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 |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 6,679 | $743.7K | 0.61% | −272−3.9% | Reduced |
| Sovran Advisors, LLC | 6,872 | $742.9K | 0.11% | +6,872 | New |
| Traphagen Investment Advisors LLC | 6,665 | $742.1K | 0.08% | −332−4.7% | Reduced |
| Integrity Alliance, LLC. | 6,657 | $741.2K | 0.08% | +6,657 | New |
| Chatham Capital Group, Inc. | 6,636 | $738.9K | 0.12% | −80−1.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 6,628 | $738.0K | 0.28% | −229−3.3% | Reduced |
| Soltis Investment Advisors LLC | 6,600 | $734.9K | 0.07% | +229+3.6% | Added |
| WealthTrust Axiom LLC | 6,595 | $734.3K | 0.22% | +250+3.9% | Added |
| Financial Advisory Service, Inc. | 6,582 | $732.9K | 0.06% | −18,680−73.9% | Reduced |
| West Paces Advisors Inc. | 6,577 | $732.3K | 0.18% | 00.0% | Unchanged |
| Plancorp, LLC | 6,553 | $729.7K | 0.03% | +469+7.7% | Added |
| LGL Partners, LLC | 6,553 | $729.7K | 0.11% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 6,548 | $729.1K | 0.24% | −795−10.8% | Reduced |
| Hickory Asset Management, Inc. | 6,540 | $728.3K | 0.62% | +6,540 | New |
| Centurion Wealth Management LLC | 6,536 | $727.7K | 0.23% | −58−0.9% | Reduced |
| Catalina Capital Group, LLC | 6,530 | $727.2K | 0.24% | +337+5.4% | Added |
| Am Investment Strategies LLC | 6,518 | $726.0K | 0.18% | −404−5.8% | Reduced |
| Pzena Investment Management LLC | 6,506 | $724.4K | 0.00% | −264,045−97.6% | Reduced |
| Connecticut Wealth Management, LLC | 6,483 | $721.9K | 0.04% | +437+7.2% | Added |
| Argyle Capital Partners, LLC | 6,482 | $721.7K | 0.62% | +6,482 | New |
| Quadcap Wealth Management, LLC | 6,478 | $721.3K | 0.11% | +832+14.7% | Added |
| Dillon & Associates Inc | 6,496 | $721.0K | 0.10% | −443−6.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,470 | $720.5K | 0.06% | −502−7.2% | Reduced |
| Schulhoff & Co Inc | 6,469 | $720.3K | 0.32% | −584−8.3% | Reduced |
| Garrison Point Advisors, LLC | 6,468 | $720.2K | 0.34% | −1,940−23.1% | Reduced |
| Parkside Financial Bank & Trust | 6,447 | $717.9K | 0.10% | +133+2.1% | Added |
| Synergy Investment Management, LLC | 6,440 | $717.1K | 0.31% | +6,440 | New |
| Great Lakes Retirement, Inc. | 6,426 | $715.6K | 0.09% | +304+5.0% | Added |
| AdvisorNet Financial, Inc | 6,426 | $715.5K | 0.06% | +1,024+19.0% | Added |
| KC Investment Advisors, LLC | 6,376 | $710.0K | 0.28% | +115+1.8% | Added |
| Crawford Investment Counsel Inc | 6,374 | $709.8K | 0.01% | +843+15.2% | Added |
| Prentice Wealth Management LLC | 6,355 | $707.7K | 0.20% | +336+5.6% | Added |
| Cozad Asset Management Inc | 6,342 | $706.2K | 0.07% | +325+5.4% | Added |
| Gillespie Robinson & Grimm Inc | 6,333 | $705.2K | 0.06% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 6,320 | $703.8K | 0.46% | −625−9.0% | Reduced |
| Vicus Capital | 6,320 | $703.7K | 0.06% | +325+5.4% | Added |
| Richardson Financial Services Inc. | 6,346 | $703.1K | 0.49% | −135−2.1% | Reduced |
| Lake Street Financial LLC | 6,309 | $702.5K | 0.11% | +375+6.3% | Added |
| Wrapmanager Inc | 6,291 | $700.5K | 0.18% | +774+14.0% | Added |
| Barton Investment Management | 6,289 | $700.3K | 0.07% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,287 | $700.1K | 0.02% | +94+1.5% | Added |
| Geller Advisors LLC | 6,257 | $699.8K | 0.05% | +200+3.3% | Added |
| River Wealth Advisors LLC | 6,257 | $696.8K | 0.09% | −32,864−84.0% | Reduced |
| First United Bank Trust | 6,255 | $696.5K | 0.25% | −938−13.0% | Reduced |
| 1620 Investment Advisors, Inc. | 6,236 | $694.4K | 0.53% | +108+1.8% | Added |
| Addison Advisors LLC | 6,221 | $692.7K | 0.19% | +23+0.4% | Added |
| Access Investment Management LLC | 6,216 | $692.2K | 0.20% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 6,209 | $691.0K | 0.17% | −925−13.0% | Reduced |
| Cornerstone Advisory, LLC | 6,256 | $690.5K | 0.08% | −80−1.3% | Reduced |
| Zacks Investment Management | 6,193 | $689.6K | 0.01% | −73−1.2% | Reduced |
| West Coast Financial LLC | 6,191 | $689.4K | 0.08% | −506−7.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,170 | $687.0K | 0.17% | −25−0.4% | Reduced |
| Klingman & Associates, LLC | 6,168 | $686.8K | 0.04% | −1,539−20.0% | Reduced |
| Valley Brook Capital Group | 6,153 | $685.1K | 0.51% | −2,576−29.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,138 | $683.5K | 0.05% | +283+4.8% | Added |
| Marks Group Wealth Management, Inc | 6,136 | $683.2K | 0.07% | +20.0% | Added |
| Flynn Zito Capital Management, LLC | 6,126 | $682.1K | 0.32% | +309+5.3% | Added |
| Garrett Wealth Advisory Group, LLC | 6,120 | $681.5K | 0.16% | +264+4.5% | Added |
| New Covenant Trust Company, N.A. | 6,150 | $681.4K | 0.68% | −5−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 6,120 | $681.4K | 0.16% | −114−1.8% | Reduced |
| Ledyard National Bank | 6,114 | $680.8K | 0.06% | −186−3.0% | Reduced |
| Great Diamond Partners, LLC | 6,105 | $679.8K | 0.18% | +98+1.6% | Added |
| James Investment Research Inc | 6,105 | $679.8K | 0.08% | −217−3.4% | Reduced |
| Pictet & Cie (Europe) SA | 6,100 | $679.2K | 0.01% | −173−2.8% | Reduced |
| Conscious Wealth Investments, LLC | 6,338 | $678.3K | 0.46% | +1,360+27.3% | Added |
| Lineweaver Wealth Advisors, LLC | 6,071 | $677.7K | 0.13% | −941−13.4% | Reduced |
| Callan Capital, LLC | 6,079 | $676.9K | 0.05% | +31+0.5% | Added |
| Wealth Dimensions Group, Ltd. | 6,054 | $674.1K | 0.17% | +612+11.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,042 | $672.8K | 0.07% | −1,361−18.4% | Reduced |
| BLB&B Advisors, LLC | 6,033 | $671.8K | 0.03% | −2,173−26.5% | Reduced |
| Golden State Wealth Management, LLC | 6,032 | $671.7K | 0.10% | +6,032 | New |
| Greykasell Wealth Strategies, Inc. | 6,027 | $671.1K | 0.37% | +6,027 | New |
| Sippican Capital Advisors | 6,019 | $670.2K | 0.49% | −295−4.7% | Reduced |
| Alta Advisers Ltd | 6,019 | $670.2K | 0.42% | +1,019+20.4% | Added |
| Hazlett, Burt & Watson, Inc. | 6,014 | $668.0K | 0.30% | −14−0.2% | Reduced |
| Clarity Wealth Advisors, LLC | 5,998 | $667.8K | 0.18% | −165−2.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,978 | $665.6K | 0.41% | −464−7.2% | Reduced |
| BigSur Wealth Management LLC | 5,950 | $665.5K | 0.19% | −800−11.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,973 | $665.1K | 0.13% | −648−9.8% | Reduced |
| Crux Wealth Advisors | 5,969 | $664.6K | 0.37% | +5,969 | New |
| Cromwell Holdings LLC | 5,940 | $664.4K | 0.38% | 00.0% | Unchanged |
| Financial Advisory Corp | 5,960 | $664.0K | 0.24% | −1,336−18.3% | Reduced |
| PBMares Wealth Management LLC | 5,961 | $663.7K | 0.14% | −229−3.7% | Reduced |
| McCollum Christoferson Group LLC | 5,960 | $663.6K | 0.20% | 00.0% | Unchanged |
| Fosun International Ltd | 5,957 | $663.3K | 0.21% | −10,464−63.7% | Reduced |
| Interchange Capital Partners, LLC | 5,973 | $662.3K | 0.24% | −1,376−18.7% | Reduced |
| Apollon Financial, LLC | 5,937 | $661.1K | 0.16% | +2,374+66.6% | Added |
| Global Strategic Investment Solutions, LLC | 5,937 | $661.1K | 0.08% | −490−7.6% | Reduced |
| Vista Investment Partners II, LLC | 5,912 | $658.3K | 0.39% | +5,912 | New |
| Berger Financial Group, Inc | 5,909 | $658.0K | 0.05% | −404−6.4% | Reduced |
| Financial Perspectives, Inc | 5,906 | $657.7K | 0.22% | +646+12.3% | Added |
| Central Bank & Trust Co | 5,903 | $657.3K | 0.10% | −68−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,901 | $657.0K | 0.13% | +293+5.2% | Added |
| Novare Capital Management LLC | 5,883 | $655.1K | 0.06% | −2,707−31.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,873 | $654.0K | 0.05% | −356−5.7% | Reduced |
| Central Valley Advisors, LLC | 5,869 | $653.5K | 0.30% | −125−2.1% | Reduced |
| H&H Retirement Design & Management INC | 6,007 | $652.7K | 0.40% | +631+11.7% | Added |
| Relyea Zuckerberg Hanson LLC | 5,857 | $652.2K | 0.09% | +233+4.1% | Added |
| Grant Private Wealth Management Inc | 5,856 | $652.1K | 0.70% | +5,856 | New |
| Northwest Bancshares, Inc. | 5,846 | $651.0K | 0.12% | −2,495−29.9% | Reduced |