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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 2,281 | $225.0K | 0.02% | +22+1.0% | Added |
| Centennial Bank | 2,283 | $225.3K | 0.11% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,285 | $225.5K | 0.02% | +2,285 | New |
| Alliance Wealth Management Group | 2,287 | $225.7K | 0.06% | −43−1.8% | Reduced |
| New Republic Capital, LLC | 2,297 | $226.7K | 0.10% | −278−10.8% | Reduced |
| Capital Square, LLC | 2,298 | $226.8K | 0.13% | −127−5.2% | Reduced |
| Greenwood Gearhart Inc | 2,298 | $226.8K | 0.02% | −2,065−47.3% | Reduced |
| Towercrest Capital Management | 2,298 | $226.9K | 0.04% | −535−18.9% | Reduced |
| Firestone Capital Management | 2,302 | $227.2K | 0.06% | +145+6.7% | Added |
| Credit Industriel Et Commercial | 2,307 | $227.7K | 0.04% | +1,193+107.1% | Added |
| Garner Asset Management Corp | 2,308 | $227.8K | 0.10% | −292−11.2% | Reduced |
| Keebeck Wealth Management, LLC | 2,308 | $227.8K | 0.03% | −162−6.6% | Reduced |
| Cascades Capital Asset Management, LLC | 2,310 | $228.0K | 0.12% | +5+0.2% | Added |
| Truepoint, Inc. | 2,319 | $228.9K | 0.01% | −203−8.0% | Reduced |
| Lansing Street Advisors | 2,320 | $229.0K | 0.08% | +239+11.5% | Added |
| Creative Financial Designs Inc | 2,322 | $229.2K | 0.02% | −116−4.8% | Reduced |
| Ironwood Investment Management LLC | 2,330 | $230.0K | 0.13% | −27−1.1% | Reduced |
| Unique Wealth, LLC | 2,331 | $230.1K | 0.04% | −100−4.1% | Reduced |
| Second Half Financial Partners, LLC | 2,333 | $230.3K | 0.11% | −976−29.5% | Reduced |
| EPG Wealth Management LLC | 2,336 | $230.6K | 0.06% | −91−3.7% | Reduced |
| Gill Capital Partners, LLC | 2,337 | $230.7K | 0.08% | −155−6.2% | Reduced |
| Morton Brown Family Wealth, LLC | 2,344 | $231.4K | 0.08% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 2,345 | $231.5K | 0.07% | +31+1.3% | Added |
| Wallace Advisory Group, LLC | 2,087 | $232.4K | 0.16% | +2,087 | New |
| TFG Advisers LLC | 2,360 | $232.9K | 0.08% | −45−1.9% | Reduced |
| Collaborative Wealth Managment Inc. | 2,360 | $233.0K | 0.11% | −1,742−42.5% | Reduced |
| Breed's Hill Capital LLC | 2,369 | $233.8K | 0.13% | +169+7.7% | Added |
| FMB Wealth Management | 2,373 | $234.2K | 0.13% | +467+24.5% | Added |
| First Citizens Financial Corp | 2,379 | $234.8K | 0.13% | −38−1.6% | Reduced |
| Seamount Financial Group Inc | 2,380 | $234.9K | 0.16% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 2,381 | $235.0K | 0.23% | −20−0.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,400 | $235.4K | 0.00% | +2,400 | New |
| Visionary Horizons, LLC | 2,388 | $235.7K | 0.17% | −775−24.5% | Reduced |
| SJS Investment Consulting Inc. | 2,395 | $236.4K | 0.04% | −163−6.4% | Reduced |
| Redwood Financial Network Corp | 2,396 | $236.5K | 0.18% | −89−3.6% | Reduced |
| Millstone Evans Group, LLC | 2,397 | $236.6K | 0.16% | +8+0.3% | Added |
| Wealthcare Capital Partners, LLC | 2,398 | $236.6K | 0.12% | −65−2.6% | Reduced |
| Fonville Wealth Management LLC | 2,412 | $236.7K | 0.07% | +2,412 | New |
| Investment Advisory Group, LLC | 2,400 | $236.9K | 0.08% | −13−0.5% | Reduced |
| Mad River Investors | 2,400 | $236.9K | 0.10% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,400 | $236.9K | 0.05% | +196+8.9% | Added |
| Centerpoint Advisors, LLC | 2,405 | $237.0K | 0.09% | −10−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,402 | $237.1K | 0.18% | +48+2.0% | Added |
| Parallax Volatility Advisers, L.P. | 2,403 | $237.2K | 0.01% | −28,100−92.1% | Reduced |
| Acropolis Investment Management, LLC | 2,406 | $237.5K | 0.01% | −91−3.6% | Reduced |
| Saxony Capital Management, LLC | 2,407 | $237.6K | 0.21% | −475−16.5% | Reduced |
| McLean Asset Management Corp | 2,908 | $237.6K | 0.08% | −33−1.1% | Reduced |
| Sunflower Bank, N.A. | 2,410 | $237.9K | 0.07% | +19+0.8% | Added |
| Equita Financial Network, Inc. | 2,424 | $239.2K | 0.08% | +2,424 | New |
| Correct Capital Wealth Management | 2,430 | $239.8K | 0.05% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,431 | $239.9K | 0.19% | +14+0.6% | Added |
| C2C Wealth Management, LLC | 2,432 | $240.0K | 0.23% | 00.0% | Unchanged |
| First Bank & Trust | 2,441 | $240.9K | 0.05% | −27−1.1% | Reduced |
| Chase Investment Counsel Corp | 2,446 | $241.0K | 0.09% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,446 | $241.4K | 0.04% | +200+8.9% | Added |
| West Oak Capital, LLC | 2,450 | $241.8K | 0.09% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,664 | $242.0K | 0.05% | +441+19.8% | Added |
| Bannerman Wealth Management Group, LLC | 2,453 | $242.1K | 0.20% | +68+2.9% | Added |
| Global Trust Asset Management, LLC | 2,455 | $242.3K | 0.15% | −800−24.6% | Reduced |
| Cascade Financial Partners, LLC | 2,456 | $242.4K | 0.03% | −70−2.8% | Reduced |
| Encompass More Asset Management | 2,458 | $242.6K | 0.07% | −193−7.3% | Reduced |
| Advisors Management Group Inc | 2,466 | $243.0K | 0.05% | −107−4.2% | Reduced |
| East Coast Asset Management, LLC. | 2,464 | $243.2K | 0.09% | +26+1.1% | Added |
| Compass Ion Advisors, LLC | 2,475 | $244.3K | 0.03% | +54+2.2% | Added |
| Fortis Group Advisors, LLC | 2,476 | $244.4K | 0.05% | −239−8.8% | Reduced |
| Francis Financial, Inc. | 2,476 | $244.4K | 0.06% | −624−20.1% | Reduced |
| Brio Consultants, LLC | 2,478 | $244.6K | 0.04% | +53+2.2% | Added |
| Firethorn Wealth Partners, LLC | 2,489 | $245.7K | 0.12% | −96−3.7% | Reduced |
| Fortitude Family Office, LLC | 2,490 | $245.8K | 0.09% | −78−3.0% | Reduced |
| Cambria Investment Management, L.P. | 2,491 | $245.9K | 0.02% | +2,491 | New |
| Pin Oak Investment Advisors Inc | 2,210 | $246.0K | 0.19% | +200+10.0% | Added |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $246.8K | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 2,506 | $247.3K | 0.42% | −5,563−68.9% | Reduced |
| Austin Private Wealth, LLC | 2,506 | $247.4K | 0.02% | −59−2.3% | Reduced |
| Seelaus Asset Management LLC | 2,507 | $247.5K | 0.24% | +359+16.7% | Added |
| GPM Growth Investors, Inc. | 2,509 | $247.6K | 0.11% | +167+7.1% | Added |
| Archetype Wealth Partners | 2,514 | $248.0K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,514 | $248.1K | 0.11% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,717 | $248.5K | 0.08% | −28−1.0% | Reduced |
| UMA Financial Services, Inc. | 2,519 | $248.6K | 0.04% | +38+1.5% | Added |
| WP Advisors, LLC | 2,521 | $248.8K | 0.08% | +10+0.4% | Added |
| Traveka Wealth, LLC | 2,521 | $248.8K | 0.14% | +39+1.6% | Added |
| Northwest Financial Advisors | 2,522 | $248.9K | 0.21% | −141−5.3% | Reduced |
| Corps Capital Advisors, LLC | 2,525 | $249.3K | 0.26% | −126−4.8% | Reduced |
| James J. Burns & Company, LLC | 2,531 | $249.8K | 0.04% | −54−2.1% | Reduced |
| Vestor Capital, LLC | 2,532 | $250.0K | 0.02% | −25−1.0% | Reduced |
| Fort Point Capital Partners LLC | 2,534 | $250.1K | 0.03% | −101−3.8% | Reduced |
| Holland Advisory Services, Inc. | 2,542 | $250.9K | 0.38% | +10.0% | Added |
| Fusion Capital, LLC | 2,544 | $251.1K | 0.10% | +44+1.8% | Added |
| Pzena Investment Management LLC | 2,544 | $251.1K | 0.00% | −3,962−60.9% | Reduced |
| Tradition Wealth Management, LLC | 2,546 | $251.3K | 0.02% | +2,546 | New |
| Wellspring Financial Advisors, LLC | 2,558 | $252.4K | 0.03% | −9−0.4% | Reduced |
| Tudor Financial Inc. | 2,561 | $252.7K | 0.15% | +10.0% | Added |
| Ami Asset Management Corp | 2,561 | $252.8K | 0.01% | +267+11.6% | Added |
| Capital Advisors, Ltd. LLC | 2,563 | $253.0K | 0.03% | +9+0.4% | Added |
| Deseret Mutual Benefit Administrators | 2,566 | $253.3K | 0.13% | +56+2.2% | Added |
| Ackerman Capital Advisors, LLC | 2,566 | $253.3K | 0.07% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,570 | $253.7K | 0.03% | +463+22.0% | Added |
| Northwest Wealth Management, LLC | 2,572 | $253.9K | 0.05% | +31+1.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,574 | $254.1K | 0.08% | +150+6.2% | Added |