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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 9,291 | $917.1K | 0.10% | +855+10.1% | Added |
| ICONIQ Capital, LLC | 9,293 | $917.2K | 0.02% | +1,188+14.7% | Added |
| Prudent Man Advisors, LLC | 9,306 | $918.5K | 0.33% | +574+6.6% | Added |
| Nicholas Hoffman & Company, LLC. | 9,311 | $919.0K | 0.03% | −1,148−11.0% | Reduced |
| Greenfield Seitz Capital Management, LLC | 9,336 | $921.5K | 0.35% | +775+9.1% | Added |
| United Community Bank | 9,355 | $923.3K | 0.34% | +248+2.7% | Added |
| Cape Cod Five Cents Savings Bank | 9,602 | $923.6K | 0.09% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 9,369 | $924.7K | 0.31% | −117−1.2% | Reduced |
| Rockland Trust Co | 9,375 | $925.3K | 0.05% | −899−8.8% | Reduced |
| Thoma Capital Management LLC | 9,378 | $925.6K | 0.65% | +96+1.0% | Added |
| Essex Savings Bank | 9,381 | $925.9K | 0.23% | −359−3.7% | Reduced |
| Smith Thornton Advisors LLC | 9,390 | $926.8K | 0.58% | +249+2.7% | Added |
| AustralianSuper Pty Ltd | 9,415 | $929.3K | 0.01% | +9,415 | New |
| Alta Advisers Ltd | 9,419 | $929.7K | 0.40% | +3,400+56.5% | Added |
| Baldwin Investment Management, LLC | 9,419 | $929.7K | 0.11% | +243+2.6% | Added |
| Eclectic Associates Inc | 9,464 | $934.1K | 0.25% | +1,151+13.8% | Added |
| Profit Investment Management, LLC | 9,491 | $936.8K | 0.87% | −1,631−14.7% | Reduced |
| Welch Group, LLC | 9,562 | $937.7K | 0.04% | −110−1.1% | Reduced |
| Inceptionr LLC | 9,507 | $938.3K | 0.28% | +9,507 | New |
| Doliver Advisors, LP | 9,559 | $943.5K | 0.27% | −325−3.3% | Reduced |
| Cidel Asset Management Inc | 9,571 | $944.7K | 0.06% | +249+2.7% | Added |
| Widmann Financial Services, Inc. | 9,586 | $946.2K | 0.73% | −119−1.2% | Reduced |
| Palisade Capital Management LLC | 9,600 | $947.5K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,613 | $948.8K | 0.12% | +92+1.0% | Added |
| Skopos Labs, Inc. | 9,626 | $950.1K | 0.21% | −2,057−17.6% | Reduced |
| Palogic Value Management, L.P. | 9,649 | $952.4K | 0.42% | +1,092+12.8% | Added |
| Walter & Keenan Financial Consulting Co | 9,671 | $954.5K | 0.29% | +309+3.3% | Added |
| Kavar Capital Partners Group, LLC | 9,678 | $955.2K | 0.16% | +9+0.1% | Added |
| First Nebraska Trust Co | 9,694 | $956.8K | 0.09% | −155−1.6% | Reduced |
| Icon Advisers Inc | 9,700 | $957.4K | 0.22% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 9,716 | $959.0K | 0.17% | −278−2.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,719 | $959.2K | 0.27% | +6,085+167.4% | Added |
| Hara Capital LLC | 9,722 | $959.6K | 0.65% | +2,132+28.1% | Added |
| Hartline Investment Corp | 9,728 | $960.2K | 0.13% | +172+1.8% | Added |
| Key Financial Inc | 9,728 | $960.2K | 0.21% | −4,687−32.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,756 | $962.9K | 0.06% | −21−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 9,757 | $963.0K | 0.28% | −92−0.9% | Reduced |
| Ellevest, Inc. | 9,758 | $963.1K | 0.06% | +2,220+29.5% | Added |
| Salvus Wealth Management, LLC | 9,791 | $966.3K | 0.61% | +14+0.1% | Added |
| Fragasso Group Inc. | 9,810 | $968.2K | 0.07% | −17,338−63.9% | Reduced |
| Angeles Wealth Management, LLC | 9,833 | $970.5K | 0.08% | −193−1.9% | Reduced |
| Centerstone Investors, LLC | 9,840 | $971.2K | 2.30% | −14,548−59.7% | Reduced |
| Jupiter Wealth Management LLC | 8,623 | $971.5K | 0.59% | −1,000−10.4% | Reduced |
| Proffitt & Goodson Inc | 9,854 | $972.6K | 0.16% | +98+1.0% | Added |
| Uncommon Cents Investing LLC | 9,884 | $975.6K | 0.29% | −165−1.6% | Reduced |
| Southeast Asset Advisors Inc. | 9,890 | $976.1K | 0.12% | +1,824+22.6% | Added |
| Dohj, LLC | 9,909 | $978.0K | 0.22% | −247−2.4% | Reduced |
| PAX Financial Group, LLC | 9,934 | $980.5K | 0.17% | +1,735+21.2% | Added |
| Enhancing Capital LLC | 10,000 | $987.0K | 0.79% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10,003 | $987.3K | 0.33% | +243+2.5% | Added |
| Audent Global Asset Management, LLC | 10,007 | $987.7K | 0.81% | −266−2.6% | Reduced |
| FLC Capital Advisors | 10,016 | $988.6K | 0.22% | −923−8.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,065 | $993.4K | 0.09% | +9,621+2,166.9% | Added |
| Blue Edge Capital, LLC | 10,084 | $995.3K | 0.16% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,091 | $996.0K | 0.55% | −15−0.1% | Reduced |
| Texas Bank & Trust Co | 10,093 | $996.2K | 0.42% | +1,240+14.0% | Added |
| Fidelis Capital Partners, LLC | 11,066 | $999.0K | 0.11% | −326−2.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,133 | $1.00M | 0.15% | +242+2.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 10,144 | $1.00M | 0.31% | −89−0.9% | Reduced |
| Eads & Heald Wealth Management | 10,150 | $1.00M | 0.51% | −581−5.4% | Reduced |
| HRT Financial LP | 10,169 | $1.00M | 0.01% | −263,115−96.3% | Reduced |
| Abundance Wealth Counselors | 9,925 | $1.00M | 0.21% | +263+2.7% | Added |
| First National Bank Sioux Falls | 10,189 | $1.01M | 0.41% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,196 | $1.01M | 0.08% | +1,017+11.1% | Added |
| SCS Capital Management LLC | 10,204 | $1.01M | 0.01% | +10,204 | New |
| Woodmont Investment Counsel LLC | 10,206 | $1.01M | 0.07% | −474−4.4% | Reduced |
| Caliber Wealth Management, LLC | 10,218 | $1.01M | 0.14% | +10,218 | New |
| SeaCrest Wealth Management, LLC | 10,221 | $1.01M | 0.11% | −414−3.9% | Reduced |
| Hedges Asset Management LLC | 10,250 | $1.01M | 0.66% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,262 | $1.01M | 0.05% | +1,458+16.6% | Added |
| Clare Market Investments LLC | 10,263 | $1.01M | 0.27% | −103−1.0% | Reduced |
| Silver Oak Securities, Inc | 10,337 | $1.01M | 0.09% | −67−0.6% | Reduced |
| Mendel Money Management | 10,286 | $1.02M | 0.48% | −14,603−58.7% | Reduced |
| Midland Wealth Advisors LLC | 10,311 | $1.02M | 0.06% | −503−4.7% | Reduced |
| Hayek Kallen Investment Management | 10,318 | $1.02M | 0.37% | −446−4.1% | Reduced |
| Synergy Financial Group, LTD | 10,318 | $1.02M | 0.91% | −36−0.3% | Reduced |
| Fox Run Management, L.L.C. | 10,330 | $1.02M | 0.16% | +10,330 | New |
| Caldwell Trust Co | 10,341 | $1.02M | 0.11% | +1,048+11.3% | Added |
| JFS Wealth Advisors, LLC | 10,376 | $1.02M | 0.07% | −393−3.6% | Reduced |
| Howard Capital Management Inc. | 10,414 | $1.03M | 0.03% | −1,065−9.3% | Reduced |
| Nicolet Bankshares Inc | 10,443 | $1.03M | 0.21% | +687+7.0% | Added |
| Aldebaran Financial Inc. | 10,455 | $1.03M | 1.26% | −73−0.7% | Reduced |
| Talon Private Wealth, LLC | 10,456 | $1.03M | 0.14% | −1,515−12.7% | Reduced |
| Breakwater Capital Group | 10,482 | $1.03M | 0.18% | +1,764+20.2% | Added |
| Thoroughbred Financial Services, LLC | 10,513 | $1.04M | 0.06% | +40.0% | Added |
| Carl P. Sherr & Co., LLC | 10,522 | $1.04M | 0.57% | −1,023−8.9% | Reduced |
| Intact Investment Management Inc. | 10,550 | $1.04M | 0.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,552 | $1.04M | 0.04% | −227−2.1% | Reduced |
| Forbes J M & Co LLP | 10,553 | $1.04M | 0.10% | −212−2.0% | Reduced |
| Resources Management Corp | 10,560 | $1.04M | 0.15% | −8,369−44.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,610 | $1.05M | 0.30% | −1,146−9.7% | Reduced |
| Confluence Wealth Services, Inc. | 12,006 | $1.05M | 0.07% | −244−2.0% | Reduced |
| Hickory Point Bank & Trust | 10,651 | $1.05M | 0.92% | +215+2.1% | Added |
| Dynasty Wealth Management, LLC | 10,652 | $1.05M | 0.02% | +1,054+11.0% | Added |
| Hillsdale Investment Management Inc. | 10,690 | $1.06M | 0.05% | +9,540+829.6% | Added |
| Hardy Reed LLC | 10,737 | $1.06M | 0.09% | +1,769+19.7% | Added |
| Elyxium Wealth, LLC | 10,807 | $1.07M | 0.47% | +2,810+35.1% | Added |
| 44 Wealth Management LLC | 10,817 | $1.07M | 0.40% | +5,048+87.5% | Added |
| Oder Investment Management, LLC | 10,856 | $1.07M | 0.91% | −233−2.1% | Reduced |
| Enterprise Bank & Trust Co | 10,874 | $1.07M | 0.41% | +189+1.8% | Added |