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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 47,861 | $5.33M | 0.83% | +1,039+2.2% | Added |
| BFSG, LLC | 47,676 | $5.31M | 0.62% | +27,212+133.0% | Added |
| Savoie Capital LLC | 47,491 | $5.29M | 0.63% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 47,209 | $5.26M | 0.66% | +30.0% | Added |
| HB Wealth Management, LLC | 47,168 | $5.25M | 0.05% | +1,692+3.7% | Added |
| Baxter Bros Inc | 47,138 | $5.25M | 0.69% | −3,564−7.0% | Reduced |
| Boston Research & Management Inc | 47,108 | $5.25M | 1.27% | +937+2.0% | Added |
| Roberts Wealth Advisors, LLC | 48,329 | $5.23M | 1.59% | +1,925+4.1% | Added |
| Conning Inc. | 46,711 | $5.20M | 0.18% | −8,906−16.0% | Reduced |
| Bank of Nova Scotia Trust Co | 46,588 | $5.19M | 0.55% | −25−0.1% | Reduced |
| 1st Source Bank | 46,428 | $5.17M | 0.30% | −769−1.6% | Reduced |
| Logan Capital Management Inc | 46,195 | $5.14M | 0.22% | −5,151−10.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 46,025 | $5.14M | 1.08% | −9,005−16.4% | Reduced |
| Courier Capital LLC | 46,064 | $5.13M | 0.35% | +401+0.9% | Added |
| South State Corp. | 46,036 | $5.13M | 0.34% | −789−1.7% | Reduced |
| Lincluden Management Ltd | 45,942 | $5.12M | 0.62% | −70.0% | Reduced |
| Charter Trust Co | 45,586 | $5.08M | 0.33% | +525+1.2% | Added |
| Trust Co of Toledo NA | 45,443 | $5.06M | 0.66% | −52−0.1% | Reduced |
| Mountain Hill Investment Partners Corp. | 45,435 | $5.06M | 5.15% | +45,435 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 44,577 | $5.05M | 0.04% | −2,616−5.5% | Reduced |
| Stamos Capital Partners, L.P. | 45,270 | $5.04M | 1.18% | −18,230−28.7% | Reduced |
| Independent Investors Inc | 45,264 | $5.04M | 1.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 45,153 | $5.03M | 0.38% | +4,556+11.2% | Added |
| Anderson Hoagland & Co | 46,836 | $5.01M | 0.52% | 00.0% | Unchanged |
| V2 Financial group LLC | 44,756 | $4.98M | 3.03% | −719−1.6% | Reduced |
| Prospera Financial Services Inc | 44,545 | $4.97M | 0.12% | −1,625−3.5% | Reduced |
| SBI Securities Co., Ltd. | 44,184 | $4.92M | 0.15% | +44,184 | New |
| Anchor Investment Management, LLC | 44,147 | $4.92M | 0.46% | +2,683+6.5% | Added |
| Insigneo Advisory Services, LLC | 43,538 | $4.85M | 0.50% | −715−1.6% | Reduced |
| Diversified Investment Strategies, LLC | 43,391 | $4.83M | 3.15% | +175+0.4% | Added |
| Eagle Global Advisors LLC | 43,381 | $4.83M | 0.20% | +8,638+24.9% | Added |
| Wells Trecaso Financial Group, LLC | 43,299 | $4.82M | 1.58% | +408+1.0% | Added |
| Capital Analysts, LLC | 43,271 | $4.82M | 0.19% | −1,265−2.8% | Reduced |
| Evercore Wealth Management, LLC | 43,165 | $4.81M | 0.07% | −1,258−2.8% | Reduced |
| Exchange Capital Management, Inc. | 43,131 | $4.80M | 0.76% | +4,218+10.8% | Added |
| Thornburg Investment Management Inc | 43,016 | $4.79M | 0.06% | +5,668+15.2% | Added |
| First Hawaiian Bank | 42,962 | $4.78M | 0.16% | +4,308+11.1% | Added |
| Sigma Planning Corp | 42,951 | $4.78M | 0.15% | −2,634−5.8% | Reduced |
| Buckingham Strategic Partners | 42,815 | $4.77M | 0.08% | +12,024+39.1% | Added |
| Marsico Capital Management LLC | 42,811 | $4.77M | 0.13% | +42,811 | New |
| Howe & Rusling Inc | 42,696 | $4.75M | 0.41% | −1,933−4.3% | Reduced |
| Lynch Asset Management, Inc. | 42,675 | $4.75M | 1.92% | −300−0.7% | Reduced |
| Bristlecone Advisors, LLC | 42,656 | $4.75M | 0.37% | +194+0.5% | Added |
| Evoke Wealth, LLC | 42,410 | $4.74M | 0.13% | −2,458−5.5% | Reduced |
| DoubleLine ETF Adviser LP | 42,599 | $4.74M | 1.28% | −6,713−13.6% | Reduced |
| Simmons Bank | 42,526 | $4.74M | 0.35% | −901−2.1% | Reduced |
| CAPROCK Group, Inc. | 42,228 | $4.72M | 0.15% | +2,406+6.0% | Added |
| Greenleaf Trust | 42,382 | $4.72M | 0.04% | +1,637+4.0% | Added |
| Generali Investments, Management Co LLC | 42,195 | $4.70M | 1.21% | +42,195 | New |
| Blue Zone Wealth Advisors, LLC | 42,149 | $4.69M | 1.35% | +1,101+2.7% | Added |
| United Services Automobile Association | 41,903 | $4.67M | 0.15% | −531−1.3% | Reduced |
| Columbia Asset Management | 41,797 | $4.65M | 0.89% | −308−0.7% | Reduced |
| Cornerstone Wealth Group, LLC | 41,741 | $4.65M | 0.38% | +57+0.1% | Added |
| Bridge Creek Capital Management LLC | 41,655 | $4.64M | 1.43% | −640−1.5% | Reduced |
| Sepio Capital, LP | 41,632 | $4.64M | 0.37% | −638−1.5% | Reduced |
| Dorchester Wealth Management Co | 41,588 | $4.63M | 0.92% | +4,845+13.2% | Added |
| Dynamic Advisor Solutions LLC | 41,563 | $4.63M | 0.20% | −3,046−6.8% | Reduced |
| Hamilton Wealth, LLC | 41,529 | $4.62M | 1.12% | −1,178−2.8% | Reduced |
| Reliant Investment Management, LLC | 41,500 | $4.62M | 2.04% | +178+0.4% | Added |
| Level Four Advisory Services, LLC | 41,499 | $4.62M | 0.19% | −1,656−3.8% | Reduced |
| Sawyer & Company, Inc | 41,502 | $4.62M | 1.71% | −293−0.7% | Reduced |
| Brown Brothers Harriman & Co | 41,386 | $4.61M | 0.03% | +202+0.5% | Added |
| AMG National Trust Bank | 41,440 | $4.60M | 0.13% | −6,244−13.1% | Reduced |
| Welch & Forbes LLC | 41,103 | $4.58M | 0.06% | −182−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 40,963 | $4.56M | 0.09% | −72,067−63.8% | Reduced |
| Hartford Financial Management Inc. | 40,937 | $4.56M | 0.93% | −5,849−12.5% | Reduced |
| Capital Asset Advisory Services LLC | 40,795 | $4.53M | 0.22% | +809+2.0% | Added |
| Leavell Investment Management, Inc. | 40,453 | $4.53M | 0.22% | −1,286−3.1% | Reduced |
| Coldstream Capital Management Inc | 40,628 | $4.52M | 0.10% | −7,189−15.0% | Reduced |
| KCM Investment Advisors LLC | 40,614 | $4.52M | 0.16% | −6,215−13.3% | Reduced |
| Resources Investment Advisors, LLC. | 40,588 | $4.52M | 0.05% | −2,058−4.8% | Reduced |
| Shufro Rose & Co LLC | 39,897 | $4.44M | 0.35% | −2,900−6.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 57,874 | $4.42M | 0.77% | +4,178+7.8% | Added |
| Arlington Partners LLC | 39,607 | $4.41M | 1.71% | −3,416−7.9% | Reduced |
| CFC Planning Co LLC | 39,434 | $4.39M | 4.70% | +39,434 | New |
| IFP Advisors, Inc | 39,427 | $4.39M | 0.14% | +17,910+83.2% | Added |
| Capital Investment Counsel, Inc | 39,418 | $4.39M | 0.66% | −3,273−7.7% | Reduced |
| Koshinski Asset Management, Inc. | 39,136 | $4.36M | 0.37% | +111+0.3% | Added |
| Narwhal Capital Management | 38,992 | $4.34M | 0.38% | +3,112+8.7% | Added |
| Fagan Associates, Inc. | 38,964 | $4.34M | 0.69% | −64−0.2% | Reduced |
| VELA Investment Management, LLC | 38,929 | $4.33M | 1.48% | −8,655−18.2% | Reduced |
| Merit Financial Group, LLC | 38,900 | $4.33M | 0.08% | +5,955+18.1% | Added |
| St Germain D J Co Inc | 38,796 | $4.32M | 0.20% | +302+0.8% | Added |
| Mandatum Life Insurance Co Ltd | 38,712 | $4.31M | 1.28% | −1,703−4.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $4.31M | 0.52% | 00.0% | Unchanged |
| Groupe la Francaise | 40,482 | $4.31M | 0.11% | +40,482 | New |
| German American Bancorp, Inc. | 38,588 | $4.30M | 0.45% | +667+1.8% | Added |
| Jag Capital Management, LLC | 38,538 | $4.29M | 0.60% | +353+0.9% | Added |
| Nilsine Partners, LLC | 38,371 | $4.27M | 0.46% | +1,794+4.9% | Added |
| Transcend Wealth Collective, LLC | 38,280 | $4.26M | 0.31% | +634+1.7% | Added |
| Horizon Investments, LLC | 37,895 | $4.22M | 0.12% | +905+2.4% | Added |
| Lyell Wealth Management, LP | 37,890 | $4.22M | 0.38% | −4,225−10.0% | Reduced |
| IHT Wealth Management, LLC | 37,882 | $4.22M | 0.14% | −1,457−3.7% | Reduced |
| Aurdan Capital Management, LLC | 37,874 | $4.22M | 1.62% | +37,874 | New |
| Hantz Financial Services, Inc. | 37,840 | $4.21M | 0.07% | −1,321−3.4% | Reduced |
| FengHe Fund Management Pte. Ltd. | 37,800 | $4.21M | 1.24% | −37,900−50.1% | Reduced |
| Cohen Capital Management, Inc. | 37,781 | $4.21M | 0.70% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 47,499 | $4.19M | 1.10% | −6,960−12.8% | Reduced |
| Infusive Asset Management Inc. | 37,659 | $4.19M | 1.87% | −7,518−16.6% | Reduced |
| Roanoke Asset Management Corp | 37,652 | $4.19M | 1.35% | +2,050+5.8% | Added |