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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 5,845 | $650.8K | 0.13% | −875−13.0% | Reduced |
| Convergence Financial, LLC | 5,840 | $650.2K | 0.13% | −130−2.2% | Reduced |
| Jacksonville Wealth Management, LLC | 5,837 | $650.0K | 0.61% | +5,837 | New |
| Liberty Capital Management, Inc. | 5,836 | $649.8K | 0.14% | −792−11.9% | Reduced |
| BridgePort Financial Solutions, LLC | 5,837 | $649.7K | 0.29% | +5,837 | New |
| First Heartland Consultants, Inc. | 5,833 | $649.5K | 0.07% | −424−6.8% | Reduced |
| Athena Investment Management | 5,831 | $649.3K | 0.38% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 5,822 | $648.3K | 0.35% | −200−3.3% | Reduced |
| Alhambra Investment Partners LLC | 5,822 | $648.2K | 0.33% | 00.0% | Unchanged |
| Intellus Advisors LLC | 5,821 | $648.2K | 0.11% | +5,821 | New |
| S.E.E.D. Planning Group LLC | 5,820 | $648.1K | 0.22% | −20,250−77.7% | Reduced |
| Duncker Streett & Co Inc | 5,820 | $648.1K | 0.12% | −308−5.0% | Reduced |
| Cape Ann Savings Bank | 5,820 | $648.1K | 0.38% | −716−11.0% | Reduced |
| Morton Capital Management LLC | 5,813 | $647.3K | 0.12% | +125+2.2% | Added |
| AssuredPartners Investment Advisors, LLC | 5,807 | $646.6K | 0.13% | +5,807 | New |
| Tran Capital Management, L.P. | 5,787 | $644.4K | 0.07% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 5,785 | $644.2K | 0.17% | +26+0.5% | Added |
| Diversified Enterprises, LLC | 5,780 | $643.6K | 0.06% | +81+1.4% | Added |
| BTG Pactual Asset Management US LLC | 5,778 | $643.4K | 0.08% | +5,746+17,956.3% | Added |
| Novak & Powell Financial Services, Inc. | 5,770 | $642.5K | 0.38% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 5,769 | $642.4K | 0.25% | +5,769 | New |
| Kirtland Hills Capital Management, LLC | 5,765 | $642.0K | 0.41% | +780+15.6% | Added |
| Sterling Investment Advisors, Ltd. | 5,741 | $639.3K | 0.15% | +42+0.7% | Added |
| Ibex Wealth Advisors | 5,741 | $639.3K | 0.08% | +5,741 | New |
| Pinnacle Bancorp, Inc. | 5,736 | $638.7K | 0.21% | +85+1.5% | Added |
| Harvey Investment Co LLC | 5,728 | $638.0K | 0.07% | 00.0% | Unchanged |
| Weil Company, Inc. | 5,715 | $636.4K | 0.22% | −13,237−69.8% | Reduced |
| Bluesphere Advisors, LLC | 5,715 | $636.3K | 0.31% | +75+1.3% | Added |
| Nabity-Jensen Investment Management Inc | 5,713 | $636.1K | 0.48% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,708 | $635.6K | 0.12% | +669+13.3% | Added |
| Horizon Kinetics Asset Management LLC | 5,705 | $635.3K | 0.01% | +10.0% | Added |
| MGO Private Wealth, LLC | 5,683 | $632.8K | 0.45% | −619−9.8% | Reduced |
| Drive Wealth Management, LLC | 5,651 | $632.1K | 0.15% | −19−0.3% | Reduced |
| Viawealth, LLC | 5,669 | $631.3K | 0.38% | −1,317−18.9% | Reduced |
| Bray Capital Advisors | 5,664 | $630.6K | 0.17% | −155−2.7% | Reduced |
| BTC Capital Management, Inc. | 5,663 | $630.6K | 0.06% | −3,381−37.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,661 | $630.4K | 0.25% | −81−1.4% | Reduced |
| Triumph Capital Management | 5,655 | $629.7K | 0.22% | −2,246−28.4% | Reduced |
| Northwest Bank & Trust Co | 5,355 | $629.0K | 0.46% | −26−0.5% | Reduced |
| Lifeworks Advisors, LLC | 5,644 | $628.5K | 0.11% | −254−4.3% | Reduced |
| Wellington Shields Capital Management, LLC | 5,636 | $627.5K | 0.11% | +20.0% | Added |
| TT Capital Management LLC | 5,889 | $627.5K | 0.50% | +5,889 | New |
| Nadler Financial Group, Inc. | 5,626 | $626.5K | 0.07% | −128−2.2% | Reduced |
| Fairfield, Bush & Co. | 5,610 | $624.7K | 0.37% | +5,610 | New |
| Pines Wealth Management, LLC | 5,748 | $624.5K | 0.27% | +5,748 | New |
| LSV Asset Management | 5,600 | $624.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,600 | $623.6K | 0.15% | +5,600 | New |
| Landaas & Co | 5,582 | $622.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,584 | $621.8K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,576 | $620.9K | 0.08% | +3,863+225.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,516 | $616.8K | 0.17% | +298+5.7% | Added |
| Tyche Wealth Partners LLC | 5,525 | $615.2K | 0.13% | −170−3.0% | Reduced |
| Hemington Wealth Management | 5,523 | $614.0K | 0.15% | −128−2.3% | Reduced |
| Seeds Investor LLC | 5,494 | $611.7K | 0.17% | −84−1.5% | Reduced |
| Alpha Omega Wealth Management LLC | 5,473 | $609.4K | 0.12% | −8,402−60.6% | Reduced |
| Golden State Equity Partners | 5,470 | $609.1K | 0.12% | −842−13.3% | Reduced |
| LVW Advisors, LLC | 5,470 | $609.1K | 0.07% | +700+14.7% | Added |
| Lakeshore Capital Group, Inc. | 5,466 | $608.7K | 0.92% | +5,466 | New |
| SeaBridge Investment Advisors LLC | 5,465 | $608.5K | 0.13% | +2,810+105.8% | Added |
| Arnhold LLC | 5,464 | $608.4K | 0.06% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,455 | $607.4K | 0.36% | +857+18.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,444 | $606.2K | 0.28% | −299−5.2% | Reduced |
| Zevenbergen Capital Investments LLC | 5,443 | $606.1K | 0.01% | −746−12.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,416 | $603.1K | 0.07% | −2,399−30.7% | Reduced |
| State of Wyoming | 5,414 | $602.8K | 0.08% | +4,418+443.6% | Added |
| Parisi Gray Wealth Management | 5,400 | $601.3K | 0.19% | −649−10.7% | Reduced |
| Boit C F David | 5,400 | $601.3K | 0.30% | 00.0% | Unchanged |
| Beacon Financial Group | 5,375 | $598.5K | 0.06% | −110−2.0% | Reduced |
| Howland Capital Management LLC | 5,349 | $598.3K | 0.03% | −444−7.7% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $597.3K | 0.20% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,338 | $594.4K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,335 | $594.1K | 0.20% | +34+0.6% | Added |
| Resurgent Financial Advisors LLC | 5,321 | $592.5K | 0.35% | +122+2.3% | Added |
| Mathes Company, Inc. | 5,305 | $591.0K | 0.22% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,306 | $590.8K | 0.12% | −166−3.0% | Reduced |
| Hutchinson Capital Management | 5,299 | $590.0K | 0.11% | −151−2.8% | Reduced |
| Magnolia Capital Advisors LLC | 5,298 | $590.0K | 0.15% | +5,298 | New |
| Valley National Advisers Inc | 5,291 | $589.0K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 5,289 | $588.9K | 0.19% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,288 | $588.8K | 0.41% | +32+0.6% | Added |
| Twin Lakes Capital Management, LLC | 5,287 | $588.7K | 0.38% | −325−5.8% | Reduced |
| Sierra Summit Advisors LLC | 5,278 | $587.7K | 0.12% | −657−11.1% | Reduced |
| Keeley-Teton Advisors, LLC | 5,239 | $583.4K | 0.07% | −800−13.2% | Reduced |
| USA Financial Portformulas Corp | 5,210 | $580.1K | 0.09% | +5,036+2,894.3% | Added |
| IMS Capital Management | 5,208 | $579.9K | 0.27% | −12,630−70.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,206 | $579.7K | 0.25% | −1,528−22.7% | Reduced |
| Investment House LLC | 5,200 | $579.0K | 0.03% | 00.0% | Unchanged |
| TFB Advisors LLC | 5,199 | $578.9K | 0.17% | +488+10.4% | Added |
| First Community Trust NA | 5,195 | $578.5K | 0.41% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 5,195 | $578.4K | 0.21% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 5,192 | $578.2K | 0.15% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 5,229 | $576.3K | 0.19% | −2,294−30.5% | Reduced |
| Presilium Private Wealth, LLC | 5,175 | $576.2K | 0.13% | +125+2.5% | Added |
| Smith Chas P & Associates Pa Cpas | 5,173 | $576.0K | 0.03% | −303−5.5% | Reduced |
| Oxford Financial Group Ltd | 5,157 | $574.3K | 0.04% | −158−3.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 5,148 | $573.9K | 0.53% | +5,148 | New |
| National Wealth Management Group, LLC | 5,152 | $573.7K | 0.38% | +10.0% | Added |
| 4WEALTH Advisors, Inc. | 5,110 | $569.0K | 0.58% | +5,110 | New |
| LJI Wealth Management, LLC | 5,109 | $568.9K | 0.11% | −4,817−48.5% | Reduced |
| Everpar Advisors LLC | 5,098 | $567.7K | 0.29% | +342+7.2% | Added |