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 |
|---|---|---|---|---|---|
| One Wealth Capital Management, LLC | 2,581 | $254.7K | 0.14% | +546+26.8% | Added |
| Vista Private Wealth Partners. LLC | 2,585 | $255.2K | 0.09% | +1,131+77.8% | Added |
| SPC Financial, Inc. | 2,589 | $255.5K | 0.02% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,596 | $256.3K | 0.12% | +20+0.8% | Added |
| Vanguard Capital Wealth Advisors | 2,597 | $256.3K | 0.31% | +151+6.2% | Added |
| Navalign, LLC | 2,598 | $256.4K | 0.07% | +4+0.2% | Added |
| Allen Capital Group, LLC | 2,601 | $256.7K | 0.03% | +316+13.8% | Added |
| Second Line Capital, LLC | 2,603 | $256.9K | 0.07% | +2,603 | New |
| Heartwood Wealth Advisors LLC | 2,604 | $257.0K | 0.03% | +60+2.4% | Added |
| Capula Management Ltd | 2,605 | $257.1K | 0.00% | +2,605 | New |
| Friday Financial | 2,630 | $257.4K | 0.15% | +2,630 | New |
| CMG Global Holdings, LLC | 2,862 | $257.6K | 0.17% | +60+2.1% | Added |
| Elser Financial Planning, Inc | 2,622 | $258.8K | 0.36% | −34−1.3% | Reduced |
| Kapstone Financial Advisors LLC | 2,623 | $258.9K | 0.15% | +8+0.3% | Added |
| RDA Financial Network | 2,631 | $259.7K | 0.08% | −14−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 2,631 | $259.7K | 0.08% | +75+2.9% | Added |
| Dixon Fnancial Services, Inc. | 2,633 | $259.9K | 0.14% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,635 | $260.1K | 0.12% | −100−3.7% | Reduced |
| Rock Point Advisors, LLC | 2,640 | $260.6K | 0.08% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,331 | $260.7K | 0.02% | 00.0% | Unchanged |
| Avenir Corp | 2,646 | $261.2K | 0.03% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 2,646 | $261.2K | 0.30% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,650 | $261.6K | 0.01% | +393+17.4% | Added |
| Retirement Planning Group, LLC | 2,651 | $261.7K | 0.27% | +328+14.1% | Added |
| FSM Wealth Advisors, LLC | 2,654 | $261.9K | 0.06% | +408+18.2% | Added |
| Childress Capital Advisors, LLC | 2,662 | $262.7K | 0.08% | +529+24.8% | Added |
| Dodds Wealth, LLC | 2,668 | $263.3K | 0.09% | −29−1.1% | Reduced |
| waypoint wealth counsel | 2,668 | $263.4K | 0.17% | +302+12.8% | Added |
| Ssi Investment Management LLC | 2,669 | $263.4K | 0.02% | −2−0.1% | Reduced |
| Prodigy Asset Management LLC | 2,670 | $263.5K | 0.21% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,675 | $264.0K | 0.08% | −107−3.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,123 | $264.4K | 0.06% | +180+6.1% | Added |
| EWG Elevate Inc. | 2,679 | $264.5K | 0.10% | −510−16.0% | Reduced |
| Solitude Financial Services | 2,683 | $264.8K | 0.10% | +2,683 | New |
| ZRC Wealth Management, LLC | 2,689 | $265.4K | 0.11% | +16+0.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,694 | $265.9K | 0.08% | +200+8.0% | Added |
| Warren Street Wealth Advisors, LLC | 2,700 | $266.5K | 0.10% | +703+35.2% | Added |
| Fermata Advisors, LLC | 2,705 | $266.9K | 0.05% | +574+26.9% | Added |
| Olistico Wealth, LLC | 2,705 | $267.0K | 0.17% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 2,713 | $268.0K | 0.01% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,952 | $268.5K | 0.23% | +198+7.2% | Added |
| ProVise Management Group, LLC | 2,721 | $268.5K | 0.02% | +44+1.6% | Added |
| Convergence Investment Partners, LLC | 2,725 | $269.0K | 0.07% | −355−11.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,731 | $269.6K | 0.04% | +33+1.2% | Added |
| High Note Wealth, LLC | 2,734 | $269.8K | 0.07% | +10+0.4% | Added |
| Blue Fin Capital, Inc. | 2,741 | $270.5K | 0.05% | +2,741 | New |
| Wealthgarden F.S. LLC | 2,744 | $270.8K | 0.26% | +56+2.1% | Added |
| New England Capital Financial Advisors LLC | 2,748 | $271.2K | 0.14% | −55−2.0% | Reduced |
| Cooper/Haims Advisors, LLC | 2,753 | $271.7K | 0.15% | −15−0.5% | Reduced |
| B&L Asset Management LLC | 2,752 | $271.7K | 0.18% | −7−0.3% | Reduced |
| Tradewinds Capital Management, LLC | 2,754 | $271.8K | 0.07% | −237−7.9% | Reduced |
| Progressive Investment Management Corp | 2,757 | $272.1K | 0.08% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,758 | $272.2K | 0.09% | +118+4.5% | Added |
| Gerber, LLC | 2,760 | $272.4K | 0.23% | +7+0.3% | Added |
| Greatmark Investment Partners, Inc. | 2,762 | $272.6K | 0.04% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,762 | $272.7K | 0.05% | −17−0.6% | Reduced |
| Dudley Capital Management, LLC | 2,770 | $273.4K | 0.15% | −375−11.9% | Reduced |
| Claris Financial LLC | 2,459 | $273.8K | 0.18% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 2,779 | $274.3K | 0.25% | −195−6.6% | Reduced |
| Advyzon Investment Management, LLC | 2,781 | $274.5K | 0.10% | +426+18.1% | Added |
| Independent Solutions Wealth Management, LLC | 2,784 | $274.7K | 0.06% | −27−1.0% | Reduced |
| Costello Asset Management, INC | 2,786 | $275.0K | 0.11% | −4,347−60.9% | Reduced |
| Castle Rock Wealth Management, LLC | 2,824 | $275.5K | 0.07% | −571−16.8% | Reduced |
| Hudock, Inc. | 2,793 | $275.7K | 0.05% | +8+0.3% | Added |
| SNS Financial Group, LLC | 2,798 | $276.2K | 0.03% | +22+0.8% | Added |
| Crane Advisory, LLC | 3,257 | $276.5K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,804 | $276.7K | 0.03% | −437−13.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,807 | $277.1K | 0.15% | +231+9.0% | Added |
| Financial Freedom, LLC | 2,808 | $277.1K | 0.16% | −16−0.6% | Reduced |
| Client 1st Advisory Group, LLC | 2,808 | $277.1K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,808 | $277.2K | 0.02% | −155−5.2% | Reduced |
| Meritage Portfolio Management | 2,810 | $277.4K | 0.02% | +2+0.1% | Added |
| Altrafin AG | 2,818 | $278.1K | 0.11% | −1,200−29.9% | Reduced |
| SkyOak Wealth, LLC | 2,834 | $279.7K | 0.06% | +7+0.2% | Added |
| McRae Capital Management Inc | 2,835 | $279.8K | 0.06% | +100+3.7% | Added |
| Florida Financial Advisors, LLC | 2,846 | $279.8K | 0.11% | −471−14.2% | Reduced |
| Foguth Wealth Management, LLC. | 2,839 | $280.2K | 0.07% | +119+4.4% | Added |
| Latitude Advisors, LLC | 2,840 | $280.4K | 0.16% | −71−2.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,852 | $281.5K | 0.07% | −68−2.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,666 | $282.5K | 0.19% | −304−10.2% | Reduced |
| Gould Asset Management LLC | 2,864 | $282.7K | 0.06% | +444+18.3% | Added |
| Advus Financial Partners, LLC | 2,865 | $282.8K | 0.08% | −593−17.1% | Reduced |
| Morris Financial Concepts, Inc. | 2,866 | $282.9K | 0.12% | −9−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,873 | $283.5K | 0.06% | +182+6.8% | Added |
| Carolinas Wealth Consulting LLC | 9,854 | $283.9K | 0.06% | +202+2.1% | Added |
| DDFG, Inc | 2,877 | $283.9K | 0.08% | +4+0.1% | Added |
| A&I Financial Services, LLC | 2,877 | $284.0K | 0.19% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,878 | $284.1K | 0.07% | +151+5.5% | Added |
| 626 Financial, LLC | 2,884 | $284.6K | 0.15% | −622−17.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,886 | $284.9K | 0.13% | −9,379−76.5% | Reduced |
| Wealth Effects LLC | 2,888 | $285.0K | 0.12% | −1,114−27.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 3,168 | $285.6K | 0.16% | +3+0.1% | Added |
| MTM Investment Management, LLC | 2,926 | $285.8K | 0.11% | −5−0.2% | Reduced |
| Fortress Financial Group, LLC | 2,896 | $285.8K | 0.29% | +17+0.6% | Added |
| Occidental Asset Management, LLC | 2,896 | $285.9K | 0.04% | −16,682−85.2% | Reduced |
| Impact Capital Partners LLC | 2,897 | $285.9K | 0.10% | +156+5.7% | Added |
| Peninsula Asset Management Inc | 2,906 | $286.8K | 0.16% | +281+10.7% | Added |
| Janney Capital Management LLC | 2,903 | $287.0K | 0.02% | −495−14.6% | Reduced |
| Signet Financial Management, LLC | 2,913 | $287.5K | 0.04% | −52−1.8% | Reduced |
| Spinnaker Investment Group, LLC | 2,915 | $287.7K | 0.07% | +248+9.3% | Added |