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, Q1 2025
Institutional positions in Walt Disney Co as of Mar 31, 2025. 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
- 3,077
- −116 vs. Q4 2024
- Shares held
- 1.29B
- +36.8M (+2.9%) vs. Q4 2024
- Total value
- $127.0B
- −$12.4B (−8.9%) vs. Q4 2024
- New holders
- 156
- 1,251 more added
- Sold out
- 272
- 1,385 more reduced
56 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Yoffe Investment Management, LLC | 4,347 | $429.1K | 0.63% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,352 | $429.5K | 0.21% | +15+0.3% | Added |
| Pacific Center for Financial Services | 4,353 | $429.6K | 0.11% | −85−1.9% | Reduced |
| Johnson Financial Group, Inc. | 4,375 | $431.8K | 0.02% | +2,433+125.3% | Added |
| Avantra Family Wealth, Inc. | 4,381 | $432.4K | 0.41% | +4,381 | New |
| Armstrong Advisory Group, Inc | 3,897 | $433.9K | 0.03% | 00.0% | Unchanged |
| Advisor Resource Council | 4,679 | $434.1K | 0.04% | +4,679 | New |
| Orca Investment Management, LLC | 4,402 | $434.5K | 0.43% | −96−2.1% | Reduced |
| Retirement Income Solutions, Inc | 4,419 | $436.2K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,431 | $437.3K | 0.07% | +159+3.7% | Added |
| Petix & Botte Co | 4,444 | $438.6K | 0.12% | 00.0% | Unchanged |
| Arnhold LLC | 4,464 | $440.6K | 0.04% | −1,000−18.3% | Reduced |
| Berkeley Capital Partners, LLC | 4,469 | $441.1K | 0.12% | −70−1.5% | Reduced |
| Tiemann Investment Advisors, LLC | 4,470 | $441.2K | 0.20% | −40−0.9% | Reduced |
| Burton Enright Welch | 4,479 | $442.1K | 0.09% | +75+1.7% | Added |
| Hall Kathryn A. | 4,504 | $444.5K | 0.27% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,510 | $445.1K | 0.16% | −373−7.6% | Reduced |
| IFG Advisory, LLC | 4,511 | $445.2K | 0.02% | +218+5.1% | Added |
| Zacks Investment Management | 4,528 | $446.9K | 0.00% | −1,665−26.9% | Reduced |
| Marino, Stram & Associates LLC | 4,540 | $448.1K | 0.10% | −35−0.8% | Reduced |
| Allegheny Financial Group LTD | 4,571 | $451.2K | 0.12% | −53−1.1% | Reduced |
| Monetary Management Group Inc | 4,575 | $451.6K | 0.12% | +150+3.4% | Added |
| William Mack & Associates, Inc. | 4,582 | $452.2K | 0.39% | −298−6.1% | Reduced |
| Balboa Wealth Partners | 4,585 | $452.6K | 0.11% | +6+0.1% | Added |
| Sovereign Financial Group, Inc. | 4,593 | $453.3K | 0.10% | −59−1.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,617 | $456.0K | 0.08% | +584+14.5% | Added |
| Fairvoy Private Wealth, LLC | 4,634 | $457.4K | 0.13% | −116−2.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,637 | $457.7K | 0.18% | +10.0% | Added |
| Arvest Bank Trust Division | 4,649 | $458.9K | 0.03% | −83,641−94.7% | Reduced |
| First National Bank | 4,649 | $458.9K | 0.30% | +50+1.1% | Added |
| Beacon Financial Group | 4,650 | $459.0K | 0.05% | −725−13.5% | Reduced |
| McAdam, LLC | 4,653 | $459.2K | 0.03% | +390+9.1% | Added |
| Smith Chas P & Associates Pa Cpas | 4,661 | $460.0K | 0.03% | −512−9.9% | Reduced |
| Ellis Investment Partners, LLC | 4,684 | $462.3K | 0.10% | −100−2.1% | Reduced |
| Rossby Financial, LCC | 5,125 | $462.7K | 0.20% | −4,607−47.3% | Reduced |
| Sentry Investment Management LLC | 5,559 | $463.0K | 0.31% | −1,660−23.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,695 | $463.4K | 0.13% | +82+1.8% | Added |
| Murphy & Mullick Capital Management Corp | 4,719 | $465.8K | 0.45% | −429−8.3% | Reduced |
| Fca Corp | 4,728 | $466.7K | 0.15% | +9+0.2% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $466.9K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,732 | $467.1K | 0.19% | +204+4.5% | Added |
| Dearborn Partners LLC | 4,733 | $467.1K | 0.02% | −41−0.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,736 | $467.4K | 0.06% | −680−12.6% | Reduced |
| IFG Advisors, LLC | 4,738 | $467.6K | 0.09% | −15−0.3% | Reduced |
| Lesa Sroufe & Co | 4,462 | $468.0K | 0.47% | +4,462 | New |
| Sendero Wealth Management, LLC | 4,746 | $468.4K | 0.07% | +386+8.9% | Added |
| MSH Capital Advisors LLC | 4,746 | $468.5K | 0.14% | −229−4.6% | Reduced |
| New World Advisors LLC | 4,751 | $468.9K | 0.11% | +1,001+26.7% | Added |
| Round Rock Advisors, LLC | 4,760 | $469.8K | 0.09% | +1,339+39.1% | Added |
| MQS Management LLC | 4,777 | $471.5K | 0.27% | +4,777 | New |
| Keeley-Teton Advisors, LLC | 4,788 | $472.6K | 0.06% | −451−8.6% | Reduced |
| Heron Bay Capital Management | 4,800 | $473.8K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,800 | $473.8K | 0.18% | 00.0% | Unchanged |
| Mathes Company, Inc. | 4,805 | $474.0K | 0.19% | −500−9.4% | Reduced |
| Annex Advisory Services, LLC | 4,804 | $474.2K | 0.01% | +62+1.3% | Added |
| Resurgent Financial Advisors LLC | 4,815 | $475.2K | 0.29% | −506−9.5% | Reduced |
| 180 Wealth Advisors, LLC | 4,819 | $475.7K | 0.08% | −206−4.1% | Reduced |
| Fortis Advisors, LLC | 4,822 | $475.9K | 0.31% | +500+11.6% | Added |
| Smart Portfolios, LLC | 4,828 | $476.5K | 0.52% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 4,840 | $477.7K | 0.26% | −185−3.7% | Reduced |
| American Financial Advisors, LLC | 4,855 | $479.2K | 0.07% | −59−1.2% | Reduced |
| Viawealth, LLC | 4,856 | $479.3K | 0.30% | −813−14.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,856 | $479.3K | 0.02% | −1,117−18.7% | Reduced |
| Onefund, LLC | 4,864 | $480.1K | 0.49% | +8+0.2% | Added |
| Exencial Wealth Advisors, LLC | 4,871 | $480.8K | 0.02% | −150−3.0% | Reduced |
| Aire Advisors, LLC | 4,875 | $481.2K | 0.10% | −1,968−28.8% | Reduced |
| Sierra Summit Advisors LLC | 4,879 | $481.6K | 0.10% | −399−7.6% | Reduced |
| Wealth Management Associates, Inc. | 4,895 | $483.1K | 0.21% | +5+0.1% | Added |
| Richards, Merrill & Peterson, Inc. | 4,895 | $483.1K | 0.25% | +175+3.7% | Added |
| Veracity Capital LLC | 4,905 | $484.1K | 0.19% | +141+3.0% | Added |
| Covey Capital Advisors, LLC | 4,929 | $486.5K | 0.56% | −6−0.1% | Reduced |
| Howland Capital Management LLC | 4,950 | $488.6K | 0.02% | −399−7.5% | Reduced |
| Holderness Investments Co | 4,951 | $488.6K | 0.11% | +36+0.7% | Added |
| Oxford Financial Group Ltd | 4,951 | $488.7K | 0.03% | −206−4.0% | Reduced |
| Goldstone Financial Group, LLC | 4,953 | $488.8K | 0.07% | +1,234+33.2% | Added |
| Secure Asset Management, LLC | 4,958 | $489.4K | 0.10% | −62−1.2% | Reduced |
| Greenberg Financial Group | 5,082 | $489.8K | 0.21% | +5,082 | New |
| KG&L Capital Management,LLC | 5,006 | $490.6K | 0.16% | −223−4.3% | Reduced |
| Presilium Private Wealth, LLC | 4,975 | $491.0K | 0.11% | −200−3.9% | Reduced |
| Pacific Sage Partners, LLC | 4,984 | $492.0K | 0.11% | +230+4.8% | Added |
| Moss Adams Wealth Advisors LLC | 4,986 | $492.1K | 0.05% | +665+15.4% | Added |
| Leigh Baldwin & Co., LLC | 4,994 | $493.0K | 0.40% | +108+2.2% | Added |
| Everpar Advisors LLC | 4,999 | $493.4K | 0.26% | −99−1.9% | Reduced |
| Meritas Wealth Management, LLC | 5,010 | $494.5K | 0.29% | −42−0.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,017 | $495.2K | 0.00% | −117,215−95.9% | Reduced |
| Coppell Advisory Solutions LLC | 5,436 | $495.6K | 0.07% | −8,144−60.0% | Reduced |
| Magnolia Capital Advisors LLC | 5,022 | $495.7K | 0.13% | −276−5.2% | Reduced |
| Paragon Private Wealth Management, LLC | 5,023 | $495.7K | 0.23% | −1,937−27.8% | Reduced |
| Intrua Financial, LLC | 5,039 | $497.4K | 0.08% | −1,998−28.4% | Reduced |
| TCFG Wealth Management, LLC | 5,040 | $497.4K | 0.25% | −35−0.7% | Reduced |
| Duncker Streett & Co Inc | 5,040 | $497.5K | 0.10% | −780−13.4% | Reduced |
| Octavia Wealth Advisors, LLC | 5,048 | $498.2K | 0.06% | +231+4.8% | Added |
| Altus Wealth Group LLC | 5,049 | $498.3K | 0.23% | −16−0.3% | Reduced |
| Pines Wealth Management, LLC | 6,114 | $499.7K | 0.23% | +366+6.4% | Added |
| Clarendon Private LLC | 5,065 | $499.9K | 0.53% | +166+3.4% | Added |
| Rocky Mountain Advisers, LLC | 5,065 | $499.9K | 0.15% | −4,888−49.1% | Reduced |
| Valley National Advisers Inc | 5,074 | $500.0K | 0.09% | −217−4.1% | Reduced |
| Papp L Roy & Associates | 5,072 | $500.6K | 0.06% | +26+0.5% | Added |
| Strategic Investment Advisors | 5,089 | $502.3K | 0.05% | +1,655+48.2% | Added |
| Revolve Wealth Partners, LLC | 5,109 | $504.3K | 0.07% | +281+5.8% | Added |