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 |
|---|---|---|---|---|---|
| Lockheed Martin Investment Management Co | 30,630 | $3.41M | 0.14% | −420−1.4% | Reduced |
| YHB Investment Advisors, Inc. | 30,626 | $3.41M | 0.28% | +370+1.2% | Added |
| Krilogy Financial LLC | 30,597 | $3.41M | 0.23% | −4,121−11.9% | Reduced |
| Canandaigua National Bank & Trust Co | 30,564 | $3.40M | 0.33% | −1,535−4.8% | Reduced |
| Arrow Financial Corp | 30,563 | $3.40M | 0.32% | −511−1.6% | Reduced |
| Thematics Asset Management | 30,542 | $3.40M | 0.15% | −273−0.9% | Reduced |
| Terry L. Blaker | 30,509 | $3.40M | 0.13% | +386+1.3% | Added |
| Parallax Volatility Advisers, L.P. | 30,503 | $3.40M | 0.07% | −95,512−75.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,501 | $3.40M | 0.11% | +10,593+53.2% | Added |
| Meeder Asset Management Inc | 30,467 | $3.39M | 0.24% | +29,415+2,796.1% | Added |
| Goelzer Investment Management, Inc. | 30,431 | $3.39M | 0.20% | −727−2.3% | Reduced |
| Condor Capital Management | 30,285 | $3.37M | 0.30% | −783−2.5% | Reduced |
| Keene & Associates, Inc. | 30,265 | $3.37M | 2.71% | +839+2.9% | Added |
| Field & Main Bank | 30,215 | $3.36M | 1.18% | −900−2.9% | Reduced |
| Contrarius Group Holdings Ltd | 30,193 | $3.36M | 0.21% | +30,193 | New |
| CWA Asset Management Group, LLC | 30,129 | $3.35M | 0.17% | −460−1.5% | Reduced |
| Carnegie Lake Advisors LLC | 29,985 | $3.34M | 1.35% | −255−0.8% | Reduced |
| Advisors Asset Management, Inc. | 29,980 | $3.34M | 0.06% | +596+2.0% | Added |
| Benjamin Edwards Inc | 29,958 | $3.34M | 0.05% | +736+2.5% | Added |
| Atomi Financial Group, Inc. | 29,953 | $3.34M | 0.17% | +4,638+18.3% | Added |
| DLK Investment Management, LLC | 29,901 | $3.33M | 1.39% | −2,398−7.4% | Reduced |
| Maven Securities LTD | 29,863 | $3.33M | 0.54% | −3,173−9.6% | Reduced |
| Ostrum Asset Management | 29,861 | $3.33M | 0.29% | −1,434−4.6% | Reduced |
| Callan Family Office, LLC | 29,719 | $3.31M | 0.21% | +22,728+325.1% | Added |
| Arkadios Wealth Advisors | 29,707 | $3.31M | 0.18% | +1,424+5.0% | Added |
| Profund Advisors LLC | 29,667 | $3.30M | 0.12% | +2,751+10.2% | Added |
| Western Wealth Management, LLC | 29,667 | $3.30M | 0.18% | −1,469−4.7% | Reduced |
| Perkins Coie Trust Co | 29,626 | $3.30M | 0.73% | −593−2.0% | Reduced |
| K.J. Harrison & Partners Inc | 29,742 | $3.30M | 0.52% | −15,965−34.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 29,583 | $3.29M | 0.90% | −388−1.3% | Reduced |
| Keystone Financial Group | 29,815 | $3.28M | 0.32% | +20,130+207.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,405 | $3.27M | 0.31% | −7,706−20.8% | Reduced |
| Connable Office Inc | 29,405 | $3.27M | 0.34% | −5,643−16.1% | Reduced |
| First Western Trust Bank | 29,297 | $3.26M | 0.15% | +875+3.1% | Added |
| Pinnacle Financial Partners Inc | 29,714 | $3.26M | 0.07% | −380−1.3% | Reduced |
| Teza Capital Management LLC | 29,128 | $3.24M | 0.49% | −15,145−34.2% | Reduced |
| Sky Investment Group LLC | 29,096 | $3.24M | 0.59% | −1,160−3.8% | Reduced |
| Los Angeles Capital Management LLC | 29,071 | $3.24M | 0.01% | +15,708+117.5% | Added |
| Engineers Gate Manager LP | 29,031 | $3.23M | 0.06% | −56,580−66.1% | Reduced |
| Cullen Investment Group, Ltd. | 28,997 | $3.23M | 0.48% | −2,153−6.9% | Reduced |
| Osprey Private Wealth LLC | 28,985 | $3.23M | 2.25% | +750+2.7% | Added |
| Mill Creek Capital Advisors, LLC | 28,951 | $3.22M | 0.08% | −1,068−3.6% | Reduced |
| Stonebridge Capital Management Inc | 28,898 | $3.22M | 1.32% | −400−1.4% | Reduced |
| Radnor Capital Management, LLC | 28,885 | $3.22M | 0.54% | −3,234−10.1% | Reduced |
| Shayne & Co., LLC | 28,820 | $3.21M | 0.84% | −440−1.5% | Reduced |
| TriaGen Wealth Management LLC | 28,748 | $3.20M | 1.08% | +515+1.8% | Added |
| Essex Financial Services, Inc. | 28,721 | $3.20M | 0.23% | +566+2.0% | Added |
| Centiva Capital, LP | 28,618 | $3.19M | 0.12% | +329+1.2% | Added |
| Bridgewater Advisors Inc. | 29,358 | $3.17M | 0.33% | −910−3.0% | Reduced |
| NorthRock Partners, LLC | 28,245 | $3.16M | 0.10% | −548−1.9% | Reduced |
| Moneta Group Investment Advisors LLC | 28,119 | $3.13M | 0.04% | −358−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 28,013 | $3.12M | 0.14% | +3,272+13.2% | Added |
| Inspire Trust Co, N.A. | 28,000 | $3.12M | 0.80% | +1,000+3.7% | Added |
| WSFS Capital Management, LLC | 27,979 | $3.12M | 0.17% | +562+2.0% | Added |
| Centaurus Financial, Inc. | 27,955 | $3.11M | 0.19% | +334+1.2% | Added |
| Diversify Advisory Services, LLC | 28,601 | $3.11M | 0.17% | −7,139−20.0% | Reduced |
| Meyer Handelman Co | 27,843 | $3.10M | 0.11% | −3,635−11.5% | Reduced |
| Central Trust Co | 27,719 | $3.09M | 0.08% | −2,203−7.4% | Reduced |
| Hills Bank & Trust Co | 27,610 | $3.07M | 0.23% | −39−0.1% | Reduced |
| Canal Insurance CO | 27,500 | $3.06M | 0.80% | −2,500−8.3% | Reduced |
| Sterneck Capital Management, LLC | 27,386 | $3.05M | 1.65% | −1,759−6.0% | Reduced |
| Sciencast Management LP | 27,276 | $3.04M | 0.83% | +27,276 | New |
| Pine Valley Investments Ltd Liability Co | 27,241 | $3.04M | 0.20% | +4,318+18.8% | Added |
| New Hampshire Trust | 27,245 | $3.03M | 0.64% | −1,145−4.0% | Reduced |
| Fragasso Group Inc. | 27,148 | $3.02M | 0.23% | −1,302−4.6% | Reduced |
| Addison Capital Co | 27,096 | $3.02M | 1.20% | −749−2.7% | Reduced |
| RB Capital Management, LLC | 27,091 | $3.02M | 0.71% | −1,895−6.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 27,013 | $3.01M | 0.63% | −10,110−27.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,819 | $3.00M | 1.35% | +1,726+6.9% | Added |
| Brighton Jones LLC | 26,767 | $2.98M | 0.09% | +1,904+7.7% | Added |
| MUFG Securities Americas Inc. | 26,732 | $2.98M | 0.38% | +26,732 | New |
| J.W. Cole Advisors, Inc. | 26,675 | $2.97M | 0.12% | −1,793−6.3% | Reduced |
| Ballentine Partners, LLC | 26,645 | $2.97M | 0.05% | +2,251+9.2% | Added |
| Bridgefront Capital, LLC | 26,510 | $2.95M | 1.00% | +26,510 | New |
| Campbell & CO Investment Adviser LLC | 26,506 | $2.95M | 0.23% | +26,506 | New |
| White Pine Investment CO | 26,495 | $2.95M | 0.80% | −1,462−5.2% | Reduced |
| Morton Community Bank | 26,405 | $2.94M | 0.78% | +185+0.7% | Added |
| Montecito Bank & Trust | 26,382 | $2.94M | 0.51% | +2,185+9.0% | Added |
| Principle Wealth Partners LLC | 26,376 | $2.94M | 0.21% | −568−2.1% | Reduced |
| Mission Wealth Management, LP | 26,281 | $2.93M | 0.07% | −3,457−11.6% | Reduced |
| Independence Bank of Kentucky | 26,280 | $2.93M | 0.45% | +4,716+21.9% | Added |
| Studio Investment Management LLC | 26,128 | $2.92M | 0.62% | +24+0.1% | Added |
| M. Kraus & Co | 26,235 | $2.92M | 0.88% | −4,725−15.3% | Reduced |
| IPG Investment Advisors LLC | 26,101 | $2.92M | 0.66% | −6,590−20.2% | Reduced |
| Geneos Wealth Management Inc. | 26,179 | $2.91M | 0.10% | −1,491−5.4% | Reduced |
| Bull Street Advisors, LLC | 26,160 | $2.91M | 1.40% | +50.0% | Added |
| Resonant Capital Advisors, LLC | 26,006 | $2.91M | 0.21% | +622+2.5% | Added |
| Wealthspire Advisors, LLC | 26,006 | $2.90M | 0.03% | +974+3.9% | Added |
| Gladstone Institutional Advisory LLC | 26,000 | $2.90M | 0.13% | −3,714−12.5% | Reduced |
| New Age Alpha Advisors, LLC | 25,999 | $2.89M | 0.12% | +25,914+30,487.1% | Added |
| Neville Rodie & Shaw Inc | 25,994 | $2.89M | 0.21% | −301−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 25,865 | $2.88M | 0.06% | +1,442+5.9% | Added |
| M. Kulyk & Associates, LLC | 25,777 | $2.87M | 0.62% | +57+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,707 | $2.86M | 0.25% | −569−2.2% | Reduced |
| Ashton Thomas Securities, LLC | 25,673 | $2.86M | 0.79% | +90.0% | Added |
| Mogy Joel R Investment Counsel Inc | 25,581 | $2.85M | 0.17% | +31+0.1% | Added |
| Flagship Harbor Advisors, LLC | 25,556 | $2.85M | 0.15% | −1,567−5.8% | Reduced |
| NVWM, LLC | 25,536 | $2.84M | 0.72% | −356−1.4% | Reduced |
| Bill Few Associates, Inc. | 25,528 | $2.84M | 1.00% | +363+1.4% | Added |
| Buttonwood Financial Advisors Inc. | 25,339 | $2.82M | 1.24% | −310−1.2% | Reduced |