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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 81,303 | $9.05M | 0.15% | +11,448+16.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 80,963 | $9.02M | 0.94% | −2,189−2.6% | Reduced |
| Parallel Advisors, LLC | 80,907 | $9.01M | 0.20% | −2,912−3.5% | Reduced |
| Exchange Traded Concepts, LLC | 80,515 | $8.97M | 0.18% | −19,118−19.2% | Reduced |
| Berkshire Asset Management LLC | 79,763 | $8.95M | 0.42% | −4,838−5.7% | Reduced |
| RedJay Asset Management Inc. | 80,000 | $8.91M | 5.90% | 00.0% | Unchanged |
| Shellback Capital, LP | 80,000 | $8.91M | 0.61% | +80,000 | New |
| Noesis Capital Mangement Corp | 79,057 | $8.80M | 1.68% | −335−0.4% | Reduced |
| Two Sigma Investments, LP | 78,587 | $8.75M | 0.02% | +48,184+158.5% | Added |
| Zuckerman Investment Group, LLC | 76,505 | $8.72M | 0.84% | +1,860+2.5% | Added |
| Perigon Wealth Management, LLC | 81,922 | $8.72M | 0.21% | −4,753−5.5% | Reduced |
| Simplex Trading, LLC | 77,035 | $8.58M | 0.24% | −111,189−59.1% | Reduced |
| Motley Fool Asset Management LLC | 76,662 | $8.54M | 0.44% | +3,580+4.9% | Added |
| Sienna Gestion | 76,654 | $8.53M | 0.58% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 76,401 | $8.51M | 0.15% | −3,877−4.8% | Reduced |
| Ironvine Capital Partners, LLC | 76,266 | $8.49M | 0.91% | −1,788−2.3% | Reduced |
| Brown Shipley& Co Ltd | 76,207 | $8.49M | 4.21% | −5,203−6.4% | Reduced |
| First Financial Bank - Trust Division | 75,961 | $8.46M | 0.79% | −1,460−1.9% | Reduced |
| HighPoint Advisor Group LLC | 76,344 | $8.35M | 0.45% | +2,471+3.3% | Added |
| Scoggin Management LP | 75,000 | $8.35M | 4.39% | +25,000+50.0% | Added |
| Bahl & Gaynor Inc | 74,924 | $8.34M | 0.04% | −937−1.2% | Reduced |
| LGT Group Foundation | 74,847 | $8.33M | 0.13% | −1,125−1.5% | Reduced |
| NWF Advisory Services Inc. | 74,301 | $8.31M | 1.22% | +13,134+21.5% | Added |
| Leonteq Securities AG | 74,520 | $8.30M | 0.82% | +18,859+33.9% | Added |
| Parthenon LLC | 74,230 | $8.27M | 1.00% | −575−0.8% | Reduced |
| Synovus Financial Corp | 74,136 | $8.26M | 0.11% | −4,265−5.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 73,969 | $8.24M | 0.53% | −1,319−1.8% | Reduced |
| Wedbush Securities Inc | 73,903 | $8.23M | 0.29% | −626−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 73,522 | $8.19M | 0.03% | −2,389−3.1% | Reduced |
| Cullinan Associates Inc | 73,522 | $8.19M | 0.53% | −5,635−7.1% | Reduced |
| AE Wealth Management LLC | 73,451 | $8.18M | 0.07% | −7,022−8.7% | Reduced |
| Point72 (DIFC) Ltd | 73,012 | $8.13M | 0.73% | +73,012 | New |
| Telos Capital Management, Inc. | 72,643 | $8.09M | 0.86% | +538+0.7% | Added |
| Triavera Capital LLC | 72,240 | $8.04M | 4.84% | +72,240 | New |
| Winslow Asset Management Inc | 72,154 | $8.03M | 1.60% | +305+0.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 72,064 | $8.02M | 1.99% | −10,969−13.2% | Reduced |
| Ally Financial Inc. | 72,000 | $8.02M | 0.98% | −86,000−54.4% | Reduced |
| Associated Banc-Corp | 71,665 | $7.98M | 0.24% | −8,794−10.9% | Reduced |
| QV Investors Inc. | 71,650 | $7.98M | 0.82% | −38,920−35.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 71,201 | $7.93M | 0.44% | +907+1.3% | Added |
| Principal Securities, Inc. | 71,072 | $7.91M | 0.18% | +12,298+20.9% | Added |
| Lazard Asset Management LLC | 71,001 | $7.91M | 0.01% | +11,837+20.0% | Added |
| Pensionmark Financial Group, LLC | 70,678 | $7.87M | 0.22% | +12,311+21.1% | Added |
| LS Investment Advisors, LLC | 70,621 | $7.86M | 1.15% | +2,475+3.6% | Added |
| Edge Wealth Management LLC | 70,545 | $7.86M | 1.59% | −3,329−4.5% | Reduced |
| Valeo Financial Advisors, LLC | 100,791 | $7.84M | 0.22% | −1,338−1.3% | Reduced |
| Park Avenue Securities LLC | 70,226 | $7.82M | 0.08% | +4,083+6.2% | Added |
| Pacific Heights Asset Management LLC | 70,000 | $7.79M | 0.54% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 69,550 | $7.74M | 2.23% | −377−0.5% | Reduced |
| Venture Visionary Partners LLC | 69,409 | $7.73M | 0.33% | −16,828−19.5% | Reduced |
| GHP Investment Advisors, Inc. | 69,089 | $7.69M | 0.36% | +2,558+3.8% | Added |
| Stephens Inc | 68,795 | $7.66M | 0.11% | −35,704−34.2% | Reduced |
| Commerzbank Aktiengesellschaft | 68,491 | $7.63M | 0.18% | −707,162−91.2% | Reduced |
| Addenda Capital Inc. | 68,081 | $7.61M | 0.27% | −45,333−40.0% | Reduced |
| Hillman Capital Management, Inc. | 68,065 | $7.58M | 2.81% | +85+0.1% | Added |
| Annandale Capital, LLC | 67,793 | $7.55M | 1.49% | +10.0% | Added |
| MBB Public Markets I LLC | 67,700 | $7.54M | 0.89% | −23,010−25.4% | Reduced |
| Carret Asset Management, LLC | 67,416 | $7.51M | 0.82% | −577−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 67,290 | $7.49M | 0.09% | −12,968−16.2% | Reduced |
| Mitchell Sinkler & Starr | 67,232 | $7.49M | 2.00% | −200−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 67,109 | $7.47M | 0.18% | +2,290+3.5% | Added |
| Live Oak Private Wealth LLC | 67,099 | $7.47M | 1.26% | −2,161−3.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 66,502 | $7.41M | 0.02% | +276+0.4% | Added |
| Buckingham Capital Management, Inc. | 66,380 | $7.39M | 0.85% | −1,309−1.9% | Reduced |
| Haverford Trust Co | 66,213 | $7.37M | 0.07% | −2,904−4.2% | Reduced |
| NBT Bank N A | 65,831 | $7.33M | 0.51% | −4,491−6.4% | Reduced |
| First Foundation Advisors | 65,693 | $7.31M | 0.28% | +12,833+24.3% | Added |
| Stelac Advisory Services LLC | 65,328 | $7.28M | 2.84% | −401−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 65,191 | $7.26M | 1.21% | +104+0.2% | Added |
| Savant Capital, LLC | 65,140 | $7.25M | 0.06% | +3,186+5.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 64,805 | $7.22M | 2.09% | +1,337+2.1% | Added |
| Vinva Investment Management Ltd | 64,971 | $7.20M | 0.28% | −3,442−5.0% | Reduced |
| Tufton Capital Management | 64,402 | $7.17M | 1.36% | −1,815−2.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 64,386 | $7.17M | 2.63% | −100−0.2% | Reduced |
| Lazari Capital Management, Inc. | 64,323 | $7.16M | 2.86% | −10,442−14.0% | Reduced |
| Legal Advantage Investments, Inc. | 64,307 | $7.16M | 3.79% | −565−0.9% | Reduced |
| Sand Hill Global Advisors, LLC | 64,208 | $7.15M | 0.30% | −5,392−7.7% | Reduced |
| Rodgers Brothers Inc. | 64,178 | $7.15M | 0.93% | −663−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 63,958 | $7.12M | 0.19% | −2,786−4.2% | Reduced |
| InvesTrust | 64,037 | $7.12M | 1.98% | +64,037 | New |
| Sompo Asset Management Co., Ltd. | 63,718 | $7.09M | 1.20% | −11,235−15.0% | Reduced |
| River & Mercantile Asset Management LLP | 63,337 | $7.06M | 1.37% | −16,855−21.0% | Reduced |
| American National Bank | 63,354 | $7.05M | 0.79% | −1,078−1.7% | Reduced |
| Argent Trust Co | 63,297 | $7.05M | 0.29% | −104−0.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 62,873 | $7.03M | 1.73% | −1,844−2.8% | Reduced |
| Providence Capital Advisors, LLC | 63,039 | $7.02M | 1.42% | +526+0.8% | Added |
| Callahan Advisors, LLC | 62,932 | $7.01M | 0.66% | −1,753−2.7% | Reduced |
| Toth Financial Advisory Corp | 62,852 | $7.00M | 0.82% | +4,642+8.0% | Added |
| Dana Investment Advisors, Inc. | 62,800 | $6.99M | 0.23% | +48,505+339.3% | Added |
| Kempner Capital Management Inc. | 62,631 | $6.97M | 3.83% | 00.0% | Unchanged |
| Empirical Finance, LLC | 62,233 | $6.93M | 0.40% | −880−1.4% | Reduced |
| Kinneret Advisory, LLC | 61,814 | $6.91M | 0.65% | −2,879−4.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 61,801 | $6.88M | 0.48% | −1,098−1.7% | Reduced |
| Marco Investment Management LLC | 61,711 | $6.87M | 0.59% | −1,200−1.9% | Reduced |
| Oak Harvest Investment Services | 61,660 | $6.87M | 0.96% | +61,660 | New |
| Illinois Municipal Retirement Fund | 61,518 | $6.85M | 0.10% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 61,503 | $6.85M | 0.25% | +19,509+46.5% | Added |
| Pitcairn Co | 61,403 | $6.84M | 0.40% | +197+0.3% | Added |
| Achmea Investment Management B.V. | 61,235 | $6.82M | 0.11% | −6,058−9.0% | Reduced |
| JB Capital LLC | 61,147 | $6.81M | 0.38% | +7,181+13.3% | Added |