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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 3,307 | $326.4K | 0.22% | −679−17.0% | Reduced |
| Barlow Wealth Partners, Inc. | 3,628 | $327.5K | 0.04% | −97,038−96.4% | Reduced |
| Harbor Advisors LLC | 3,328 | $328.5K | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 3,333 | $328.9K | 0.06% | +395+13.4% | Added |
| PBMares Wealth Management LLC | 3,334 | $329.1K | 0.07% | −2,627−44.1% | Reduced |
| One Wealth Advisors, LLC | 3,334 | $329.1K | 0.05% | +1,192+55.6% | Added |
| Compass Capital Corp | 3,946 | $329.6K | 0.17% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 3,340 | $329.7K | 0.12% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,212 | $330.0K | 0.20% | −96−2.9% | Reduced |
| Vicus Capital | 3,345 | $330.2K | 0.03% | −2,975−47.1% | Reduced |
| GSB Wealth Management, LLC | 3,348 | $330.4K | 0.09% | +30+0.9% | Added |
| Retirement Planning Co of New England, Inc. | 3,352 | $330.8K | 0.17% | −87−2.5% | Reduced |
| Global Assets Advisory, LLC | 3,669 | $331.3K | 0.06% | +3,669 | New |
| Opes Wealth Management LLC | 3,361 | $331.7K | 0.07% | −118−3.4% | Reduced |
| Broadleaf Partners, LLC | 3,363 | $331.9K | 0.09% | −23−0.7% | Reduced |
| True North Advisors, LLC | 3,371 | $332.7K | 0.06% | +68+2.1% | Added |
| Summit Financial Strategies, Inc. | 3,373 | $332.9K | 0.03% | −730−17.8% | Reduced |
| Brave Asset Management Inc | 3,380 | $333.6K | 0.10% | −211−5.9% | Reduced |
| Stonekeep Investments, LLC | 3,384 | $334.0K | 0.25% | +638+23.2% | Added |
| Wealth Architects, LLC | 3,394 | $335.0K | 0.04% | −411−10.8% | Reduced |
| Barrett & Company, Inc. | 3,414 | $336.9K | 0.15% | +3+0.1% | Added |
| SFMG, LLC | 3,416 | $337.1K | 0.03% | +27+0.8% | Added |
| RBA Wealth Management, LLC | 3,419 | $337.5K | 0.13% | −90−2.6% | Reduced |
| TFC Financial Management | 3,429 | $338.5K | 0.05% | +2+0.1% | Added |
| City State Bank | 3,430 | $338.5K | 0.11% | +390+12.8% | Added |
| Somerset Trust Co | 3,431 | $338.6K | 0.12% | +696+25.4% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 3,432 | $338.7K | 0.36% | −118−3.3% | Reduced |
| Weil Company, Inc. | 3,444 | $339.9K | 0.10% | −2,271−39.7% | Reduced |
| Pathway Financial Advisors LLC | 3,448 | $340.3K | 0.06% | −23−0.7% | Reduced |
| Chesapeake Wealth Management | 3,458 | $341.3K | 0.12% | −285−7.6% | Reduced |
| Matrix Private Capital Group LLC | 3,459 | $341.5K | 0.20% | −30−0.9% | Reduced |
| Security Financial Services, INC. | 3,466 | $342.1K | 0.07% | −10.0% | Reduced |
| Lion Street Advisors, LLC | 3,466 | $342.1K | 0.11% | −37−1.1% | Reduced |
| Mystic Asset Management, Inc. | 3,467 | $342.2K | 0.09% | 00.0% | Unchanged |
| OMC Financial Services LTD | 3,468 | $342.3K | 0.15% | −754−17.9% | Reduced |
| Mindset Wealth Management, LLC | 3,469 | $342.4K | 0.13% | +113+3.4% | Added |
| Trustmark National Bank Trust Department | 3,469 | $342.4K | 0.03% | +1,051+43.5% | Added |
| Waterloo Capital, L.P. | 3,469 | $342.4K | 0.03% | +331+10.5% | Added |
| Fiduciary Financial Group, LLC | 4,032 | $343.6K | 0.07% | +1,255+45.2% | Added |
| Fortress Private Ledger, LLC | 3,483 | $343.7K | 0.19% | +503+16.9% | Added |
| JT Stratford LLC | 3,484 | $343.9K | 0.06% | +3,484 | New |
| Register Financial Advisors LLC | 3,488 | $344.3K | 0.18% | −564−13.9% | Reduced |
| Waterfront Wealth Inc. | 3,489 | $344.4K | 0.08% | −105−2.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,503 | $345.0K | 0.08% | −123−3.4% | Reduced |
| Grace & White Inc | 3,500 | $345.4K | 0.07% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 3,500 | $345.4K | 0.16% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,076 | $346.0K | 0.07% | −171−4.0% | Reduced |
| Sloy Dahl & Holst, LLC | 3,519 | $347.3K | 0.06% | −403−10.3% | Reduced |
| Enterprise Financial Services Corp | 3,519 | $347.3K | 0.21% | −17−0.5% | Reduced |
| Miller Investment Management, LP | 3,523 | $347.7K | 0.04% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,541 | $349.5K | 0.21% | −194−5.2% | Reduced |
| Hall Capital Management Co Inc | 3,541 | $349.5K | 0.16% | −140−3.8% | Reduced |
| Exchange Bank | 3,541 | $349.5K | 0.28% | −45−1.3% | Reduced |
| BIP Wealth, LLC | 3,545 | $349.9K | 0.02% | +137+4.0% | Added |
| Camden National Bank | 3,551 | $350.5K | 0.05% | +59+1.7% | Added |
| Putney Financial Group LLC | 3,554 | $350.8K | 0.37% | −278−7.3% | Reduced |
| Prentiss Smith & Co Inc | 3,555 | $350.9K | 0.23% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 3,556 | $351.0K | 0.18% | +233+7.0% | Added |
| Aufman Associates Inc | 3,558 | $351.1K | 0.24% | +10.0% | Added |
| Trace Wealth Advisors, LLC | 3,562 | $351.6K | 0.31% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,568 | $352.2K | 0.15% | −951−21.0% | Reduced |
| LaFleur & Godfrey LLC | 3,570 | $352.4K | 0.05% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 3,570 | $352.4K | 0.37% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,833 | $353.1K | 0.05% | −3,038−44.2% | Reduced |
| Sierra Ocean, LLC | 3,578 | $353.2K | 0.28% | +147+4.3% | Added |
| Horan Capital Advisors, LLC. | 3,585 | $353.9K | 0.12% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 3,589 | $354.2K | 0.19% | +4+0.1% | Added |
| Gemmer Asset Management LLC | 3,589 | $354.2K | 0.04% | −91−2.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,593 | $354.7K | 0.07% | +13+0.4% | Added |
| FRG Family Wealth Advisors LLC | 3,594 | $354.7K | 0.07% | −800−18.2% | Reduced |
| One River Asset Management, LLC | 3,600 | $354.9K | 1.31% | +3,600 | New |
| Accel Wealth Management | 3,602 | $355.5K | 0.13% | −328−8.3% | Reduced |
| Vantage Financial Partners, LLC | 3,602 | $355.5K | 0.09% | +14+0.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,608 | $356.1K | 0.18% | −42−1.2% | Reduced |
| Haven Private, LLC | 3,609 | $356.2K | 0.20% | −56−1.5% | Reduced |
| Alesco Advisors LLC | 3,621 | $357.4K | 0.01% | +5+0.1% | Added |
| Sym Financial Corp | 3,621 | $357.4K | 0.04% | −320−8.1% | Reduced |
| Laraway Financial Inc | 3,622 | $357.5K | 0.28% | −49−1.3% | Reduced |
| Wedge Capital Management L L P | 3,622 | $357.5K | 0.01% | +7+0.2% | Added |
| First National Corp | 3,624 | $357.7K | 0.08% | −29−0.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,631 | $358.4K | 0.15% | −1,575−30.3% | Reduced |
| MV Capital Management, Inc. | 3,632 | $358.5K | 0.04% | +58+1.6% | Added |
| United Advisor Group, LLC | 3,632 | $358.5K | 0.07% | −1,175−24.4% | Reduced |
| Salomon & Ludwin, LLC | 3,634 | $358.7K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,641 | $359.4K | 0.05% | −360−9.0% | Reduced |
| Spinnaker Trust | 3,644 | $359.7K | 0.02% | +475+15.0% | Added |
| Marotta Asset Management | 3,747 | $360.4K | 0.07% | +149+4.1% | Added |
| Clearwater Capital Advisors, LLC | 3,652 | $360.4K | 0.03% | +46+1.3% | Added |
| Compass Capital Management, Inc | 3,652 | $360.5K | 0.02% | −66−1.8% | Reduced |
| Private Management Group Inc | 3,652 | $360.5K | 0.01% | +32+0.9% | Added |
| IMG Wealth Management, Inc. | 3,655 | $360.7K | 0.32% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,659 | $361.2K | 0.28% | −89−2.4% | Reduced |
| Fortis Capital Advisors, LLC | 3,664 | $361.6K | 0.07% | +1,402+62.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $361.7K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,665 | $361.8K | 0.05% | +10+0.3% | Added |
| Goldstein Advisors, LLC | 3,671 | $362.3K | 0.05% | −839−18.6% | Reduced |
| Trilogy Capital Inc. | 3,672 | $362.5K | 0.02% | +955+35.1% | Added |
| Patron Partners Advisors, LLC | 3,676 | $362.9K | 0.20% | +669+22.2% | Added |
| Inspirion Wealth Advisors, LLC | 3,677 | $362.9K | 0.05% | −3−0.1% | Reduced |
| Valley Brook Capital Group | 3,677 | $362.9K | 0.28% | −2,476−40.2% | Reduced |