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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 5,823 | $576.0K | 0.26% | −191−3.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,842 | $576.6K | 0.04% | −18,455−76.0% | Reduced |
| Stevens Capital Management LP | 5,850 | $577.0K | 0.14% | −4,633−44.2% | Reduced |
| Titleist Asset Management, LLC | 5,846 | $577.0K | 0.07% | −1,551−21.0% | Reduced |
| Catalyst Financial Partners LLC | 5,850 | $577.4K | 0.11% | +142+2.5% | Added |
| Triumph Capital Management | 5,864 | $578.8K | 0.19% | +209+3.7% | Added |
| Sterling Investment Advisors, Ltd. | 5,869 | $579.3K | 0.14% | +128+2.2% | Added |
| TT Capital Management LLC | 5,877 | $580.0K | 0.49% | −12−0.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,883 | $580.6K | 0.14% | −171−2.8% | Reduced |
| Liberty Capital Management, Inc. | 5,883 | $580.7K | 0.13% | +47+0.8% | Added |
| Mountain Hill Investment Partners Corp. | 5,885 | $580.9K | 0.57% | −39,550−87.0% | Reduced |
| Private Wealth Asset Management, LLC | 5,897 | $582.0K | 0.08% | +5,897 | New |
| BridgePort Financial Solutions, LLC | 5,902 | $582.6K | 0.26% | +65+1.1% | Added |
| New Hampshire Trust | 5,917 | $584.0K | 0.13% | −21,328−78.3% | Reduced |
| Flynn Zito Capital Management, LLC | 5,928 | $585.1K | 0.27% | −198−3.2% | Reduced |
| Cromwell Holdings LLC | 5,940 | $586.3K | 0.38% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 5,943 | $587.0K | 0.02% | −80,397−93.1% | Reduced |
| Vista Investment Partners II, LLC | 5,948 | $587.1K | 0.32% | +36+0.6% | Added |
| Klingman & Associates, LLC | 5,950 | $587.3K | 0.04% | −218−3.5% | Reduced |
| BigSur Wealth Management LLC | 5,950 | $587.3K | 0.16% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 5,960 | $588.3K | 0.18% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,972 | $589.4K | 0.44% | −47−0.8% | Reduced |
| Empirical Asset Management, LLC | 5,975 | $589.7K | 0.20% | −122,319−95.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,988 | $591.0K | 0.02% | −701−10.5% | Reduced |
| Foundation Wealth Management, LLC | 5,991 | $591.3K | 0.46% | +1,644+37.8% | Added |
| Apollon Financial, LLC | 5,999 | $592.1K | 0.14% | +62+1.0% | Added |
| Callan Capital, LLC | 6,002 | $592.4K | 0.04% | −77−1.3% | Reduced |
| Morton Capital Management LLC | 6,004 | $592.6K | 0.11% | +191+3.3% | Added |
| LVW Advisors, LLC | 6,005 | $592.7K | 0.07% | +535+9.8% | Added |
| Marks Group Wealth Management, Inc | 6,006 | $592.8K | 0.06% | −130−2.1% | Reduced |
| Seeds Investor LLC | 6,009 | $593.0K | 0.17% | +515+9.4% | Added |
| Wrapmanager Inc | 6,017 | $593.9K | 0.16% | −274−4.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,335 | $594.1K | 0.20% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 6,020 | $594.2K | 0.07% | +394+7.0% | Added |
| Brookwood Investment Group LLC | 6,027 | $594.8K | 0.10% | +6,027 | New |
| Alhambra Investment Partners LLC | 6,028 | $594.9K | 0.31% | +206+3.5% | Added |
| Capital Performance Advisors LLP | 6,033 | $595.4K | 0.13% | +4,167+223.3% | Added |
| Joseph P. Lucia & Associates, LLC | 6,064 | $598.5K | 0.27% | −957−13.6% | Reduced |
| Lake Street Financial LLC | 6,066 | $598.7K | 0.10% | −243−3.9% | Reduced |
| Amplius Wealth Advisors, LLC | 6,066 | $598.8K | 0.06% | −901−12.9% | Reduced |
| West Coast Financial LLC | 6,099 | $601.9K | 0.07% | −92−1.5% | Reduced |
| Opal Wealth Advisors, LLC | 6,102 | $602.3K | 0.19% | −2,484−28.9% | Reduced |
| RMR Wealth Builders | 6,105 | $602.6K | 0.06% | −1,251−17.0% | Reduced |
| Peddock Capital Advisors, LLC | 6,120 | $604.0K | 0.15% | 00.0% | Unchanged |
| Trust Point Inc. | 6,121 | $604.1K | 0.06% | −1,738−22.1% | Reduced |
| Tyche Wealth Partners LLC | 6,133 | $605.3K | 0.13% | +608+11.0% | Added |
| Cheviot Value Management, LLC | 6,584 | $606.4K | 0.07% | −1,843−21.9% | Reduced |
| Lifeworks Advisors, LLC | 6,166 | $608.6K | 0.10% | +522+9.2% | Added |
| James Investment Research Inc | 6,171 | $609.1K | 0.08% | +66+1.1% | Added |
| 1620 Investment Advisors, Inc. | 6,179 | $609.9K | 0.47% | −57−0.9% | Reduced |
| Summitry LLC | 6,198 | $611.8K | 0.03% | −1,623−20.8% | Reduced |
| Addison Advisors LLC | 6,213 | $613.2K | 0.17% | −8−0.1% | Reduced |
| DecisionMap Wealth Management, LLC | 6,225 | $614.4K | 0.47% | −674−9.8% | Reduced |
| Crawford Investment Counsel Inc | 6,231 | $615.0K | 0.01% | −143−2.2% | Reduced |
| AdvisorNet Financial, Inc | 6,233 | $615.2K | 0.05% | −193−3.0% | Reduced |
| Advisors Preferred, LLC | 6,300 | $615.4K | 0.08% | +6,300 | New |
| Hickory Asset Management, Inc. | 6,249 | $616.8K | 0.55% | −291−4.4% | Reduced |
| Versant Capital Management, Inc | 6,257 | $617.6K | 0.10% | +2,589+70.6% | Added |
| Schulhoff & Co Inc | 6,270 | $618.8K | 0.27% | −199−3.1% | Reduced |
| Creekmur Asset Management LLC | 6,272 | $619.0K | 0.13% | +6,257+41,713.3% | Added |
| First Pacific Financial | 6,274 | $619.2K | 0.13% | −1,433−18.6% | Reduced |
| Cape Ann Savings Bank | 6,279 | $619.7K | 0.39% | +459+7.9% | Added |
| Garrett Wealth Advisory Group, LLC | 6,280 | $619.8K | 0.14% | +160+2.6% | Added |
| Greykasell Wealth Strategies, Inc. | 6,287 | $620.5K | 0.33% | +260+4.3% | Added |
| Lineweaver Wealth Advisors, LLC | 6,283 | $620.7K | 0.11% | +212+3.5% | Added |
| Barton Investment Management | 6,289 | $620.7K | 0.08% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,297 | $621.5K | 0.42% | −735−10.5% | Reduced |
| Garrison Point Advisors, LLC | 6,301 | $621.9K | 0.30% | −167−2.6% | Reduced |
| Connecticut Wealth Management, LLC | 6,323 | $624.1K | 0.03% | −160−2.5% | Reduced |
| Prospect Financial Services LLC | 6,326 | $624.3K | 0.35% | −991−13.5% | Reduced |
| Am Investment Strategies LLC | 6,343 | $626.0K | 0.15% | −175−2.7% | Reduced |
| St. Johns Investment Management Company, LLC | 6,348 | $626.6K | 0.31% | −662−9.4% | Reduced |
| VestGen Advisors, LLC | 6,352 | $626.9K | 0.03% | +6,352 | New |
| KC Investment Advisors, LLC | 6,383 | $630.0K | 0.14% | +7+0.1% | Added |
| Richardson Financial Services Inc. | 6,417 | $633.4K | 0.48% | +71+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 6,420 | $633.7K | 0.16% | +250+4.1% | Added |
| Youngs Advisory Group, Inc. | 6,449 | $636.0K | 0.26% | −1,163−15.3% | Reduced |
| West Paces Advisors Inc. | 6,445 | $636.1K | 0.14% | −132−2.0% | Reduced |
| Main Street Financial Solutions, LLC | 6,475 | $639.1K | 0.06% | −1,272−16.4% | Reduced |
| Prentice Wealth Management LLC | 6,492 | $640.8K | 0.18% | +137+2.2% | Added |
| Dillon & Associates Inc | 6,488 | $642.0K | 0.10% | −8−0.1% | Reduced |
| Baldwin Brothers Inc | 6,515 | $643.0K | 0.05% | −506−7.2% | Reduced |
| Quadcap Wealth Management, LLC | 6,517 | $643.3K | 0.09% | +39+0.6% | Added |
| Wealth Advisory Solutions, LLC | 6,526 | $644.1K | 0.17% | −223−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 6,535 | $645.0K | 0.10% | −335−4.9% | Reduced |
| Avantax Planning Partners, Inc. | 6,544 | $645.9K | 0.02% | −3,739−36.4% | Reduced |
| Platform Technology Partners | 6,546 | $646.1K | 0.19% | +6,546 | New |
| Parkside Financial Bank & Trust | 6,549 | $646.4K | 0.08% | +102+1.6% | Added |
| Financial Advisory Service, Inc. | 6,575 | $649.0K | 0.05% | −7−0.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,583 | $649.7K | 0.52% | +2,781+73.1% | Added |
| Weaver Consulting Group | 6,600 | $651.5K | 0.20% | −417−5.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,608 | $652.2K | 0.09% | −109−1.6% | Reduced |
| WealthTrust Axiom LLC | 6,625 | $653.9K | 0.20% | +30+0.5% | Added |
| Eaton Financial Holdings Company, LLC | 6,627 | $654.1K | 0.27% | −10.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,633 | $654.7K | 0.06% | +163+2.5% | Added |
| Chatham Capital Group, Inc. | 6,636 | $655.0K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,653 | $656.6K | 0.11% | −234−3.4% | Reduced |
| Tobam | 6,654 | $657.0K | 0.28% | +2,207+49.6% | Added |
| Pine Haven Investment Counsel, Inc | 6,679 | $659.2K | 0.55% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 6,690 | $660.3K | 0.25% | −45−0.7% | Reduced |