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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 111,349 | $12.4M | 0.18% | +25,937+30.4% | Added |
| Brinker Capital Investments, LLC | 52,483 | $12.3M | 0.12% | −24,805−32.1% | Reduced |
| Orion Portfolio Solutions, LLC | 52,483 | $12.3M | 0.12% | −24,805−32.1% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 110,000 | $12.2M | 9.40% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 109,774 | $12.2M | 1.38% | +2,858+2.7% | Added |
| Hosking Partners LLP | 108,168 | $12.0M | 0.47% | −310−0.3% | Reduced |
| Massmutual Trust Co FSB | 107,370 | $12.0M | 0.34% | −7,078−6.2% | Reduced |
| Regions Financial Corp | 107,188 | $11.9M | 0.09% | −7,719−6.7% | Reduced |
| Metis Global Partners, LLC | 107,119 | $11.9M | 0.36% | +1,480+1.4% | Added |
| Iyo Bank, Ltd. | 106,748 | $11.9M | 4.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 106,274 | $11.8M | 0.14% | +611+0.6% | Added |
| Equitable Holdings, Inc. | 104,896 | $11.7M | 0.11% | −5,253−4.8% | Reduced |
| FineMark National Bank & Trust | 104,750 | $11.7M | 0.41% | +370+0.4% | Added |
| Private Wealth Partners, LLC | 104,316 | $11.6M | 0.89% | +4,057+4.0% | Added |
| Azimuth Capital Investment Management LLC | 104,099 | $11.6M | 0.45% | −2,850−2.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 103,927 | $11.6M | 0.41% | −4,156−3.8% | Reduced |
| Toroso Investments, LLC | 103,448 | $11.5M | 0.09% | −4,662−4.3% | Reduced |
| Sandy Spring Bank | 102,983 | $11.5M | 0.46% | −7,858−7.1% | Reduced |
| TB Alternative Assets Ltd. | 102,679 | $11.4M | 2.94% | −163,976−61.5% | Reduced |
| Fiduciary Group LLC | 102,576 | $11.4M | 1.15% | −2,457−2.3% | Reduced |
| Peak Asset Management, LLC | 102,195 | $11.4M | 2.11% | −2,869−2.7% | Reduced |
| Banco Santander, S.A. | 101,575 | $11.3M | 0.14% | −31,351−23.6% | Reduced |
| Blackhill Capital Inc | 101,500 | $11.3M | 0.59% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 101,629 | $11.3M | 0.14% | +36,095+55.1% | Added |
| Matthew Goff Investment Advisor, LLC | 100,752 | $11.2M | 2.09% | +597+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 100,568 | $11.2M | 0.49% | −971−1.0% | Reduced |
| Picton Mahoney Asset Management | 100,356 | $11.2M | 0.42% | +100,356 | New |
| Albion Financial Group | 100,307 | $11.2M | 0.76% | +2,952+3.0% | Added |
| Capitolis Liquid Global Markets LLC | 100,000 | $11.1M | 0.11% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 99,238 | $11.1M | 0.36% | +99,238 | New |
| Bradley Foster & Sargent Inc | 99,062 | $11.0M | 0.19% | −10,174−9.3% | Reduced |
| Appleton Partners Inc | 97,923 | $10.9M | 0.81% | −11,133−10.2% | Reduced |
| Maryland State Retirement & Pension System | 97,810 | $10.9M | 0.23% | −8,122−7.7% | Reduced |
| Barlow Wealth Partners, Inc. | 100,666 | $10.9M | 1.38% | +852+0.9% | Added |
| Phoenix Holdings Ltd. | 97,124 | $10.9M | 0.15% | +5,009+5.4% | Added |
| Louisiana State Employees Retirement System | 97,400 | $10.8M | 0.20% | −4,700−4.6% | Reduced |
| Securian Asset Management, Inc | 97,330 | $10.8M | 0.32% | −2,976−3.0% | Reduced |
| Cabot Wealth Management Inc | 97,192 | $10.8M | 1.37% | +2,842+3.0% | Added |
| Lawson Kroeker Investment Management Inc | 96,995 | $10.8M | 2.03% | −4,048−4.0% | Reduced |
| KLCM Advisors, Inc. | 96,464 | $10.7M | 1.25% | −4,524−4.5% | Reduced |
| Easterly Investment Partners LLC | 96,189 | $10.7M | 0.84% | −132−0.1% | Reduced |
| Tudor Investment Corp Et Al | 96,178 | $10.7M | 0.11% | +96,178 | New |
| CCM Investment Advisers LLC | 96,074 | $10.7M | 1.18% | −2,619−2.7% | Reduced |
| NEOS Investment Management LLC | 95,792 | $10.7M | 0.25% | +9,946+11.6% | Added |
| Milestone Asset Management, LLC | 95,784 | $10.7M | 2.36% | +28,707+42.8% | Added |
| Miracle Mile Advisors, LLC | 95,751 | $10.7M | 0.22% | +57,788+152.2% | Added |
| Capital International Inc | 95,553 | $10.6M | 0.13% | +26,908+39.2% | Added |
| Northeast Financial Consultants Inc | 95,507 | $10.6M | 0.45% | −214−0.2% | Reduced |
| Ieq Capital, LLC | 95,169 | $10.6M | 0.10% | −71,249−42.8% | Reduced |
| Suvretta Capital Management, LLC | 94,580 | $10.5M | 0.39% | +94,580 | New |
| Marble Harbor Investment Counsel, LLC | 93,747 | $10.4M | 1.15% | +1,674+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 94,108 | $10.4M | 0.02% | −13,772−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 93,658 | $10.4M | 0.09% | −1,582−1.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 92,938 | $10.3M | 1.14% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 92,457 | $10.3M | 2.09% | +4,790+5.5% | Added |
| CTC LLC | 92,385 | $10.3M | 1.04% | +27,469+42.3% | Added |
| First National Bank of Omaha | 91,621 | $10.2M | 0.66% | −293−0.3% | Reduced |
| DCM Advisors, LLC | 91,350 | $10.2M | 4.77% | +4,527+5.2% | Added |
| Norinchukin Bank, The | 91,108 | $10.1M | 0.21% | −193,368−68.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 90,253 | $10.0M | 2.71% | +90,253 | New |
| Bailard, Inc. | 90,124 | $10.0M | 0.26% | −6,982−7.2% | Reduced |
| WoodTrust Financial Corp | 90,111 | $10.0M | 1.41% | −2,150−2.3% | Reduced |
| Lincoln Capital LLC | 89,832 | $10.0M | 2.10% | −3,415−3.7% | Reduced |
| DRH Investments, Inc. | 89,137 | $9.93M | 11.41% | −10,469−10.5% | Reduced |
| Cornerstone Advisors, LLC | 89,100 | $9.92M | 0.40% | +1,500+1.7% | Added |
| Bulltick Wealth Management, LLC | 88,045 | $9.85M | 2.32% | −20,388−18.8% | Reduced |
| Parkside Investments, LLC | 88,405 | $9.84M | 1.48% | −2,525−2.8% | Reduced |
| Arvest Bank Trust Division | 88,290 | $9.83M | 0.59% | −5,462−5.8% | Reduced |
| Griffin Asset Management, Inc. | 88,233 | $9.82M | 1.15% | −58−0.1% | Reduced |
| Empowered Funds, LLC | 88,165 | $9.82M | 0.14% | −2,795−3.1% | Reduced |
| Baader Bank INC | 87,698 | $9.77M | 0.90% | −7,600−8.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 87,410 | $9.73M | 1.00% | +87,410 | New |
| Dakota Wealth Management | 87,196 | $9.71M | 0.22% | −3,774−4.1% | Reduced |
| John G Ullman & Associates Inc | 87,041 | $9.69M | 1.43% | −5,048−5.5% | Reduced |
| MSA Advisors, LLC | 86,990 | $9.69M | 2.42% | −14,180−14.0% | Reduced |
| Bleakley Financial Group, LLC | 86,726 | $9.66M | 0.29% | +3,002+3.6% | Added |
| Close Asset Management Ltd | 86,589 | $9.65M | 0.27% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 86,455 | $9.63M | 0.32% | −2,700−3.0% | Reduced |
| Trillium Asset Management, LLC | 86,340 | $9.61M | 0.25% | −7,314−7.8% | Reduced |
| Blume Capital Management, Inc. | 86,143 | $9.59M | 2.15% | −406−0.5% | Reduced |
| Morningstar Investment Services LLC | 86,066 | $9.58M | 0.87% | −663,544−88.5% | Reduced |
| Founders Capital Management, LLC | 85,789 | $9.55M | 1.68% | −1,112−1.3% | Reduced |
| Sonora Investment Management Group, LLC | 85,691 | $9.54M | 0.73% | +1,852+2.2% | Added |
| Greystone Financial Group, LLC | 85,187 | $9.49M | 1.65% | +9,967+13.3% | Added |
| Nikko Asset Management Americas, Inc. | 84,788 | $9.44M | 0.10% | −11,282−11.7% | Reduced |
| Northwest & Ethical Investments L.P. | 84,516 | $9.41M | 0.26% | −7,404−8.1% | Reduced |
| Round Hill Asset Management | 84,060 | $9.36M | 6.60% | −150−0.2% | Reduced |
| Motco | 83,364 | $9.28M | 0.95% | −158−0.2% | Reduced |
| Omers Administration Corp | 83,086 | $9.25M | 0.08% | +11,082+15.4% | Added |
| Van Cleef Asset Management,Inc | 83,068 | $9.25M | 1.01% | −2,472−2.9% | Reduced |
| Trajan Wealth LLC | 82,931 | $9.23M | 0.51% | +3,277+4.1% | Added |
| Meiji Yasuda Life Insurance Co | 82,690 | $9.21M | 0.17% | +816+1.0% | Added |
| Journey Strategic Wealth LLC | 82,301 | $9.16M | 0.34% | +1,690+2.1% | Added |
| CSM Advisors, LLC | 82,102 | $9.14M | 0.43% | −3,865−4.5% | Reduced |
| Colonial Trust Advisors | 82,002 | $9.13M | 0.81% | −5,348−6.1% | Reduced |
| Boston Family Office LLC | 81,984 | $9.13M | 0.63% | −3,846−4.5% | Reduced |
| Tiaa Trust, National Association | 81,883 | $9.12M | 0.03% | −418−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 81,610 | $9.09M | 0.21% | +6,490+8.6% | Added |
| Mutual Advisors, LLC | 85,197 | $9.07M | 0.26% | +1,246+1.5% | Added |
| Woodstock Corp | 81,378 | $9.06M | 0.87% | −830−1.0% | Reduced |