The Walt DisneyDIS
13F holders, Q1 2024 (March 31)3,176holders
19famous investors
$123.19avg. 13F price*
At the end of Q1 2024, 3,176 institutions reported holding The Walt Disney Co. (DIS) in their 13F filings. The largest holders were Vanguard Group Inc. ($18.8B), BlackRock Inc. ($14.9B) and State Street Corp. ($9.3B). 19 famous investors held it, including Nelson Peltz (49.3% of Trian Fund Management's portfolio), Mason Morfit (14.6% of ValueAct Capital's portfolio) and Chris Bloomstran (2.9% of Semper Augustus Investments's portfolio).
- Company
- The Walt Disney Co.
- Filed as
- DISNEY WALT CO (Q1 2024)
- Sector
- Consumer Discretionary
- CUSIP
- 254687106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 304 | $2.9B |
| Exits | 146 | $966.9M |
Ownership 3,176 holders
| Vanguard Group Inc. | 0.37% | Add +1.5% | 153,769,084 | $18.8B |
| BlackRock Inc. | 0.35% | Add +0.1% | 121,690,183 | $14.9B |
| State Street Corp. | 0.42% | Add +0.5% | 76,039,039 | $9.3B |
| Morgan Stanley | 0.47% | Reduce -0.4% | 47,826,463 | $5.9B |
| Geode Capital Management, LLC | 0.40% | Add +3.4% | 35,778,450 | $4.4B |
| FMR LLC | 0.28% | Add +79.2% | 34,255,574 | $4.2B |
| Trian Fund Management | 49.33% | No change | 32,337,856 | $4.0B |
| State Farm Mutual Automobile Insurance Co. | 3.47% | Reduce -2.0% | 31,524,081 | $3.9B |
| Northern Trust Corp. | 0.45% | Reduce -4.1% | 21,490,426 | $2.6B |
| Bank of America Corp. | 0.25% | Add +31.4% | 20,363,628 | $2.5B |
| Norges Bank | 0.38% | Reduce -7.5% | 19,856,751 | $2.4B |
| Loomis Sayles & Co. L P | 2.62% | Add +3.9% | 15,056,053 | $1.8B |
| Royal Bank of Canada | 0.44% | Add +0.1% | 14,705,082 | $1.8B |
| Bank of Montreal | 0.56% | Reduce -16.7% | 3,569,696 | $1.8B |
| Bank of New York Mellon Corp | 0.32% | Reduce -32.9% | 13,434,253 | $1.6B |
| Franklin Resources Inc. | 0.52% | Add +6.5% | 13,272,694 | $1.6B |
| Amundi | 0.69% | Add +5.0% | 14,133,758 | $1.6B |
| Invesco Ltd. | 0.33% | Add +63.0% | 12,448,599 | $1.5B |
| Nuveen Asset Management, LLC | 0.45% | Add +16.3% | 12,357,756 | $1.5B |
| Newport Trust Company, LLC | 4.07% | Reduce -1.4% | 12,233,273 | $1.5B |
| Jennison Associates LLC | 1.00% | New | 12,181,207 | $1.5B |
| T. Rowe Price Associates Inc. | 0.18% | Add +2.5% | 12,040,297 | $1.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.51% | Add +6.7% | 11,707,505 | $1.4B |
| Legal & General Group Plc | 0.40% | Reduce -0.3% | 11,233,758 | $1.4B |
| Massachusetts Financial Services Co. | 0.40% | Reduce -3.0% | 11,006,147 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.29% | Add +2.0% | 10,145,506 | $1.2B |
| Ameriprise Financial Inc. | 0.33% | Add +126.8% | 9,851,693 | $1.2B |
| Goldman Sachs Group Inc. | 0.25% | Reduce -2.5% | 9,801,537 | $1.2B |
| JPMorgan Chase & Co. | 0.10% | Add +15.6% | 9,310,639 | $1.1B |
| Alliancebernstein L.P. | 0.39% | Add +7.3% | 8,918,124 | $1.1B |
| Fisher Asset Management | 0.43% | Add +4.2% | 7,505,407 | $918.4M |
| Deutsche Bank AG | 0.41% | Add +15.0% | 7,249,773 | $887.1M |
| UBS Group AG | 0.27% | Add +12.9% | 6,665,671 | $815.6M |
| Wellington Management Group LLP | 0.14% | Add +133.9% | 6,606,930 | $808.4M |
| Primecap Management Co. | 0.60% | Add +4.0% | 6,524,341 | $798.3M |
| Barclays PLC | 0.35% | Add +18.1% | 6,364,750 | $778.8M |
| Capital World Investors | 0.13% | Add +3332.4% | 6,267,593 | $766.9M |
| Dimensional Fund Advisors LP | 0.20% | Add +2.5% | 6,149,898 | $752.5M |
| Wells Fargo & Company | 0.18% | Add +2.4% | 5,686,955 | $695.9M |
| Swiss National Bank | 0.47% | Reduce -4.0% | 5,490,925 | $671.9M |
| ValueAct Capital | 14.59% | Add +6.5% | 5,418,631 | $663.0M |
| Lindsell Train Ltd | 12.85% | Reduce -9.0% | 5,056,482 | $611.8M |
| California Public Employees Retirement System | 0.41% | Reduce -28.5% | 4,752,401 | $581.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.40% | Reduce -1.6% | 4,743,636 | $580.4M |
| HSBC Holdings PLC | 0.38% | Add +7.8% | 4,371,095 | $534.8M |
| Clearbridge Investments, LLC | 0.42% | Add +76.2% | 4,355,904 | $533.0M |
| First Eagle Investment Management, LLC | 1.13% | Add +1.0% | 4,053,071 | $495.9M |
| Swedbank AB | 0.70% | Add +3.2% | 4,034,943 | $493.7M |
| Manufacturers Life Insurance Company, The | 0.44% | Add +3.9% | 3,904,117 | $477.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.54% | Add +233.0% | 3,837,677 | $469.6M |
| Envestnet Asset Management Inc. | 0.17% | Add +54.5% | 3,776,186 | $462.1M |
| Credit Suisse AG/ | 0.41% | Reduce -9.4% | 3,490,188 | $427.1M |
| Ontario Teachers Pension Plan Board | 3.96% | New | 3,477,994 | $425.6M |
| Rhumbline Advisers | 0.40% | Reduce -0.1% | 3,445,907 | $421.6M |
| Macquarie Group Ltd. | 0.46% | Reduce -4.0% | 3,307,863 | $404.7M |
| Baird Financial Group, Inc. | 0.84% | Add +11.5% | 3,287,955 | $402.3M |
| Alecta Tjanstepension Omsesidigt | 2.27% | Add +6.6% | 3,251,100 | $397.7M |
| National Pension Service | 0.47% | Add +1.5% | 3,183,991 | $389.6M |
| Lazard Asset Management LLC | 0.48% | Reduce -5.6% | 2,974,234 | $363.9M |
| California State Teachers Retirement System | 0.46% | Add +0.8% | 2,968,454 | $363.2M |
| FIL Ltd | 0.36% | Add +182.2% | 2,948,491 | $360.8M |
| Unisphere Establishment | 3.59% | Add +1.4% | 2,902,000 | $355.1M |
| CIBC Private Wealth Group LLC | 0.67% | Reduce -0.5% | 2,801,147 | $340.4M |
| New York State Common Retirement Fund | 0.42% | Reduce -8.3% | 2,574,487 | $315.0M |
| Natixis Advisors, LLC | 0.71% | Add +27.0% | 2,515,803 | $307.8M |
| HighTower Advisors, LLC | 0.49% | Add +3.4% | 2,491,230 | $304.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.41% | Add +20.3% | 2,397,032 | $293.3M |
| Voya Investment Management LLC | 0.33% | Add +97.8% | 2,377,709 | $290.9M |
| Prudential Financial Inc. | 0.41% | Add +58.8% | 2,371,846 | $290.2M |
| DAVENPORT & Co LLC | 1.79% | Reduce -0.7% | 2,350,629 | $286.9M |
| Raymond James & Associates | 0.19% | Add +9.5% | 2,323,652 | $284.3M |
| Harris Associates (Oakmark Funds) | 0.46% | Reduce -2.3% | 2,315,243 | $283.3M |
| Millennium Management | 0.24% | Reduce -10.9% | 2,269,512 | $277.7M |
| BNP Paribas Financial Markets | 0.35% | Reduce -16.7% | 2,262,102 | $276.8M |
| Principal Financial Group Inc. | 0.16% | Add +1.0% | 2,248,300 | $275.1M |
| ABN AMRO Bank N.V. | 4.06% | Add +3.2% | 2,217,162 | $271.5M |
| Sarasin & Partners LLP | 2.59% | Reduce -7.2% | 2,151,134 | $263.2M |
| Van Eck Associates Corp. | 0.40% | Reduce -43.6% | 2,147,221 | $262.7M |
| Ensign Peak Advisors, Inc | 0.48% | Add +36.6% | 2,143,088 | $262.2M |
| Markel Group | 2.45% | No change | 2,031,665 | $248.6M |
| Vaughan Nelson Investment Management, L.P. | 2.15% | Add +84.6% | 2,000,267 | $244.8M |
| Neuberger Berman Group LLC | 0.20% | Add +39.4% | 1,970,613 | $241.1M |
| Janus Henderson Group PLC | 0.13% | Add +663.0% | 1,897,850 | $232.2M |
| Orbis Allan Gray Ltd | 1.37% | Reduce -7.5% | 1,863,080 | $228.0M |
| Corient Private Wealth LP | 0.40% | Add +0.6% | 1,832,360 | $224.1M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.2% | 1,831,591 | $224.1M |
| New York State Teachers Retirement System | 0.46% | Reduce -2.0% | 1,805,634 | $220.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.59% | Reduce -0.0% | 1,801,544 | $220.4M |
| Adage Capital Partners Gp, L.L.C. | 0.42% | Reduce -3.3% | 1,800,525 | $220.3M |
| Aberdeen Group plc | 0.42% | Add +4.3% | 1,734,678 | $212.3M |
| CANADA LIFE ASSURANCE Co | 0.42% | Add +1.7% | 1,699,415 | $208.2M |
| Rathbones Group PLC | 1.19% | Add +2.9% | 1,691,942 | $207.0M |
| LPL Financial LLC | 0.11% | Add +4.8% | 1,691,819 | $207.0M |
| Yacktman Asset Management | 1.81% | Reduce -0.1% | 1,646,882 | $201.5M |
| Chevy Chase Trust Holdings, LLC | 0.66% | Add +11.3% | 1,642,461 | $201.0M |
| State Board of Administration of Florida Retirement System | 0.46% | Add +4.3% | 1,968,620 | $197.1M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -35.4% | 1,594,550 | $195.1M |
| Marshfield Associates | 3.97% | Add +0.4% | 1,581,096 | $193.5M |
| Truist Financial Corp. | 0.28% | Add +4.6% | 1,531,871 | $187.4M |
| Coho Partners, Ltd. | 4.35% | Add +8.0% | 1,447,051 | $177.1M |
"% of holder's portfolio" is DIS's weight in each manager's 13F, not the share of The Walt Disney Co. the manager owns.