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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 32,000 | $3.16M | 0.37% | +5,268+19.7% | Added |
| Spire Wealth Management | 31,989 | $3.16M | 0.10% | −580−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 31,952 | $3.15M | 0.08% | −49−0.2% | Reduced |
| SageView Advisory Group, LLC | 31,886 | $3.15M | 0.13% | +40.0% | Added |
| Cullen Capital Management LLC | 31,869 | $3.15M | 0.04% | −308−1.0% | Reduced |
| Freestone Capital Holdings, LLC | 31,791 | $3.14M | 0.12% | −3,635−10.3% | Reduced |
| Advisors Asset Management, Inc. | 31,606 | $3.12M | 0.06% | +1,626+5.4% | Added |
| Goelzer Investment Management, Inc. | 31,527 | $3.11M | 0.18% | +1,096+3.6% | Added |
| Carnegie Lake Advisors LLC | 31,513 | $3.11M | 1.26% | +1,528+5.1% | Added |
| Wellington Shields & Co., LLC | 31,432 | $3.10M | 0.97% | +619+2.0% | Added |
| DLK Investment Management, LLC | 31,389 | $3.10M | 1.30% | +1,488+5.0% | Added |
| Burns J W & Co Inc | 31,336 | $3.09M | 0.40% | −1,270−3.9% | Reduced |
| Leibman Financial Services, Inc. | 31,317 | $3.09M | 2.40% | −223−0.7% | Reduced |
| Granite Investment Partners, LLC | 31,248 | $3.08M | 0.16% | −200−0.6% | Reduced |
| DoubleLine ETF Adviser LP | 31,242 | $3.08M | 1.02% | −11,357−26.7% | Reduced |
| Nelson Capital Management, LLC | 31,109 | $3.07M | 0.53% | +7,694+32.9% | Added |
| Freestone Grove Partners LP | 31,078 | $3.07M | 0.03% | +31,078 | New |
| Milestone Asset Management, LLC | 30,983 | $3.06M | 0.65% | −64,801−67.7% | Reduced |
| AMG National Trust Bank | 30,979 | $3.06M | 0.09% | −10,461−25.2% | Reduced |
| Generali Investments, Management Co LLC | 30,942 | $3.05M | 0.87% | −11,253−26.7% | Reduced |
| Crowley Wealth Management, Inc. | 30,850 | $3.04M | 2.90% | −1,869−5.7% | Reduced |
| Davis-Rea Ltd. | 30,812 | $3.04M | 0.81% | +30,812 | New |
| Headlands Technologies LLC | 30,654 | $3.03M | 0.34% | +29,539+2,649.2% | Added |
| Boyar Asset Management Inc. | 30,624 | $3.02M | 2.19% | −2,691−8.1% | Reduced |
| Centaurus Financial, Inc. | 30,598 | $3.02M | 0.18% | +2,643+9.5% | Added |
| Texas Yale Capital Corp. | 30,283 | $2.99M | 0.12% | −425−1.4% | Reduced |
| Field & Main Bank | 30,275 | $2.99M | 1.06% | +60+0.2% | Added |
| Rothschild Investment LLC | 30,195 | $2.98M | 0.20% | −979−3.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 30,018 | $2.96M | 0.69% | −16,007−34.8% | Reduced |
| EULAV Asset Management | 30,000 | $2.96M | 0.07% | +5,000+20.0% | Added |
| YHB Investment Advisors, Inc. | 29,961 | $2.96M | 0.25% | −665−2.2% | Reduced |
| Perkins Coie Trust Co | 29,950 | $2.96M | 0.67% | +324+1.1% | Added |
| Atomi Financial Group, Inc. | 29,947 | $2.96M | 0.13% | −60.0% | Reduced |
| Lockheed Martin Investment Management Co | 29,940 | $2.96M | 0.12% | −690−2.3% | Reduced |
| HBW Advisory Services LLC | 29,903 | $2.95M | 0.42% | −1,628−5.2% | Reduced |
| Eastern Bank | 29,886 | $2.95M | 0.06% | −895−2.9% | Reduced |
| Thematics Asset Management | 29,863 | $2.95M | 0.15% | −679−2.2% | Reduced |
| Wolverine Asset Management LLC | 29,838 | $2.95M | 0.06% | +25,141+535.3% | Added |
| Contrarius Group Holdings Ltd | 29,807 | $2.94M | 0.20% | −386−1.3% | Reduced |
| Two Sigma Investments, LP | 29,800 | $2.94M | 0.01% | −48,787−62.1% | Reduced |
| Condor Capital Management | 29,718 | $2.93M | 0.27% | −567−1.9% | Reduced |
| Benjamin Edwards Inc | 29,547 | $2.92M | 0.04% | −411−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 29,458 | $2.91M | 0.13% | +1,445+5.2% | Added |
| Heritage Trust Co | 29,347 | $2.90M | 0.35% | −2,248−7.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 29,242 | $2.89M | 1.28% | +2,423+9.0% | Added |
| Sky Investment Group LLC | 29,101 | $2.87M | 0.53% | +50.0% | Added |
| Whalerock Point Partners, LLC | 29,065 | $2.87M | 0.68% | −3,189−9.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,999 | $2.86M | 0.27% | −406−1.4% | Reduced |
| Connable Office Inc | 28,972 | $2.86M | 0.30% | −433−1.5% | Reduced |
| Canandaigua National Bank & Trust Co | 28,959 | $2.86M | 0.28% | −1,605−5.3% | Reduced |
| Voleon Capital Management LP | 28,950 | $2.86M | 0.22% | +28,950 | New |
| Paradigm Financial Partners, LLC | 28,924 | $2.85M | 0.35% | −1,900−6.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 28,918 | $2.85M | 0.07% | −33−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 28,491 | $2.85M | 0.06% | −1,223−4.1% | Reduced |
| Radnor Capital Management, LLC | 28,885 | $2.85M | 0.48% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 28,883 | $2.85M | 0.65% | −700−2.4% | Reduced |
| Mission Wealth Management, LP | 28,808 | $2.84M | 0.07% | +2,527+9.6% | Added |
| Stonebridge Capital Management Inc | 28,673 | $2.83M | 1.22% | −225−0.8% | Reduced |
| Bridges Investment Management Inc | 28,666 | $2.83M | 0.04% | +3,984+16.1% | Added |
| Shayne & Co., LLC | 28,650 | $2.83M | 0.70% | −170−0.6% | Reduced |
| TriaGen Wealth Management LLC | 28,625 | $2.83M | 1.00% | −123−0.4% | Reduced |
| Brighton Jones LLC | 28,464 | $2.81M | 0.09% | +1,697+6.3% | Added |
| Morton Community Bank | 28,355 | $2.80M | 0.73% | +1,950+7.4% | Added |
| Guardian Partners Inc. | 32,010 | $2.79M | 0.29% | +630+2.0% | Added |
| TD Private Client Wealth LLC | 28,252 | $2.79M | 0.08% | +5,958+26.7% | Added |
| LMG Wealth Partners, LLC | 28,192 | $2.78M | 0.62% | +4,092+17.0% | Added |
| Lindbrook Capital, LLC | 28,107 | $2.77M | 0.26% | +11,293+67.2% | Added |
| Bradyco, Inc. | 28,020 | $2.77M | 2.10% | −1,400−4.8% | Reduced |
| Essex Investment Management Co LLC | 27,955 | $2.76M | 0.58% | −3,256−10.4% | Reduced |
| Trexquant Investment LP | 27,810 | $2.74M | 0.03% | +27,810 | New |
| 111 Capital | 27,775 | $2.74M | 0.53% | −20,329−42.3% | Reduced |
| Adviser Investments LLC | 27,679 | $2.73M | 0.03% | −5,119−15.6% | Reduced |
| Essex Financial Services, Inc. | 27,626 | $2.73M | 0.20% | −1,095−3.8% | Reduced |
| NorthRock Partners, LLC | 27,598 | $2.72M | 0.09% | −647−2.3% | Reduced |
| Canal Insurance CO | 27,500 | $2.71M | 0.64% | 00.0% | Unchanged |
| Hancock Whitney Corp | 27,455 | $2.71M | 0.09% | +10,031+57.6% | Added |
| Chapin Davis, Inc. | 27,289 | $2.69M | 0.92% | +6,688+32.5% | Added |
| Profund Advisors LLC | 27,266 | $2.69M | 0.12% | −2,401−8.1% | Reduced |
| Sterneck Capital Management, LLC | 27,219 | $2.69M | 1.45% | −167−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 27,033 | $2.67M | 0.04% | −1,086−3.9% | Reduced |
| Hills Bank & Trust Co | 27,030 | $2.67M | 0.19% | −580−2.1% | Reduced |
| Ballentine Partners, LLC | 26,928 | $2.66M | 0.05% | +283+1.1% | Added |
| NVWM, LLC | 26,902 | $2.66M | 0.71% | +1,366+5.3% | Added |
| Gladstone Institutional Advisory LLC | 26,839 | $2.65M | 0.12% | +839+3.2% | Added |
| Pine Valley Investments Ltd Liability Co | 26,760 | $2.64M | 0.17% | −481−1.8% | Reduced |
| Bridgewater Advisors Inc. | 28,669 | $2.61M | 0.23% | −689−2.3% | Reduced |
| Stamos Capital Partners, L.P. | 26,462 | $2.61M | 0.68% | −18,808−41.5% | Reduced |
| Horizon Investment Services, LLC | 26,447 | $2.61M | 1.27% | +15,066+132.4% | Added |
| Addison Capital Co | 26,399 | $2.61M | 1.02% | −697−2.6% | Reduced |
| Plimoth Trust Co LLC | 26,376 | $2.60M | 0.68% | +2,734+11.6% | Added |
| RB Capital Management, LLC | 26,365 | $2.60M | 0.63% | −726−2.7% | Reduced |
| Iowa State Bank | 26,225 | $2.59M | 0.55% | +1,905+7.8% | Added |
| Montecito Bank & Trust | 26,125 | $2.58M | 0.46% | −257−1.0% | Reduced |
| Resonant Capital Advisors, LLC | 26,119 | $2.58M | 0.18% | +113+0.4% | Added |
| Bull Street Advisors, LLC | 26,060 | $2.57M | 1.23% | −100−0.4% | Reduced |
| Guardian Capital LP | 26,026 | $2.57M | 0.10% | +700+2.8% | Added |
| OneAscent Financial Services LLC | 26,078 | $2.56M | 0.17% | +13,852+113.3% | Added |
| Independence Bank of Kentucky | 25,953 | $2.56M | 0.40% | −327−1.2% | Reduced |
| AIA Group Ltd | 25,944 | $2.56M | 0.06% | +10,158+64.3% | Added |
| New Age Alpha Advisors, LLC | 25,904 | $2.56M | 0.11% | −95−0.4% | Reduced |