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; 2,947 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
- 3,077
- −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
- 1,385 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| MPWM Advisory Solutions, LLC | 243 | $23.9K | 0.02% | +1+0.4% | Added |
| Anfield Capital Management, LLC | 250 | $24.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 250 | $24.7K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 250 | $24.7K | 0.03% | −100−28.6% | Reduced |
| MB, Levis & Associates, LLC | 252 | $24.9K | 0.01% | +1+0.4% | Added |
| Midwest Capital Advisors, LLC | 252 | $24.9K | 0.02% | −50−16.6% | Reduced |
| Tacita Capital Inc | 257 | $25.4K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 267 | $26.4K | 0.03% | +267 | New |
| Kessler Investment Group, LLC | 273 | $27.0K | 0.01% | +200+274.0% | Added |
| Coston, McIsaac & Partners | 274 | $27.0K | 0.01% | −2−0.7% | Reduced |
| Coastline Trust Co | 275 | $27.1K | 0.00% | −55−16.7% | Reduced |
| S&T Bank | 277 | $27.3K | 0.01% | +237+592.5% | Added |
| Advantage Trust Co | 280 | $27.6K | 0.02% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 290 | $28.6K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 294 | $29.1K | 0.01% | −105−26.3% | Reduced |
| Robinswood Financial LLC | 296 | $29.2K | 0.01% | +1+0.3% | Added |
| Contravisory Investment Management, Inc. | 300 | $29.6K | 0.01% | −21−6.5% | Reduced |
| Country Trust Bank | 306 | $30.2K | 0.00% | −478−61.0% | Reduced |
| Gold Investment Management Ltd. | 308 | $30.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 317 | $31.0K | 0.00% | +57+21.9% | Added |
| William B. Walkup & Associates, Inc. | 320 | $31.6K | 0.02% | −1−0.3% | Reduced |
| Copia Wealth Management | 323 | $31.9K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 325 | $32.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 325 | $32.1K | 0.02% | −13−3.8% | Reduced |
| YANKCOM Partnership | 329 | $32.5K | 0.02% | −3,539−91.5% | Reduced |
| Luken Investment Analytics, LLC | 335 | $33.1K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 343 | $33.9K | 0.01% | −122−26.2% | Reduced |
| Financially Speaking Inc | 358 | $35.3K | 0.03% | −247−40.8% | Reduced |
| Bell Investment Advisors, Inc | 365 | $36.0K | 0.01% | +36+10.9% | Added |
| McIlrath & Eck, LLC | 372 | $36.7K | 0.00% | +17+4.8% | Added |
| Hager Investment Management Services, LLC | 382 | $37.7K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 389 | $38.4K | 0.02% | +37+10.5% | Added |
| Lowe Wealth Advisors, LLC | 398 | $39.3K | 0.02% | −124−23.8% | Reduced |
| Boit C F David | 400 | $39.5K | 0.02% | −5,000−92.6% | Reduced |
| Graney & King, LLC | 402 | $39.7K | 0.03% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 409 | $40.4K | 0.04% | 00.0% | Unchanged |
| Promus Capital, LLC | 410 | $40.5K | 0.03% | −8−1.9% | Reduced |
| Carolina Wealth Advisors, LLC | 411 | $40.6K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 442 | $43.7K | 0.03% | +6+1.4% | Added |
| Ritter Daniher Financial Advisory LLC | 443 | $43.7K | 0.01% | −4−0.9% | Reduced |
| Vermillion Wealth Management, Inc. | 447 | $44.2K | 0.01% | +101+29.2% | Added |
| Legacy Wealth Managment, LLC | 448 | $44.2K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 462 | $45.6K | 0.01% | +1+0.2% | Added |
| Hoey Investments, Inc | 462 | $45.6K | 0.01% | −124−21.2% | Reduced |
| Retirement Wealth Solutions LLC | 466 | $46.0K | 0.04% | +2+0.4% | Added |
| Redwood Park Advisors LLC | 475 | $46.9K | 0.04% | 00.0% | Unchanged |
| Syntax Research, Inc. | 477 | $47.1K | 0.03% | +1+0.2% | Added |
| First PREMIER Bank | 489 | $48.0K | 0.01% | +205+72.2% | Added |
| Kelly Lawrence W & Associates Inc | 500 | $49.4K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 500 | $49.4K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 500 | $49.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 507 | $50.0K | 0.05% | +3+0.6% | Added |
| Transce3nd, LLC | 511 | $50.4K | 0.02% | −652−56.1% | Reduced |
| FSA Wealth Management LLC | 528 | $52.1K | 0.02% | 00.0% | Unchanged |
| Capitol Family Office, Inc. | 529 | $52.2K | 0.07% | +529 | New |
| Marshall & Sterling Wealth Advisors Inc. | 531 | $52.4K | 0.04% | +87+19.6% | Added |
| Parvin Asset Management, LLC | 533 | $52.6K | 0.06% | +18+3.5% | Added |
| ZynergyRetirementPlanningLLC | 473 | $52.7K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 534 | $52.7K | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 536 | $52.9K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 538 | $53.1K | 0.03% | +28+5.5% | Added |
| NewSquare Capital LLC | 540 | $53.3K | 0.00% | +369+215.8% | Added |
| Core Alternative Capital | 542 | $53.5K | 0.01% | +225+71.0% | Added |
| Wealth Preservation Advisors, LLC | 542 | $53.5K | 0.04% | +542 | New |
| Koesten, Hirschmann & Crabtree, INC. | 543 | $53.6K | 0.03% | −8−1.5% | Reduced |
| Moser Wealth Advisors, LLC | 547 | $54.0K | 0.03% | +82+17.6% | Added |
| Covestor Ltd | 558 | $55.0K | 0.04% | +42+8.1% | Added |
| Bay Harbor Wealth Management, LLC | 566 | $55.9K | 0.02% | +252+80.3% | Added |
| NCP Inc. | 573 | $56.6K | 0.08% | +2+0.4% | Added |
| Frazier Financial Advisors, LLC | 575 | $56.8K | 0.04% | −30−5.0% | Reduced |
| Security National Bank | 576 | $56.9K | 0.01% | +1+0.2% | Added |
| Kiker Wealth Management, LLC | 591 | $58.3K | 0.04% | +591 | New |
| Y.D. More Investments Ltd | 548 | $58.5K | 0.01% | −337−38.1% | Reduced |
| Provenance Wealth Advisors, LLC | 595 | $58.7K | 0.01% | −206−25.7% | Reduced |
| Silicon Valley Capital Partners | 599 | $58.7K | 0.01% | +599 | New |
| Paladin Advisory Group, LLC | 599 | $59.1K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $59.2K | 0.06% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 607 | $59.9K | 0.02% | +50+9.0% | Added |
| Raffa Wealth Management, LLC | 608 | $60.0K | 0.01% | −12−1.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 615 | $60.7K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 618 | $61.0K | 0.04% | −22−3.4% | Reduced |
| Dogwood Wealth Management LLC | 631 | $62.3K | 0.03% | +116+22.5% | Added |
| Capital A Wealth Management, LLC | 640 | $63.2K | 0.07% | −3−0.5% | Reduced |
| Centricity Wealth Management, LLC | 650 | $64.2K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 651 | $64.3K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 662 | $65.3K | 0.02% | +5+0.8% | Added |
| Arlington Trust Co LLC | 665 | $65.6K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 684 | $67.5K | 0.06% | −4−0.6% | Reduced |
| Virtus ETF Advisers LLC | 687 | $67.8K | 0.04% | +687 | New |
| Canton Hathaway, LLC | 685 | $68.0K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 713 | $70.4K | 0.37% | +713 | New |
| Pineridge Advisors LLC | 715 | $70.5K | 0.03% | −473−39.8% | Reduced |
| Hughes Financial Services, LLC | 736 | $71.9K | 0.01% | +736 | New |
| Lavaca Capital LLC | 735 | $72.5K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 747 | $73.7K | 0.01% | +300+67.1% | Added |
| Fairman Group, LLC | 662 | $74.0K | 0.07% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 756 | $74.6K | 0.03% | −999−56.9% | Reduced |
| Cranbrook Wealth Management, LLC | 757 | $74.7K | 0.02% | −696−47.9% | Reduced |
| WPG Advisers, LLC | 757 | $74.8K | 0.07% | −583−43.5% | Reduced |
| Roble, Belko & Company, Inc | 759 | $75.0K | 0.01% | 00.0% | Unchanged |