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
- 3,076
- −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
- 1,384 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 |
|---|---|---|---|---|---|
| PCG Asset Management, LLC | 6,508 | $661.8K | 0.62% | −232−3.4% | Reduced |
| Norway Savings Bank | 6,715 | $662.8K | 0.38% | −4,209−38.5% | Reduced |
| Oxler Private Wealth LLC | 6,728 | $664.1K | 0.23% | +180+2.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,737 | $665.0K | 0.23% | +44+0.7% | Added |
| Guardian Wealth Advisors, LLC | 6,741 | $665.4K | 0.05% | −40−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 6,768 | $669.0K | 0.10% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 6,795 | $670.7K | 0.06% | +1,015+17.6% | Added |
| ISAM Funds (UK) Ltd | 6,843 | $675.4K | 0.33% | +6,843 | New |
| Argyle Capital Partners, LLC | 6,866 | $677.7K | 0.58% | +384+5.9% | Added |
| Aull & Monroe Investment Management Corp | 6,867 | $677.8K | 0.34% | −75−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,869 | $678.0K | 0.04% | −37−0.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 6,869 | $678.0K | 0.05% | −589−7.9% | Reduced |
| Foster Group, Inc. | 6,870 | $678.1K | 0.03% | +188+2.8% | Added |
| Legacy Capital Wealth Partners, LLC | 6,881 | $679.2K | 0.17% | −1,110−13.9% | Reduced |
| Embree Financial Group | 6,886 | $679.7K | 0.11% | −457−6.2% | Reduced |
| GeoWealth Management, LLC | 6,887 | $679.8K | 0.03% | −4,367−38.8% | Reduced |
| River Street Advisors LLC | 6,890 | $680.0K | 0.34% | +81+1.2% | Added |
| Gillespie Robinson & Grimm Inc | 6,933 | $684.3K | 0.06% | +600+9.5% | Added |
| Coastwise Capital Group, LLC | 6,964 | $687.3K | 0.58% | −240−3.3% | Reduced |
| denkapparat Operations GmbH | 6,968 | $687.7K | 0.73% | +6,968 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 6,975 | $688.4K | 0.02% | +5,125+277.0% | Added |
| Financial Sense Advisors, Inc. | 6,979 | $688.9K | 0.20% | +137+2.0% | Added |
| Zullo Investment Group, Inc. | 6,996 | $690.5K | 0.30% | −15−0.2% | Reduced |
| PFG Advisors | 7,018 | $692.7K | 0.04% | +8+0.1% | Added |
| Shum Financial Group, Inc. | 7,023 | $693.2K | 0.60% | −59−0.8% | Reduced |
| Quent Capital, LLC | 7,029 | $693.8K | 0.07% | −121−1.7% | Reduced |
| WESCAP Management Group, Inc. | 7,041 | $694.9K | 0.17% | 00.0% | Unchanged |
| ERn Financial, LLC | 7,084 | $699.2K | 0.11% | −465−6.2% | Reduced |
| High Net Worth Advisory Group LLC | 7,103 | $701.1K | 0.20% | +10.0% | Added |
| Oakworth Capital, Inc. | 7,109 | $701.7K | 0.05% | −898−11.2% | Reduced |
| South Plains Financial, Inc. | 7,145 | $705.2K | 0.55% | −262−3.5% | Reduced |
| Great Lakes Retirement, Inc. | 7,152 | $705.9K | 0.09% | +726+11.3% | Added |
| Chiron Capital Management, LLC | 7,154 | $706.1K | 0.64% | −60−0.8% | Reduced |
| Deltec Asset Management LLC | 7,158 | $706.5K | 0.15% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,182 | $708.9K | 0.13% | −882−10.9% | Reduced |
| Golden State Wealth Management, LLC | 7,220 | $712.7K | 0.11% | +1,188+19.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,223 | $713.0K | 0.10% | +18+0.2% | Added |
| Kondo Wealth Advisors, Inc. | 7,233 | $714.1K | 0.35% | +47+0.7% | Added |
| Personal Cfo Solutions, LLC | 7,235 | $714.1K | 0.14% | +1,334+22.6% | Added |
| Patrick M Sweeney & Associates, Inc | 7,237 | $714.3K | 0.53% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,242 | $714.8K | 0.06% | +642+9.7% | Added |
| Onyx Bridge Wealth Group LLC | 7,253 | $715.9K | 0.10% | −378−5.0% | Reduced |
| Verdence Capital Advisors LLC | 7,268 | $717.4K | 0.05% | +232+3.3% | Added |
| Prestige Wealth Management Group LLC | 7,281 | $718.6K | 0.15% | −733−9.1% | Reduced |
| Forza Wealth Management, LLC | 7,283 | $718.8K | 0.32% | +110+1.5% | Added |
| Beta Wealth Group, Inc. | 7,297 | $720.3K | 0.26% | −49,357−87.1% | Reduced |
| Old Port Advisors | 7,317 | $722.2K | 0.21% | +65+0.9% | Added |
| Howard Capital Management Group, LLC | 7,333 | $723.8K | 0.06% | −171−2.3% | Reduced |
| Centurion Wealth Management LLC | 6,536 | $727.7K | 0.23% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,382 | $728.6K | 0.14% | +596+8.8% | Added |
| CFO4Life Group, LLC | 7,385 | $728.9K | 0.12% | −662−8.2% | Reduced |
| Advisory Alpha, LLC | 7,390 | $729.4K | 0.02% | +680+10.1% | Added |
| Saybrook Capital | 7,400 | $730.4K | 0.20% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,407 | $731.1K | 0.05% | +348+4.9% | Added |
| CoreFirst Bank & Trust | 7,409 | $731.3K | 0.47% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,429 | $733.3K | 0.03% | −910−10.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,436 | $733.9K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7,438 | $734.1K | 0.18% | +2,932+65.1% | Added |
| Cypress Wealth Services, LLC | 7,439 | $734.2K | 0.15% | +160+2.2% | Added |
| White Pine Capital LLC | 7,444 | $734.7K | 0.25% | +15+0.2% | Added |
| 3Chopt Investment Partners, LLC | 7,444 | $734.7K | 0.19% | +7,444 | New |
| Mainstream Capital Management LLC | 7,454 | $735.7K | 0.58% | −832−10.0% | Reduced |
| one8zero8, LLC | 7,465 | $736.8K | 0.17% | −750−9.1% | Reduced |
| Accredited Investors Inc. | 7,466 | $736.9K | 0.05% | −89−1.2% | Reduced |
| Gables Capital Management Inc. | 7,471 | $737.4K | 0.36% | −145−1.9% | Reduced |
| Clear Creek Financial Management, LLC | 7,486 | $738.9K | 0.08% | −61−0.8% | Reduced |
| Liberty Wealth Management LLC | 7,490 | $739.3K | 0.14% | −131−1.7% | Reduced |
| Vance Wealth, Inc. | 7,491 | $739.4K | 0.28% | −37−0.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,512 | $741.4K | 0.35% | +2,849+61.1% | Added |
| RiverFront Investment Group, LLC | 7,514 | $741.6K | 0.02% | +663+9.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,973 | $742.7K | 0.31% | −283−3.1% | Reduced |
| Aberdeen Wealth Management LLC | 7,533 | $743.5K | 0.51% | +201+2.7% | Added |
| MJP Associates Inc | 7,543 | $744.5K | 0.13% | +237+3.2% | Added |
| Aries Wealth Management | 7,544 | $744.6K | 0.20% | −293−3.7% | Reduced |
| Sachetta, LLC | 7,553 | $745.5K | 0.31% | −1,289−14.6% | Reduced |
| Venturi Wealth Management, LLC | 7,553 | $745.5K | 0.04% | +41+0.5% | Added |
| Acorn Wealth Advisors, LLC | 7,561 | $746.3K | 0.31% | −32−0.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,568 | $747.0K | 0.29% | +1,907+33.7% | Added |
| Vista Investment Partners LLC | 7,568 | $747.0K | 0.23% | +54+0.7% | Added |
| Traphagen Investment Advisors LLC | 7,577 | $747.8K | 0.08% | +912+13.7% | Added |
| Copperwynd Financial, LLC | 7,578 | $747.9K | 0.21% | +604+8.7% | Added |
| Bryce Point Capital, LLC | 7,020 | $748.9K | 0.56% | −11,168−61.4% | Reduced |
| Crews Bank & Trust | 7,599 | $750.0K | 0.13% | −110−1.4% | Reduced |
| Thomasville National Bank | 7,611 | $751.2K | 0.05% | +251+3.4% | Added |
| Birmingham Capital Management Co Inc | 7,636 | $753.7K | 0.28% | −750−8.9% | Reduced |
| Old Point Trust & Financial Services N A | 7,643 | $754.4K | 0.26% | −199−2.5% | Reduced |
| Founders Financial Alliance, LLC | 7,661 | $756.1K | 0.18% | +289+3.9% | Added |
| Integrity Wealth Advisors, Inc. | 7,665 | $756.6K | 0.55% | −248−3.1% | Reduced |
| Outfitter Financial LLC | 7,670 | $757.0K | 0.68% | +355+4.9% | Added |
| Sunbelt Securities, Inc. | 7,678 | $757.8K | 0.07% | +280+3.8% | Added |
| Keystone Wealth Services, LLC | 7,690 | $759.0K | 0.21% | +51+0.7% | Added |
| TCM Advisors, LLC | – | $760.3K | 0.66% | – | – |
| Pacific Global Investment Management CO | 7,717 | $761.7K | 1.08% | −1,175−13.2% | Reduced |
| L2 Asset Management, LLC | 7,724 | $762.4K | 0.16% | +689+9.8% | Added |
| Americana Partners, LLC | 7,742 | $764.2K | 0.03% | +260+3.5% | Added |
| Crux Wealth Advisors | 7,761 | $766.0K | 0.40% | +1,792+30.0% | Added |
| Bright Futures Wealth Management, LLC. | 9,123 | $766.3K | 0.84% | −646−6.6% | Reduced |
| MidWestOne Financial Group, Inc. | 7,769 | $766.8K | 0.11% | +72+0.9% | Added |
| First Command Advisory Services, Inc. | 7,788 | $768.7K | 0.01% | −358−4.4% | Reduced |
| Abbot Financial Management, Inc. | 7,811 | $771.0K | 0.40% | −662−7.8% | Reduced |