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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 12,352 | $1.38M | 0.12% | +2,239+22.1% | Added |
| Carnegie Capital Asset Management, LLC | 12,334 | $1.37M | 0.04% | −961−7.2% | Reduced |
| Garden State Investment Advisory Services LLC | 12,266 | $1.37M | 0.42% | −10−0.1% | Reduced |
| Wealthedge Investment Advisors, LLC | 12,265 | $1.37M | 0.62% | +12,265 | New |
| OneAscent Financial Services LLC | 12,226 | $1.36M | 0.12% | +6,200+102.9% | Added |
| Ocean Capital Management, LLC | 12,218 | $1.36M | 0.30% | −551−4.3% | Reduced |
| Confluence Wealth Services, Inc. | 12,250 | $1.36M | 0.09% | −552−4.3% | Reduced |
| Missouri Trust & Investment Co | 12,187 | $1.36M | 0.48% | −625−4.9% | Reduced |
| Drucker Wealth 3.0, LLC | 12,180 | $1.36M | 0.31% | +523+4.5% | Added |
| RFG Advisory, LLC | 12,167 | $1.35M | 0.04% | −1,246−9.3% | Reduced |
| Worth Asset Management, LLC | 12,167 | $1.35M | 0.72% | +12,167 | New |
| Partnership Wealth Management, LLC | 12,163 | $1.35M | 1.13% | +420+3.6% | Added |
| KPP Advisory Services LLC | 12,111 | $1.35M | 0.32% | −476−3.8% | Reduced |
| Donaldson Capital Management, LLC | 12,070 | $1.34M | 0.05% | −118−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 12,023 | $1.34M | 0.13% | −1,957−14.0% | Reduced |
| Valmark Advisers, Inc. | 12,007 | $1.34M | 0.02% | +1,572+15.1% | Added |
| Talon Private Wealth, LLC | 11,971 | $1.33M | 0.28% | +6,372+113.8% | Added |
| First National Bank & Trust Co of Newtown | 11,950 | $1.33M | 0.28% | −1,600−11.8% | Reduced |
| Transatlantique Private Wealth LLC | 11,899 | $1.32M | 0.50% | −71−0.6% | Reduced |
| Moseley Investment Management Inc | 11,894 | $1.32M | 0.52% | −68−0.6% | Reduced |
| First National Advisers, LLC | 11,870 | $1.32M | 0.21% | −1,445−10.9% | Reduced |
| Sheets Smith Wealth Management | 11,844 | $1.32M | 0.16% | +55+0.5% | Added |
| Ransom Advisory, Ltd | 11,817 | $1.32M | 0.60% | −300−2.5% | Reduced |
| Chicago Capital, LLC | 11,793 | $1.31M | 0.03% | +239+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 11,756 | $1.31M | 0.37% | −54−0.5% | Reduced |
| Citizens & Northern Corp | 11,742 | $1.31M | 0.36% | +299+2.6% | Added |
| Virtu Financial LLC | 11,738 | $1.31M | 0.07% | −6,871−36.9% | Reduced |
| AXS Investments LLC | 11,733 | $1.31M | 0.36% | −2,714−18.8% | Reduced |
| Wimmer Associates 1, LLC | 11,716 | $1.30M | 0.64% | −580−4.7% | Reduced |
| Skopos Labs, Inc. | 11,683 | $1.30M | 0.39% | +669+6.1% | Added |
| Fidelis Capital Partners, LLC | 11,392 | $1.30M | 0.13% | +4,621+68.2% | Added |
| StoneX Group Inc. | 11,611 | $1.30M | 0.07% | +1,196+11.5% | Added |
| BOK Financial Private Wealth, Inc. | 11,586 | $1.30M | 0.09% | −1,684−12.7% | Reduced |
| Strategic Blueprint, LLC | 11,627 | $1.29M | 0.08% | +584+5.3% | Added |
| Okabena Investment Services Inc | 11,622 | $1.29M | 0.36% | +866+8.1% | Added |
| Aaron Wealth Advisors | 11,590 | $1.29M | 0.15% | +602+5.5% | Added |
| Atlas Capital Advisors LLC | 11,563 | $1.29M | 0.16% | +11,500+18,254.0% | Added |
| Carl P. Sherr & Co., LLC | 11,545 | $1.29M | 0.68% | −309−2.6% | Reduced |
| Howard Capital Management Inc. | 11,479 | $1.28M | 0.02% | +681+6.3% | Added |
| Schnieders Capital Management LLC | 11,473 | $1.28M | 0.25% | −525−4.4% | Reduced |
| Ceera Investments, LLC | 11,465 | $1.28M | 0.44% | −1,421−11.0% | Reduced |
| Journey Advisory Group, LLC | 12,855 | $1.28M | 0.15% | 00.0% | Unchanged |
| New England Asset Management Inc | 11,395 | $1.27M | 0.22% | 00.0% | Unchanged |
| Bank of Hawaii | 11,389 | $1.27M | 0.07% | −1,526−11.8% | Reduced |
| Joule Financial, LLC | 11,389 | $1.27M | 0.45% | +488+4.5% | Added |
| Panagora Asset Management Inc | 11,388 | $1.27M | 0.01% | −12,805−52.9% | Reduced |
| Horizon Investment Services, LLC | 11,381 | $1.27M | 0.54% | +11,381 | New |
| BancorpSouth Bank | 11,378 | $1.27M | 0.09% | −379−3.2% | Reduced |
| Gen-Wealth Partners Inc | 11,375 | $1.27M | 0.54% | −98−0.9% | Reduced |
| Summit Global Investments | 11,343 | $1.26M | 0.08% | −1,036−8.4% | Reduced |
| Winthrop Capital Management, LLC | 11,342 | $1.26M | 0.33% | +890+8.5% | Added |
| Adirondack Trust Co | 11,270 | $1.25M | 0.48% | −421−3.6% | Reduced |
| GeoWealth Management, LLC | 11,254 | $1.25M | 0.04% | +4,047+56.2% | Added |
| Sierra Capital LLC | 11,242 | $1.25M | 0.15% | −58−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 11,231 | $1.25M | 0.04% | −505−4.3% | Reduced |
| Variant Private Wealth, LLC | 11,229 | $1.25M | 1.19% | +11,229 | New |
| Mechanics Financial Corp | 11,226 | $1.25M | 0.56% | −20−0.2% | Reduced |
| HighVista Strategies LLC | 11,200 | $1.25M | 0.46% | +11,200 | New |
| Keating Investment Counselors Inc | 11,191 | $1.25M | 0.39% | −100−0.9% | Reduced |
| Martin & Co Inc | 11,184 | $1.25M | 0.31% | −505−4.3% | Reduced |
| Clarius Group, LLC | 11,180 | $1.24M | 0.09% | +947+9.3% | Added |
| Caas Capital Management LP | 11,123 | $1.24M | 1.02% | +5,180+87.2% | Added |
| Profit Investment Management, LLC | 11,122 | $1.24M | 0.99% | −486−4.2% | Reduced |
| Allred Capital Management, LLC | 11,107 | $1.24M | 0.48% | −87−0.8% | Reduced |
| Triangle Securities Wealth Management | 11,093 | $1.24M | 0.32% | −419−3.6% | Reduced |
| Oder Investment Management, LLC | 11,089 | $1.23M | 1.03% | −582−5.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,083 | $1.23M | 1.25% | −2,800−20.2% | Reduced |
| Smith Anglin Financial, LLC | 11,063 | $1.23M | 0.12% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 11,058 | $1.23M | 0.78% | +32+0.3% | Added |
| Optimize Financial Inc | 11,037 | $1.23M | 0.92% | +11,037 | New |
| Bramshill Investments, LLC | 11,000 | $1.22M | 0.19% | 00.0% | Unchanged |
| Mather Group, LLC. | 10,994 | $1.22M | 0.02% | −826−7.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 10,984 | $1.22M | 0.06% | −640−5.5% | Reduced |
| Sagespring Wealth Partners, LLC | 10,953 | $1.22M | 0.03% | +10,953 | New |
| FLC Capital Advisors | 10,939 | $1.22M | 0.28% | −1,453−11.7% | Reduced |
| Norway Savings Bank | 10,924 | $1.22M | 0.67% | −1,770−13.9% | Reduced |
| My Legacy Advisors, LLC | 11,233 | $1.22M | 0.47% | +398+3.7% | Added |
| Midland Wealth Advisors LLC | 10,814 | $1.20M | 0.07% | −774−6.7% | Reduced |
| Calamos Wealth Management LLC | 10,795 | $1.20M | 0.06% | +8+0.1% | Added |
| Focus Financial Network, Inc. | 10,779 | $1.20M | 0.05% | −669−5.8% | Reduced |
| Simon Quick Advisors, LLC | 10,772 | $1.20M | 0.07% | +1,749+19.4% | Added |
| JFS Wealth Advisors, LLC | 10,769 | $1.20M | 0.08% | −179−1.6% | Reduced |
| Hayek Kallen Investment Management | 10,764 | $1.20M | 0.44% | −50−0.5% | Reduced |
| Forbes J M & Co LLP | 10,765 | $1.20M | 0.12% | −93−0.9% | Reduced |
| Eads & Heald Wealth Management | 10,731 | $1.20M | 0.59% | −454−4.1% | Reduced |
| Constant Guidance Financial LLC | 10,689 | $1.19M | 1.03% | +2,335+28.0% | Added |
| Enterprise Bank & Trust Co | 10,685 | $1.19M | 0.39% | −67−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 10,680 | $1.19M | 0.09% | −1,700−13.7% | Reduced |
| Aprio Wealth Management, LLC | 10,672 | $1.19M | 0.17% | +279+2.7% | Added |
| SeaCrest Wealth Management, LLC | 10,635 | $1.18M | 0.12% | −39−0.4% | Reduced |
| Univest Financial Corp | 10,599 | $1.18M | 0.07% | −1,491−12.3% | Reduced |
| Intact Investment Management Inc. | 10,550 | $1.17M | 0.04% | +1,220+13.1% | Added |
| Thoroughbred Financial Services, LLC | 10,509 | $1.17M | 0.07% | −140−1.3% | Reduced |
| Equitable Trust Co | 10,483 | $1.17M | 0.07% | +1,511+16.8% | Added |
| Stevens Capital Management LP | 10,483 | $1.17M | 0.47% | +10,483 | New |
| Aldebaran Financial Inc. | 10,528 | $1.17M | 1.36% | −638−5.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,459 | $1.16M | 0.05% | +191+1.9% | Added |
| DeDora Capital, Inc. | 10,447 | $1.16M | 0.32% | −215−2.0% | Reduced |
| Marcum Wealth, LLC | 10,438 | $1.16M | 0.10% | +795+8.2% | Added |
| Hickory Point Bank & Trust | 10,436 | $1.16M | 1.03% | +10,436 | New |