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
- 3,248
- +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
- 983 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 |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 20,679 | $2.30M | 0.70% | −1,978−8.7% | Reduced |
| Lynx Capital Group Ltd | 20,633 | $2.30M | 1.32% | −69−0.3% | Reduced |
| David R. Rahn & Associates Inc. | 20,618 | $2.30M | 0.74% | −757−3.5% | Reduced |
| Gs Investments, Inc. | 20,614 | $2.30M | 1.04% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 20,544 | $2.29M | 1.38% | +452+2.2% | Added |
| Cooper Financial Group | 20,380 | $2.27M | 0.27% | +13,499+196.2% | Added |
| Ashton Thomas Private Wealth, LLC | 20,286 | $2.27M | 0.09% | +178+0.9% | Added |
| Ingalls & Snyder LLC | 20,345 | $2.27M | 0.09% | −1,453−6.7% | Reduced |
| Aigen Investment Management, LP | 20,246 | $2.25M | 0.40% | +17,466+628.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,206 | $2.25M | 0.88% | −636−3.1% | Reduced |
| Voya Financial Advisors, Inc. | 20,230 | $2.24M | 0.24% | +3,937+24.2% | Added |
| Fisher Funds Management LTD | 20,165 | $2.24M | 0.05% | +20,165 | New |
| WBH Advisory Inc | 20,086 | $2.24M | 0.21% | −944−4.5% | Reduced |
| Knuff & Co LLC | 20,069 | $2.23M | 0.68% | −130−0.6% | Reduced |
| Pinnacle Investment Management Ltd | 20,000 | $2.23M | 1.63% | +20,000 | New |
| Atlas Brown,Inc. | 19,984 | $2.23M | 0.76% | −419−2.1% | Reduced |
| Alliance Wealth Advisors, LLC | 19,901 | $2.22M | 0.57% | +2,659+15.4% | Added |
| First Business Financial Services, Inc. | 19,791 | $2.20M | 0.22% | −167−0.8% | Reduced |
| HCR Wealth Advisors | 19,694 | $2.19M | 0.27% | +1,368+7.5% | Added |
| Premier Path Wealth Partners, LLC | 19,687 | $2.19M | 0.33% | −1,990−9.2% | Reduced |
| First National Trust Co | 19,685 | $2.19M | 0.08% | −1,129−5.4% | Reduced |
| Prosperity Consulting Group, LLC | 19,654 | $2.19M | 0.16% | −367−1.8% | Reduced |
| M Holdings Securities, Inc. | 19,617 | $2.18M | 0.35% | +19,617 | New |
| Cornerstone Wealth Management, LLC | 19,589 | $2.18M | 0.15% | −15−0.1% | Reduced |
| Occidental Asset Management, LLC | 19,578 | $2.18M | 0.34% | +1,506+8.3% | Added |
| Katamaran Capital LLP | 19,575 | $2.18M | 2.92% | +19,575 | New |
| Old Second National Bank of Aurora | 19,565 | $2.18M | 0.50% | −108−0.5% | Reduced |
| Kornitzer Capital Management Inc | 19,450 | $2.17M | 0.04% | −1,162−5.6% | Reduced |
| Central Pacific Bank - Trust Division | 19,447 | $2.17M | 0.28% | +1,517+8.5% | Added |
| Stratos Wealth Advisors, LLC | 19,440 | $2.16M | 0.10% | −1,950−9.1% | Reduced |
| First Horizon Advisors, Inc. | 19,427 | $2.16M | 0.06% | −313−1.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,321 | $2.15M | 0.20% | −115−0.6% | Reduced |
| Cito Capital Group, LLC | 19,140 | $2.14M | 0.79% | −5,000−20.7% | Reduced |
| Princeton Capital Management LLC | 19,203 | $2.14M | 0.66% | −20,740−51.9% | Reduced |
| Mount Capital Ltd | 19,200 | $2.14M | 0.76% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 19,159 | $2.13M | 0.03% | +19,159 | New |
| Diversified Trust Co | 19,048 | $2.12M | 0.05% | +1,206+6.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 19,036 | $2.12M | 2.73% | −51,605−73.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $2.12M | 0.93% | +7,000+58.3% | Added |
| Icon Wealth Advisors, LLC | 19,002 | $2.12M | 0.17% | +56+0.3% | Added |
| Ameritas Investment Partners, Inc. | 19,001 | $2.12M | 0.07% | −725−3.7% | Reduced |
| Resources Management Corp | 18,929 | $2.11M | 0.29% | −6,087−24.3% | Reduced |
| JSF Financial, LLC | 18,831 | $2.10M | 0.56% | −2,269−10.8% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 18,814 | $2.10M | 1.51% | −2,486−11.7% | Reduced |
| Sculati Wealth Management, LLC | 18,801 | $2.09M | 0.83% | +163+0.9% | Added |
| Maia Wealth LLC | 18,468 | $2.09M | 0.45% | +3,162+20.7% | Added |
| Dumont & Blake Investment Advisors LLC | 18,780 | $2.09M | 0.56% | +2,124+12.8% | Added |
| GM Advisory Group, Inc. | 18,775 | $2.09M | 0.12% | +928+5.2% | Added |
| Insight Inv LLC | 18,757 | $2.09M | 1.45% | +1,491+8.6% | Added |
| Councilmark Asset Management, LLC | 18,706 | $2.08M | 1.40% | −50.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,699 | $2.08M | 0.52% | −437−2.3% | Reduced |
| Herbst Group, LLC | 18,698 | $2.08M | 1.30% | −4,350−18.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 18,684 | $2.08M | 0.42% | −204−1.1% | Reduced |
| Donoghue Forlines LLC | 18,641 | $2.08M | 0.69% | +18,641 | New |
| Atala Financial Inc | 18,604 | $2.07M | 1.45% | +18,604 | New |
| Global Financial Private Client, LLC | 18,603 | $2.07M | 0.78% | +1,219+7.0% | Added |
| Cigna Investments Inc | 18,590 | $2.07M | 0.36% | −317−1.7% | Reduced |
| Frank, Rimerman Advisors LLC | 18,584 | $2.07M | 0.15% | +2,058+12.5% | Added |
| Kovack Advisors, Inc. | 18,571 | $2.07M | 0.20% | +1,723+10.2% | Added |
| Schechter Investment Advisors, LLC | 18,557 | $2.07M | 0.16% | +4,258+29.8% | Added |
| Rehmann Capital Advisory Group | 18,546 | $2.07M | 0.13% | −411−2.2% | Reduced |
| Asset Advisors Investment Management, LLC | 18,535 | $2.06M | 0.22% | −700−3.6% | Reduced |
| Monetta Financial Services Inc | 18,500 | $2.06M | 1.66% | +7,000+60.9% | Added |
| Mirabaud & Cie SA | 18,490 | $2.06M | 0.66% | −40−0.2% | Reduced |
| Winch Advisory Services, LLC | 18,489 | $2.06M | 0.54% | +325+1.8% | Added |
| Focused Wealth Management, Inc | 18,432 | $2.05M | 0.28% | −2,959−13.8% | Reduced |
| Financial Gravity Companies, Inc. | 18,392 | $2.05M | 0.47% | +1,505+8.9% | Added |
| VGI Partners Ltd | 18,342 | $2.04M | 0.21% | −188,547−91.1% | Reduced |
| Curbstone Financial Management Corp | 18,266 | $2.03M | 0.43% | −400−2.1% | Reduced |
| Rowland & Co Investment Counsel | 18,259 | $2.03M | 0.42% | −1,120−5.8% | Reduced |
| Montag A & Associates Inc | 18,163 | $2.03M | 0.10% | −3,646−16.7% | Reduced |
| Invst, LLC | 18,222 | $2.03M | 0.25% | +151+0.8% | Added |
| Avidian Wealth Solutions, LLC | 18,220 | $2.03M | 0.09% | −2,929−13.8% | Reduced |
| Bryce Point Capital, LLC | 18,188 | $2.03M | 0.59% | +18,188 | New |
| Atlantic Union Bankshares Corp | 18,174 | $2.02M | 0.12% | −1,082−5.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,129 | $2.02M | 0.05% | +923+5.4% | Added |
| Proactive Wealth Strategies LLC | 18,087 | $2.01M | 1.05% | −913−4.8% | Reduced |
| Wealth Alliance | 18,073 | $2.01M | 0.24% | −1,391−7.1% | Reduced |
| BEAM Asset Management, LLC | 18,061 | $2.01M | 0.64% | −716−3.8% | Reduced |
| Continuum Advisory, LLC | 18,013 | $2.01M | 0.26% | +444+2.5% | Added |
| Means Investment Co., Inc. | 17,973 | $2.00M | 0.21% | −3,972−18.1% | Reduced |
| Aquatic Capital Management LLC | 17,954 | $2.00M | 0.05% | +17,954 | New |
| Ellsworth Advisors, LLC | 17,940 | $2.00M | 0.52% | −4,788−21.1% | Reduced |
| Horizon Wealth Management, LLC | 17,931 | $2.00M | 0.35% | −34−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 17,896 | $1.99M | 1.52% | −487−2.6% | Reduced |
| McDonald Partners LLC | 17,893 | $1.99M | 0.51% | −720−3.9% | Reduced |
| Chapin Davis, Inc. | 20,601 | $1.98M | 0.65% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 17,614 | $1.97M | 0.07% | −1,136−6.1% | Reduced |
| Byrne Asset Management LLC | 17,679 | $1.97M | 1.40% | −632−3.5% | Reduced |
| Occudo Quantitative Strategies LP | 17,618 | $1.96M | 0.35% | +17,618 | New |
| Cladis Investment Advisory, LLC | 17,614 | $1.96M | 1.39% | −620−3.4% | Reduced |
| Drexel Morgan & Co. | 17,586 | $1.96M | 0.40% | 00.0% | Unchanged |
| Csenge Advisory Group | 17,577 | $1.96M | 0.11% | −493−2.7% | Reduced |
| Turim 21 Investimentos Ltda. | 17,285 | $1.95M | 0.51% | +216+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,541 | $1.95M | 0.26% | −2,528−12.6% | Reduced |
| Fullcircle Wealth LLC | 17,746 | $1.94M | 0.80% | +242+1.4% | Added |
| Smithfield Trust Co | 17,541 | $1.94M | 0.10% | −1,328−7.0% | Reduced |
| Hancock Whitney Corp | 17,424 | $1.94M | 0.06% | +4,541+35.2% | Added |
| Grove Bank & Trust | 17,419 | $1.94M | 0.27% | +575+3.4% | Added |
| Wedmont Private Capital | 17,795 | $1.93M | 0.10% | +1,506+9.2% | Added |