | 0.08% | −3,649−51.3% | Reduced |
| Aspire Growth Partners LLC | 3,462 | $385.4K | 0.38% | +3,462 | New |
| Security Financial Services, INC. | 3,467 | $386.1K | 0.08% | +16+0.5% | Added |
| Mystic Asset Management, Inc. | 3,467 | $386.1K | 0.10% | +1,387+66.7% | Added |
| Pathway Financial Advisors LLC | 3,471 | $386.5K | 0.09% | +92+2.7% | Added |
| Opes Wealth Management LLC | 3,479 | $387.4K | 0.08% | +626+21.9% | Added |
| Center for Financial Planning, Inc. | 3,485 | $388.0K | 0.05% | −239−6.4% | Reduced |
| Camden National Bank | 3,492 | $388.8K | 0.06% | +3,492 | New |
| Ping Capital Management, Inc. | 3,500 | $389.7K | 0.16% | −300−7.9% | Reduced |
| Grace & White Inc | 3,500 | $389.7K | 0.07% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 3,500 | $389.7K | 0.17% | +3,500 | New |
| Lion Street Advisors, LLC | 3,503 | $389.9K | 0.12% | −121−3.3% | Reduced |
| Matrix Private Capital Group LLC | 3,489 | $390.2K | 0.22% | −299−7.9% | Reduced |
| 626 Financial, LLC | 3,506 | $390.4K | 0.21% | −254−6.8% | Reduced |
| RBA Wealth Management, LLC | 3,509 | $390.8K | 0.15% | −237−6.3% | Reduced |
| Atlas Private Wealth Advisors | 3,509 | $390.8K | 0.06% | −600−14.6% | Reduced |
| Main Street Group, LTD | 3,513 | $391.2K | 0.15% | −384−9.9% | Reduced |
| Crewe Advisors LLC | 3,518 | $391.7K | 0.05% | −100−2.8% | Reduced |
| Miller Investment Management, LP | 3,523 | $392.3K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,536 | $393.7K | 0.22% | +118+3.5% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 3,550 | $395.3K | 0.43% | +3,550 | New |
| Nemes Rush Group LLC | 3,555 | $395.8K | 0.05% | −7,413−67.6% | Reduced |
| Prentiss Smith & Co Inc | 3,555 | $395.8K | 0.26% | −125−3.4% | Reduced |
| Aufman Associates Inc | 3,557 | $396.1K | 0.27% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,558 | $396.2K | 0.01% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,562 | $396.6K | 0.36% | +3,562 | New |
| Hopwood Financial Services, Inc. | 3,563 | $396.7K | 0.30% | +3,563 | New |
| Capstone Financial Advisors, Inc. | 3,566 | $397.1K | 0.02% | −219−5.8% | Reduced |
| LaFleur & Godfrey LLC | 3,570 | $397.5K | 0.05% | −122−3.3% | Reduced |
| Bolthouse Investments, LLC | 3,570 | $397.5K | 0.37% | +3,570 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,571 | $397.6K | 0.00% | −314−8.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,573 | $397.8K | 0.03% | −5−0.1% | Reduced |
| MV Capital Management, Inc. | 3,574 | $398.0K | 0.04% | +8+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 3,580 | $398.7K | 0.08% | −22−0.6% | Reduced |
| Marotta Asset Management | 3,598 | $398.7K | 0.08% | −149−4.0% | Reduced |
| Patten Group, Inc. | 3,582 | $398.9K | 0.09% | −366−9.3% | Reduced |
| Encompass Wealth Advisors, LLC | 3,584 | $399.1K | 0.16% | +859+31.5% | Added |
| Lodestone Wealth Management LLC | 3,585 | $399.2K | 0.20% | +850+31.1% | Added |
| Horan Capital Advisors, LLC. | 3,585 | $399.2K | 0.13% | −596−14.3% | Reduced |
| Exchange Bank | 3,586 | $399.3K | 0.32% | +81+2.3% | Added |