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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 3,679 | $363.1K | 0.09% | +963+35.5% | Added |
| Ameriflex Group, Inc. | 3,679 | $363.1K | 0.15% | +1,615+78.2% | Added |
| First Affirmative Financial Network | 3,679 | $363.1K | 0.22% | −53−1.4% | Reduced |
| CVA Family Office, LLC | 3,685 | $363.7K | 0.06% | −5−0.1% | Reduced |
| ASB Consultores, LLC | 3,686 | $363.8K | 0.24% | −3,241−46.8% | Reduced |
| Eagle Capital Management LLC | 3,699 | $365.1K | 0.00% | +571+18.3% | Added |
| Northwest Bancshares, Inc. | 3,704 | $365.6K | 0.07% | −2,142−36.6% | Reduced |
| Lantz Financial LLC | 3,729 | $368.0K | 0.10% | −8−0.2% | Reduced |
| Parkside Advisors LLC | 3,738 | $369.0K | 0.09% | 00.0% | Unchanged |
| Bank Hapoalim BM | 3,734 | $369.0K | 0.05% | −805−17.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $370.2K | 0.01% | 00.0% | Unchanged |
| My Personal CFO, LLC | 3,752 | $370.3K | 0.19% | −17−0.5% | Reduced |
| American Money Management, LLC | 3,757 | $370.8K | 0.07% | −30−0.8% | Reduced |
| Charter Oak Capital Management, LLC | 3,757 | $370.8K | 0.03% | +105+2.9% | Added |
| Central Valley Advisors, LLC | 3,765 | $371.6K | 0.14% | −2,104−35.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,768 | $371.9K | 0.28% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 3,773 | $372.4K | 0.05% | +1,184+45.7% | Added |
| Carson Advisory Inc. | 3,774 | $372.5K | 0.25% | −26−0.7% | Reduced |
| Financial Management Network Inc | 4,476 | $372.8K | 0.08% | +193+4.5% | Added |
| Shepherd Financial Partners LLC | 3,781 | $373.1K | 0.04% | +345+10.0% | Added |
| Evernest Financial Advisors, LLC | 3,784 | $373.5K | 0.13% | −798−17.4% | Reduced |
| TSFG, LLC | 3,786 | $374.0K | 0.08% | +522+16.0% | Added |
| Falcon Wealth Planning | 3,809 | $376.0K | 0.04% | +138+3.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,808 | $376.0K | 0.17% | −100−2.6% | Reduced |
| Zions Bancorporation, National Association | 3,812 | $376.2K | 0.02% | +3,812 | New |
| Archford Capital Strategies, LLC | 3,815 | $376.5K | 0.06% | −733−16.1% | Reduced |
| Peoples Financial Services Corp. | 3,824 | $377.4K | 0.18% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,832 | $378.3K | 0.08% | +6+0.2% | Added |
| LifeSteps Financial, Inc. | 3,835 | $378.5K | 0.31% | −192−4.8% | Reduced |
| Greenwich Wealth Management LLC | 3,836 | $379.0K | 0.03% | −236−5.8% | Reduced |
| Sheets Smith Wealth Management | 3,855 | $380.5K | 0.05% | −7,989−67.5% | Reduced |
| Circle Wealth Management, LLC | 3,857 | $380.6K | 0.01% | −220−5.4% | Reduced |
| Sentry LLC | 3,869 | $381.9K | 0.07% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3,809 | $382.0K | 0.25% | +3,809 | New |
| Kooman & Associates | 3,875 | $382.5K | 0.14% | +89+2.4% | Added |
| Cairn Investment Group, Inc. | 3,885 | $383.0K | 0.22% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 3,881 | $383.1K | 0.49% | −302−7.2% | Reduced |
| Gryphon Financial Partners LLC | 3,881 | $383.1K | 0.06% | +111+2.9% | Added |
| Sentinus, LLC | 3,888 | $383.7K | 0.11% | +35+0.9% | Added |
| Crew Capital Management, Ltd. | 3,897 | $384.6K | 0.31% | −276−6.6% | Reduced |
| South Street Advisors LLC | 3,897 | $384.6K | 0.06% | −125−3.1% | Reduced |
| Rahlfs Capital, LLC | 3,900 | $384.9K | 0.39% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 3,386 | $385.3K | 0.25% | −248−6.8% | Reduced |
| Twelve Points Wealth Management LLC | 3,906 | $385.5K | 0.10% | +132+3.5% | Added |
| Redwood Investment Management, LLC | 3,913 | $386.0K | 0.04% | −10,018−71.9% | Reduced |
| Natural Investments, LLC | 3,930 | $387.0K | 0.11% | −150−3.7% | Reduced |
| King Wealth | 3,919 | $387.0K | 0.06% | −96−2.4% | Reduced |
| BCK Capital Management LP | 3,925 | $387.4K | 0.30% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,929 | $387.8K | 0.07% | +56+1.4% | Added |
| Thrive Wealth Management, LLC | 3,948 | $389.6K | 0.07% | −85−2.1% | Reduced |
| Argent Capital Management LLC | 3,950 | $389.9K | 0.01% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,958 | $391.0K | 0.00% | +132+3.5% | Added |
| FourThought Financial Partners, LLC | 3,962 | $391.0K | 0.04% | −39−1.0% | Reduced |
| Detalus Advisors, LLC | 3,967 | $391.5K | 0.12% | −100−2.5% | Reduced |
| Waldron Private Wealth LLC | 3,971 | $391.9K | 0.02% | −5,961−60.0% | Reduced |
| Arcataur Capital Management LLC | 3,977 | $392.5K | 0.13% | −195−4.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,984 | $393.2K | 0.39% | +203+5.4% | Added |
| McDonough Capital Management, Inc | 3,985 | $393.3K | 0.26% | −398−9.1% | Reduced |
| Beck Mack & Oliver LLC | 3,989 | $393.7K | 0.01% | +431+12.1% | Added |
| Wealthquest Corp | 4,005 | $395.3K | 0.03% | −70−1.7% | Reduced |
| Professional Advisory Services Inc | 4,012 | $396.0K | 0.06% | +12+0.3% | Added |
| Silverlake Wealth Management LLC | 4,016 | $396.4K | 0.15% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 4,018 | $396.6K | 0.18% | +318+8.6% | Added |
| Wittenberg Investment Management, Inc. | 4,028 | $397.6K | 0.18% | −78−1.9% | Reduced |
| St. Clair Advisors, LLC | 4,033 | $398.1K | 0.11% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,058 | $400.5K | 0.19% | +646+18.9% | Added |
| Aviso Wealth Management | 4,060 | $400.8K | 0.21% | −79−1.9% | Reduced |
| Viewpoint Capital Management LLC | 4,062 | $400.9K | 0.22% | −7−0.2% | Reduced |
| First Financial Corp | 4,067 | $401.4K | 0.19% | −217−5.1% | Reduced |
| Fountainhead AM, LLC | 4,069 | $401.6K | 0.07% | +246+6.4% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,108 | $405.4K | 0.20% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 4,108 | $405.5K | 0.61% | −24−0.6% | Reduced |
| Miller Financial Services LLC | 4,111 | $405.8K | 0.58% | −292−6.6% | Reduced |
| Leisure Capital Management | 4,115 | $406.2K | 0.17% | −149−3.5% | Reduced |
| Financial Security Advisor, Inc. | 4,123 | $406.9K | 0.10% | +30+0.7% | Added |
| Sivia Capital Partners, LLC | 4,148 | $409.4K | 0.19% | +73+1.8% | Added |
| Consolidated Investment Group LLC | 4,150 | $409.6K | 0.06% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 4,169 | $411.0K | 0.16% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,179 | $412.4K | 0.13% | +10.0% | Added |
| Spreng Capital Management, Inc. | 4,186 | $413.1K | 0.19% | −611−12.7% | Reduced |
| Legacy Advisory Services, LLC | 4,206 | $415.2K | 0.35% | −3,832−47.7% | Reduced |
| Beach Investment Counsel Inc | 4,210 | $416.0K | 0.06% | −9,299−68.8% | Reduced |
| Worth Asset Management, LLC | 4,247 | $419.2K | 0.23% | −7,920−65.1% | Reduced |
| Samalin Investment Counsel, LLC | 4,247 | $419.3K | 0.17% | −264−5.9% | Reduced |
| Rogco, LP | 4,251 | $419.6K | 0.17% | −17−0.4% | Reduced |
| Sargent Investment Group, LLC | 4,265 | $421.0K | 0.07% | −51−1.2% | Reduced |
| Sound Income Strategies, LLC | 4,291 | $423.6K | 0.03% | +226+5.6% | Added |
| Convergence Financial, LLC | 4,293 | $423.7K | 0.08% | −1,547−26.5% | Reduced |
| Whitener Capital Management, Inc. | 4,299 | $424.3K | 0.12% | −201−4.5% | Reduced |
| MPS Loria Financial Planners, LLC | 4,304 | $424.8K | 0.13% | +3+0.1% | Added |
| Aviso Financial Inc. | 4,311 | $425.5K | 0.02% | +59+1.4% | Added |
| Kathmere Capital Management, LLC | 4,313 | $425.7K | 0.04% | −449−9.4% | Reduced |
| Davis Investment Partners, LLC | 5,030 | $426.0K | 0.19% | −40−0.8% | Reduced |
| RKL Wealth Management LLC | 4,319 | $426.3K | 0.04% | +4,319 | New |
| Pointe Capital Management LLC | 4,325 | $426.9K | 0.25% | +879+25.5% | Added |
| Orca Wealth Management, LLC | 4,331 | $427.4K | 0.38% | +199+4.8% | Added |
| David Wealth Management LLC | 4,334 | $427.7K | 0.36% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,334 | $427.8K | 0.10% | +256+6.3% | Added |
| Wellington Shields Capital Management, LLC | 4,336 | $428.0K | 0.08% | −1,300−23.1% | Reduced |
| Royal Capital Wealth Management, LLC | 4,340 | $428.4K | 0.30% | 00.0% | Unchanged |