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; 2,948 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
- 3,249
- +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
- 984 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 165,865 | $18.5M | 1.01% | −1,333−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 165,858 | $18.5M | 0.41% | −19,429−10.5% | Reduced |
| Elo Mutual Pension Insurance Co | 165,504 | $18.4M | 0.39% | −7,757−4.5% | Reduced |
| Windward Capital Management Co | 165,450 | $18.4M | 1.41% | −4,616−2.7% | Reduced |
| Grimes & Company, Inc. | 163,768 | $18.2M | 0.53% | −772−0.5% | Reduced |
| Northeast Investment Management | 162,043 | $18.0M | 0.80% | −29,826−15.5% | Reduced |
| Guggenheim Capital LLC | 160,551 | $17.9M | 0.15% | −11,774−6.8% | Reduced |
| JustInvest LLC | 160,160 | $17.8M | 0.27% | +26,565+19.9% | Added |
| Natixis | 160,068 | $17.8M | 0.12% | −297,073−65.0% | Reduced |
| Rafferty Asset Management, LLC | 160,010 | $17.8M | 0.06% | +17,218+12.1% | Added |
| Atria Investments LLC | 159,643 | $17.8M | 0.22% | +8,024+5.3% | Added |
| Farmers & Merchants Investments Inc | 158,427 | $17.6M | 0.55% | +212+0.1% | Added |
| CWM, LLC | 157,555 | $17.5M | 0.07% | +3,907+2.5% | Added |
| Oregon Public Employees Retirement Fund | 155,274 | $17.3M | 0.32% | +300.0% | Added |
| Evelyn Partners Investment Management LLP | 155,263 | $17.3M | 0.56% | +155,263 | New |
| Group One Trading, L.P. | 154,750 | $17.2M | 0.59% | +125,075+421.5% | Added |
| Quantinno Capital Management LP | 154,537 | $17.2M | 0.17% | +35,510+29.8% | Added |
| LMCG Investments, LLC | 154,424 | $17.2M | 1.05% | +7,071+4.8% | Added |
| Clifford Capital Partners LLC | 154,295 | $17.2M | 3.56% | −5,740−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 151,505 | $16.9M | 0.33% | +51,035+50.8% | Added |
| Maestria Partners LLC | 151,000 | $16.8M | 6.66% | +151,000 | New |
| Clifford Swan Investment Counsel LLC | 150,715 | $16.8M | 0.60% | −6,168−3.9% | Reduced |
| Taurus Asset Management, LLC | 150,588 | $16.8M | 1.63% | −2,661−1.7% | Reduced |
| Rbo & Co LLC | 149,434 | $16.6M | 2.71% | −100.0% | Reduced |
| Rheos Capital Works Inc. | 149,400 | $16.6M | 0.92% | −26,500−15.1% | Reduced |
| Nomura Holdings Inc | 148,526 | $16.5M | 0.09% | +47,841+47.5% | Added |
| Washington Trust Advisors, Inc. | 147,421 | $16.4M | 1.37% | −2,443−1.6% | Reduced |
| Chilton Capital Management LLC | 146,533 | $16.3M | 0.69% | +708+0.5% | Added |
| Townsend & Associates, Inc | 149,641 | $16.3M | 1.67% | +3,477+2.4% | Added |
| QRG Capital Management, Inc. | 145,858 | $16.2M | 0.17% | +4,319+3.1% | Added |
| PEAK6 LLC | 144,835 | $16.1M | 0.63% | +144,835 | New |
| Pacer Advisors, Inc. | 143,851 | $16.0M | 0.03% | +9,322+6.9% | Added |
| Gulf International Bank (UK) Ltd | 142,515 | $15.9M | 0.40% | −1,570−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 140,762 | $15.7M | 0.17% | −11,179−7.4% | Reduced |
| Brookstone Capital Management | 140,883 | $15.7M | 0.23% | +13,339+10.5% | Added |
| Kempen Capital Management N.V. | 140,392 | $15.6M | 0.16% | +269+0.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 140,063 | $15.6M | 2.79% | +639+0.5% | Added |
| Sabal Trust CO | 139,772 | $15.6M | 0.90% | +134,253+2,432.6% | Added |
| Assetmark, Inc | 139,247 | $15.5M | 0.04% | +106,862+330.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 138,477 | $15.4M | 0.16% | +54,569+65.0% | Added |
| Olstein Capital Management, L.P. | 137,500 | $15.3M | 2.69% | −19,500−12.4% | Reduced |
| Stonebridge Capital Advisors LLC | 137,346 | $15.3M | 1.23% | −714−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 136,627 | $15.3M | 0.36% | −4,977−3.5% | Reduced |
| Prudential PLC | 136,832 | $15.2M | 0.08% | −10,035−6.8% | Reduced |
| Choate Investment Advisors | 136,622 | $15.2M | 0.37% | +54,529+66.4% | Added |
| Ci Investments Inc. | 136,461 | $15.2M | 0.06% | −630.0% | Reduced |
| Pinnacle Associates Ltd | 136,019 | $15.1M | 0.21% | −36,777−21.3% | Reduced |
| Avanza Fonder AB | 135,832 | $15.1M | 0.45% | +135,832 | New |
| Polar Asset Management Partners Inc. | 135,828 | $15.1M | 0.22% | +51,428+60.9% | Added |
| Verition Fund Management LLC | 134,954 | $15.0M | 0.08% | −139,171−50.8% | Reduced |
| MMBG Investment Advisors Co. | 133,131 | $14.8M | 1.57% | −37,590−22.0% | Reduced |
| Terril Brothers, Inc. | 132,443 | $14.7M | 4.48% | −269−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 132,415 | $14.7M | 0.60% | +662+0.5% | Added |
| GAM Holding AG | 132,075 | $14.7M | 1.10% | +2,797+2.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 131,893 | $14.7M | 2.56% | +131,893 | New |
| Country Club Bank | 131,548 | $14.6M | 0.97% | −2,456−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 130,881 | $14.6M | 0.09% | +8,450+6.9% | Added |
| Factory Mutual Insurance Co | 130,606 | $14.5M | 0.16% | 00.0% | Unchanged |
| Connors Investor Services Inc | 130,407 | $14.5M | 1.36% | +39,767+43.9% | Added |
| Stock Yards Bank & Trust Co | 129,215 | $14.4M | 0.49% | −14,954−10.4% | Reduced |
| Osborne Partners Capital Management, LLC | 129,188 | $14.4M | 0.83% | −307−0.2% | Reduced |
| Kimelman & Baird, LLC | 129,153 | $14.4M | 1.14% | −4,146−3.1% | Reduced |
| Oppenheimer & Co Inc | 128,893 | $14.4M | 0.21% | −14,131−9.9% | Reduced |
| RMB Capital Management, LLC | 128,501 | $14.3M | 0.33% | −171,941−57.2% | Reduced |
| Fiduciary Trust Co | 128,442 | $14.3M | 0.19% | −2,399−1.8% | Reduced |
| Kapitalo Investimentos Ltda | 128,347 | $14.3M | 9.56% | +128,347 | New |
| Punch & Associates Investment Management, Inc. | 127,979 | $14.3M | 0.78% | −1,063−0.8% | Reduced |
| Flputnam Investment Management Co | 127,350 | $14.2M | 0.26% | +1,698+1.4% | Added |
| Beese Fulmer Investment Management, Inc. | 127,221 | $14.2M | 1.21% | +631+0.5% | Added |
| North Star Asset Management Inc | 126,509 | $14.1M | 0.62% | +6,606+5.5% | Added |
| Williams Jones Wealth Management, LLC. | 126,035 | $14.0M | 0.17% | −18,850−13.0% | Reduced |
| GWM Advisors LLC | 125,760 | $14.0M | 0.08% | +24,445+24.1% | Added |
| Van Hulzen Asset Management, LLC | 125,676 | $14.0M | 1.02% | +3,641+3.0% | Added |
| Huntington National Bank | 125,160 | $13.9M | 0.10% | −14,172−10.2% | Reduced |
| Kentucky Retirement Systems | 124,628 | $13.9M | 0.41% | −1,716−1.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 123,967 | $13.8M | 1.11% | −878−0.7% | Reduced |
| Apexium Financial, LP | 123,908 | $13.8M | 0.84% | +116,026+1,472.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 123,515 | $13.8M | 0.60% | +356+0.3% | Added |
| Washington Trust Co | 122,873 | $13.7M | 0.49% | −968−0.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 122,232 | $13.6M | 0.02% | −1,179,540−90.6% | Reduced |
| Washington Trust Bank | 122,223 | $13.6M | 1.31% | −5,009−3.9% | Reduced |
| Lee Danner & Bass Inc | 121,950 | $13.6M | 1.08% | −754−0.6% | Reduced |
| Apriem Advisors | 121,532 | $13.5M | 1.55% | −4,683−3.7% | Reduced |
| First Long Island Investors, LLC | 120,694 | $13.4M | 1.07% | +4,010+3.4% | Added |
| Shelton Capital Management | 119,643 | $13.3M | 0.33% | +25,808+27.5% | Added |
| Silvercrest Asset Management Group LLC | 119,279 | $13.3M | 0.09% | −8,178−6.4% | Reduced |
| Lathrop Investment Management Corp | 119,049 | $13.3M | 2.53% | −2,737−2.2% | Reduced |
| Triglav Skladi, D.O.O. | 118,709 | $13.2M | 1.04% | +118,709 | New |
| Payden & Rygel | 117,930 | $13.1M | 1.13% | +41,700+54.7% | Added |
| Evergreen Capital Management LLC | 116,771 | $13.1M | 0.43% | +2,369+2.1% | Added |
| Crestwood Advisors Group LLC | 117,186 | $13.0M | 0.24% | −135,260−53.6% | Reduced |
| Jacobs & Co | 116,516 | $13.0M | 1.32% | +595+0.5% | Added |
| Wealthfront Advisers LLC | 115,817 | $12.9M | 0.04% | +20,818+21.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 115,215 | $12.8M | 0.13% | −31,158−21.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 113,590 | $12.6M | 0.83% | +2,805+2.5% | Added |
| RPG Investment Advisory, LLC | 112,842 | $12.6M | 1.68% | −1,246−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 112,092 | $12.5M | 0.18% | −6,982−5.9% | Reduced |
| Hartford Investment Management Co | 111,928 | $12.5M | 0.41% | −2,166−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 111,393 | $12.4M | 0.12% | +1,696+1.5% | Added |
| Managed Asset Portfolios, LLC | 111,141 | $12.4M | 1.83% | −430−0.4% | Reduced |