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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 5,073 | $567.4K | 0.29% | +309+6.5% | Added |
| Windsor Advisory Group, LLC | 5,090 | $566.8K | 0.66% | −18,207−78.2% | Reduced |
| TCFG Wealth Management, LLC | 5,075 | $565.0K | 0.28% | +154+3.1% | Added |
| Altus Wealth Group LLC | 5,065 | $564.0K | 0.25% | −47−0.9% | Reduced |
| Meritas Wealth Management, LLC | 5,052 | $562.5K | 0.34% | 00.0% | Unchanged |
| Papp L Roy & Associates | 5,046 | $561.8K | 0.07% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 5,031 | $560.3K | 0.15% | −100−1.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,031 | $560.2K | 0.18% | +5,031 | New |
| 180 Wealth Advisors, LLC | 5,025 | $559.6K | 0.09% | −199−3.8% | Reduced |
| Harold Davidson & Associates Inc. | 5,025 | $559.6K | 0.27% | +5,025 | New |
| Exencial Wealth Advisors, LLC | 5,021 | $559.1K | 0.02% | +7+0.1% | Added |
| Secure Asset Management, LLC | 5,020 | $558.9K | 0.08% | +985+24.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,019 | $558.9K | 0.08% | −1,516−23.2% | Reduced |
| DRW Securities, LLC | 5,015 | $558.4K | 0.04% | −12,420−71.2% | Reduced |
| MSH Capital Advisors LLC | 4,975 | $553.9K | 0.17% | −38−0.8% | Reduced |
| Davis Investment Partners, LLC | 5,070 | $551.7K | 0.23% | −100−1.9% | Reduced |
| Covey Capital Advisors, LLC | 4,935 | $549.5K | 0.62% | −2,197−30.8% | Reduced |
| iA Global Asset Management Inc. | 4,919 | $548.0K | 0.01% | +373+8.2% | Added |
| Holderness Investments Co | 4,915 | $547.3K | 0.12% | −437−8.2% | Reduced |
| American Financial Advisors, LLC | 4,914 | $547.2K | 0.08% | −408−7.7% | Reduced |
| Clarendon Private LLC | 4,899 | $545.5K | 0.57% | +4,899 | New |
| BankPlus Wealth Management LLC | 4,892 | $544.8K | 0.41% | +4,892 | New |
| Wealth Management Associates, Inc. | 4,890 | $544.5K | 0.23% | −211−4.1% | Reduced |
| Leigh Baldwin & Co., LLC | 4,886 | $544.0K | 0.46% | +4,886 | New |
| Indiana Trust & Investment Management CO | 4,883 | $543.7K | 0.19% | −200−3.9% | Reduced |
| William Mack & Associates, Inc. | 4,880 | $543.4K | 0.57% | +4,880 | New |
| Acadian Asset Management LLC | 4,882 | $543.0K | 0.00% | −4,220−46.4% | Reduced |
| Westside Investment Management, Inc. | 4,874 | $542.7K | 0.11% | −1,245−20.3% | Reduced |
| Simplicity Wealth,LLC | 4,860 | $541.2K | 0.11% | −10,306−68.0% | Reduced |
| Onefund, LLC | 4,856 | $540.7K | 0.52% | +93+2.0% | Added |
| Octavia Wealth Advisors, LLC | 4,817 | $538.8K | 0.07% | −962−16.6% | Reduced |
| Revolve Wealth Partners, LLC | 4,828 | $537.6K | 0.08% | −1,118−18.8% | Reduced |
| Smart Portfolios, LLC | 4,828 | $537.6K | 0.56% | +40+0.8% | Added |
| United Advisor Group, LLC | 4,807 | $535.3K | 0.11% | −408−7.8% | Reduced |
| Heron Bay Capital Management | 4,800 | $534.5K | 0.11% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,800 | $534.5K | 0.20% | +1,800+60.0% | Added |
| Spreng Capital Management, Inc. | 4,797 | $534.1K | 0.23% | −142−2.9% | Reduced |
| GW Henssler & Associates Ltd | 5,542 | $533.1K | 0.03% | +10.0% | Added |
| Ellis Investment Partners, LLC | 4,784 | $532.7K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 4,774 | $531.6K | 0.02% | −451−8.6% | Reduced |
| Saranac Partners Ltd | 4,766 | $530.7K | 0.29% | +4,766 | New |
| Veracity Capital LLC | 4,764 | $530.5K | 0.19% | +166+3.6% | Added |
| West Family Investments, Inc. | 4,764 | $530.5K | 0.18% | −914−16.1% | Reduced |
| Kathmere Capital Management, LLC | 4,762 | $530.2K | 0.05% | +1,204+33.8% | Added |
| Pacific Sage Partners, LLC | 4,754 | $529.3K | 0.12% | +855+21.9% | Added |
| IFG Advisors, LLC | 4,753 | $529.3K | 0.11% | +248+5.5% | Added |
| Edge Capital Group, LLC | 4,751 | $529.0K | 0.02% | −470−9.0% | Reduced |
| Fairvoy Private Wealth, LLC | 4,750 | $528.9K | 0.14% | +4,750 | New |
| Annex Advisory Services, LLC | 4,742 | $528.0K | 0.02% | −1,277−21.2% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $526.8K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 4,720 | $525.6K | 0.27% | +4,720 | New |
| Fca Corp | 4,719 | $525.4K | 0.16% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,697 | $523.0K | 0.01% | −7,357−61.0% | Reduced |
| Acorn Financial Advisory Services Inc | 4,666 | $519.5K | 0.09% | +183+4.1% | Added |
| Caldwell Sutter Capital, Inc. | 4,663 | $519.2K | 0.24% | +193+4.3% | Added |
| Taylor Financial Group, Inc. | 4,661 | $519.0K | 0.36% | −12−0.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,735 | $518.9K | 0.15% | +542+12.9% | Added |
| Sovereign Financial Group, Inc. | 4,652 | $518.0K | 0.12% | +36+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,636 | $516.3K | 0.20% | +25+0.5% | Added |
| AlphaCore Capital LLC | 4,607 | $515.4K | 0.11% | −8,458−64.7% | Reduced |
| Allegheny Financial Group LTD | 4,624 | $515.0K | 0.13% | +106+2.3% | Added |
| Brown, Lisle/Cummings, Inc. | 4,613 | $513.6K | 0.15% | +541+13.3% | Added |
| Aveo Capital Partners, LLC | 4,601 | $512.3K | 0.06% | −3−0.1% | Reduced |
| GKV Capital Management Co., Inc. | 4,600 | $512.2K | 0.21% | +4,600 | New |
| First National Bank | 4,599 | $512.1K | 0.35% | −20−0.4% | Reduced |
| Evernest Financial Advisors, LLC | 4,582 | $510.2K | 0.13% | +481+11.7% | Added |
| Balboa Wealth Partners | 4,579 | $509.9K | 0.12% | −5,879−56.2% | Reduced |
| Marino, Stram & Associates LLC | 4,575 | $509.4K | 0.11% | +89+2.0% | Added |
| Chesapeake Capital Corp | 4,573 | $509.2K | 0.52% | +4,573 | New |
| Archford Capital Strategies, LLC | 4,548 | $506.4K | 0.08% | −387−7.8% | Reduced |
| Berkeley Capital Partners, LLC | 4,539 | $505.4K | 0.14% | +76+1.7% | Added |
| Bank Hapoalim BM | 4,539 | $505.0K | 0.08% | +96+2.2% | Added |
| Wall Street Access Asset Management, LLC | 4,528 | $504.1K | 0.19% | −117−2.5% | Reduced |
| Hall Kathryn A. | 4,504 | $503.8K | 0.28% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,519 | $503.1K | 0.24% | +370+8.9% | Added |
| Samalin Investment Counsel, LLC | 4,511 | $502.4K | 0.22% | −1,005−18.2% | Reduced |
| Tiemann Investment Advisors, LLC | 4,510 | $502.2K | 0.22% | −1,025−18.5% | Reduced |
| Goldstein Advisors, LLC | 4,510 | $502.2K | 0.07% | −837−15.7% | Reduced |
| Aspire Private Capital, LLC | 4,506 | $501.7K | 0.12% | +3,620+408.6% | Added |
| Whitener Capital Management, Inc. | 4,500 | $501.1K | 0.14% | −400−8.2% | Reduced |
| Orca Investment Management, LLC | 4,498 | $500.9K | 0.47% | −125−2.7% | Reduced |
| E Fund Management Co., Ltd. | 4,483 | $499.2K | 0.03% | +1,751+64.1% | Added |
| Retirement Planning Group | 4,478 | $498.6K | 0.03% | +237+5.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,470 | $498.0K | 0.08% | +4,470 | New |
| Tobam | 4,447 | $495.0K | 0.15% | +389+9.6% | Added |
| Petix & Botte Co | 4,444 | $494.8K | 0.13% | −296−6.2% | Reduced |
| Pacific Center for Financial Services | 4,438 | $494.2K | 0.13% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,425 | $492.7K | 0.13% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,419 | $492.1K | 0.10% | −25−0.6% | Reduced |
| Burton Enright Welch | 4,404 | $490.4K | 0.10% | +61+1.4% | Added |
| Sandhill Capital Partners LLC | 4,404 | $490.3K | 0.04% | −86−1.9% | Reduced |
| Miller Financial Services LLC | 4,403 | $490.3K | 0.41% | +4,403 | New |
| FRG Family Wealth Advisors LLC | 4,394 | $489.3K | 0.09% | −20−0.5% | Reduced |
| McDonough Capital Management, Inc | 4,383 | $488.1K | 0.30% | −267−5.7% | Reduced |
| Greenwood Gearhart Inc | 4,363 | $485.9K | 0.03% | −412−8.6% | Reduced |
| Invesco, LLC | 4,363 | $485.8K | 0.19% | −511−10.5% | Reduced |
| Sendero Wealth Management, LLC | 4,360 | $485.5K | 0.07% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,272 | $484.2K | 0.07% | +191+4.7% | Added |
| Foundation Wealth Management, LLC | 4,347 | $484.1K | 0.38% | +4,347 | New |
| Yoffe Investment Management, LLC | 4,347 | $484.1K | 0.72% | +4,347 | New |