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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 10,880 | $1.07M | 0.06% | −104−0.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,883 | $1.07M | 1.14% | −200−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 10,984 | $1.08M | 0.01% | −2,731−19.9% | Reduced |
| Equitable Trust Co | 10,993 | $1.09M | 0.06% | +510+4.9% | Added |
| BOK Financial Private Wealth, Inc. | 11,031 | $1.09M | 0.08% | −555−4.8% | Reduced |
| Calamos Wealth Management LLC | 11,032 | $1.09M | 0.05% | +237+2.2% | Added |
| Marcum Wealth, LLC | 11,041 | $1.09M | 0.09% | +603+5.8% | Added |
| Capital Advisors Inc | 11,054 | $1.09M | 0.02% | +1,567+16.5% | Added |
| StoneX Group Inc. | 11,085 | $1.09M | 0.06% | −526−4.5% | Reduced |
| Wolf Group Capital Advisors | 11,088 | $1.09M | 0.37% | +2,525+29.5% | Added |
| Allred Capital Management, LLC | 11,169 | $1.10M | 0.44% | +62+0.6% | Added |
| WNY Asset Management, LLC | 11,225 | $1.11M | 0.13% | +3,857+52.3% | Added |
| Mechanics Financial Corp | 11,251 | $1.11M | 0.50% | +25+0.2% | Added |
| Intrust Bank NA | 11,276 | $1.11M | 0.11% | +1,202+11.9% | Added |
| Adirondack Trust Co | 11,280 | $1.11M | 0.44% | +10+0.1% | Added |
| Variant Private Wealth, LLC | 11,281 | $1.11M | 1.20% | +52+0.5% | Added |
| Donaldson Capital Management, LLC | 11,290 | $1.11M | 0.04% | −780−6.5% | Reduced |
| Twin City Private Wealth, LLC | 11,290 | $1.11M | 0.98% | +1,137+11.2% | Added |
| Sierra Capital LLC | 11,293 | $1.11M | 0.13% | +51+0.5% | Added |
| Strategic Blueprint, LLC | 11,309 | $1.12M | 0.06% | −318−2.7% | Reduced |
| Capital International Sarl | 11,311 | $1.12M | 0.03% | +4,318+61.7% | Added |
| Journey Advisory Group, LLC | 11,333 | $1.12M | 0.09% | −1,522−11.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,203 | $1.12M | 0.03% | +869+7.0% | Added |
| Smith Anglin Financial, LLC | 11,347 | $1.12M | 0.12% | +284+2.6% | Added |
| Change Path, LLC | 11,365 | $1.12M | 0.03% | −1,152−9.2% | Reduced |
| Invera Wealth Advisors, LLC | 11,367 | $1.12M | 0.73% | +11,367 | New |
| SRS Capital Advisors, Inc. | 11,385 | $1.12M | 0.07% | −4,333−27.6% | Reduced |
| Quotient Wealth Partners, LLC | 11,389 | $1.12M | 0.04% | +158+1.4% | Added |
| New England Asset Management Inc | 11,395 | $1.12M | 0.18% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 11,473 | $1.13M | 0.44% | +240+2.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,501 | $1.14M | 0.00% | +1,254+12.2% | Added |
| Aprio Wealth Management, LLC | 11,502 | $1.14M | 0.14% | +830+7.8% | Added |
| Concord Asset Management, LLC | 13,036 | $1.14M | 0.25% | +13,036 | New |
| IPG Investment Advisors LLC | 11,532 | $1.14M | 0.26% | −14,569−55.8% | Reduced |
| Fort Sheridan Advisors LLC | 11,532 | $1.14M | 0.17% | −2,277−16.5% | Reduced |
| Syon Capital LLC | 11,534 | $1.14M | 0.09% | +2,948+34.3% | Added |
| Atlas Capital Advisors LLC | 11,563 | $1.14M | 0.14% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 11,567 | $1.14M | 0.02% | −4,354−27.3% | Reduced |
| AXS Investments LLC | 11,613 | $1.15M | 0.32% | −120−1.0% | Reduced |
| Elmwood Wealth Management, Inc. | 11,652 | $1.15M | 0.47% | −1,808−13.4% | Reduced |
| Wimmer Associates 1, LLC | 10,350 | $1.15M | 0.61% | −1,366−11.7% | Reduced |
| Aaron Wealth Advisors | 11,712 | $1.16M | 0.13% | +122+1.1% | Added |
| Winthrop Capital Management, LLC | 11,710 | $1.16M | 0.32% | +368+3.2% | Added |
| Nations Financial Group Inc, | 11,729 | $1.16M | 0.09% | +2,270+24.0% | Added |
| Martin & Co Inc | 11,735 | $1.16M | 0.22% | +551+4.9% | Added |
| Integrated Investment Consultants, LLC | 11,759 | $1.16M | 0.23% | −991−7.8% | Reduced |
| Chicago Trust Co NA | 11,779 | $1.16M | 0.21% | −1,389−10.5% | Reduced |
| Mill Capital Management, LLC | 11,800 | $1.16M | 0.09% | −1,064−8.3% | Reduced |
| Triangle Securities Wealth Management | 11,825 | $1.17M | 0.30% | +732+6.6% | Added |
| Copperleaf Capital, LLC | 11,849 | $1.17M | 0.70% | +791+7.2% | Added |
| First National Bank & Trust Co of Newtown | 11,850 | $1.17M | 0.25% | −100−0.8% | Reduced |
| RFG Advisory, LLC | 11,884 | $1.17M | 0.03% | −283−2.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,884 | $1.17M | 0.28% | −538−4.3% | Reduced |
| Ransom Advisory, Ltd | 11,917 | $1.18M | 0.58% | +100+0.8% | Added |
| Tempus Wealth Planning, LLC | 11,933 | $1.18M | 0.35% | −958−7.4% | Reduced |
| Minot DeBlois Advisors LLC | 11,950 | $1.18M | 1.18% | −584−4.7% | Reduced |
| Moseley Investment Management Inc | 12,047 | $1.19M | 0.46% | +153+1.3% | Added |
| BBR Partners, LLC | 12,052 | $1.19M | 0.08% | −1,090−8.3% | Reduced |
| Uhlmann Price Securities, LLC | 12,084 | $1.19M | 0.88% | +1,863+18.2% | Added |
| Joule Financial, LLC | 12,106 | $1.19M | 0.42% | +717+6.3% | Added |
| Partnership Wealth Management, LLC | 12,120 | $1.20M | 1.02% | −43−0.4% | Reduced |
| Central Bank & Trust Co | 12,171 | $1.20M | 0.20% | +6,268+106.2% | Added |
| Maridea Wealth Management LLC | 12,179 | $1.20M | 0.39% | +1,927+18.8% | Added |
| Garden State Investment Advisory Services LLC | 12,166 | $1.20M | 0.39% | −100−0.8% | Reduced |
| Okabena Investment Services Inc | 12,207 | $1.20M | 0.30% | +585+5.0% | Added |
| GTS Securities LLC | 12,239 | $1.21M | 0.05% | −1,673−12.0% | Reduced |
| Monograph Wealth Advisors, LLC | 12,243 | $1.21M | 0.16% | −327−2.6% | Reduced |
| Estabrook Capital Management | 12,285 | $1.21M | 0.20% | −451−3.5% | Reduced |
| Clarius Group, LLC | 12,285 | $1.21M | 0.08% | +1,105+9.9% | Added |
| Pure Financial Advisors, Inc. | 12,305 | $1.21M | 0.03% | −415−3.3% | Reduced |
| Quest Partners LLC | 12,327 | $1.22M | 0.13% | +12,325+616,250.0% | Added |
| Thornburg Investment Management Inc | 12,336 | $1.22M | 0.02% | −30,680−71.3% | Reduced |
| Skylands Capital, LLC | 12,375 | $1.22M | 0.18% | −2,550−17.1% | Reduced |
| PFC Capital Group, Inc. | 12,394 | $1.22M | 0.62% | −1,291−9.4% | Reduced |
| Gen-Wealth Partners Inc | 12,395 | $1.22M | 0.51% | +1,020+9.0% | Added |
| K2 Principal Fund, L.P. | 12,429 | $1.23M | 0.19% | −8,825−41.5% | Reduced |
| Ocean Capital Management, LLC | 12,490 | $1.23M | 0.29% | +272+2.2% | Added |
| Oarsman Capital, Inc. | 12,638 | $1.25M | 0.22% | +11,422+939.3% | Added |
| Guardian Wealth Management, Inc. | 12,645 | $1.25M | 0.83% | +2,273+21.9% | Added |
| Ridgewood Investments LLC | 12,652 | $1.25M | 0.58% | +164+1.3% | Added |
| Optimize Financial Inc | 12,660 | $1.25M | 0.47% | +1,623+14.7% | Added |
| MWA Asset Management | 12,674 | $1.25M | 0.87% | −778−5.8% | Reduced |
| AlphaCore Capital LLC | 12,689 | $1.25M | 0.11% | +8,082+175.4% | Added |
| Argent Advisors, Inc. | 12,713 | $1.25M | 0.42% | +2,403+23.3% | Added |
| LifeWealth Investments, LLC | 12,761 | $1.26M | 0.28% | +10,173+393.1% | Added |
| LBMC Investment Advisors, LLC | 12,772 | $1.26M | 0.10% | +10.0% | Added |
| Arjuna Capital | 12,775 | $1.26M | 0.35% | +12,775 | New |
| Concord Wealth Partners | 12,787 | $1.26M | 0.21% | +10,344+423.4% | Added |
| Sawgrass Asset Management LLC | 12,807 | $1.26M | 0.15% | −918−6.7% | Reduced |
| Delta Financial Advisors LLC | 12,824 | $1.27M | 0.48% | −189−1.5% | Reduced |
| Qtron Investments LLC | 12,854 | $1.27M | 0.19% | 00.0% | Unchanged |
| Citizens & Northern Corp | 12,876 | $1.27M | 0.36% | +1,134+9.7% | Added |
| Fire Capital Management LLC | 12,879 | $1.27M | 0.93% | +217+1.7% | Added |
| BancorpSouth Bank | 12,903 | $1.27M | 0.09% | +1,525+13.4% | Added |
| Valmark Advisers, Inc. | 12,912 | $1.27M | 0.02% | +905+7.5% | Added |
| Union Bancaire Privee, UBP SA | 13,522 | $1.28M | 0.02% | −1,366−9.2% | Reduced |
| Burling Wealth Partners, LLC | 12,944 | $1.28M | 0.27% | +355+2.8% | Added |
| Kingswood Wealth Advisors, LLC | 12,982 | $1.28M | 0.12% | −2,075−13.8% | Reduced |
| LM Advisors LLC | 12,987 | $1.28M | 0.23% | −65−0.5% | Reduced |
| CBOE Vest Financial, LLC | 12,996 | $1.28M | 0.02% | +5,507+73.5% | Added |