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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 2,038 | $201.2K | 0.09% | −1,952−48.9% | Reduced |
| WealthShield Partners, LLC | 2,038 | $201.2K | 0.03% | +136+7.2% | Added |
| Bogart Wealth, LLC | 2,041 | $201.4K | 0.01% | −855−29.5% | Reduced |
| Rockline Wealth Management, LLC | 2,041 | $201.4K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,046 | $201.9K | 0.04% | +445+27.8% | Added |
| TruNorth Capital Management, LLC | 2,048 | $202.1K | 0.05% | +931+83.3% | Added |
| Flaharty Asset Management, LLC | 2,052 | $202.5K | 0.03% | −67−3.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,052 | $202.5K | 0.02% | +2,052 | New |
| Financial Advisors, LLC | 2,053 | $202.6K | 0.04% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,054 | $202.7K | 0.03% | −920−30.9% | Reduced |
| Summit Wealth Partners, LLC | 2,059 | $203.2K | 0.04% | −46−2.2% | Reduced |
| Alterna Wealth Management, Inc | 2,064 | $203.7K | 0.15% | −422−17.0% | Reduced |
| VSM Wealth Advisory, LLC | 2,066 | $203.9K | 0.07% | −599−22.5% | Reduced |
| CAP Partners, LLC | 2,066 | $204.0K | 0.15% | −253−10.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,067 | $204.0K | 0.08% | +51+2.5% | Added |
| Bank of New Hampshire | 2,072 | $204.5K | 0.05% | −100−4.6% | Reduced |
| Montz Harcus Wealth Management LLC | 2,072 | $204.5K | 0.11% | +35+1.7% | Added |
| New Jersey Better Educational Savings Trust | 2,077 | $205.0K | 0.40% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,082 | $205.5K | 0.08% | +130+6.7% | Added |
| Towerpoint Wealth, LLC | 2,082 | $205.5K | 0.10% | +14+0.7% | Added |
| Old North State Trust, LLC | 1,849 | $206.0K | 0.13% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 2,091 | $206.4K | 0.15% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 2,093 | $206.5K | 0.14% | +52+2.5% | Added |
| Vista Wealth Management Group, LLC | 2,095 | $206.8K | 0.01% | +229+12.3% | Added |
| Northern Financial Advisors Inc | 2,096 | $206.9K | 0.17% | −123−5.5% | Reduced |
| Valicenti Advisory Services Inc | 2,100 | $207.0K | 0.05% | −4,109−66.2% | Reduced |
| WealthCare Investment Partners, LLC | 2,466 | $207.2K | 0.09% | +6+0.2% | Added |
| Nvest Financial, LLC | 2,100 | $207.2K | 0.11% | +2,100 | New |
| Patrick Mauro Investment Advisor, INC. | 2,100 | $207.3K | 0.11% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,101 | $207.4K | 0.09% | +67+3.3% | Added |
| Holos Integrated Wealth LLC | 2,107 | $208.0K | 0.14% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,113 | $208.5K | 0.05% | +5+0.2% | Added |
| Monticello Wealth Management, LLC | 2,118 | $209.0K | 0.02% | +4+0.2% | Added |
| Birch Financial Group, LLC | 2,124 | $209.7K | 0.19% | +263+14.1% | Added |
| Tenon Financial LLC | 2,124 | $209.7K | 0.13% | 00.0% | Unchanged |
| Gries Financial LLC | 2,124 | $209.7K | 0.04% | +2,124 | New |
| Paradigm, Strategies in Wealth Management, LLC | 2,125 | $209.7K | 0.14% | −3−0.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,125 | $209.7K | 0.07% | −1,164−35.4% | Reduced |
| Chilton Investment Co LLC | 2,127 | $209.9K | 0.01% | +2,127 | New |
| Financial Council Asset Management Inc | 2,129 | $210.2K | 0.11% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 2,137 | $210.9K | 0.19% | +50+2.4% | Added |
| Betterment LLC | 2,134 | $211.0K | 0.00% | +10.0% | Added |
| Prelude Capital Management, LLC | 2,139 | $211.1K | 0.02% | −10,860−83.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,139 | $211.1K | 0.14% | −10−0.5% | Reduced |
| Rice Partnership, LLC | 2,140 | $211.2K | 0.04% | −1,898−47.0% | Reduced |
| Cannon Wealth Management Services, LLC | 2,082 | $212.5K | 0.19% | −197−8.6% | Reduced |
| Richard W. Paul & Associates, LLC | 2,159 | $213.1K | 0.08% | +872+67.8% | Added |
| Rothschild Capital Partners, LLC | 2,160 | $213.2K | 0.06% | −550−20.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,161 | $213.3K | 0.08% | −704−24.6% | Reduced |
| Michael B. Yongue | 2,162 | $213.4K | 0.27% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 2,170 | $214.2K | 0.15% | +21+1.0% | Added |
| Blue Barn Wealth, LLC | 2,179 | $215.1K | 0.11% | +48+2.3% | Added |
| Lakeshore Financial Planning, Inc. | 2,181 | $215.4K | 0.09% | +3+0.1% | Added |
| WestHill Financial Advisors, Inc. | 2,183 | $215.4K | 0.05% | +24+1.1% | Added |
| Flagship Wealth Advisors, LLC | 2,184 | $215.6K | 0.09% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,185 | $215.7K | 0.01% | +67+3.2% | Added |
| Evolution Wealth Advisors, LLC | 2,187 | $215.9K | 0.04% | −2,034−48.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,188 | $216.0K | 0.07% | −1,267−36.7% | Reduced |
| Miramar Capital, LLC | 2,190 | $216.2K | 0.05% | −157−6.7% | Reduced |
| Hall Laurie J Trustee | 2,192 | $216.3K | 0.08% | −19−0.9% | Reduced |
| Morling Financial Advisors, LLC | 2,194 | $216.5K | 0.07% | −167−7.1% | Reduced |
| Plan A Wealth LLC | 2,196 | $216.7K | 0.17% | +10.0% | Added |
| Integras Partners LLC | 2,198 | $216.9K | 0.20% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,199 | $217.0K | 0.02% | −535−19.6% | Reduced |
| Stonebrook Private Inc. | 2,200 | $217.1K | 0.06% | +236+12.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,202 | $217.3K | 0.01% | −389−15.0% | Reduced |
| Bullock Wealth Management Group | 2,229 | $217.7K | 0.12% | −58−2.5% | Reduced |
| Zhang Financial LLC | 2,207 | $217.8K | 0.01% | +197+9.8% | Added |
| Latko Wealth Management, Ltd. | 2,211 | $218.0K | 0.14% | +10+0.5% | Added |
| Raleigh Capital Management Inc. | 2,211 | $218.3K | 0.10% | −1,054−32.3% | Reduced |
| PSI Advisors, LLC | 2,212 | $218.3K | 0.07% | −391−15.0% | Reduced |
| Brookmont Capital Management | 2,214 | $218.6K | 0.12% | +30+1.4% | Added |
| Karpus Management, Inc. | 2,215 | $218.6K | 0.01% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 2,216 | $218.7K | 0.11% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,220 | $219.1K | 0.08% | +2,220 | New |
| Nautilus Advisors LLC | 2,221 | $219.2K | 0.18% | −555−20.0% | Reduced |
| Element Wealth, LLC | 2,226 | $219.7K | 0.12% | −99−4.3% | Reduced |
| Edge Financial Advisors LLC | 2,231 | $220.2K | 0.14% | +88+4.1% | Added |
| Sherman Asset Management, Inc. | 2,232 | $220.3K | 0.21% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2,235 | $220.6K | 0.29% | +857+62.2% | Added |
| Fortitude Advisory Group L.L.C. | 2,666 | $220.6K | 0.16% | −446−14.3% | Reduced |
| FORM Wealth Advisors, LLC | 2,237 | $220.8K | 0.03% | +2,237 | New |
| Tranquilli Financial Advisor LLC | 2,239 | $221.0K | 0.14% | −416−15.7% | Reduced |
| Five Oceans Advisors | 2,244 | $221.5K | 0.11% | +2,244 | New |
| Kestra Investment Management, LLC | 2,245 | $221.6K | 0.01% | −310−12.1% | Reduced |
| Hamilton Wealth, LLC | 2,251 | $222.2K | 0.05% | −39,278−94.6% | Reduced |
| S.A. Mason LLC | 2,251 | $222.2K | 0.12% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,253 | $222.4K | 0.05% | −608−21.3% | Reduced |
| SGL Investment Advisors, Inc. | 2,116 | $222.4K | 0.11% | +32+1.5% | Added |
| Emprise Bank | 2,260 | $223.1K | 0.12% | −75−3.2% | Reduced |
| Yoder Wealth Management, Inc. | 2,260 | $223.1K | 0.13% | +8+0.4% | Added |
| Hill Island Financial LLC | 2,262 | $223.3K | 0.07% | −20−0.9% | Reduced |
| Centerline Wealth Advisors, LLC | 2,265 | $223.6K | 0.13% | +29+1.3% | Added |
| Maltin Wealth Management, Inc. | 2,267 | $223.7K | 0.11% | −208−8.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,267 | $223.8K | 0.04% | +174+8.3% | Added |
| Union Savings Bank | 2,271 | $224.1K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 2,275 | $224.5K | 0.02% | +6+0.3% | Added |
| Real Talk Capital, LLC | 2,276 | $224.6K | 0.30% | +10.0% | Added |
| Future Financial Wealth Managment LLC | 2,276 | $224.6K | 0.16% | +5+0.2% | Added |
| Pinnacle Financial Group, LLC | 2,276 | $224.7K | 0.08% | +2,276 | New |