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 |
|---|---|---|---|---|---|
| LCNB Corp | 8,798 | $979.7K | 0.36% | −799−8.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 8,770 | $976.5K | 0.87% | −378−4.1% | Reduced |
| Prudent Man Advisors, LLC | 8,732 | $972.3K | 0.35% | −236−2.6% | Reduced |
| Prossimo Advisors, LLC | 8,732 | $972.0K | 0.70% | +92+1.1% | Added |
| Breakwater Capital Group | 8,718 | $970.7K | 0.19% | −1,115−11.3% | Reduced |
| Kentucky Trust Co | 8,716 | $970.5K | 0.57% | +8,716 | New |
| Bank of Stockton | 8,708 | $969.6K | 0.29% | −11−0.1% | Reduced |
| Strid Group, LLC | 8,702 | $969.0K | 0.15% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 8,701 | $968.9K | 0.05% | +8,701 | New |
| Piscataqua Savings Bank | 8,676 | $966.0K | 0.83% | −325−3.6% | Reduced |
| Wright Investors Service Inc | 8,665 | $964.8K | 0.31% | +3,643+72.5% | Added |
| Romano Brothers and Company | 8,639 | $962.0K | 0.12% | +80+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,592 | $956.7K | 0.14% | +2,101+32.4% | Added |
| Opal Wealth Advisors, LLC | 8,586 | $956.1K | 0.29% | +2,029+30.9% | Added |
| Syon Capital LLC | 8,586 | $956.1K | 0.09% | +2,373+38.2% | Added |
| Greenfield Seitz Capital Management, LLC | 8,561 | $953.3K | 0.36% | −103−1.2% | Reduced |
| Palogic Value Management, L.P. | 8,557 | $952.8K | 0.38% | +77+0.9% | Added |
| VisionPoint Advisory Group, LLC | 8,596 | $952.6K | 0.33% | −73−0.8% | Reduced |
| Pinnacle Holdings, LLC | 8,555 | $952.6K | 0.36% | −693−7.5% | Reduced |
| Pflug Koory, LLC | 8,551 | $952.2K | 0.48% | −75−0.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,538 | $950.7K | 0.43% | −534−5.9% | Reduced |
| Cim Investment Mangement Inc | 8,526 | $949.4K | 0.28% | +39+0.5% | Added |
| Optimum Investment Advisors | 8,523 | $949.0K | 0.42% | −300−3.4% | Reduced |
| Providence Wealth Advisors, LLC | 8,492 | $947.4K | 0.72% | +48+0.6% | Added |
| Farmers Trust Co | 8,483 | $944.6K | 0.18% | +92+1.1% | Added |
| Abbot Financial Management, Inc. | 8,473 | $943.4K | 0.47% | −150−1.7% | Reduced |
| Advisor OS, LLC | 8,436 | $939.3K | 0.11% | +687+8.9% | Added |
| PKS Advisory Services, LLC | 8,428 | $938.5K | 0.26% | +8,428 | New |
| Cheviot Value Management, LLC | 8,427 | $938.4K | 0.18% | −1,637−16.3% | Reduced |
| MCF Advisors LLC | 8,374 | $935.5K | 0.07% | +163+2.0% | Added |
| Birmingham Capital Management Co Inc | 8,386 | $933.8K | 0.35% | −450−5.1% | Reduced |
| ZWJ Investment Counsel Inc | 8,339 | $928.6K | 0.04% | +541+6.9% | Added |
| Argus Investors' Counsel, Inc. | 8,335 | $928.1K | 0.62% | 00.0% | Unchanged |
| Reik & Co., LLC | 8,318 | $926.2K | 0.22% | −295−3.4% | Reduced |
| Eclectic Associates Inc | 8,313 | $925.7K | 0.27% | +811+10.8% | Added |
| Financial Engines Advisors L.L.C. | 8,308 | $925.1K | 0.00% | +8,308 | New |
| Cape Cod Five Cents Savings Bank | 9,602 | $923.6K | 0.08% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 8,434 | $922.7K | 0.11% | +8,434 | New |
| Mainstream Capital Management LLC | 8,286 | $922.6K | 0.65% | −527−6.0% | Reduced |
| one8zero8, LLC | 8,215 | $914.7K | 0.20% | +8,215 | New |
| Investors Research Corp | 8,212 | $914.4K | 0.20% | −447−5.2% | Reduced |
| LCM Capital Management Inc | 8,208 | $913.9K | 0.52% | −10−0.1% | Reduced |
| PAX Financial Group, LLC | 8,199 | $912.9K | 0.16% | +587+7.7% | Added |
| Chicago Partners Investment Group LLC | 8,299 | $910.9K | 0.03% | +970+13.2% | Added |
| Consolidated Portfolio Review Corp | 8,179 | $910.7K | 0.14% | −305−3.6% | Reduced |
| Millennium Capital Advisors, LLC | 8,177 | $910.5K | 0.62% | −292−3.4% | Reduced |
| Arvest Investments, Inc. | 8,176 | $910.5K | 0.15% | −604−6.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,152 | $907.7K | 0.02% | −821−9.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,149 | $907.4K | 0.09% | +454+5.9% | Added |
| CNB Bank | 8,149 | $907.4K | 0.42% | +391+5.0% | Added |
| First Command Advisory Services, Inc. | 8,146 | $907.1K | 0.01% | +462+6.0% | Added |
| US Asset Management LLC | 8,119 | $904.0K | 0.81% | −283−3.4% | Reduced |
| ICONIQ Capital, LLC | 8,105 | $902.5K | 0.01% | +5,109+170.5% | Added |
| Capital CS Group, LLC | 8,069 | $898.5K | 1.20% | +5,006+163.4% | Added |
| Southeast Asset Advisors Inc. | 8,066 | $898.1K | 0.11% | −20.0% | Reduced |
| Hexagon Capital Partners LLC | 8,064 | $897.9K | 0.16% | −45−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 8,014 | $896.3K | 0.19% | −8−0.1% | Reduced |
| CFO4Life Group, LLC | 8,047 | $896.0K | 0.16% | +4,499+126.8% | Added |
| Legacy Advisory Services, LLC | 8,038 | $895.4K | 0.76% | −164−2.0% | Reduced |
| Congress Park Capital LLC | 8,041 | $895.4K | 0.33% | −550−6.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,007 | $891.6K | 0.06% | −341−4.1% | Reduced |
| Oakworth Capital, Inc. | 8,007 | $891.6K | 0.06% | −81−1.0% | Reduced |
| Investment Partners, Ltd. | 7,998 | $890.6K | 0.37% | −136−1.7% | Reduced |
| Elyxium Wealth, LLC | 7,997 | $890.5K | 0.54% | −1,955−19.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,991 | $889.9K | 0.22% | −860−9.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,975 | $888.0K | 0.12% | +750+10.4% | Added |
| Everhart Financial Group, Inc. | 7,950 | $885.2K | 0.18% | +1,444+22.2% | Added |
| O'Dell Group, LLC | 7,928 | $882.7K | 0.20% | −453−5.4% | Reduced |
| Peoples Bank | 7,922 | $882.1K | 0.61% | −105−1.3% | Reduced |
| Integrity Wealth Advisors, Inc. | 7,913 | $881.2K | 0.65% | +7,913 | New |
| Spectrum Wealth Advisory Group, LLC | 7,911 | $880.9K | 0.42% | +70+0.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,910 | $880.7K | 0.29% | −20−0.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,907 | $880.5K | 0.23% | −316−3.8% | Reduced |
| Trust Investment Advisors | 7,888 | $878.3K | 0.56% | −783−9.0% | Reduced |
| Fernwood Investment Management, LLC | 7,878 | $877.2K | 0.31% | −2,750−25.9% | Reduced |
| Wendell David Associates Inc | 7,880 | $877.0K | 0.09% | −100−1.3% | Reduced |
| Sterling Investment Counsel, LLC | 7,871 | $876.4K | 0.58% | −8,671−52.4% | Reduced |
| Trust Point Inc. | 7,859 | $875.1K | 0.06% | +341+4.5% | Added |
| Old Point Trust & Financial Services N A | 7,842 | $873.2K | 0.31% | −50−0.6% | Reduced |
| Aries Wealth Management | 7,837 | $872.6K | 0.24% | −57−0.7% | Reduced |
| Perpetual Ltd | 7,830 | $871.9K | 0.01% | −19,871−71.7% | Reduced |
| Summitry LLC | 7,821 | $870.9K | 0.04% | −439,876−98.3% | Reduced |
| TCM Advisors, LLC | – | $868.9K | 0.77% | – | – |
| Sax Wealth Advisors, LLC | 7,791 | $867.5K | 0.07% | −923−10.6% | Reduced |
| Money Concepts Capital Corp | 7,787 | $867.1K | 0.06% | +4,230+118.9% | Added |
| World Equity Group, Inc. | 7,778 | $866.1K | 0.19% | +2,131+37.7% | Added |
| Chancellor Financial Group WB LP | 7,769 | $865.1K | 0.70% | +7,769 | New |
| Main Street Financial Solutions, LLC | 7,747 | $862.6K | 0.09% | −173−2.2% | Reduced |
| Crews Bank & Trust | 7,709 | $858.4K | 0.14% | +7,709 | New |
| First Pacific Financial | 7,707 | $858.1K | 0.20% | +19+0.2% | Added |
| MidWestOne Financial Group, Inc. | 7,697 | $857.1K | 0.12% | −5,006−39.4% | Reduced |
| Hedeker Wealth, LLC | 7,666 | $853.6K | 0.21% | −294−3.7% | Reduced |
| Keystone Wealth Services, LLC | 7,639 | $850.6K | 0.23% | +48+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 7,631 | $849.7K | 0.12% | −717−8.6% | Reduced |
| Liberty Wealth Management LLC | 7,621 | $848.6K | 0.14% | +44+0.6% | Added |
| Ridgecrest Wealth Partners, LLC | 7,619 | $848.4K | 0.46% | −190−2.4% | Reduced |
| Gables Capital Management Inc. | 7,616 | $848.0K | 0.41% | +50+0.7% | Added |
| Optas, LLC | 7,613 | $847.7K | 0.18% | +331+4.5% | Added |
| Youngs Advisory Group, Inc. | 7,612 | $847.6K | 0.36% | −1,121−12.8% | Reduced |
| Acorn Wealth Advisors, LLC | 7,593 | $845.4K | 0.35% | −61−0.8% | Reduced |