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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 37,595 | $4.19M | 0.81% | +1,427+3.9% | Added |
| Qsemble Capital Management, LP | 37,594 | $4.19M | 0.56% | +37,594 | New |
| Global Retirement Partners, LLC | 37,562 | $4.18M | 0.12% | −21,326−36.2% | Reduced |
| HBK Sorce Advisory LLC | 37,456 | $4.17M | 0.13% | −466−1.2% | Reduced |
| Diversify Wealth Management, LLC | 38,367 | $4.17M | 0.32% | +14,461+60.5% | Added |
| Jefferies Financial Group Inc. | 37,431 | $4.17M | 0.05% | −22,083−37.1% | Reduced |
| Kennon-Green & Company, LLC | 37,249 | $4.15M | 3.58% | −266−0.7% | Reduced |
| Independent Financial Group, LLC | 36,976 | $4.12M | 0.14% | +4,995+15.6% | Added |
| Warren Averett Asset Management, LLC | 36,953 | $4.11M | 0.06% | +8,136+28.2% | Added |
| Pallas Capital Advisors LLC | 36,881 | $4.11M | 0.18% | −1,062−2.8% | Reduced |
| Citizens National Bank Trust Department | 36,811 | $4.10M | 0.87% | −79−0.2% | Reduced |
| LVM Capital Management Ltd | 36,721 | $4.09M | 0.44% | −4,265−10.4% | Reduced |
| WCG Wealth Advisors LLC | 36,645 | $4.08M | 0.27% | +2,611+7.7% | Added |
| Diligent Investors, LLC | 36,565 | $4.07M | 0.93% | −299−0.8% | Reduced |
| Gifford Fong Associates | 36,407 | $4.05M | 0.99% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 36,320 | $4.04M | 0.30% | +30,057+479.9% | Added |
| Parsons Capital Management Inc | 36,290 | $4.04M | 0.22% | +14,265+64.8% | Added |
| TCG Advisory Services, LLC | 36,276 | $4.04M | 0.17% | +3,299+10.0% | Added |
| Permanens Capital L.P. | 36,103 | $4.04M | 0.77% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 36,203 | $4.03M | 0.86% | −396−1.1% | Reduced |
| Sterling Capital Management LLC | 36,161 | $4.03M | 0.06% | −4,596−11.3% | Reduced |
| National Asset Management, Inc. | 35,864 | $4.01M | 0.13% | −5,915−14.2% | Reduced |
| SevenBridge Financial Group, LLC | 36,722 | $4.00M | 0.76% | +100.0% | Added |
| Marshall Wace, LLP | 35,755 | $3.98M | 0.00% | −399,245−91.8% | Reduced |
| Levin Capital Strategies, L.P. | 35,755 | $3.98M | 0.38% | −786−2.2% | Reduced |
| Ami Investment Management Inc | 35,744 | $3.98M | 1.29% | −382−1.1% | Reduced |
| Xcel Wealth Management, LLC | 35,712 | $3.98M | 1.10% | +6,027+20.3% | Added |
| Jamison Private Wealth Management, Inc. | 35,577 | $3.96M | 0.58% | −502−1.4% | Reduced |
| Inkwell Capital LLC | 35,441 | $3.95M | 4.22% | +35,441 | New |
| Freestone Capital Holdings, LLC | 35,426 | $3.94M | 0.14% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 35,402 | $3.94M | 0.66% | +25,200+247.0% | Added |
| Chemung Canal Trust Co | 35,329 | $3.93M | 0.82% | −3,756−9.6% | Reduced |
| Legacy Trust | 35,285 | $3.93M | 0.91% | +2,858+8.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 35,257 | $3.93M | 0.49% | −2,000−5.4% | Reduced |
| Wolverine Trading, LLC | 35,285 | $3.91M | 0.09% | +15,794+81.0% | Added |
| Waycross Partners, LLC | 35,000 | $3.90M | 0.50% | 00.0% | Unchanged |
| Cypress Capital Group | 34,808 | $3.88M | 0.48% | −1,655−4.5% | Reduced |
| Pegasus Asset Management, Inc. | 34,745 | $3.87M | 1.46% | +543+1.6% | Added |
| Quattro Financial Advisors LLC | 35,330 | $3.86M | 1.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 34,605 | $3.85M | 0.53% | +1,225+3.7% | Added |
| Jaffetilchin Investment Partners, LLC | 34,427 | $3.83M | 0.28% | +22,556+190.0% | Added |
| V-Square Quantitative Management LLC | 34,353 | $3.83M | 0.54% | +430+1.3% | Added |
| AlpenGlobal Capital LLC | 34,328 | $3.82M | 2.48% | +34,328 | New |
| Brown Miller Wealth Management, LLC | 34,290 | $3.82M | 1.46% | +405+1.2% | Added |
| Summit Financial, LLC | 34,099 | $3.81M | 0.13% | +4,103+13.7% | Added |
| Colonial Trust Co | 34,111 | $3.80M | 0.56% | +2,042+6.4% | Added |
| Jacobi Capital Management LLC | 34,016 | $3.79M | 0.28% | −3,645−9.7% | Reduced |
| Gilman Hill Asset Management, LLC | 33,916 | $3.78M | 0.66% | −890−2.6% | Reduced |
| Citizens Business Bank | 27,988 | $3.78M | 0.71% | −7,235−20.5% | Reduced |
| Twin Capital Management Inc | 33,796 | $3.76M | 0.41% | +1,570+4.9% | Added |
| Glassy Mountain Advisors, Inc. | 33,657 | $3.75M | 1.28% | +870+2.7% | Added |
| Robbins Farley LLC | 33,636 | $3.75M | 1.83% | +1,151+3.5% | Added |
| First Citizens Bank & Trust Co | 33,631 | $3.74M | 0.07% | −5,585−14.2% | Reduced |
| Kirr Marbach & Co LLC | 33,508 | $3.74M | 0.81% | −272−0.8% | Reduced |
| Autumn Glory Partners, LLC | 33,567 | $3.74M | 1.83% | 00.0% | Unchanged |
| Blue Capital, Inc. | 33,500 | $3.73M | 2.63% | +33,500 | New |
| Vestcor Inc | 33,443 | $3.72M | 0.12% | −1,980−5.6% | Reduced |
| City Holding Co | 33,370 | $3.72M | 0.53% | −20,250−37.8% | Reduced |
| Robinson Value Management, Ltd. | 33,369 | $3.72M | 2.45% | +336+1.0% | Added |
| Boyar Asset Management Inc. | 33,315 | $3.71M | 2.45% | +35+0.1% | Added |
| Middleton & Co Inc | 33,194 | $3.70M | 0.41% | −5,032−13.2% | Reduced |
| Legacy Advisors, LLC | 33,042 | $3.68M | 0.36% | +1,986+6.4% | Added |
| William Allan, LLC | 32,922 | $3.67M | 2.25% | +426+1.3% | Added |
| Arlington Financial Advisors, LLC | 32,919 | $3.67M | 0.73% | −2,857−8.0% | Reduced |
| International Assets Investment Management, LLC | 32,997 | $3.66M | 0.31% | −3,393,396−99.0% | Reduced |
| Adviser Investments LLC | 32,798 | $3.65M | 0.05% | −2,194−6.3% | Reduced |
| Crowley Wealth Management, Inc. | 32,719 | $3.64M | 3.21% | +32,719 | New |
| Boston Private Wealth LLC | 32,717 | $3.64M | 0.07% | +32,717 | New |
| SlateStone Wealth, LLC | 32,656 | $3.64M | 0.36% | −109−0.3% | Reduced |
| Portside Wealth Group, LLC | 32,628 | $3.63M | 0.60% | +1,102+3.5% | Added |
| Burns J W & Co Inc | 32,606 | $3.63M | 0.46% | −4,138−11.3% | Reduced |
| Spire Wealth Management | 32,569 | $3.63M | 0.11% | +156+0.5% | Added |
| Clarity Capital Partners LLC | 32,559 | $3.63M | 1.88% | −238−0.7% | Reduced |
| Winton Group Ltd | 32,548 | $3.62M | 0.24% | +32,548 | New |
| Bender Robert & Associates | 32,394 | $3.61M | 0.87% | +198+0.6% | Added |
| Summit Place Financial Advisors, LLC | 32,309 | $3.60M | 2.05% | −459−1.4% | Reduced |
| Whalerock Point Partners, LLC | 32,254 | $3.59M | 0.83% | −855−2.6% | Reduced |
| Cullen Capital Management LLC | 32,177 | $3.58M | 0.04% | +200+0.6% | Added |
| Alerus Financial NA | 32,139 | $3.58M | 0.27% | +934+3.0% | Added |
| Forum Financial Management, LP | 32,003 | $3.56M | 0.06% | +7,565+31.0% | Added |
| Wealthcare Advisory Partners LLC | 32,001 | $3.56M | 0.10% | −740−2.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 32,000 | $3.56M | 0.52% | −7,500−19.0% | Reduced |
| Lynch & Associates | 31,887 | $3.55M | 0.77% | −566−1.7% | Reduced |
| SageView Advisory Group, LLC | 31,882 | $3.55M | 0.15% | +4,910+18.2% | Added |
| Brevan Howard Capital Management LP | 31,695 | $3.52M | 0.09% | +31,695 | New |
| Heritage Trust Co | 31,595 | $3.52M | 0.41% | +31,595 | New |
| Leibman Financial Services, Inc. | 31,540 | $3.51M | 2.57% | −13,376−29.8% | Reduced |
| HBW Advisory Services LLC | 31,531 | $3.51M | 0.52% | −210−0.7% | Reduced |
| PGGM Investments | 31,460 | $3.50M | 0.05% | −20,206−39.1% | Reduced |
| Granite Investment Partners, LLC | 31,448 | $3.50M | 0.15% | −620−1.9% | Reduced |
| Bradyco, Inc. | 29,420 | $3.50M | 2.16% | +29,420 | New |
| Essex Investment Management Co LLC | 31,211 | $3.48M | 0.62% | −645−2.0% | Reduced |
| Rothschild Investment LLC | 31,174 | $3.47M | 0.23% | −1,771−5.4% | Reduced |
| Northstar Group, Inc. | 30,954 | $3.45M | 0.58% | +2,406+8.4% | Added |
| Guardian Partners Inc. | 31,380 | $3.44M | 0.35% | +31,380 | New |
| Paradigm Financial Partners, LLC | 30,824 | $3.43M | 0.43% | +3,689+13.6% | Added |
| Wellington Shields & Co., LLC | 30,813 | $3.43M | 1.05% | −575−1.8% | Reduced |
| Eastern Bank | 30,781 | $3.43M | 0.06% | +372+1.2% | Added |
| Ascent Group, LLC | 30,766 | $3.43M | 0.26% | +2,055+7.2% | Added |
| Texas Yale Capital Corp. | 30,708 | $3.42M | 0.14% | 00.0% | Unchanged |