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
- 3,076
- −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
- 1,384 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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 39,834 | $3.93M | 0.13% | −1,729−4.2% | Reduced |
| IFP Advisors, Inc | 39,760 | $3.92M | 0.12% | +333+0.8% | Added |
| QV Investors Inc. | 39,740 | $3.92M | 0.40% | −31,910−44.5% | Reduced |
| Arlington Partners LLC | 39,607 | $3.91M | 1.53% | 00.0% | Unchanged |
| Columbia Asset Management | 39,531 | $3.90M | 0.79% | −2,266−5.4% | Reduced |
| German American Bancorp, Inc. | 39,464 | $3.90M | 0.42% | +876+2.3% | Added |
| Welch & Forbes LLC | 39,308 | $3.88M | 0.05% | −1,795−4.4% | Reduced |
| Maven Securities LTD | 39,259 | $3.87M | 0.85% | +9,396+31.5% | Added |
| Leavell Investment Management, Inc. | 39,220 | $3.87M | 0.19% | −1,233−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 39,028 | $3.85M | 0.33% | −108−0.3% | Reduced |
| Wolverine Trading, LLC | 39,266 | $3.85M | 0.12% | +3,981+11.3% | Added |
| Shufro Rose & Co LLC | 39,008 | $3.85M | 0.30% | −889−2.2% | Reduced |
| Twin Capital Management Inc | 38,911 | $3.84M | 0.45% | +5,115+15.1% | Added |
| Anderson Hoagland & Co | 46,836 | $3.83M | 0.45% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 38,717 | $3.82M | 0.36% | +827+2.2% | Added |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.82M | 0.49% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 38,695 | $3.82M | 0.42% | +324+0.8% | Added |
| Te Ahumairangi Investment Management Ltd | 38,643 | $3.81M | 0.81% | +11,630+43.1% | Added |
| Pallas Capital Advisors LLC | 38,576 | $3.81M | 0.16% | +1,695+4.6% | Added |
| Transcend Wealth Collective, LLC | 38,331 | $3.78M | 0.27% | +51+0.1% | Added |
| Brown Brothers Harriman & Co | 38,238 | $3.77M | 0.03% | −3,148−7.6% | Reduced |
| LVM Capital Management Ltd | 38,044 | $3.75M | 0.42% | +1,323+3.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 38,041 | $3.75M | 0.51% | +6,041+18.9% | Added |
| Cohen Capital Management, Inc. | 37,781 | $3.73M | 0.64% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 37,744 | $3.73M | 1.14% | −968−2.5% | Reduced |
| Chemung Canal Trust Co | 37,642 | $3.72M | 0.82% | +2,313+6.5% | Added |
| St Germain D J Co Inc | 37,498 | $3.70M | 0.17% | −1,298−3.3% | Reduced |
| Roanoke Asset Management Corp | 37,449 | $3.70M | 1.27% | −203−0.5% | Reduced |
| Citizens National Bank Trust Department | 37,430 | $3.69M | 0.79% | +619+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 42,103 | $3.68M | 0.04% | −2,474−5.5% | Reduced |
| HBK Sorce Advisory LLC | 37,076 | $3.66M | 0.11% | −380−1.0% | Reduced |
| Aviance Capital Partners, LLC | 37,001 | $3.65M | 0.51% | +2,396+6.9% | Added |
| Hantz Financial Services, Inc. | 36,978 | $3.65M | 0.06% | −862−2.3% | Reduced |
| Kennon-Green & Company, LLC | 36,834 | $3.64M | 2.97% | −415−1.1% | Reduced |
| Diligent Investors, LLC | 36,670 | $3.62M | 0.88% | +105+0.3% | Added |
| Sciencast Management LP | 36,572 | $3.61M | 0.83% | +9,296+34.1% | Added |
| Bulltick Wealth Management, LLC | 36,411 | $3.59M | 0.95% | −51,634−58.6% | Reduced |
| Gifford Fong Associates | 36,407 | $3.59M | 0.89% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 36,343 | $3.59M | 0.32% | +12,285+51.1% | Added |
| Fagan Associates, Inc. | 36,309 | $3.58M | 0.60% | −2,655−6.8% | Reduced |
| Ami Investment Management Inc | 36,283 | $3.58M | 1.15% | +539+1.5% | Added |
| Inkwell Capital LLC | 36,219 | $3.57M | 3.91% | +778+2.2% | Added |
| Pegasus Asset Management, Inc. | 36,211 | $3.57M | 1.43% | +1,466+4.2% | Added |
| Graybill Bartz & Assoc Ltd | 36,099 | $3.56M | 1.22% | +36,099 | New |
| Brown Miller Wealth Management, LLC | 35,926 | $3.55M | 1.23% | +1,636+4.8% | Added |
| V-Square Quantitative Management LLC | 35,894 | $3.54M | 0.52% | +1,541+4.5% | Added |
| Parsons Capital Management Inc | 35,843 | $3.54M | 0.19% | −447−1.2% | Reduced |
| Summit Financial, LLC | 35,835 | $3.54M | 0.10% | +1,736+5.1% | Added |
| Coldstream Capital Management Inc | 35,728 | $3.53M | 0.08% | −4,900−12.1% | Reduced |
| Osprey Private Wealth LLC | 35,725 | $3.53M | 2.09% | +6,740+23.3% | Added |
| Arlington Financial Advisors, LLC | 35,714 | $3.52M | 0.62% | +2,795+8.5% | Added |
| Lafayette Investments, Inc. | 35,654 | $3.52M | 0.74% | −549−1.5% | Reduced |
| Legacy Trust | 35,642 | $3.52M | 0.85% | +357+1.0% | Added |
| Independent Financial Group, LLC | 35,623 | $3.52M | 0.12% | −1,353−3.7% | Reduced |
| First Citizens Bank & Trust Co | 35,564 | $3.51M | 0.09% | +1,933+5.7% | Added |
| Morningstar Investment Services LLC | 35,485 | $3.50M | 0.64% | −50,581−58.8% | Reduced |
| Cypress Capital Group | 35,359 | $3.49M | 0.46% | +551+1.6% | Added |
| Rodgers Brothers Inc. | 35,163 | $3.47M | 0.46% | −29,015−45.2% | Reduced |
| KCM Investment Advisors LLC | 35,102 | $3.46M | 0.12% | −5,512−13.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 35,007 | $3.46M | 0.53% | −570−1.6% | Reduced |
| Waycross Partners, LLC | 35,000 | $3.45M | 0.39% | 00.0% | Unchanged |
| Vestcor Inc | 34,733 | $3.43M | 0.12% | +1,290+3.9% | Added |
| Jacobi Capital Management LLC | 34,580 | $3.41M | 0.25% | +564+1.7% | Added |
| Krilogy Financial LLC | 34,496 | $3.40M | 0.22% | +3,899+12.7% | Added |
| WCG Wealth Advisors LLC | 34,437 | $3.40M | 0.26% | −2,208−6.0% | Reduced |
| AlpenGlobal Capital LLC | 34,323 | $3.39M | 2.45% | −50.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 34,288 | $3.38M | 0.42% | −969−2.7% | Reduced |
| Colonial Trust Co | 34,280 | $3.38M | 0.53% | +169+0.5% | Added |
| SlateStone Wealth, LLC | 34,269 | $3.38M | 0.34% | +1,613+4.9% | Added |
| Arkadios Wealth Advisors | 34,223 | $3.38M | 0.13% | +4,516+15.2% | Added |
| Portside Wealth Group, LLC | 34,186 | $3.37M | 0.55% | +1,558+4.8% | Added |
| Dynamic Technology Lab Private Ltd | 34,138 | $3.37M | 0.49% | +29,668+663.7% | Added |
| Quadrature Capital Ltd | 34,036 | $3.36M | 0.07% | +34,036 | New |
| International Assets Investment Management, LLC | 34,028 | $3.36M | 0.29% | +1,031+3.1% | Added |
| Teza Capital Management LLC | 33,975 | $3.35M | 1.53% | +4,847+16.6% | Added |
| Patton Albertson Miller Group, LLC | 33,954 | $3.35M | 0.50% | −18,911−35.8% | Reduced |
| Winton Group Ltd | 33,932 | $3.35M | 0.20% | +1,384+4.3% | Added |
| Glassy Mountain Advisors, Inc. | 33,871 | $3.34M | 1.18% | +214+0.6% | Added |
| Robbins Farley LLC | 33,869 | $3.34M | 1.77% | +233+0.7% | Added |
| Kirr Marbach & Co LLC | 33,781 | $3.33M | 0.77% | +273+0.8% | Added |
| Keystone Financial Group | 30,972 | $3.32M | 0.34% | +1,157+3.9% | Added |
| Terry L. Blaker | 33,600 | $3.32M | 0.13% | +3,091+10.1% | Added |
| Citizens Business Bank | 33,518 | $3.31M | 0.72% | +5,530+19.8% | Added |
| Regatta Capital Group, LLC | 33,489 | $3.31M | 0.64% | −4,106−10.9% | Reduced |
| City Holding Co | 33,370 | $3.29M | 0.46% | 00.0% | Unchanged |
| Virtu Financial LLC | 33,193 | $3.28M | 0.18% | +21,455+182.8% | Added |
| Summit Place Financial Advisors, LLC | 33,168 | $3.27M | 1.85% | +859+2.7% | Added |
| Sterling Capital Management LLC | 32,966 | $3.25M | 0.05% | −3,195−8.8% | Reduced |
| Robinson Value Management, Ltd. | 32,771 | $3.23M | 2.09% | −598−1.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 32,758 | $3.23M | 0.23% | −1,669−4.8% | Reduced |
| Legacy Advisors, LLC | 32,756 | $3.23M | 0.34% | −286−0.9% | Reduced |
| Forum Financial Management, LP | 32,745 | $3.23M | 0.05% | +742+2.3% | Added |
| TCG Advisory Services, LLC | 32,721 | $3.23M | 0.13% | −3,555−9.8% | Reduced |
| William Allan, LLC | 32,601 | $3.22M | 2.02% | −321−1.0% | Reduced |
| Bender Robert & Associates | 32,386 | $3.20M | 0.81% | −80.0% | Reduced |
| SevenBridge Financial Group, LLC | 28,775 | $3.18M | 0.63% | −7,947−21.6% | Reduced |
| Lynch & Associates | 32,199 | $3.18M | 0.69% | +312+1.0% | Added |
| Autumn Glory Partners, LLC | 34,209 | $3.17M | 1.60% | +642+1.9% | Added |
| Northstar Group, Inc. | 32,078 | $3.17M | 0.51% | +1,124+3.6% | Added |
| Inspire Trust Co, N.A. | 32,000 | $3.16M | 0.75% | +4,000+14.3% | Added |