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 |
|---|---|---|---|---|---|
| First Community Trust NA | 5,118 | $505.1K | 0.44% | −77−1.5% | Reduced |
| H&H Retirement Design & Management INC | 6,020 | $505.7K | 0.34% | +13+0.2% | Added |
| Alpha Omega Wealth Management LLC | 5,130 | $506.3K | 0.10% | −343−6.3% | Reduced |
| National Wealth Management Group, LLC | 5,130 | $506.3K | 0.33% | −22−0.4% | Reduced |
| Westside Investment Management, Inc. | 5,134 | $506.7K | 0.11% | +260+5.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,134 | $506.7K | 0.17% | +103+2.0% | Added |
| Calton & Associates, Inc. | 5,141 | $507.4K | 0.12% | +3,023+142.7% | Added |
| Napatree Capital LLC | 5,151 | $508.4K | 0.29% | −1,722−25.1% | Reduced |
| Taylor Financial Group, Inc. | 5,161 | $509.4K | 0.35% | +500+10.7% | Added |
| Northside Capital Management, LLC | 5,184 | $511.6K | 0.08% | −8−0.2% | Reduced |
| Hutchinson Capital Management | 5,194 | $512.6K | 0.10% | −105−2.0% | Reduced |
| Investment House LLC | 5,200 | $513.2K | 0.03% | 00.0% | Unchanged |
| EHP Funds Inc. | 5,200 | $513.2K | 0.57% | +5,200 | New |
| LJI Wealth Management, LLC | 5,219 | $515.1K | 0.10% | +110+2.2% | Added |
| Parisi Gray Wealth Management | 5,237 | $516.9K | 0.17% | −163−3.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 5,244 | $518.0K | 0.02% | +5,244 | New |
| Berger Financial Group, Inc | 5,251 | $518.2K | 0.04% | −658−11.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,661 | $519.0K | 0.17% | −148−3.1% | Reduced |
| West Family Investments, Inc. | 5,262 | $519.4K | 0.20% | +498+10.5% | Added |
| Smallwood Wealth Investment Management, LLC | 5,264 | $519.6K | 0.33% | −24−0.5% | Reduced |
| Sunpointe, LLC | 5,270 | $520.1K | 0.28% | +197+3.9% | Added |
| Retirement Planning Group | 5,270 | $520.2K | 0.02% | +792+17.7% | Added |
| Relyea Zuckerberg Hanson LLC | 5,271 | $520.2K | 0.07% | −586−10.0% | Reduced |
| Conscious Wealth Investments, LLC | 4,914 | $520.6K | 0.36% | −1,424−22.5% | Reduced |
| Saranac Partners Ltd | 5,278 | $520.9K | 0.30% | +512+10.7% | Added |
| Baker Avenue Asset Management, LP | 5,291 | $522.3K | 0.02% | +1,103+26.3% | Added |
| Twin Lakes Capital Management, LLC | 5,293 | $522.4K | 0.35% | +6+0.1% | Added |
| Delta Investment Management, LLC | 5,304 | $523.5K | 0.11% | −20.0% | Reduced |
| BLB&B Advisors, LLC | 5,307 | $523.8K | 0.03% | −726−12.0% | Reduced |
| Grantvest Financial Group LLC | 5,316 | $524.6K | 0.43% | +1,339+33.7% | Added |
| Zevenbergen Capital Investments LLC | 5,328 | $525.9K | 0.01% | −115−2.1% | Reduced |
| Pacific Sun Financial Corp | 5,328 | $525.9K | 0.30% | −494−8.5% | Reduced |
| Fairbanks Capital Management, Inc. | 5,348 | $527.8K | 0.34% | −630−10.5% | Reduced |
| TFB Advisors LLC | 5,352 | $528.2K | 0.15% | +153+2.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,370 | $530.0K | 0.08% | +351+7.0% | Added |
| McKinley Carter Wealth Services, Inc. | 5,377 | $530.7K | 0.03% | +39+0.7% | Added |
| Moloney Securities Asset Management, LLC | 5,387 | $531.7K | 0.07% | −1,805−25.1% | Reduced |
| Synergy Investment Management, LLC | 5,393 | $532.3K | 0.22% | −1,047−16.3% | Reduced |
| Marathon Trading Investment Management LLC | 5,402 | $533.2K | 0.28% | −30,000−84.7% | Reduced |
| Tower Trust & Investment Co | 5,867 | $533.5K | 0.43% | +5,867 | New |
| Jacksonville Wealth Management, LLC | 5,412 | $534.2K | 0.53% | −425−7.3% | Reduced |
| Orrstown Financial Services Inc | 5,414 | $534.4K | 0.13% | −371−6.4% | Reduced |
| Cornerstone Advisory, LLC | 5,804 | $535.0K | 0.06% | −452−7.2% | Reduced |
| S.E.E.D. Planning Group LLC | 5,445 | $537.5K | 0.18% | −375−6.4% | Reduced |
| Golden State Equity Partners | 5,449 | $537.8K | 0.11% | −21−0.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,457 | $538.6K | 0.31% | +20.0% | Added |
| SeaBridge Investment Advisors LLC | 5,465 | $539.4K | 0.12% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5,483 | $541.2K | 0.09% | +2,944+116.0% | Added |
| Great Diamond Partners, LLC | 5,484 | $541.2K | 0.15% | −621−10.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,490 | $541.9K | 0.26% | +46+0.8% | Added |
| TCI Wealth Advisors, Inc. | 5,499 | $542.8K | 0.04% | −374−6.4% | Reduced |
| GW Henssler & Associates Ltd | 5,514 | $544.3K | 0.03% | −28−0.5% | Reduced |
| Gradient Investments LLC | 5,522 | $545.0K | 0.01% | +1,808+48.7% | Added |
| Cozad Asset Management Inc | 5,535 | $546.3K | 0.05% | −807−12.7% | Reduced |
| Clean Yield Group | 5,539 | $546.7K | 0.18% | +250+4.7% | Added |
| Hollencrest Capital Management | 5,541 | $546.9K | 0.02% | −1,245−18.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,542 | $547.0K | 0.07% | −34−0.6% | Reduced |
| New Covenant Trust Company, N.A. | 5,590 | $548.2K | 0.58% | −560−9.1% | Reduced |
| Lakeshore Capital Group, Inc. | 5,559 | $548.6K | 0.53% | +93+1.7% | Added |
| Neumann Capital Management, LLC | 5,564 | $549.2K | 0.19% | +200+3.7% | Added |
| Landaas & Co | 5,585 | $551.0K | 0.15% | +3+0.1% | Added |
| Financial Perspectives, Inc | 5,583 | $551.1K | 0.19% | −323−5.5% | Reduced |
| Trust Co of Virginia | 5,584 | $551.1K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 5,601 | $552.8K | 0.05% | −282−4.8% | Reduced |
| LSV Asset Management | 5,600 | $553.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 5,608 | $553.5K | 0.21% | −647−10.3% | Reduced |
| Fairfield, Bush & Co. | 5,610 | $553.7K | 0.35% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 5,621 | $554.8K | 0.06% | −316−5.3% | Reduced |
| Northstar Advisory Group, LLC | 5,623 | $555.0K | 0.36% | +5,623 | New |
| Hemington Wealth Management | 5,628 | $555.0K | 0.09% | +105+1.9% | Added |
| Pinnacle Bancorp, Inc. | 5,630 | $555.7K | 0.18% | −106−1.8% | Reduced |
| Grant Private Wealth Management Inc | 5,643 | $557.0K | 0.60% | −213−3.6% | Reduced |
| PFG Private Wealth Management, LLC | 5,645 | $557.2K | 0.30% | +5,276+1,429.8% | Added |
| Interchange Capital Partners, LLC | 5,674 | $560.0K | 0.16% | −299−5.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,705 | $563.1K | 0.01% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 5,705 | $563.1K | 0.41% | +813+16.6% | Added |
| Harvey Investment Co LLC | 5,728 | $565.0K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,728 | $565.4K | 0.04% | −2,646−31.6% | Reduced |
| BTC Capital Management, Inc. | 5,733 | $565.8K | 0.05% | +70+1.2% | Added |
| World Equity Group, Inc. | 5,776 | $566.0K | 0.16% | −2,002−25.7% | Reduced |
| Argus Investors' Counsel, Inc. | 5,735 | $566.0K | 0.43% | −2,600−31.2% | Reduced |
| 4WEALTH Advisors, Inc. | 5,744 | $566.9K | 0.63% | +634+12.4% | Added |
| Financial Advisory Corp | 5,744 | $567.0K | 0.18% | −216−3.6% | Reduced |
| Whelan Financial | 5,753 | $567.8K | 0.22% | +3,542+160.2% | Added |
| MGO Private Wealth, LLC | 5,756 | $568.1K | 0.40% | +73+1.3% | Added |
| Fulton Breakefield Broenniman LLC | 5,758 | $568.3K | 0.04% | −380−6.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,767 | $569.2K | 0.24% | +251+4.6% | Added |
| Ledyard National Bank | 5,771 | $569.6K | 0.06% | −343−5.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,776 | $570.1K | 0.45% | +63+1.1% | Added |
| Clarity Wealth Advisors, LLC | 5,780 | $570.4K | 0.16% | −218−3.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,786 | $571.1K | 0.36% | +16+0.3% | Added |
| Probity Advisors, Inc. | 5,787 | $571.2K | 0.11% | −58−1.0% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $571.2K | 0.08% | 00.0% | Unchanged |
| Athena Investment Management | 5,791 | $571.6K | 0.35% | −40−0.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 5,794 | $571.9K | 0.11% | −13−0.2% | Reduced |
| Drive Wealth Management, LLC | 5,799 | $572.3K | 0.13% | +148+2.6% | Added |
| Paulson Wealth Management Inc. | 5,804 | $572.9K | 0.16% | −1,650−22.1% | Reduced |
| Intellus Advisors LLC | 5,823 | $574.7K | 0.10% | +20.0% | Added |
| First Heartland Consultants, Inc. | 5,831 | $575.5K | 0.06% | −20.0% | Reduced |
| River Wealth Advisors LLC | 5,834 | $575.8K | 0.08% | −423−6.8% | Reduced |