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 |
|---|---|---|---|---|---|
| Hara Capital LLC | 7,590 | $845.1K | 0.54% | −230−2.9% | Reduced |
| TrinityPoint Wealth, LLC | 7,563 | $842.2K | 0.12% | −43−0.6% | Reduced |
| Accredited Investors Inc. | 7,555 | $841.2K | 0.05% | +251+3.4% | Added |
| Armstrong, Fleming & Moore, Inc | 7,553 | $841.0K | 0.51% | +172+2.3% | Added |
| Clear Creek Financial Management, LLC | 7,547 | $840.9K | 0.09% | −194−2.5% | Reduced |
| ERn Financial, LLC | 7,549 | $840.6K | 0.13% | +85+1.1% | Added |
| Ellevest, Inc. | 7,538 | $839.4K | 0.05% | −148−1.9% | Reduced |
| Vance Wealth, Inc. | 7,528 | $838.2K | 0.32% | −1,043−12.2% | Reduced |
| Vista Investment Partners LLC | 7,514 | $836.7K | 0.26% | −186−2.4% | Reduced |
| Venturi Wealth Management, LLC | 7,512 | $836.5K | 0.04% | +932+14.2% | Added |
| Howard Capital Management Group, LLC | 7,504 | $835.5K | 0.06% | −300−3.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,458 | $834.2K | 0.07% | −409−5.2% | Reduced |
| CBOE Vest Financial, LLC | 7,489 | $833.9K | 0.01% | +935+14.3% | Added |
| Palisade Asset Management, LLC | 7,488 | $833.8K | 0.08% | +550+7.9% | Added |
| Americana Partners, LLC | 7,482 | $833.1K | 0.03% | −5,335−41.6% | Reduced |
| PDS Planning, Inc | 7,475 | $832.3K | 0.07% | +1,046+16.3% | Added |
| Paulson Wealth Management Inc. | 7,454 | $830.0K | 0.23% | −27−0.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,436 | $828.0K | 0.06% | 00.0% | Unchanged |
| White Pine Capital LLC | 7,429 | $827.2K | 0.28% | −85−1.1% | Reduced |
| CoreFirst Bank & Trust | 7,409 | $825.0K | 0.49% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 7,407 | $824.8K | 0.63% | +7,407 | New |
| Saybrook Capital | 7,400 | $824.0K | 0.22% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 7,397 | $823.7K | 0.09% | +224+3.1% | Added |
| Abacus Planning Group, Inc. | 7,385 | $822.3K | 0.14% | −20.0% | Reduced |
| Founders Financial Alliance, LLC | 7,372 | $820.9K | 0.23% | +144+2.0% | Added |
| WNY Asset Management, LLC | 7,368 | $820.4K | 0.10% | −4,302−36.9% | Reduced |
| Sunbelt Securities, Inc. | 7,398 | $819.7K | 0.07% | +500+7.2% | Added |
| Thomasville National Bank | 7,360 | $819.5K | 0.06% | −917−11.1% | Reduced |
| RMR Wealth Builders | 7,356 | $819.1K | 0.08% | +215+3.0% | Added |
| Embree Financial Group | 7,343 | $817.6K | 0.14% | −5,930−44.7% | Reduced |
| Aberdeen Wealth Management LLC | 7,332 | $816.4K | 0.56% | −548−7.0% | Reduced |
| Prospect Financial Services LLC | 7,317 | $814.8K | 0.45% | +389+5.6% | Added |
| Outfitter Financial LLC | 7,315 | $814.5K | 0.65% | −200−2.7% | Reduced |
| MJP Associates Inc | 7,306 | $813.5K | 0.15% | +687+10.4% | Added |
| Cypress Wealth Services, LLC | 7,279 | $810.5K | 0.16% | +638+9.6% | Added |
| Old Port Advisors | 7,252 | $807.5K | 0.23% | +37+0.5% | Added |
| Patrick M Sweeney & Associates, Inc | 7,237 | $805.9K | 0.60% | +25+0.3% | Added |
| RVW Wealth, LLC | 7,221 | $804.1K | 0.08% | +1,198+19.9% | Added |
| Sentry Investment Management LLC | 7,219 | $804.0K | 0.38% | +3,360+87.1% | Added |
| Chiron Capital Management, LLC | 7,214 | $803.3K | 0.76% | −609−7.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,205 | $802.3K | 0.11% | +83+1.2% | Added |
| Coastwise Capital Group, LLC | 7,204 | $802.2K | 0.64% | +352+5.1% | Added |
| GWN Securities Inc. | 7,145 | $801.2K | 0.21% | +7,145 | New |
| Moloney Securities Asset Management, LLC | 7,192 | $800.8K | 0.11% | −3,435−32.3% | Reduced |
| Apella Capital, LLC | 7,190 | $800.6K | 0.03% | +178+2.5% | Added |
| Kondo Wealth Advisors, Inc. | 7,186 | $800.2K | 0.41% | +7,186 | New |
| Forza Wealth Management, LLC | 7,173 | $798.7K | 0.36% | +443+6.6% | Added |
| Deltec Asset Management LLC | 7,158 | $797.0K | 0.16% | −3,300−31.6% | Reduced |
| Quent Capital, LLC | 7,150 | $796.1K | 0.08% | +187+2.7% | Added |
| Costello Asset Management, INC | 7,133 | $794.3K | 0.53% | −18,080−71.7% | Reduced |
| High Net Worth Advisory Group LLC | 7,102 | $790.9K | 0.22% | +2,315+48.4% | Added |
| Shum Financial Group, Inc. | 7,082 | $790.9K | 0.68% | −304−4.1% | Reduced |
| Sage Mountain Advisors LLC | 7,059 | $786.0K | 0.06% | +1,134+19.1% | Added |
| WESCAP Management Group, Inc. | 7,041 | $784.0K | 0.19% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,037 | $783.6K | 0.13% | +1,400+24.8% | Added |
| Verdence Capital Advisors LLC | 7,036 | $783.5K | 0.06% | +57+0.8% | Added |
| L2 Asset Management, LLC | 7,035 | $783.3K | 0.17% | −251−3.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,032 | $783.0K | 0.55% | +349+5.2% | Added |
| Joseph P. Lucia & Associates, LLC | 7,021 | $781.8K | 0.35% | −567−7.5% | Reduced |
| Baldwin Brothers Inc | 7,021 | $781.8K | 0.05% | +645+10.1% | Added |
| Weaver Consulting Group | 7,017 | $781.3K | 0.24% | −210−2.9% | Reduced |
| Zullo Investment Group, Inc. | 7,011 | $780.7K | 0.32% | −107−1.5% | Reduced |
| St. Johns Investment Management Company, LLC | 7,010 | $780.6K | 0.36% | −724−9.4% | Reduced |
| PFG Advisors | 7,010 | $780.6K | 0.05% | −643−8.4% | Reduced |
| Capital International Sarl | 6,993 | $778.7K | 0.02% | +1,887+37.0% | Added |
| Thompson David Blair | 6,983 | $777.6K | 0.57% | +6,983 | New |
| Copperwynd Financial, LLC | 6,974 | $776.5K | 0.21% | −39−0.6% | Reduced |
| Amplius Wealth Advisors, LLC | 6,967 | $775.8K | 0.08% | +190+2.8% | Added |
| Paragon Private Wealth Management, LLC | 6,960 | $775.0K | 0.36% | −146−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 6,942 | $773.0K | 0.39% | −400−5.4% | Reduced |
| ASB Consultores, LLC | 6,927 | $771.3K | 0.32% | +349+5.3% | Added |
| Blueprint Investment Partners LLC | 6,923 | $770.9K | 0.12% | +6,923 | New |
| Baltimore-Washington Financial Advisors, Inc. | 6,906 | $769.1K | 0.04% | +47+0.7% | Added |
| DecisionMap Wealth Management, LLC | 6,899 | $768.2K | 0.61% | +6,899 | New |
| Formidable Asset Management, LLC | 6,887 | $766.9K | 0.13% | −317−4.4% | Reduced |
| Empirical Asset Management, LLC | 128,294 | $765.6K | 0.25% | +117,408+1,078.5% | Added |
| Napatree Capital LLC | 6,873 | $765.3K | 0.45% | −430−5.9% | Reduced |
| Navellier & Associates Inc | 6,871 | $765.1K | 0.09% | +1,210+21.4% | Added |
| Mayflower Financial Advisors, LLC | 6,870 | $764.9K | 0.11% | −242−3.4% | Reduced |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.37% | 00.0% | Unchanged |
| First County Bank | 6,851 | $762.9K | 0.43% | −1,943−22.1% | Reduced |
| RiverFront Investment Group, LLC | 6,851 | $762.9K | 0.02% | +1,002+17.1% | Added |
| Aire Advisors, LLC | 6,843 | $761.9K | 0.16% | +128+1.9% | Added |
| Financial Sense Advisors, Inc. | 6,842 | $761.9K | 0.26% | −136−1.9% | Reduced |
| Chapman Financial Group, LLC | 6,811 | $758.4K | 0.61% | +6,811 | New |
| River Street Advisors LLC | 6,809 | $758.2K | 0.39% | +496+7.9% | Added |
| LGT Fund Management Co Ltd. | 6,792 | $756.3K | 0.07% | +3,841+130.2% | Added |
| Principal Street Partners, LLC | 6,786 | $755.6K | 0.15% | −56−0.8% | Reduced |
| Hollencrest Capital Management | 6,786 | $755.6K | 0.03% | −290−4.1% | Reduced |
| Guardian Wealth Advisors, LLC | 6,781 | $755.1K | 0.06% | +1,052+18.4% | Added |
| Hunter Associates Investment Management LLC | 6,768 | $753.0K | 0.11% | +173+2.6% | Added |
| Wealth Advisory Solutions, LLC | 6,749 | $751.5K | 0.21% | −68−1.0% | Reduced |
| PharVision Advisers, LLC | 6,742 | $750.7K | 0.63% | +6,742 | New |
| PCG Asset Management, LLC | 6,740 | $750.5K | 0.66% | +6,740 | New |
| TigerOak Management, L.L.C. | 6,735 | $749.9K | 0.27% | +6,735 | New |
| GPS Wealth Strategies Group, LLC | 6,717 | $748.0K | 0.10% | −266−3.8% | Reduced |
| Advisory Alpha, LLC | 6,710 | $747.2K | 0.03% | −477−6.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,693 | $745.3K | 0.26% | −227−3.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,689 | $744.8K | 0.02% | −1,100−14.1% | Reduced |
| Foster Group, Inc. | 6,682 | $744.0K | 0.03% | −75−1.1% | Reduced |