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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 14,656 | $1.63M | 0.77% | −416−2.8% | Reduced |
| Auxier Asset Management | 14,617 | $1.63M | 0.25% | −484−3.2% | Reduced |
| J. W. Coons Advisors, LLC | 14,611 | $1.63M | 0.42% | −200−1.4% | Reduced |
| Diamant Asset Management, Inc. | 14,582 | $1.62M | 1.04% | −200−1.4% | Reduced |
| Union Bancaire Privee, UBP SA | 14,888 | $1.62M | 0.03% | +14,888 | New |
| Pingora Partners LLC | 14,556 | $1.62M | 1.06% | −650−4.3% | Reduced |
| XML Financial, LLC | 14,539 | $1.62M | 0.15% | +1,005+7.4% | Added |
| Watts Gwilliam & Co., LLC | 14,501 | $1.62M | 0.34% | −63−0.4% | Reduced |
| Delta Financial Group, Inc. | 14,508 | $1.61M | 0.38% | +14,508 | New |
| First American Trust, FSB | 14,469 | $1.61M | 0.16% | −1,873−11.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,470 | $1.61M | 1.15% | −50−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 14,467 | $1.61M | 0.63% | +2,272+18.6% | Added |
| Absher Wealth Management, LLC | 14,449 | $1.61M | 0.21% | +308+2.2% | Added |
| American Investment Services, Inc. | 14,448 | $1.61M | 0.28% | +200+1.4% | Added |
| Winthrop Advisory Group LLC | 14,418 | $1.61M | 0.19% | +253+1.8% | Added |
| Key Financial Inc | 14,415 | $1.61M | 0.36% | −4,871−25.3% | Reduced |
| Sanders Morris Harris LLC | 14,282 | $1.59M | 0.24% | −10,495−42.4% | Reduced |
| Umpqua Bank | 14,707 | $1.59M | 0.55% | −2,039−12.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,204 | $1.59M | 0.10% | +154+1.1% | Added |
| Camden Capital, LLC | 14,265 | $1.59M | 0.17% | +2,896+25.5% | Added |
| United Bank | 14,256 | $1.59M | 0.67% | +2,111+17.4% | Added |
| Cordatus Wealth Management LLC | 14,230 | $1.58M | 0.42% | +573+4.2% | Added |
| Trustco Bank Corp N Y | 14,205 | $1.58M | 1.71% | −558−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,141 | $1.58M | 0.08% | −400−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 14,121 | $1.58M | 0.07% | +149+1.1% | Added |
| BankPlus Trust Department | 14,172 | $1.58M | 0.52% | +14,172 | New |
| Omnia Family Wealth, LLC | 13,985 | $1.56M | 0.65% | −11−0.1% | Reduced |
| CWC Advisors, LLC. | 14,042 | $1.56M | 1.56% | −100−0.7% | Reduced |
| Integral Investment Advisors, Inc. | 14,040 | $1.56M | 0.51% | +1,522+12.2% | Added |
| Certified Advisory Corp | 13,965 | $1.55M | 0.17% | −630−4.3% | Reduced |
| Alteri Wealth LLC | 13,936 | $1.55M | 0.43% | +13,936 | New |
| Redwood Investment Management, LLC | 13,931 | $1.55M | 0.15% | +13,931 | New |
| GTS Securities LLC | 13,912 | $1.55M | 0.08% | −129,544−90.3% | Reduced |
| Family Legacy, Inc. | 14,109 | $1.55M | 0.52% | +628+4.7% | Added |
| Salem Investment Counselors Inc | 13,801 | $1.54M | 0.05% | +778+6.0% | Added |
| Trust Co of Oklahoma | 13,845 | $1.54M | 0.49% | +785+6.0% | Added |
| Herold Advisors, Inc. | 13,825 | $1.54M | 0.34% | +291+2.2% | Added |
| Delphi Management Inc | 13,808 | $1.54M | 1.49% | −1,200−8.0% | Reduced |
| Fort Sheridan Advisors LLC | 13,809 | $1.54M | 0.22% | −955−6.5% | Reduced |
| Investors Asset Management of Georgia Inc | 13,800 | $1.54M | 0.75% | −325−2.3% | Reduced |
| Ofi Invest Asset Management | 14,266 | $1.53M | 0.04% | +14,266 | New |
| Sawgrass Asset Management LLC | 13,725 | $1.53M | 0.17% | −1,309−8.7% | Reduced |
| Ronald Blue Trust, Inc. | 13,715 | $1.53M | 0.02% | −5,289−27.8% | Reduced |
| Mechanics Bank Trust Department | 13,699 | $1.53M | 0.20% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 13,685 | $1.52M | 0.74% | −1,075−7.3% | Reduced |
| Castlekeep Investment Advisors LLC | 13,617 | $1.52M | 1.06% | +94+0.7% | Added |
| Corundum Group, Inc. | 13,601 | $1.51M | 0.57% | +7,348+117.5% | Added |
| Birchbrook, Inc. | 13,558 | $1.51M | 0.86% | −729−5.1% | Reduced |
| Boltwood Capital Management | 13,558 | $1.51M | 0.46% | −225−1.6% | Reduced |
| Vise Technologies, Inc. | 13,541 | $1.51M | 0.13% | +5,335+65.0% | Added |
| Coppell Advisory Solutions LLC | 13,580 | $1.50M | 0.21% | +8,434+163.9% | Added |
| Bard Financial Services, Inc. | 13,510 | $1.50M | 0.18% | −825−5.8% | Reduced |
| Beach Investment Counsel Inc | 13,509 | $1.50M | 0.20% | −4,861−26.5% | Reduced |
| Gibbs Wealth Management | 13,476 | $1.50M | 0.41% | +2,792+26.1% | Added |
| Elmwood Wealth Management, Inc. | 13,460 | $1.50M | 0.60% | +308+2.3% | Added |
| HF Advisory Group, LLC | 13,454 | $1.50M | 0.69% | +63+0.5% | Added |
| MWA Asset Management | 13,452 | $1.50M | 1.00% | −321−2.3% | Reduced |
| Cornerstone National Bank & Trust Co | 13,383 | $1.49M | 0.68% | −384−2.8% | Reduced |
| Old Mission Investment Co LLC | 13,234 | $1.47M | 0.44% | +1,428+12.1% | Added |
| Ballast, Inc. | 13,207 | $1.47M | 0.42% | +614+4.9% | Added |
| Chicago Trust Co NA | 13,168 | $1.47M | 0.26% | −94−0.7% | Reduced |
| BBR Partners, LLC | 13,142 | $1.46M | 0.10% | −1,321−9.1% | Reduced |
| Summit X, LLC | 13,139 | $1.46M | 0.32% | −2,321−15.0% | Reduced |
| LM Advisors LLC | 13,052 | $1.46M | 0.26% | −411−3.1% | Reduced |
| Tang Capital Management LLC | 13,095 | $1.46M | 0.10% | +4,261+48.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,050 | $1.45M | 0.03% | −1,057−7.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,041 | $1.45M | 0.84% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 13,036 | $1.45M | 0.24% | +941+7.8% | Added |
| Delta Financial Advisors LLC | 13,013 | $1.45M | 0.54% | −291−2.2% | Reduced |
| Hohimer Wealth Management, LLC | 13,011 | $1.45M | 0.27% | +618+5.0% | Added |
| Cove Private Wealth, LLC | 13,000 | $1.45M | 0.87% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,999 | $1.45M | 0.12% | +12,999 | New |
| M&G Plc | 13,024 | $1.45M | 0.01% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 12,950 | $1.44M | 1.41% | +12,950 | New |
| Tempus Wealth Planning, LLC | 12,891 | $1.44M | 0.44% | −698−5.1% | Reduced |
| Chemistry Wealth Management LLC | 12,868 | $1.43M | 0.34% | −60.0% | Reduced |
| Mill Capital Management, LLC | 12,864 | $1.43M | 0.11% | −299−2.3% | Reduced |
| Qtron Investments LLC | 12,854 | $1.43M | 0.20% | 00.0% | Unchanged |
| Act Two Investors LLC | 12,835 | $1.43M | 0.28% | +1,856+16.9% | Added |
| Burney Co | 12,821 | $1.43M | 0.05% | −2,381−15.7% | Reduced |
| LBMC Investment Advisors, LLC | 12,771 | $1.42M | 0.11% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,759 | $1.42M | 0.13% | +126+1.0% | Added |
| Private Trust Co NA | 12,752 | $1.42M | 0.15% | −1,364−9.7% | Reduced |
| Integrated Investment Consultants, LLC | 12,750 | $1.42M | 0.29% | −50,543−79.9% | Reduced |
| Estabrook Capital Management | 12,736 | $1.42M | 0.22% | −345−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 12,720 | $1.42M | 0.03% | +1,135+9.8% | Added |
| Agate Pass Investment Management, LLC | 12,692 | $1.41M | 0.64% | −20.0% | Reduced |
| DF Dent & Co Inc | 12,685 | $1.41M | 0.02% | +4,966+64.3% | Added |
| Fire Capital Management LLC | 12,662 | $1.41M | 1.05% | +12,662 | New |
| Monograph Wealth Advisors, LLC | 12,570 | $1.41M | 0.19% | +1,371+12.2% | Added |
| Burling Wealth Partners, LLC | 12,589 | $1.40M | 0.29% | +12,589 | New |
| Financial Advocates Investment Management | 12,547 | $1.40M | 0.08% | +263+2.1% | Added |
| Minot DeBlois Advisors LLC | 12,534 | $1.40M | 1.27% | +12,534 | New |
| Change Path, LLC | 12,517 | $1.39M | 0.04% | +1,069+9.3% | Added |
| Ridgewood Investments LLC | 12,488 | $1.39M | 0.67% | −1,707−12.0% | Reduced |
| Coastal Bridge Advisors, LLC | 12,488 | $1.39M | 0.35% | +231+1.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,422 | $1.38M | 0.34% | −6,717−35.1% | Reduced |
| Jmac Enterprises LLC | 12,368 | $1.38M | 0.22% | −834−6.3% | Reduced |
| Nebula Research & Development LLC | 12,361 | $1.38M | 0.16% | +9,811+384.7% | Added |
| Kings Path Partners LLC | 12,358 | $1.38M | 0.59% | 00.0% | Unchanged |