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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 4,321 | $483.3K | 0.05% | +84+2.0% | Added |
| Royal Capital Wealth Management, LLC | 4,340 | $483.3K | 0.34% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,337 | $483.0K | 0.24% | −50−1.1% | Reduced |
| David Wealth Management LLC | 4,334 | $482.5K | 0.40% | +4,334 | New |
| Fortis Advisors, LLC | 4,322 | $481.3K | 0.32% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,301 | $479.0K | 0.14% | +10+0.2% | Added |
| IFG Advisory, LLC | 4,293 | $478.0K | 0.03% | +4,293 | New |
| First Financial Corp | 4,284 | $477.0K | 0.22% | 00.0% | Unchanged |
| Financial Management Network Inc | 4,283 | $476.1K | 0.10% | −253−5.6% | Reduced |
| Rogco, LP | 4,268 | $475.2K | 0.19% | −91−2.1% | Reduced |
| Leisure Capital Management | 4,264 | $474.8K | 0.19% | −8,394−66.3% | Reduced |
| McAdam, LLC | 4,263 | $474.7K | 0.03% | +159+3.9% | Added |
| Angeles Investment Advisors, LLC | 4,236 | $473.7K | 0.02% | +20+0.5% | Added |
| Aviso Financial Inc. | 4,252 | $473.5K | 0.02% | −654−13.3% | Reduced |
| OMC Financial Services LTD | 4,222 | $470.0K | 0.20% | −1,537−26.7% | Reduced |
| Evolution Wealth Advisors, LLC | 4,221 | $469.8K | 0.08% | +1,000+31.0% | Added |
| Lecap Asset Management Ltd | 4,214 | $469.2K | 0.13% | +4,214 | New |
| Clear Street Markets LLC | 4,200 | $467.7K | 0.17% | +4,200 | New |
| Sargent Investment Group, LLC | 4,316 | $466.5K | 0.08% | −508−10.5% | Reduced |
| Arrowroot Family Office, LLC | 4,189 | $466.5K | 0.24% | −704−14.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,188 | $466.3K | 0.01% | −749−15.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,250 | $465.7K | 0.04% | −241−5.4% | Reduced |
| Sage Investment Counsel LLC | 4,183 | $465.7K | 0.61% | +4,183 | New |
| Cable Hill Partners, LLC | 4,160 | $465.4K | 0.05% | +236+6.0% | Added |
| CWS Financial Advisors, LLC | 4,178 | $465.2K | 0.15% | −400−8.7% | Reduced |
| Crew Capital Management, Ltd. | 4,173 | $464.7K | 0.38% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 4,172 | $464.6K | 0.16% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 4,169 | $464.0K | 0.19% | −2,803−40.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,809 | $462.6K | 0.15% | +80+1.7% | Added |
| Consolidated Investment Group LLC | 4,150 | $462.0K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,247 | $461.4K | 0.09% | +467+12.4% | Added |
| Aviso Wealth Management | 4,139 | $460.9K | 0.24% | +277+7.2% | Added |
| Orca Wealth Management, LLC | 4,132 | $460.1K | 0.41% | +4,132 | New |
| Lockerman Financial Group, Inc. | 4,132 | $460.1K | 0.78% | −80−1.9% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,108 | $457.4K | 0.24% | −100−2.4% | Reduced |
| Wittenberg Investment Management, Inc. | 4,106 | $457.2K | 0.18% | −60−1.4% | Reduced |
| Summit Financial Strategies, Inc. | 4,103 | $456.9K | 0.05% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 4,102 | $456.7K | 0.21% | −3,516−46.2% | Reduced |
| Financial Security Advisor, Inc. | 4,093 | $455.8K | 0.12% | −8−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,078 | $454.0K | 0.12% | +4,078 | New |
| Natural Investments, LLC | 4,080 | $454.0K | 0.13% | +4,080 | New |
| Circle Wealth Management, LLC | 4,077 | $453.9K | 0.01% | −956−19.0% | Reduced |
| Wealthquest Corp | 4,075 | $453.8K | 0.04% | +54+1.3% | Added |
| Sivia Capital Partners, LLC | 4,075 | $453.8K | 0.23% | +334+8.9% | Added |
| Viewpoint Capital Management LLC | 4,069 | $453.1K | 0.24% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,072 | $453.0K | 0.03% | +236+6.2% | Added |
| Detalus Advisors, LLC | 4,067 | $452.8K | 0.15% | +13+0.3% | Added |
| Sound Income Strategies, LLC | 4,065 | $452.6K | 0.03% | −39−1.0% | Reduced |
| Register Financial Advisors LLC | 4,052 | $451.2K | 0.23% | −175−4.1% | Reduced |
| Virtue Capital Management, LLC | 4,039 | $449.8K | 0.09% | −1,612−28.5% | Reduced |
| Rice Partnership, LLC | 4,038 | $449.6K | 0.09% | −50,271−92.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,033 | $449.3K | 0.09% | +1,406+53.5% | Added |
| Thrive Wealth Management, LLC | 4,033 | $449.1K | 0.08% | −82−2.0% | Reduced |
| St. Clair Advisors, LLC | 4,033 | $449.1K | 0.13% | +33+0.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 4,029 | $448.6K | 0.17% | −18,313−82.0% | Reduced |
| LifeSteps Financial, Inc. | 4,027 | $448.4K | 0.34% | −372−8.5% | Reduced |
| South Street Advisors LLC | 4,022 | $447.9K | 0.07% | −10−0.2% | Reduced |
| Altrafin AG | 4,018 | $447.4K | 0.16% | +1,100+37.7% | Added |
| LongView Wealth Management | 4,018 | $447.4K | 0.14% | −96−2.3% | Reduced |
| Sigma Investment Counselors Inc | 4,016 | $447.2K | 0.03% | −23−0.6% | Reduced |
| Silverlake Wealth Management LLC | 4,016 | $447.2K | 0.17% | −979−19.6% | Reduced |
| King Wealth | 4,015 | $447.0K | 0.07% | −540−11.9% | Reduced |
| Wealth Effects LLC | 4,002 | $445.6K | 0.16% | +190+5.0% | Added |
| FourThought Financial Partners, LLC | 4,001 | $445.6K | 0.05% | +4,001 | New |
| Redhawk Wealth Advisors, Inc. | 4,001 | $445.5K | 0.06% | −76−1.9% | Reduced |
| Strait & Sound Wealth Management LLC | 3,990 | $444.3K | 0.21% | −141−3.4% | Reduced |
| Professional Advisory Services Inc | 4,000 | $443.0K | 0.06% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 3,977 | $442.9K | 0.49% | +3,977 | New |
| Castleview Partners, LLC | 3,986 | $441.7K | 0.24% | −560−12.3% | Reduced |
| Argent Capital Management LLC | 3,950 | $439.8K | 0.01% | 00.0% | Unchanged |
| Compass Capital Corp | 3,946 | $439.4K | 0.17% | +3,946 | New |
| Sym Financial Corp | 3,941 | $438.8K | 0.06% | +1,099+38.7% | Added |
| Accel Wealth Management | 3,930 | $437.6K | 0.17% | −250−6.0% | Reduced |
| BCK Capital Management LP | 3,925 | $437.0K | 0.32% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 3,922 | $436.7K | 0.06% | −355−8.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,914 | $435.8K | 0.12% | −1,133−22.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,908 | $435.0K | 0.19% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 3,900 | $434.3K | 0.43% | +3,900 | New |
| Armstrong Advisory Group, Inc | 3,897 | $433.9K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,890 | $433.1K | 0.18% | −772−16.6% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $433.0K | 0.25% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,887 | $433.0K | 0.16% | +3,887 | New |
| Twinbeech Capital LP | 3,886 | $432.7K | 0.01% | −378,080−99.0% | Reduced |
| Kelman-Lazarov, Inc. | 3,873 | $431.3K | 0.08% | −14−0.4% | Reduced |
| Sentry LLC | 3,869 | $430.8K | 0.08% | −450−10.4% | Reduced |
| YANKCOM Partnership | 3,868 | $430.7K | 0.23% | +3,868 | New |
| Sentinus, LLC | 3,853 | $429.0K | 0.13% | −142−3.6% | Reduced |
| Maple Capital Management, Inc. | 3,839 | $427.5K | 0.03% | −1,370−26.3% | Reduced |
| Putney Financial Group LLC | 3,832 | $426.7K | 0.38% | +3,832 | New |
| Paragon Capital Management Ltd | 3,826 | $426.0K | 0.08% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,826 | $426.0K | 0.00% | +98+2.6% | Added |
| Peoples Financial Services Corp. | 3,824 | $425.8K | 0.20% | −12−0.3% | Reduced |
| Fountainhead AM, LLC | 3,823 | $425.7K | 0.08% | +420+12.3% | Added |
| Ames National Corp | 3,817 | $425.0K | 0.29% | +3,817 | New |
| Wealth Architects, LLC | 3,805 | $423.6K | 0.05% | −417−9.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,802 | $423.4K | 0.40% | +3,802 | New |
| Carson Advisory Inc. | 3,800 | $423.1K | 0.29% | −1,343−26.1% | Reduced |
| American Money Management, LLC | 3,787 | $421.7K | 0.08% | −123−3.1% | Reduced |
| Kooman & Associates | 3,786 | $421.6K | 0.15% | +71+1.9% | Added |
| Tompkins Financial Corp | 3,781 | $421.0K | 0.04% | −50−1.3% | Reduced |