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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 2,917 | $287.9K | 0.07% | −432−12.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,921 | $288.3K | 0.21% | −68−2.3% | Reduced |
| LongView Wealth Management | 2,924 | $288.6K | 0.09% | −1,094−27.2% | Reduced |
| Sage Private Wealth Group, LLC | 2,924 | $288.7K | 0.22% | +2+0.1% | Added |
| Sandhill Capital Partners LLC | 2,926 | $288.8K | 0.02% | −1,478−33.6% | Reduced |
| Evanson Asset Management, LLC | 2,931 | $289.3K | 0.02% | −787−21.2% | Reduced |
| Aspen Investment Management Inc | 2,938 | $290.0K | 0.13% | +100+3.5% | Added |
| Oak Hill Wealth Advisors, LLC | 2,942 | $290.4K | 0.07% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,943 | $290.5K | 0.00% | −628−17.6% | Reduced |
| Rede Wealth, LLC | 2,958 | $292.0K | 0.10% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,959 | $292.1K | 0.15% | +6+0.2% | Added |
| Atlas Private Wealth Advisors | 2,963 | $292.5K | 0.04% | −546−15.6% | Reduced |
| TRUE Private Wealth Advisors | 2,971 | $293.3K | 0.04% | −233−7.3% | Reduced |
| Schmidt P J Investment Management Inc | 2,980 | $294.1K | 0.05% | −160−5.1% | Reduced |
| Tyler-Stone Wealth Management | 2,986 | $294.7K | 0.05% | −218−6.8% | Reduced |
| Osterweis Capital Management Inc | 2,990 | $295.1K | 0.01% | +25+0.8% | Added |
| DAGCO, Inc. | 2,991 | $295.2K | 0.10% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,999 | $296.0K | 0.29% | −21−0.7% | Reduced |
| TFR Capital, LLC. | 2,999 | $296.0K | 0.12% | +2,999 | New |
| BlueCrest Capital Management Ltd | 3,000 | $296.1K | 0.05% | 00.0% | Unchanged |
| Kearns & Associates LLC | 3,020 | $298.1K | 0.19% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,021 | $298.2K | 0.04% | −29−1.0% | Reduced |
| Acorn Financial Advisory Services Inc | 3,021 | $298.2K | 0.05% | −1,645−35.3% | Reduced |
| Brass Tax Wealth Management, Inc | 3,023 | $298.4K | 0.06% | +49+1.6% | Added |
| FreeGulliver LLC | 3,028 | $298.9K | 0.15% | +12+0.4% | Added |
| Cable Hill Partners, LLC | 3,291 | $299.4K | 0.03% | −869−20.9% | Reduced |
| First Financial Group Corp | 3,032 | $299.4K | 0.34% | −36−1.2% | Reduced |
| Trust Co of the South | 3,035 | $299.6K | 0.06% | +31+1.0% | Added |
| Strategic Financial Services, Inc, | 3,038 | $299.8K | 0.02% | −44−1.4% | Reduced |
| Marathon Capital Management | 3,038 | $299.9K | 0.08% | −75−2.4% | Reduced |
| GK Wealth Management LLC | 3,041 | $300.2K | 0.37% | +345+12.8% | Added |
| Fundamentun, LLC | 3,044 | $300.5K | 0.02% | +431+16.5% | Added |
| Gradient Capital Advisors, LLC | 3,049 | $300.9K | 0.10% | −127−4.0% | Reduced |
| Maple Capital Management, Inc. | 3,058 | $301.8K | 0.02% | −781−20.3% | Reduced |
| Jim Saulnier & Associates, LLC | 3,058 | $301.8K | 0.23% | −46−1.5% | Reduced |
| Custos Family Office, LLC | 3,061 | $302.1K | 0.11% | +14+0.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,062 | $302.2K | 0.05% | −15−0.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,062 | $302.2K | 0.18% | +873+39.9% | Added |
| Greenhouse Wealth Management, LLC | 3,062 | $302.2K | 0.23% | −102−3.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,063 | $302.3K | 0.05% | +101+3.4% | Added |
| Sigma Investment Counselors Inc | 3,063 | $302.3K | 0.02% | −953−23.7% | Reduced |
| Legacy Edge Advisors, LLC | 3,064 | $302.4K | 0.05% | +26+0.9% | Added |
| Root Financial Partners, LLC | 3,064 | $302.4K | 0.03% | +1,102+56.2% | Added |
| North Capital, Inc. | 3,067 | $302.7K | 0.29% | +3,067 | New |
| Mizuho Securities Co. Ltd. | 3,070 | $303.0K | 3.60% | +2,890+1,605.6% | Added |
| Willow Creek Wealth Management Inc. | 3,073 | $303.4K | 0.03% | −271−8.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,080 | $304.0K | 0.13% | −100−3.1% | Reduced |
| Capstone Financial Advisors, Inc. | 3,080 | $304.0K | 0.02% | −486−13.6% | Reduced |
| Encompass Wealth Advisors, LLC | 3,085 | $304.5K | 0.12% | −499−13.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,088 | $305.0K | 0.00% | +2,472+401.3% | Added |
| Gateway Wealth Partners, LLC | 3,092 | $305.2K | 0.07% | +142+4.8% | Added |
| Blalock Williams, LLC | 3,096 | $305.6K | 0.34% | +382+14.1% | Added |
| Wulff, Hansen & Co. | 3,099 | $305.9K | 0.28% | +234+8.2% | Added |
| Claret Asset Management Corp | 3,098 | $306.0K | 0.04% | +119+4.0% | Added |
| LRI Investments, LLC | 3,102 | $306.2K | 0.03% | −488−13.6% | Reduced |
| Chelsea Counsel Co | 3,109 | $306.9K | 0.17% | −571−15.5% | Reduced |
| Farringdon Capital, Ltd. | 3,113 | $307.3K | 0.15% | +3,113 | New |
| Aspire Growth Partners LLC | 3,030 | $308.3K | 0.27% | −432−12.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,126 | $308.5K | 0.09% | +536+20.7% | Added |
| Eagle Wealth Strategies LLC | 3,135 | $309.4K | 0.19% | +27+0.9% | Added |
| Advisory Resource Group | 3,143 | $310.2K | 0.06% | +8+0.3% | Added |
| Bernard Wealth Management Corp. | 3,147 | $310.7K | 0.15% | −19−0.6% | Reduced |
| BXM Wealth LLC | 3,153 | $311.0K | 0.37% | +77+2.5% | Added |
| Seed Wealth Management, Inc. | 3,151 | $311.0K | 0.25% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,156 | $311.5K | 0.04% | −399−11.2% | Reduced |
| Grant Street Asset Management, Inc. | 3,156 | $311.5K | 0.08% | −1,875−37.3% | Reduced |
| Stockman Wealth Management, Inc. | 3,161 | $312.0K | 0.05% | −55−1.7% | Reduced |
| Visionary Wealth Advisors | 3,162 | $312.1K | 0.02% | −99−3.0% | Reduced |
| Main Street Group, LTD | 3,168 | $312.6K | 0.12% | −345−9.8% | Reduced |
| First County Bank | 3,172 | $313.1K | 0.17% | −3,679−53.7% | Reduced |
| Seven Mile Advisory | 3,173 | $313.2K | 0.21% | +124+4.1% | Added |
| Sims Investment Management, LLC | 3,174 | $313.3K | 0.14% | +361+12.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,437 | $314.3K | 0.14% | +10+0.3% | Added |
| Lodestar Private Asset Management LLC | 3,186 | $314.5K | 0.04% | +151+5.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,189 | $314.7K | 0.24% | −25−0.8% | Reduced |
| MBB Public Markets I LLC | 3,189 | $314.8K | 0.04% | −64,511−95.3% | Reduced |
| Schrum Private Wealth Management LLC | 3,190 | $314.8K | 0.28% | −11−0.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,194 | $315.2K | 0.05% | −7−0.2% | Reduced |
| Ironwood Financial, llc | 3,197 | $315.5K | 0.07% | −30−0.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 3,211 | $316.9K | 0.21% | +19+0.6% | Added |
| CVFG LLC | 3,211 | $316.9K | 0.29% | −124−3.7% | Reduced |
| Manchester Financial Inc | 3,228 | $318.6K | 0.07% | −100−3.0% | Reduced |
| Ames National Corp | 3,232 | $319.0K | 0.21% | −585−15.3% | Reduced |
| Sovran Advisors, LLC | 3,763 | $319.1K | 0.04% | −3,109−45.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,238 | $319.6K | 0.26% | +14+0.4% | Added |
| Center for Financial Planning, Inc. | 3,253 | $321.1K | 0.04% | −232−6.7% | Reduced |
| Crewe Advisors LLC | 3,269 | $322.7K | 0.05% | −249−7.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,271 | $322.8K | 0.14% | −94−2.8% | Reduced |
| Activest Wealth Management | 3,274 | $323.1K | 0.09% | +729+28.6% | Added |
| Wiser Advisor Group LLC | 3,280 | $323.7K | 0.48% | +1,610+96.4% | Added |
| Guyasuta Investment Advisors Inc | 3,280 | $323.7K | 0.02% | −293−8.2% | Reduced |
| Foster & Motley Inc | 3,287 | $324.0K | 0.02% | −2−0.1% | Reduced |
| CLG LLC | 3,283 | $324.0K | 0.11% | +251+8.3% | Added |
| Burt Wealth Advisors | 3,289 | $324.6K | 0.08% | −121−3.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,323 | $324.7K | 0.03% | −43−1.3% | Reduced |
| Trueblood Wealth Management, LLC | 3,292 | $324.9K | 0.15% | +18+0.5% | Added |
| Grandview Asset Management LLC | 3,295 | $325.0K | 0.12% | −592−15.2% | Reduced |
| Matauro, LLC | 3,300 | $325.7K | 0.07% | −75−2.2% | Reduced |
| Perpetual Ltd | 3,300 | $325.7K | 0.00% | −4,530−57.9% | Reduced |
| Planning Directions Inc | 3,305 | $326.3K | 0.14% | +3,305 | New |