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 |
|---|---|---|---|---|---|
| Atwater Malick LLC | 61,091 | $6.80M | 2.28% | −2,935−4.6% | Reduced |
| United Asset Strategies, Inc. | 60,793 | $6.77M | 0.62% | +507+0.8% | Added |
| Kennedy Capital Management, Inc. | 59,580 | $6.63M | 0.15% | −2,550−4.1% | Reduced |
| Weatherly Asset Management L. P. | 59,321 | $6.63M | 0.59% | −1,841−3.0% | Reduced |
| Ossiam | 59,359 | $6.61M | 0.11% | −232,613−79.7% | Reduced |
| Grassi Investment Management | 59,315 | $6.61M | 0.56% | −100−0.2% | Reduced |
| Harbour Trust & Investment Management Co | 59,317 | $6.60M | 0.75% | +181+0.3% | Added |
| Pioneer Trust Bank N A | 59,310 | $6.60M | 1.66% | −1,207−2.0% | Reduced |
| Congress Wealth Management LLC | 59,187 | $6.59M | 0.09% | −40,847−40.8% | Reduced |
| Johnson Investment Counsel Inc | 58,885 | $6.56M | 0.06% | −3,101−5.0% | Reduced |
| Broad Run Investment Management, LLC | 58,659 | $6.53M | 0.89% | −1,904−3.1% | Reduced |
| Wilkins Investment Counsel Inc | 58,632 | $6.53M | 0.94% | +5,809+11.0% | Added |
| Socorro Asset Management LP | 58,577 | $6.52M | 2.55% | +58,577 | New |
| Churchill Management Corp | 57,855 | $6.44M | 0.07% | −112−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,653 | $6.41M | 0.23% | +5,030+9.6% | Added |
| First American Bank | 57,547 | $6.41M | 0.45% | −229−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 57,500 | $6.40M | 0.14% | +210.0% | Added |
| First Interstate Bank | 57,373 | $6.39M | 0.39% | −239−0.4% | Reduced |
| Atom Investors LP | 56,967 | $6.34M | 0.79% | +53,303+1,454.8% | Added |
| Independent Advisor Alliance | 56,888 | $6.33M | 0.08% | −886−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 56,878 | $6.33M | 0.52% | +1,453+2.6% | Added |
| Morningstar Investment Management LLC | 56,848 | $6.33M | 0.50% | −20,828−26.8% | Reduced |
| Perennial Advisors, LLC | 56,672 | $6.31M | 1.37% | +56,672 | New |
| Vision Capital Management, Inc. | 56,660 | $6.31M | 0.93% | +70.0% | Added |
| Beta Wealth Group, Inc. | 56,654 | $6.31M | 2.79% | −154−0.3% | Reduced |
| Earnest Partners LLC | 56,523 | $6.29M | 0.03% | −11,139−16.5% | Reduced |
| Signaturefd, LLC | 56,382 | $6.28M | 0.12% | +1,025+1.9% | Added |
| F/M Investments LLC | 56,316 | $6.27M | 0.23% | +51,859+1,163.5% | Added |
| Fifth Third Wealth Advisors LLC | 56,185 | $6.26M | 0.34% | −11,204−16.6% | Reduced |
| Leuthold Group, LLC | 56,155 | $6.25M | 0.75% | −1,993−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 56,145 | $6.25M | 0.24% | −1,605−2.8% | Reduced |
| Ar Asset Management Inc | 55,875 | $6.22M | 1.41% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 55,773 | $6.21M | 0.14% | +6,956+14.2% | Added |
| Pavion Blue Capital, LLC | 55,652 | $6.20M | 2.91% | −159−0.3% | Reduced |
| Two Sigma Advisers, LP | 55,300 | $6.16M | 0.01% | +55,300 | New |
| Maytus Capital Management, LLC | 55,000 | $6.12M | 2.14% | +55,000 | New |
| Sicart Associates LLC | 54,703 | $6.12M | 2.19% | −2,805−4.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 54,824 | $6.10M | 0.17% | +251+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 54,763 | $6.10M | 0.09% | −77,684−58.7% | Reduced |
| Trust Co of Vermont | 54,617 | $6.08M | 0.30% | −2,844−4.9% | Reduced |
| Moore Capital Management, LP | 54,559 | $6.08M | 0.11% | +54,559 | New |
| Bessemer Group Inc | 54,562 | $6.08M | 0.01% | +2,182+4.2% | Added |
| Asset Management Group, Inc. | 54,418 | $6.06M | 1.08% | +3,347+6.6% | Added |
| Advisory Services Network, LLC | 54,369 | $6.05M | 0.11% | −16,817−23.6% | Reduced |
| Fisher Asset Management, LLC | 54,162 | $6.03M | 0.00% | −47,082−46.5% | Reduced |
| Allstate Corp | 53,911 | $6.00M | 0.18% | +53,911 | New |
| Kanawha Capital Management LLC | 53,842 | $6.00M | 0.47% | −2,046−3.7% | Reduced |
| Sowell Financial Services LLC | 53,780 | $5.99M | 0.31% | −6,829−11.3% | Reduced |
| Davy Global Fund Management Ltd | 53,690 | $5.98M | 0.71% | −3,900−6.8% | Reduced |
| Optiver Holding B.V. | 53,521 | $5.96M | 0.19% | −13,454−20.1% | Reduced |
| Park National Corp | 53,493 | $5.96M | 0.22% | −3,118−5.5% | Reduced |
| Plato Investment Management Ltd | 53,263 | $5.95M | 0.44% | +4,972+10.3% | Added |
| Ancora Advisors, LLC | 53,309 | $5.94M | 0.13% | −2,476−4.4% | Reduced |
| Capital Investment Advisors, LLC | 53,284 | $5.93M | 0.12% | −1,382−2.5% | Reduced |
| Essential Planning, LLC. | 56,566 | $5.93M | 0.04% | +56,566 | New |
| Daymark Wealth Partners, LLC | 147,262 | $5.91M | 0.25% | −4,497−3.0% | Reduced |
| TCTC Holdings, LLC | 52,951 | $5.90M | 0.21% | −1,174−2.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 52,945 | $5.90M | 2.19% | +938+1.8% | Added |
| Canada Post Corp Registered Pension Plan | 52,912 | $5.89M | 0.35% | +52,912 | New |
| Patton Albertson Miller Group, LLC | 52,865 | $5.89M | 0.79% | +3,827+7.8% | Added |
| PFG Investments, LLC | 52,860 | $5.89M | 0.37% | −395−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 52,762 | $5.88M | 0.13% | −8,126−13.3% | Reduced |
| Family Capital Trust Co | 52,643 | $5.86M | 1.99% | +7,149+15.7% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 54,500 | $5.86M | 0.73% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 52,559 | $5.85M | 1.00% | −162−0.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 52,550 | $5.85M | 1.09% | −2,210−4.0% | Reduced |
| Fulton Bank, N.A. | 52,506 | $5.85M | 0.23% | −3,576−6.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 52,500 | $5.85M | 0.00% | +17,349+49.4% | Added |
| Poehling Capital Management, LLC | 52,392 | $5.83M | 1.44% | −90.0% | Reduced |
| McGinn Investment Management, Inc. | 52,297 | $5.82M | 3.89% | −222−0.4% | Reduced |
| Fiduciary Alliance LLC | 52,108 | $5.80M | 0.59% | +643+1.2% | Added |
| Wetherby Asset Management Inc | 51,754 | $5.76M | 0.28% | −1,535−2.9% | Reduced |
| Glenview Trust Co | 51,495 | $5.73M | 0.11% | −1,621−3.1% | Reduced |
| RNC Capital Management LLC | 51,350 | $5.72M | 0.31% | −1,967−3.7% | Reduced |
| Farmers National Bank | 51,330 | $5.72M | 1.67% | +51,330 | New |
| Financial Avengers, Inc. | 51,221 | $5.70M | 2.69% | +1,556+3.1% | Added |
| Strategy Asset Managers LLC | 51,115 | $5.69M | 1.10% | +201+0.4% | Added |
| Van Strum & Towne Inc. | 50,998 | $5.68M | 2.00% | +663+1.3% | Added |
| Greenwood Capital Associates LLC | 50,804 | $5.66M | 0.74% | −16,064−24.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 50,591 | $5.63M | 1.03% | −2,659−5.0% | Reduced |
| Moors & Cabot, Inc. | 50,577 | $5.63M | 0.27% | −5,638−10.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 50,259 | $5.60M | 0.94% | −367−0.7% | Reduced |
| Snowden Capital Advisors LLC | 49,737 | $5.56M | 0.17% | −4,187−7.8% | Reduced |
| Beech Hill Advisors, Inc. | 49,661 | $5.53M | 2.07% | −670−1.3% | Reduced |
| Weiss Asset Management LP | 49,159 | $5.47M | 0.12% | +49,159 | New |
| Trust Co of Kansas | 49,019 | $5.46M | 2.62% | −1,518−3.0% | Reduced |
| BKD Wealth Advisors, LLC | 48,988 | $5.45M | 0.13% | −1,553−3.1% | Reduced |
| Marietta Wealth Management, LLC | 48,959 | $5.45M | 0.78% | −323−0.7% | Reduced |
| Wallington Asset Management, LLC | 48,786 | $5.43M | 0.79% | +90+0.2% | Added |
| Westchester Capital Management, Inc. | 48,764 | $5.43M | 1.37% | −1,196−2.4% | Reduced |
| Highland Capital Management, LLC | 48,750 | $5.43M | 0.31% | +9,500+24.2% | Added |
| We Are One Seven, LLC | 48,663 | $5.42M | 0.21% | +4,710+10.7% | Added |
| Aptus Capital Advisors, LLC | 48,385 | $5.40M | 0.06% | +28,001+137.4% | Added |
| Everence Capital Management Inc | 48,339 | $5.38M | 0.35% | +2,440+5.3% | Added |
| Wesbanco Bank Inc | 48,310 | $5.38M | 0.18% | −3,041−5.9% | Reduced |
| Jeppson Wealth Management, LLC | 48,277 | $5.38M | 1.95% | −400−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 48,239 | $5.37M | 0.43% | +13,446+38.6% | Added |
| 111 Capital | 48,104 | $5.36M | 1.12% | +48,104 | New |
| Umb Bank N A | 48,038 | $5.35M | 0.08% | −10,315−17.7% | Reduced |
| Clearstead Advisors, LLC | 47,991 | $5.34M | 0.08% | −12,845−21.1% | Reduced |