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 |
|---|---|---|---|---|---|
| Financial Connections Group, Inc. | 761 | $75.0K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 767 | $75.7K | 0.08% | −1,058−58.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 666 | $75.8K | 0.01% | −9,081−93.2% | Reduced |
| Stonebridge Financial Group, LLC | 768 | $75.8K | 0.01% | +78+11.3% | Added |
| Ogorek Anthony Joseph | 784 | $77.0K | 0.03% | +165+26.7% | Added |
| FSC Wealth Advisors, LLC | 788 | $77.8K | 0.05% | +1+0.1% | Added |
| Bank & Trust Co | 792 | $78.2K | 0.06% | −197−19.9% | Reduced |
| Ramirez Asset Management, Inc. | 800 | $79.0K | 0.02% | −100−11.1% | Reduced |
| Reyes Financial Architecture, Inc. | 800 | $79.0K | 0.06% | 00.0% | Unchanged |
| Banque Transatlantique SA | 800 | $79.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 839 | $79.7K | 0.02% | −23−2.7% | Reduced |
| Clarity Asset Management, Inc. | 815 | $80.4K | 0.05% | +4+0.5% | Added |
| Abound Wealth Management | 819 | $80.8K | 0.03% | +55+7.2% | Added |
| WealthCollab, LLC | 832 | $82.1K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 838 | $82.7K | 0.05% | −147−14.9% | Reduced |
| Rakuten Securities, Inc. | 842 | $83.1K | 0.04% | −2,110−71.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 852 | $84.1K | 0.02% | +38+4.7% | Added |
| Abound Financial, LLC | 889 | $87.7K | 0.04% | +889 | New |
| Prudent Man Investment Management, Inc. | 804 | $89.5K | 0.05% | 00.0% | Unchanged |
| PFS Partners, LLC | 963 | $95.0K | 0.05% | +2+0.2% | Added |
| Pinney & Scofield, Inc. | 970 | $95.7K | 0.07% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 983 | $97.0K | 0.06% | +983 | New |
| Financial Management Professionals, Inc. | 984 | $97.2K | 0.01% | −24−2.4% | Reduced |
| MorganRosel Wealth Management, LLC | 1,007 | $99.4K | 0.03% | +1,007 | New |
| Park Square Financial Group, LLC | 1,008 | $99.5K | 0.08% | +66+7.0% | Added |
| Princeton Global Asset Management LLC | 1,011 | $99.8K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,015 | $100.2K | 0.04% | +77+8.2% | Added |
| Dunhill Financial, LLC | 1,021 | $100.8K | 0.05% | −11−1.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,029 | $101.6K | 0.08% | −74−6.7% | Reduced |
| Chesapeake Asset Management LLC | 1,030 | $101.7K | 0.10% | +29+2.9% | Added |
| Riggs Asset Managment Co. Inc. | 1,055 | $104.1K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,057 | $104.3K | 0.02% | +5+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,058 | $104.4K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,058 | $104.4K | 0.01% | +140+15.3% | Added |
| Hopwood Financial Services, Inc. | 1,085 | $107.1K | 0.08% | −2,478−69.5% | Reduced |
| Inlight Wealth Management, LLC | 1,085 | $107.1K | 0.07% | +1,085 | New |
| Gordian Capital Singapore Pte Ltd | 1,090 | $107.5K | 0.07% | +79+7.8% | Added |
| GW&K Investment Management, LLC | 1,099 | $108.0K | 0.00% | +5+0.5% | Added |
| IAG Wealth Partners, LLC | 1,104 | $109.0K | 0.02% | −205−15.7% | Reduced |
| Financial Network Wealth Management LLC | 1,107 | $109.0K | 0.04% | +1,107 | New |
| Wayfinding Financial, LLC | 1,108 | $109.0K | 0.05% | +1,108 | New |
| AllSquare Wealth Management LLC | 1,124 | $110.9K | 0.07% | +202+21.9% | Added |
| Avion Wealth | 1,022 | $113.0K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 1,160 | $114.5K | 0.04% | +143+14.1% | Added |
| Bellevue Asset Management, LLC | 1,208 | $119.3K | 0.07% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,216 | $120.0K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,226 | $121.0K | 0.03% | +1+0.1% | Added |
| Kozak & Associates, Inc. | 1,474 | $124.7K | 0.03% | −123−7.7% | Reduced |
| Creative Capital Management Investments LLC | 1,281 | $126.4K | 0.05% | −4−0.3% | Reduced |
| Founders Capital Management | 1,288 | $127.1K | 0.08% | −70−5.2% | Reduced |
| Cohen & Steers, Inc. | 1,300 | $128.0K | 0.00% | −954−42.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,314 | $129.7K | 0.03% | +49+3.9% | Added |
| Riverview Trust Co | 1,324 | $130.7K | 0.13% | −36−2.6% | Reduced |
| Fourth Dimension Wealth, LLC | 1,366 | $134.8K | 0.07% | +234+20.7% | Added |
| NBZ Investment Advisors LLC | 1,388 | $137.0K | 0.08% | −316−18.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,405 | $138.7K | 0.05% | −140−9.1% | Reduced |
| Medallion Wealth Advisors, LLC | 1,413 | $138.8K | 0.06% | −574−28.9% | Reduced |
| PrairieView Partners, LLC | 1,414 | $139.0K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 1,435 | $141.6K | 0.17% | +1,435 | New |
| Cornerstone Planning Group LLC | 1,625 | $141.8K | 0.03% | +541+49.9% | Added |
| Tower View Investment Management & Research LLC | 1,442 | $142.3K | 0.08% | +7+0.5% | Added |
| HighMark Wealth Management LLC | 1,446 | $142.7K | 0.08% | +48+3.4% | Added |
| Accredited Wealth Management, LLC | 1,461 | $144.2K | 0.12% | −240−14.1% | Reduced |
| Private Wealth Management Group, LLC | 1,470 | $145.1K | 0.05% | −699−32.2% | Reduced |
| Consultiva Wealth Management, Corp. | 1,487 | $146.8K | 0.50% | +20+1.4% | Added |
| Wood Tarver Financial Group, LLC | 1,497 | $147.8K | 0.05% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,498 | $147.9K | 0.11% | +35+2.4% | Added |
| Trifecta Capital Advisors, LLC | 1,540 | $152.0K | 0.03% | −1−0.1% | Reduced |
| Greenline Partners, LLC | 1,543 | $152.3K | 0.02% | +21+1.4% | Added |
| DT Investment Partners, LLC | 1,605 | $158.4K | 0.02% | +5+0.3% | Added |
| Atticus Wealth Management, LLC | 1,609 | $158.8K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,631 | $161.0K | 0.09% | −366−18.3% | Reduced |
| ORG Partners LLC | 1,685 | $164.6K | 0.04% | −720−29.9% | Reduced |
| Atwood & Palmer Inc | 1,670 | $164.8K | 0.01% | +96+6.1% | Added |
| Lipe & Dalton | 1,680 | $166.0K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,721 | $169.9K | 0.04% | −365−17.5% | Reduced |
| Heritage Wealth Advisors | 1,747 | $172.5K | 0.01% | −23−1.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 1,751 | $172.8K | 0.12% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $173.0K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,790 | $176.7K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,791 | $176.8K | 0.02% | +11+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,792 | $177.0K | 0.06% | +300+20.1% | Added |
| Rise Advisors, LLC | 1,827 | $180.3K | 0.08% | −26−1.4% | Reduced |
| Tortoise Investment Management, LLC | 1,850 | $182.6K | 0.02% | −130−6.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,858 | $183.4K | 0.11% | +340+22.4% | Added |
| Darwin Advisors, LLC | 1,664 | $185.3K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,880 | $185.6K | 0.10% | −71−3.6% | Reduced |
| N.E.W. Advisory Services LLC | 1,885 | $186.0K | 0.01% | +10+0.5% | Added |
| CNB Bank | 1,919 | $189.4K | 0.10% | −6,230−76.5% | Reduced |
| Aventura Private Wealth, LLC | 1,932 | $190.6K | 0.10% | +248+14.7% | Added |
| Alpine Bank Wealth Management | 1,937 | $191.2K | 0.03% | +1,937 | New |
| Quarry LP | 1,968 | $194.2K | 0.05% | +376+23.6% | Added |
| Evermay Wealth Management LLC | 1,977 | $195.2K | 0.03% | −90−4.4% | Reduced |
| Park Place Capital Corp | 2,000 | $197.4K | 0.05% | +30+1.5% | Added |
| Strategic Investment Solutions, Inc. | 2,010 | $198.4K | 0.06% | −1,391−40.9% | Reduced |
| Affinity Capital Advisors, LLC | 2,357 | $200.1K | 0.04% | +49+2.1% | Added |
| Victory Financial Group, LLC | 2,059 | $200.2K | 0.04% | +2,059 | New |
| Byrne Financial Freedom, LLC | 2,029 | $200.3K | 0.11% | −90−4.2% | Reduced |
| DMG Group, LLC | 2,031 | $200.5K | 0.16% | +2,031 | New |
| E&G Advisors, LP | 2,034 | $200.8K | 0.06% | 00.0% | Unchanged |