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 |
|---|---|---|---|---|---|
| Abacus Planning Group, Inc. | 7,819 | $771.7K | 0.14% | +434+5.9% | Added |
| DeDora Capital, Inc. | 7,851 | $774.9K | 0.22% | −2,596−24.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,861 | $775.9K | 0.37% | −50−0.6% | Reduced |
| FNY Investment Advisers, LLC | 7,873 | $777.0K | 0.47% | +6,573+505.6% | Added |
| Farmers Trust Co | 7,876 | $777.4K | 0.15% | −607−7.2% | Reduced |
| Wendell David Associates Inc | 7,880 | $778.0K | 0.08% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 8,516 | $778.1K | 0.02% | −5,750−40.3% | Reduced |
| Harbor Advisory Corp | 7,891 | $778.8K | 0.26% | −932−10.6% | Reduced |
| Optas, LLC | 7,937 | $783.4K | 0.14% | +324+4.3% | Added |
| Ridgecrest Wealth Partners, LLC | 7,938 | $783.5K | 0.41% | +319+4.2% | Added |
| Millennium Capital Advisors, LLC | 7,949 | $784.5K | 0.58% | −228−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 7,697 | $785.7K | 0.03% | −602−7.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 7,969 | $786.6K | 0.08% | −180−2.2% | Reduced |
| Investment Partners, Ltd. | 7,982 | $787.8K | 0.33% | −16−0.2% | Reduced |
| Ping Capital Management, Inc. | 8,000 | $789.6K | 0.53% | +4,500+128.6% | Added |
| Massar Capital Management, LP | 8,000 | $789.6K | 0.95% | +8,000 | New |
| Congress Park Capital LLC | 8,034 | $793.0K | 0.30% | −7−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 8,062 | $795.7K | 0.07% | +1,270+18.7% | Added |
| US Asset Management LLC | 8,083 | $798.0K | 0.76% | −36−0.4% | Reduced |
| Peoples Bank | 8,102 | $799.7K | 0.54% | +180+2.3% | Added |
| Plancorp, LLC | 8,148 | $804.2K | 0.03% | +1,595+24.3% | Added |
| Pinnacle Holdings, LLC | 8,151 | $804.5K | 0.31% | −404−4.7% | Reduced |
| Palisade Asset Management, LLC | 8,169 | $806.2K | 0.08% | +681+9.1% | Added |
| Univest Financial Corp | 8,183 | $807.7K | 0.05% | −2,416−22.8% | Reduced |
| Chancellor Financial Group WB LP | 8,194 | $808.7K | 0.67% | +425+5.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,268 | $816.1K | 0.08% | +2,226+36.8% | Added |
| Virtue Capital Management, LLC | 8,297 | $818.9K | 0.10% | +4,258+105.4% | Added |
| Reik & Co., LLC | 8,305 | $819.7K | 0.19% | −13−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 8,319 | $821.1K | 0.07% | −33,422−80.1% | Reduced |
| Forte Capital LLC | 8,320 | $821.2K | 0.10% | −687−7.6% | Reduced |
| Pflug Koory, LLC | 8,326 | $821.8K | 0.46% | −225−2.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 8,349 | $824.0K | 0.12% | +374+4.7% | Added |
| Trust Investment Advisors | 8,353 | $824.4K | 0.53% | +465+5.9% | Added |
| Romano Brothers and Company | 8,376 | $826.8K | 0.11% | −263−3.0% | Reduced |
| Versor Investments LP | 8,379 | $827.0K | 0.13% | +8,379 | New |
| Consolidated Portfolio Review Corp | 8,396 | $828.7K | 0.13% | +217+2.7% | Added |
| Signature Estate & Investment Advisors LLC | 8,406 | $829.7K | 0.02% | +254+3.1% | Added |
| Mission Creek Capital Partners, Inc. | 10,057 | $829.8K | 0.20% | −1,408−12.3% | Reduced |
| Optimum Investment Advisors | 8,448 | $833.8K | 0.39% | −75−0.9% | Reduced |
| Strid Group, LLC | 8,452 | $834.2K | 0.13% | −250−2.9% | Reduced |
| Providence Wealth Advisors, LLC | 8,584 | $834.7K | 0.63% | +92+1.1% | Added |
| Financial Advocates Investment Management | 8,472 | $836.2K | 0.06% | −4,075−32.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,493 | $838.2K | 0.39% | −45−0.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,499 | $838.8K | 0.27% | +589+7.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $839.0K | 0.53% | −4,541−34.8% | Reduced |
| Pictet & Cie (Europe) SA | 8,511 | $840.0K | 0.02% | +2,411+39.5% | Added |
| Cim Investment Mangement Inc | 8,519 | $840.8K | 0.19% | −7−0.1% | Reduced |
| LCM Capital Management Inc | 8,523 | $841.2K | 0.49% | +315+3.8% | Added |
| Boston Trust Walden Corp | 8,576 | $846.5K | 0.01% | −900−9.5% | Reduced |
| Financial Engines Advisors L.L.C. | 8,573 | $846.5K | 0.00% | +265+3.2% | Added |
| Investors Research Corp | 8,587 | $847.5K | 0.18% | +375+4.6% | Added |
| Safeguard Investment Advisory Group, LLC | 8,592 | $848.0K | 0.23% | +4,678+119.5% | Added |
| Wright Investors Service Inc | 8,601 | $848.9K | 0.28% | −64−0.7% | Reduced |
| Tompkins Financial Corp | 8,613 | $850.1K | 0.08% | +4,832+127.8% | Added |
| Kentucky Trust Co | 8,616 | $850.4K | 0.51% | −100−1.1% | Reduced |
| PDS Planning, Inc | 8,635 | $852.3K | 0.07% | +1,160+15.5% | Added |
| Drucker Wealth 3.0, LLC | 8,638 | $852.6K | 0.19% | −3,542−29.1% | Reduced |
| Lecap Asset Management Ltd | 8,683 | $857.0K | 0.20% | +4,469+106.1% | Added |
| Tru Independence Asset Management 2, LLC | 8,689 | $857.6K | 0.64% | −192−2.2% | Reduced |
| Caisse des Depots Et Consignations | 8,701 | $858.8K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 8,710 | $859.6K | 0.39% | −432−4.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 8,710 | $859.7K | 0.80% | −60−0.7% | Reduced |
| Piscataqua Savings Bank | 8,728 | $861.4K | 0.76% | +52+0.6% | Added |
| Sax Wealth Advisors, LLC | 8,745 | $863.1K | 0.06% | +954+12.2% | Added |
| Tower Bridge Advisors | 8,753 | $863.9K | 0.10% | −835−8.7% | Reduced |
| PKS Advisory Services, LLC | 8,781 | $865.0K | 0.24% | +353+4.2% | Added |
| Money Concepts Capital Corp | 8,764 | $865.0K | 0.06% | +977+12.5% | Added |
| Prossimo Advisors, LLC | 8,790 | $868.0K | 0.65% | +58+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 8,798 | $868.4K | 0.06% | +791+9.9% | Added |
| Apella Capital, LLC | 9,509 | $869.5K | 0.03% | +2,319+32.3% | Added |
| Keynote Financial Services LLC | 8,834 | $871.9K | 0.62% | −20−0.2% | Reduced |
| Alps Advisors Inc | 8,849 | $873.4K | 0.01% | +5,095+135.7% | Added |
| Successful Portfolios LLC | 8,857 | $874.2K | 0.59% | −159−1.8% | Reduced |
| Sittner & Nelson, LLC | 8,859 | $874.4K | 0.37% | −15−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,878 | $876.3K | 0.57% | −38−0.4% | Reduced |
| Stokes Family Office, LLC | 8,898 | $878.2K | 0.10% | −400−4.3% | Reduced |
| West Wealth Group, LLC | 9,011 | $880.2K | 0.26% | +5,601+164.3% | Added |
| Hartford Funds Management Co LLC | 8,940 | $882.4K | 0.08% | −393−4.2% | Reduced |
| Everhart Financial Group, Inc. | 8,960 | $884.3K | 0.12% | +1,010+12.7% | Added |
| Fiduciary Family Office, LLC | 8,962 | $884.5K | 0.29% | +8,962 | New |
| LCNB Corp | 8,973 | $885.6K | 0.33% | +175+2.0% | Added |
| Elevated Capital Advisors, LLC | 8,998 | $888.1K | 0.25% | −293−3.2% | Reduced |
| Beacon Financial Advisory LLC | 9,007 | $889.0K | 0.27% | +71+0.8% | Added |
| Bank of Hawaii | 9,009 | $889.2K | 0.05% | −2,380−20.9% | Reduced |
| Keating Investment Counselors Inc | 9,051 | $893.3K | 0.27% | −2,140−19.1% | Reduced |
| Bowen Hanes & Co Inc | 9,070 | $895.2K | 0.02% | −255−2.7% | Reduced |
| Bank of Stockton | 9,091 | $897.3K | 0.29% | +383+4.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 9,104 | $898.6K | 0.15% | +9,104 | New |
| Opinicus Capital, Inc. | 9,107 | $898.9K | 0.79% | +27+0.3% | Added |
| SOA Wealth Advisors, LLC. | 9,162 | $904.3K | 0.19% | −543−5.6% | Reduced |
| Armstrong Henry H Associates Inc | 9,179 | $906.0K | 0.09% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 9,185 | $906.6K | 0.17% | −109−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 9,214 | $909.5K | 0.05% | +212+2.4% | Added |
| CX Institutional | 9,220 | $910.0K | 0.03% | −52−0.6% | Reduced |
| Payden & Rygel | 9,230 | $911.0K | 0.08% | −108,700−92.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,315 | $913.5K | 0.14% | +723+8.4% | Added |
| Biltmore Family Office, LLC | 9,262 | $914.2K | 0.16% | −100−1.1% | Reduced |
| Banco de Sabadell, S.A | 9,274 | $915.0K | 0.70% | −5,935−39.0% | Reduced |
| Excalibur Management Corp | 9,283 | $916.2K | 0.36% | +263+2.9% | Added |
| Hudson Value Partners, LLC | 9,290 | $916.9K | 0.34% | −825−8.2% | Reduced |