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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 13,003 | $1.28M | 0.21% | −33−0.3% | Reduced |
| Chemistry Wealth Management LLC | 13,010 | $1.28M | 0.30% | +142+1.1% | Added |
| Mather Group, LLC. | 13,042 | $1.29M | 0.01% | +2,048+18.6% | Added |
| Cove Private Wealth, LLC | 13,053 | $1.29M | 0.68% | +53+0.4% | Added |
| M&G Plc | 13,024 | $1.29M | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13,144 | $1.30M | 0.05% | −657−4.8% | Reduced |
| State of Wyoming | 13,153 | $1.30M | 0.17% | +7,739+142.9% | Added |
| Bedel Financial Consulting, Inc. | 14,140 | $1.30M | 0.19% | −1,101−7.2% | Reduced |
| Capital Investment Advisory Services, LLC | 13,318 | $1.31M | 0.12% | +1,295+10.8% | Added |
| Private Trust Co NA | 13,319 | $1.31M | 0.14% | +567+4.4% | Added |
| Invst, LLC | 13,340 | $1.32M | 0.18% | −4,882−26.8% | Reduced |
| Delphi Management Inc | 13,341 | $1.32M | 1.34% | −467−3.4% | Reduced |
| Boltwood Capital Management | 13,383 | $1.32M | 0.40% | −175−1.3% | Reduced |
| Bard Financial Services, Inc. | 13,385 | $1.32M | 0.16% | −125−0.9% | Reduced |
| First American Trust, FSB | 13,403 | $1.32M | 0.12% | −1,066−7.4% | Reduced |
| Cornerstone National Bank & Trust Co | 13,426 | $1.33M | 0.59% | +43+0.3% | Added |
| Birchbrook, Inc. | 13,431 | $1.33M | 0.74% | −127−0.9% | Reduced |
| HF Advisory Group, LLC | 13,464 | $1.33M | 0.58% | +10+0.1% | Added |
| Certified Advisory Corp | 13,465 | $1.33M | 0.15% | −500−3.6% | Reduced |
| L.M. Kohn & Company | 13,467 | $1.33M | 0.35% | −2,477−15.5% | Reduced |
| Old Mission Investment Co LLC | 13,484 | $1.33M | 0.40% | +250+1.9% | Added |
| Ballast, Inc. | 13,495 | $1.33M | 0.38% | +288+2.2% | Added |
| Agate Pass Investment Management, LLC | 13,507 | $1.33M | 0.57% | +815+6.4% | Added |
| Simon Quick Advisors, LLC | 13,552 | $1.34M | 0.08% | +2,780+25.8% | Added |
| Pingora Partners LLC | 13,556 | $1.34M | 0.99% | −1,000−6.9% | Reduced |
| Strategies Wealth Advisors, LLC | 13,566 | $1.34M | 0.16% | +5,132+60.8% | Added |
| Sound View Wealth Advisors Group, LLC | 13,633 | $1.35M | 0.11% | −1,535−10.1% | Reduced |
| Summit X, LLC | 13,633 | $1.35M | 0.28% | +494+3.8% | Added |
| Delta Financial Group, Inc. | 13,445 | $1.35M | 0.31% | −1,063−7.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,679 | $1.35M | 0.03% | +629+4.8% | Added |
| Investors Asset Management of Georgia Inc | 13,700 | $1.35M | 0.68% | −100−0.7% | Reduced |
| First National Advisers, LLC | 13,723 | $1.35M | 0.22% | +1,853+15.6% | Added |
| Herold Advisors, Inc. | 13,745 | $1.36M | 0.30% | −80−0.6% | Reduced |
| Regal Investment Advisors LLC | 13,919 | $1.37M | 0.11% | −803−5.5% | Reduced |
| Ausdal Financial Partners, Inc. | 13,932 | $1.38M | 0.10% | +1,580+12.8% | Added |
| Trust Co of Oklahoma | 13,958 | $1.38M | 0.48% | +113+0.8% | Added |
| Levin Capital Strategies, L.P. | 13,995 | $1.38M | 0.15% | −21,760−60.9% | Reduced |
| Trustco Bank Corp N Y | 14,007 | $1.38M | 1.50% | −198−1.4% | Reduced |
| Transatlantique Private Wealth LLC | 14,027 | $1.38M | 0.55% | +2,128+17.9% | Added |
| Knuff & Co LLC | 14,088 | $1.39M | 0.47% | −5,981−29.8% | Reduced |
| Sanders Morris Harris LLC | 14,282 | $1.40M | 0.22% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,141 | $1.40M | 0.08% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 14,164 | $1.40M | 0.09% | −40−0.3% | Reduced |
| Hilltop Holdings Inc. | 14,166 | $1.40M | 0.09% | −7,994−36.1% | Reduced |
| Sagespring Wealth Partners, LLC | 14,203 | $1.40M | 0.04% | +3,250+29.7% | Added |
| Western Wealth Management, LLC | 14,205 | $1.40M | 0.09% | −15,462−52.1% | Reduced |
| CWC Advisors, LLC. | 14,212 | $1.40M | 0.80% | +170+1.2% | Added |
| Cape Investment Advisory, Inc. | 14,221 | $1.40M | 0.56% | −246−1.7% | Reduced |
| Family Legacy, Inc. | 14,232 | $1.40M | 0.48% | +123+0.9% | Added |
| Missouri Trust & Investment Co | 14,240 | $1.41M | 0.49% | +2,053+16.8% | Added |
| Winthrop Advisory Group LLC | 14,283 | $1.41M | 0.17% | −135−0.9% | Reduced |
| Selway Asset Management | 14,327 | $1.41M | 0.58% | −1,000−6.5% | Reduced |
| Caas Capital Management LP | 14,363 | $1.42M | 0.67% | +3,240+29.1% | Added |
| Mechanics Bank Trust Department | 14,374 | $1.42M | 0.19% | +675+4.9% | Added |
| Absher Wealth Management, LLC | 14,406 | $1.42M | 0.19% | −43−0.3% | Reduced |
| BSW Wealth Partners | 14,408 | $1.42M | 0.22% | −416−2.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,420 | $1.42M | 1.03% | −50−0.3% | Reduced |
| Middleton & Co Inc | 14,425 | $1.42M | 0.17% | −18,769−56.5% | Reduced |
| American Investment Services, Inc. | 14,448 | $1.43M | 0.25% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 14,451 | $1.43M | 0.60% | +466+3.3% | Added |
| J. W. Coons Advisors, LLC | 14,461 | $1.43M | 0.38% | −150−1.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,490 | $1.43M | 0.36% | −1,639−10.2% | Reduced |
| MONECO Advisors, LLC | 14,494 | $1.43M | 0.15% | −886−5.8% | Reduced |
| Spirit of America Management Corp | 14,500 | $1.43M | 0.29% | −6,400−30.6% | Reduced |
| Auxier Asset Management | 14,523 | $1.43M | 0.21% | −94−0.6% | Reduced |
| Diamant Asset Management, Inc. | 14,582 | $1.44M | 1.09% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,790 | $1.44M | 0.24% | +11,790 | New |
| Csenge Advisory Group | 17,016 | $1.44M | 0.08% | −561−3.2% | Reduced |
| KPP Advisory Services LLC | 14,635 | $1.44M | 0.27% | +2,524+20.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 14,690 | $1.45M | 0.08% | −546−3.6% | Reduced |
| Cetera Trust Company, N.A | 14,692 | $1.45M | 0.92% | −150−1.0% | Reduced |
| Wedmont Private Capital | 17,083 | $1.45M | 0.07% | −712−4.0% | Reduced |
| Umpqua Bank | 14,735 | $1.45M | 0.50% | +28+0.2% | Added |
| WT Wealth Management | 14,750 | $1.46M | 0.47% | −996−6.3% | Reduced |
| Point72 Hong Kong Ltd | 14,758 | $1.46M | 0.10% | +14,758 | New |
| Tectonic Advisors LLC | 14,763 | $1.46M | 0.09% | −397−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,765 | $1.46M | 0.04% | −3,364−18.6% | Reduced |
| David Loasby | 17,116 | $1.46M | 0.14% | +1,710+11.1% | Added |
| Anb Bank | 14,813 | $1.46M | 0.65% | −919−5.8% | Reduced |
| Aspiriant, LLC | 14,819 | $1.46M | 0.05% | −1,086−6.8% | Reduced |
| Patten & Patten Inc | 14,838 | $1.46M | 0.10% | −934−5.9% | Reduced |
| RD Lewis Holdings, Inc. | 15,899 | $1.47M | 1.67% | +113+0.7% | Added |
| Watts Gwilliam & Co., LLC | 14,937 | $1.47M | 0.32% | +436+3.0% | Added |
| Chapman Investment Management, LLC | 14,965 | $1.48M | 1.10% | −8,054−35.0% | Reduced |
| Figure 8 Investment Strategies LLC | 14,968 | $1.48M | 1.55% | +2,018+15.6% | Added |
| BEAM Asset Management, LLC | 14,969 | $1.48M | 0.50% | −3,092−17.1% | Reduced |
| SWS Partners | 14,994 | $1.48M | 0.49% | −30.0% | Reduced |
| Mach-1 Financial Group, Inc. | 15,077 | $1.49M | 0.45% | +13,265+732.1% | Added |
| NewEdge Wealth, LLC | 15,081 | $1.49M | 0.03% | −627−4.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,083 | $1.49M | 0.31% | +37+0.2% | Added |
| Cordatus Wealth Management LLC | 15,109 | $1.49M | 0.41% | +879+6.2% | Added |
| Means Investment Co., Inc. | 15,126 | $1.49M | 0.16% | −2,847−15.8% | Reduced |
| Unique Wealth Strategies, LLC | 15,133 | $1.49M | 0.68% | −778−4.9% | Reduced |
| Bigelow Investment Advisors, LLC | 15,147 | $1.50M | 0.71% | +491+3.4% | Added |
| Camden Capital, LLC | 15,198 | $1.50M | 0.16% | +933+6.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,198 | $1.50M | 0.84% | −410−2.6% | Reduced |
| Stone Point Wealth LLC | 15,284 | $1.51M | 0.51% | −22−0.1% | Reduced |
| Davidson Trust Co | 15,325 | $1.51M | 0.72% | −459−2.9% | Reduced |
| Corrado Advisors, LLC | 15,349 | $1.51M | 1.01% | −1,310−7.9% | Reduced |
| Bangor Savings Bank | 15,368 | $1.52M | 0.14% | −261−1.7% | Reduced |