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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 17,329 | $1.93M | 1.11% | −369−2.1% | Reduced |
| Greenland Capital Management LP | 17,328 | $1.93M | 0.39% | +17,328 | New |
| Smith, Moore & Co. | 17,132 | $1.91M | 0.17% | −207−1.2% | Reduced |
| Webster Bank, N. A. | 17,087 | $1.90M | 0.20% | −6,046−26.1% | Reduced |
| Checchi Capital Advisers, LLC | 17,081 | $1.90M | 0.14% | −38−0.2% | Reduced |
| Old National Bancorp | 17,051 | $1.90M | 0.04% | +2,439+16.7% | Added |
| Naples Global Advisors, LLC | 16,977 | $1.90M | 0.18% | +1,363+8.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.89M | 0.56% | 00.0% | Unchanged |
| Claro Advisors LLC | 16,997 | $1.89M | 0.26% | −910−5.1% | Reduced |
| Lake Street Advisors Group, LLC | 16,880 | $1.89M | 0.09% | −128−0.8% | Reduced |
| Hoertkorn Richard Charles | 16,921 | $1.88M | 0.77% | −1,377−7.5% | Reduced |
| CRA Financial Services, LLC | 16,906 | $1.88M | 0.32% | +208+1.2% | Added |
| Wynn Capital, LLC | 16,858 | $1.88M | 1.18% | +65+0.4% | Added |
| Proficio Capital Partners LLC | 16,815 | $1.87M | 0.15% | +2,016+13.6% | Added |
| Lindbrook Capital, LLC | 16,814 | $1.87M | 0.17% | +221+1.3% | Added |
| Violich Capital Management, Inc. | 16,774 | $1.87M | 0.24% | −350−2.0% | Reduced |
| Horizon Family Wealth, Inc. | 16,722 | $1.86M | 1.24% | +12,838+330.5% | Added |
| Belpointe Asset Management LLC | 20,595 | $1.86M | 0.11% | +240+1.2% | Added |
| Hudson Canyon Capital Management | 16,699 | $1.86M | 1.21% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 16,659 | $1.85M | 1.21% | −1,135−6.4% | Reduced |
| RS Crum Inc. | 16,570 | $1.85M | 0.46% | −81−0.5% | Reduced |
| North Star Investment Management Corp. | 16,558 | $1.84M | 0.13% | +71+0.4% | Added |
| Larson Financial Group LLC | 16,522 | $1.84M | 0.10% | +1,726+11.7% | Added |
| Hendershot Investments Inc. | 16,490 | $1.84M | 0.25% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,472 | $1.83M | 0.09% | −628−3.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 16,361 | $1.83M | 0.98% | +471+3.0% | Added |
| Atlantic Trust, LLC | 16,410 | $1.83M | 0.39% | −450−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,383 | $1.82M | 0.03% | +255+1.6% | Added |
| Broadwater Capital Management LLC | 16,367 | $1.82M | 1.40% | −50−0.3% | Reduced |
| Signal Advisors Wealth, LLC | 16,276 | $1.82M | 0.21% | +12+0.1% | Added |
| Palumbo Wealth Management LLC | 16,339 | $1.82M | 0.68% | −2,730−14.3% | Reduced |
| NTV Asset Management LLC | 16,328 | $1.82M | 0.24% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 16,309 | $1.82M | 0.78% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 16,284 | $1.81M | 0.55% | +710+4.6% | Added |
| Smartleaf Asset Management LLC | 16,362 | $1.81M | 0.18% | +3,603+28.2% | Added |
| Cumberland Advisors Inc | 16,250 | $1.81M | 0.72% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 16,156 | $1.81M | 0.16% | −1,305−7.5% | Reduced |
| MainStreet Investment Advisors LLC | 16,223 | $1.81M | 0.25% | −1,476−8.3% | Reduced |
| Ameritas Advisory Services, LLC | 16,203 | $1.80M | 0.06% | −8,787−35.2% | Reduced |
| Roberts Glore & Co Inc | 16,196 | $1.80M | 0.54% | −299−1.8% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.80M | 1.05% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 16,129 | $1.80M | 0.44% | −593−3.5% | Reduced |
| Cornerstone Planning, LLC | 16,099 | $1.79M | 0.68% | +16,099 | New |
| Blueshift Asset Management, LLC | 16,086 | $1.79M | 0.65% | +16,086 | New |
| Riverpark Capital Management LLC | 16,058 | $1.79M | 3.13% | −2,217−12.1% | Reduced |
| Letson Investment Management, Inc. | 15,993 | $1.78M | 0.72% | +30+0.2% | Added |
| Weik Capital Management | 15,980 | $1.78M | 0.72% | −115−0.7% | Reduced |
| Gardner Lewis Asset Management L P | 15,970 | $1.78M | 0.45% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,944 | $1.78M | 0.46% | −1,241−7.2% | Reduced |
| Catalyst Capital Advisors LLC | 15,921 | $1.77M | 0.04% | +4,354+37.6% | Added |
| Unique Wealth Strategies, LLC | 15,911 | $1.77M | 0.78% | −112−0.7% | Reduced |
| Semmax Financial Advisors Inc. | 16,164 | $1.77M | 0.47% | −93−0.6% | Reduced |
| Aspiriant, LLC | 15,905 | $1.77M | 0.06% | +92+0.6% | Added |
| Perennial Investment Advisors, LLC | 15,865 | $1.77M | 0.21% | −359−2.2% | Reduced |
| Modern Wealth Management, LLC | 15,799 | $1.76M | 0.07% | +3,759+31.2% | Added |
| AIA Group Ltd | 15,786 | $1.76M | 0.04% | +5,129+48.1% | Added |
| Davidson Trust Co | 15,784 | $1.76M | 0.90% | −120−0.8% | Reduced |
| Patten & Patten Inc | 15,772 | $1.76M | 0.12% | −526−3.2% | Reduced |
| Wernau Asset Management Inc. | 15,769 | $1.76M | 1.70% | +15,769 | New |
| Archer Investment Corp | 15,754 | $1.75M | 0.47% | −30−0.2% | Reduced |
| WT Wealth Management | 15,746 | $1.75M | 0.55% | −513−3.2% | Reduced |
| Anb Bank | 15,732 | $1.75M | 0.77% | +15,732 | New |
| SRS Capital Advisors, Inc. | 15,718 | $1.75M | 0.11% | +9,678+160.2% | Added |
| RD Lewis Holdings, Inc. | 15,786 | $1.75M | 1.92% | +15,786 | New |
| NewEdge Wealth, LLC | 15,708 | $1.75M | 0.03% | +1,926+14.0% | Added |
| Morse Asset Management, Inc | 15,663 | $1.74M | 0.40% | −5,703−26.7% | Reduced |
| Bangor Savings Bank | 15,629 | $1.74M | 0.16% | −584−3.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,608 | $1.74M | 0.98% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 15,533 | $1.74M | 0.76% | −6,030−28.0% | Reduced |
| Campbell Newman Asset Management Inc | 15,565 | $1.73M | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 15,502 | $1.73M | 0.22% | +73+0.5% | Added |
| Quinn Opportunity Partners LLC | 15,500 | $1.73M | 0.12% | +8,500+121.4% | Added |
| Graham Capital Management, L.P. | 15,409 | $1.72M | 0.05% | +15,409 | New |
| MONECO Advisors, LLC | 15,380 | $1.71M | 0.18% | −2,359−13.3% | Reduced |
| Savvy Advisors, Inc. | 15,367 | $1.71M | 0.21% | +7,713+100.8% | Added |
| Avestar Capital, LLC | 15,353 | $1.71M | 0.16% | +1,464+10.5% | Added |
| Selway Asset Management | 15,327 | $1.71M | 0.67% | −550−3.5% | Reduced |
| Stone Point Wealth LLC | 15,306 | $1.70M | 0.57% | −940−5.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 15,236 | $1.70M | 0.09% | +3,503+29.9% | Added |
| SG Americas Securities, LLC | 15,181 | $1.69M | 0.01% | −228,503−93.8% | Reduced |
| Eisler Capital Management Ltd. | 15,255 | $1.69M | 0.06% | +15,255 | New |
| Sound View Wealth Advisors Group, LLC | 15,168 | $1.69M | 0.14% | −57−0.4% | Reduced |
| Tectonic Advisors LLC | 15,160 | $1.69M | 0.11% | +727+5.0% | Added |
| Banco de Sabadell, S.A | 15,209 | $1.69M | 1.32% | +181+1.2% | Added |
| Bedel Financial Consulting, Inc. | 15,241 | $1.68M | 0.23% | −265−1.7% | Reduced |
| SWS Partners | 14,997 | $1.68M | 0.51% | +156+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 15,057 | $1.68M | 0.13% | −5,676−27.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,046 | $1.68M | 0.35% | −2,123−12.4% | Reduced |
| David Loasby | 15,406 | $1.67M | 0.15% | +1,062+7.4% | Added |
| JNBA Financial Advisors | 15,001 | $1.67M | 0.17% | +50.0% | Added |
| Nwam LLC | 14,964 | $1.67M | 0.10% | −471−3.1% | Reduced |
| Skylands Capital, LLC | 14,925 | $1.66M | 0.23% | −45,925−75.5% | Reduced |
| WMS Partners, LLC | 14,858 | $1.65M | 0.09% | −825−5.3% | Reduced |
| Cetera Trust Company, N.A | 14,842 | $1.65M | 1.07% | +675+4.8% | Added |
| Greenup Street Wealth Management LLC | 14,832 | $1.65M | 0.33% | +14,832 | New |
| BSW Wealth Partners | 14,824 | $1.65M | 0.24% | +1,167+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 14,804 | $1.65M | 0.65% | +1,046+7.6% | Added |
| Adell Harriman & Carpenter Inc | 14,740 | $1.64M | 0.11% | +788+5.6% | Added |
| Regal Investment Advisors LLC | 14,722 | $1.64M | 0.12% | −2,513−14.6% | Reduced |
| Legacy Private Trust Co. | 14,712 | $1.64M | 0.11% | +555+3.9% | Added |