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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 10,433 | $1.16M | 0.02% | +10,433 | New |
| Guardian Wealth Management, Inc. | 10,372 | $1.15M | 0.79% | −1,377−11.7% | Reduced |
| Clare Market Investments LLC | 10,366 | $1.15M | 0.27% | −346−3.2% | Reduced |
| Synergy Financial Group, LTD | 10,354 | $1.15M | 0.96% | −197−1.9% | Reduced |
| Silver Oak Securities, Inc | 10,404 | $1.15M | 0.11% | +2,477+31.2% | Added |
| Audent Global Asset Management, LLC | 10,273 | $1.15M | 0.75% | +7,499+270.3% | Added |
| Argent Advisors, Inc. | 10,310 | $1.15M | 0.43% | −167−1.6% | Reduced |
| Strategic Wealth Designers | 10,309 | $1.15M | 0.07% | −1,560−13.1% | Reduced |
| Avantax Planning Partners, Inc. | 10,283 | $1.15M | 0.04% | −141−1.4% | Reduced |
| Rockland Trust Co | 10,274 | $1.14M | 0.06% | −254−2.4% | Reduced |
| Maridea Wealth Management LLC | 10,252 | $1.14M | 0.37% | +10,252 | New |
| Hedges Asset Management LLC | 10,250 | $1.14M | 0.75% | −200−1.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,247 | $1.14M | 0.00% | −65,734−86.5% | Reduced |
| Two Sigma Securities, LLC | 10,245 | $1.14M | 0.21% | +2,640+34.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 10,233 | $1.14M | 0.35% | +185+1.8% | Added |
| Uhlmann Price Securities, LLC | 10,221 | $1.14M | 0.86% | +694+7.3% | Added |
| Twin City Private Wealth, LLC | 10,153 | $1.13M | 1.00% | +1,578+18.4% | Added |
| First National Bank Sioux Falls | 10,189 | $1.13M | 0.48% | 00.0% | Unchanged |
| Dohj, LLC | 10,156 | $1.13M | 0.26% | +397+4.1% | Added |
| Hudson Value Partners, LLC | 10,115 | $1.13M | 0.42% | −5,938−37.0% | Reduced |
| ELCO Management Co., LLC | 10,106 | $1.13M | 0.59% | −225−2.2% | Reduced |
| Blue Edge Capital, LLC | 10,084 | $1.12M | 0.18% | 00.0% | Unchanged |
| Intrust Bank NA | 10,074 | $1.12M | 0.11% | −563−5.3% | Reduced |
| Uncommon Cents Investing LLC | 10,049 | $1.12M | 0.33% | −90−0.9% | Reduced |
| Angeles Wealth Management, LLC | 10,026 | $1.12M | 0.09% | +1,422+16.5% | Added |
| Enhancing Capital LLC | 10,000 | $1.11M | 0.89% | +10,000 | New |
| Stablepoint Partners, LLC | 9,994 | $1.11M | 0.20% | −1,236−11.0% | Reduced |
| Rocky Mountain Advisers, LLC | 9,953 | $1.11M | 0.33% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,932 | $1.11M | 0.04% | +270+2.8% | Added |
| Bright Futures Wealth Management, LLC. | 9,769 | $1.11M | 0.98% | −7,584−43.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,891 | $1.10M | 0.17% | −340−3.3% | Reduced |
| Udine Wealth Management, Inc. | 9,889 | $1.10M | 0.71% | +9,889 | New |
| Doliver Advisors, LP | 9,884 | $1.10M | 0.31% | −1,616−14.1% | Reduced |
| First Nebraska Trust Co | 9,849 | $1.10M | 0.11% | +23+0.2% | Added |
| Monterey Private Wealth, Inc. | 9,849 | $1.10M | 0.36% | +430+4.6% | Added |
| Itau Unibanco Holding S.A. | 9,879 | $1.10M | 0.03% | +6,514+193.6% | Added |
| Mission Creek Capital Partners, Inc. | 11,465 | $1.09M | 0.24% | +1,307+12.9% | Added |
| Salvus Wealth Management, LLC | 9,777 | $1.09M | 0.69% | −83−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,777 | $1.09M | 0.07% | +221+2.3% | Added |
| Capital Markets Trading UK LLP | 9,769 | $1.09M | 0.64% | +4,756+94.9% | Added |
| Highline Wealth Partners LLC | 9,760 | $1.09M | 0.36% | −114−1.2% | Reduced |
| Proffitt & Goodson Inc | 9,756 | $1.09M | 0.18% | +488+5.3% | Added |
| Nicolet Bankshares Inc | 9,756 | $1.09M | 0.26% | +1,421+17.0% | Added |
| Aster Capital Management (DIFC) Ltd | 9,747 | $1.09M | 0.41% | −5,709−36.9% | Reduced |
| Essex Savings Bank | 9,740 | $1.08M | 0.27% | −2,317−19.2% | Reduced |
| Rossby Financial, LCC | 9,732 | $1.08M | 0.69% | +9,732 | New |
| Penserra Capital Management LLC | 9,725 | $1.08M | 0.02% | +9,578+6,515.6% | Added |
| SOA Wealth Advisors, LLC. | 9,705 | $1.08M | 0.20% | −1,974−16.9% | Reduced |
| Widmann Financial Services, Inc. | 9,705 | $1.08M | 0.84% | −335−3.3% | Reduced |
| Caxton Associates LP | 9,705 | $1.08M | 0.03% | +9,705 | New |
| Icon Advisers Inc | 9,700 | $1.08M | 0.24% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 9,669 | $1.08M | 0.18% | −17,806−64.8% | Reduced |
| Abundance Wealth Counselors | 9,662 | $1.08M | 0.23% | +94+1.0% | Added |
| Welch Group, LLC | 9,672 | $1.07M | 0.05% | −1,265−11.6% | Reduced |
| Jupiter Wealth Management LLC | 9,623 | $1.07M | 0.54% | +2,975+44.8% | Added |
| Palisade Capital Management LLC | 9,600 | $1.07M | 0.03% | −730−7.1% | Reduced |
| Dynasty Wealth Management, LLC | 9,598 | $1.07M | 0.02% | +9,598 | New |
| Tower Bridge Advisors | 9,588 | $1.07M | 0.11% | −675−6.6% | Reduced |
| Hartline Investment Corp | 9,556 | $1.06M | 0.12% | −672−6.6% | Reduced |
| Manchester Capital Management LLC | 9,521 | $1.06M | 0.12% | +342+3.7% | Added |
| Capital Advisors Inc | 9,487 | $1.06M | 0.02% | −194−2.0% | Reduced |
| Court Place Advisors, LLC | 9,486 | $1.06M | 0.34% | −375−3.8% | Reduced |
| Boston Trust Walden Corp | 9,476 | $1.06M | 0.01% | −229−2.4% | Reduced |
| Bayesian Capital Management, LP | 9,463 | $1.05M | 0.13% | −58,600−86.1% | Reduced |
| Nations Financial Group Inc, | 9,459 | $1.05M | 0.08% | −741−7.3% | Reduced |
| Biltmore Family Office, LLC | 9,362 | $1.05M | 0.18% | −295−3.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,362 | $1.04M | 0.32% | −591−5.9% | Reduced |
| Hartford Funds Management Co LLC | 9,333 | $1.04M | 0.10% | +1,171+14.3% | Added |
| Bowen Hanes & Co Inc | 9,325 | $1.04M | 0.03% | −100−1.1% | Reduced |
| Cidel Asset Management Inc | 9,322 | $1.04M | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 9,298 | $1.04M | 0.11% | −993−9.6% | Reduced |
| LexAurum Advisors, LLC | 9,294 | $1.03M | 0.21% | −85−0.9% | Reduced |
| Caldwell Trust Co | 9,293 | $1.03M | 0.11% | −643−6.5% | Reduced |
| Elevated Capital Advisors, LLC | 9,291 | $1.03M | 0.28% | +979+11.8% | Added |
| Thoma Capital Management LLC | 9,282 | $1.03M | 0.71% | +9,282 | New |
| CX Institutional | 9,272 | $1.03M | 0.04% | +1,222+15.2% | Added |
| Vident Advisory, LLC | 9,263 | $1.03M | 0.02% | +801+9.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,256 | $1.02M | 0.38% | −224−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 9,179 | $1.02M | 0.08% | +3,383+58.4% | Added |
| Armstrong Henry H Associates Inc | 9,179 | $1.02M | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,176 | $1.02M | 0.13% | +510+5.9% | Added |
| NCM Capital Management, LLC | 9,142 | $1.02M | 0.46% | −20−0.2% | Reduced |
| Smith Thornton Advisors LLC | 9,141 | $1.02M | 0.64% | −100−1.1% | Reduced |
| United Community Bank | 9,107 | $1.01M | 0.39% | +950+11.6% | Added |
| Opinicus Capital, Inc. | 9,080 | $1.01M | 0.85% | −298−3.2% | Reduced |
| Excalibur Management Corp | 9,020 | $1.00M | 0.40% | +601+7.1% | Added |
| Successful Portfolios LLC | 9,016 | $1.00M | 0.67% | −62−0.7% | Reduced |
| Forte Capital LLC | 9,007 | $1.00M | 0.11% | −745−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 9,002 | $1.00M | 0.06% | −1,188−11.7% | Reduced |
| Hardy Reed LLC | 8,968 | $998.6K | 0.09% | +52+0.6% | Added |
| Beacon Financial Advisory LLC | 8,936 | $995.0K | 0.32% | +207+2.4% | Added |
| Tru Independence Asset Management 2, LLC | 8,881 | $993.3K | 0.83% | −25−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $992.8K | 0.61% | −2,682−23.1% | Reduced |
| Pacific Global Investment Management CO | 8,892 | $990.1K | 1.27% | −63,493−87.7% | Reduced |
| Sittner & Nelson, LLC | 8,874 | $988.1K | 0.43% | −40.0% | Reduced |
| Sachetta, LLC | 8,842 | $985.9K | 0.39% | −410−4.4% | Reduced |
| Keynote Financial Services LLC | 8,854 | $985.9K | 0.76% | −266−2.9% | Reduced |
| Texas Bank & Trust Co | 8,853 | $985.8K | 0.41% | +8,853 | New |
| Harbor Advisory Corp | 8,823 | $982.4K | 0.32% | −944−9.7% | Reduced |
| Alpha Cubed Investments, LLC | 8,804 | $980.3K | 0.04% | −120−1.3% | Reduced |