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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 25,810 | $2.55M | 0.15% | +1,338+5.5% | Added |
| Central Trust Co | 25,799 | $2.55M | 0.06% | −1,920−6.9% | Reduced |
| M. Kulyk & Associates, LLC | 25,777 | $2.54M | 0.58% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 25,629 | $2.53M | 0.70% | −44−0.2% | Reduced |
| Bill Few Associates, Inc. | 25,611 | $2.53M | 0.90% | +83+0.3% | Added |
| First Western Trust Bank | 25,582 | $2.52M | 0.12% | −3,715−12.7% | Reduced |
| Studio Investment Management LLC | 25,501 | $2.52M | 0.52% | −627−2.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 25,462 | $2.51M | 0.23% | −245−1.0% | Reduced |
| Delta Global Management LP | 25,408 | $2.51M | 0.18% | +25,408 | New |
| Citadel Investment Advisory, Inc. | 25,362 | $2.50M | 1.23% | +130+0.5% | Added |
| Group One Trading, L.P. | 25,295 | $2.50M | 0.10% | −129,455−83.7% | Reduced |
| Keel Point, LLC | 25,204 | $2.49M | 0.19% | +972+4.0% | Added |
| Longfellow Investment Management Co LLC | 25,038 | $2.47M | 0.60% | 00.0% | Unchanged |
| Tevis Investment Management | 22,083 | $2.47M | 1.83% | 00.0% | Unchanged |
| Shellback Capital, LP | 25,000 | $2.47M | 0.24% | −55,000−68.8% | Reduced |
| Principle Wealth Partners LLC | 24,911 | $2.46M | 0.18% | −1,465−5.6% | Reduced |
| Benin Management CORP | 24,910 | $2.46M | 0.70% | −60−0.2% | Reduced |
| Integrity Alliance, LLC. | 24,873 | $2.46M | 0.10% | +18,216+273.6% | Added |
| Neville Rodie & Shaw Inc | 24,869 | $2.46M | 0.19% | −1,125−4.3% | Reduced |
| GAMMA Investing LLC | 24,830 | $2.45M | 0.18% | +1,856+8.1% | Added |
| Mogy Joel R Investment Counsel Inc | 24,750 | $2.44M | 0.16% | −831−3.2% | Reduced |
| Capital Fund Management S.A. | 24,750 | $2.44M | 0.03% | +24,750 | New |
| Buttonwood Financial Advisors Inc. | 24,740 | $2.44M | 1.07% | −599−2.4% | Reduced |
| Graypoint LLC | 24,735 | $2.44M | 0.15% | +546+2.3% | Added |
| Foundations Investment Advisors, LLC | 24,729 | $2.44M | 0.05% | −1,136−4.4% | Reduced |
| CoreCap Advisors, LLC | 24,688 | $2.44M | 0.11% | −532−2.1% | Reduced |
| Berkshire Bank | 24,253 | $2.39M | 0.58% | −513−2.1% | Reduced |
| Arrow Financial Corp | 24,214 | $2.39M | 0.27% | −6,349−20.8% | Reduced |
| Petredis Investment Advisors LLC | 24,185 | $2.39M | 0.25% | +317+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24,181 | $2.39M | 0.32% | +6,640+37.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 24,137 | $2.38M | 0.20% | 00.0% | Unchanged |
| Barr E S & Co | 24,017 | $2.37M | 0.14% | −1,250−4.9% | Reduced |
| M. Kraus & Co | 23,975 | $2.37M | 0.72% | −2,260−8.6% | Reduced |
| Beaton Management Co. Inc. | 23,969 | $2.37M | 1.23% | −200−0.8% | Reduced |
| Hixon Zuercher, LLC | 23,969 | $2.37M | 0.83% | +833+3.6% | Added |
| Ritholtz Wealth Management | 23,964 | $2.37M | 0.07% | +887+3.8% | Added |
| Koss-Olinger Consulting, LLC | 23,831 | $2.35M | 0.20% | −759−3.1% | Reduced |
| Legacy Capital Group California, Inc. | 23,749 | $2.34M | 0.82% | +7,465+45.8% | Added |
| Thompson Siegel & Walmsley LLC | 23,738 | $2.34M | 0.04% | −895−3.6% | Reduced |
| Verus Capital Partners, LLC | 23,694 | $2.34M | 0.23% | −481−2.0% | Reduced |
| White Pine Investment CO | 23,659 | $2.33M | 0.63% | −2,836−10.7% | Reduced |
| Auxano Advisors, LLC | 23,621 | $2.33M | 0.62% | +880+3.9% | Added |
| Burke & Herbert Bank & Trust Co | 23,595 | $2.33M | 0.56% | −262−1.1% | Reduced |
| BCGM Wealth Management, LLC | 23,583 | $2.33M | 0.72% | +1,503+6.8% | Added |
| Central Pacific Bank - Trust Division | 23,572 | $2.33M | 0.32% | +4,125+21.2% | Added |
| Cornercap Investment Counsel Inc | 23,549 | $2.32M | 1.22% | −260−1.1% | Reduced |
| Aurdan Capital Management, LLC | 23,492 | $2.32M | 0.87% | −14,382−38.0% | Reduced |
| Laurel Wealth Advisors LLC | 23,474 | $2.32M | 0.36% | −432−1.8% | Reduced |
| Cohen Investment Advisors LLC | 23,473 | $2.32M | 1.34% | +2,929+14.3% | Added |
| Manhattan West Asset Management, LLC | 23,350 | $2.30M | 0.59% | +1,325+6.0% | Added |
| E Fund Management Co., Ltd. | 23,285 | $2.30M | 0.11% | +18,802+419.4% | Added |
| Shell Asset Management Co | 23,262 | $2.30M | 0.11% | −989−4.1% | Reduced |
| Banque Pictet & Cie SA | 23,208 | $2.29M | 0.02% | +648+2.9% | Added |
| Fruth Investment Management | 22,967 | $2.27M | 0.63% | −390−1.7% | Reduced |
| Community Bank, N.A. | 22,956 | $2.27M | 0.30% | −72−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 22,861 | $2.26M | 0.12% | −2,695−10.5% | Reduced |
| One Capital Management, LLC | 22,851 | $2.26M | 0.08% | +264+1.2% | Added |
| Westhampton Capital, LLC | 22,815 | $2.25M | 1.23% | −574−2.5% | Reduced |
| Intellectus Partners, LLC | 22,782 | $2.25M | 0.55% | +80.0% | Added |
| Thompson Investment Management, Inc. | 22,756 | $2.25M | 0.34% | +155+0.7% | Added |
| M Holdings Securities, Inc. | 22,755 | $2.25M | 0.37% | +3,138+16.0% | Added |
| Diversify Advisory Services, LLC | 24,516 | $2.24M | 0.14% | −4,085−14.3% | Reduced |
| Moody National Bank Trust Division | 22,599 | $2.23M | 0.23% | +203+0.9% | Added |
| Kornitzer Capital Management Inc | 22,583 | $2.23M | 0.05% | +3,133+16.1% | Added |
| Roundview Capital LLC | 22,529 | $2.22M | 0.16% | −1,069−4.5% | Reduced |
| First Business Financial Services, Inc. | 22,481 | $2.22M | 0.22% | +2,690+13.6% | Added |
| XTX Topco Ltd | 22,481 | $2.22M | 0.11% | +22,481 | New |
| Good Life Advisors, LLC | 22,479 | $2.22M | 0.16% | +49+0.2% | Added |
| Mengis Capital Management, Inc. | 22,445 | $2.22M | 0.46% | +71+0.3% | Added |
| Searle & Co. | 22,437 | $2.21M | 0.63% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 22,422 | $2.21M | 0.08% | +2,136+10.5% | Added |
| Victrix Investment Advisors | 23,576 | $2.21M | 1.16% | +293+1.3% | Added |
| Evergreen Wealth Management, LLC | 22,313 | $2.20M | 1.32% | +22,313 | New |
| Naviter Wealth, LLC | 22,389 | $2.20M | 0.27% | +13+0.1% | Added |
| Norden Group LLC | 22,182 | $2.19M | 0.25% | −78−0.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,166 | $2.19M | 1.02% | +827+3.9% | Added |
| Alliance Wealth Advisors, LLC | 22,126 | $2.18M | 0.57% | +2,225+11.2% | Added |
| Meyer Handelman Co | 22,083 | $2.18M | 0.08% | −5,760−20.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 22,016 | $2.17M | 0.76% | +1,216+5.8% | Added |
| RiverPark Advisors, LLC | 21,939 | $2.17M | 1.68% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 21,888 | $2.16M | 1.58% | −1,063−4.6% | Reduced |
| Vista Investment Management | 21,654 | $2.14M | 0.84% | −222−1.0% | Reduced |
| TBH Global Asset Management, LLC | 21,636 | $2.14M | 0.41% | +226+1.1% | Added |
| HM Payson & Co | 21,624 | $2.13M | 0.04% | −770−3.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 21,553 | $2.13M | 0.00% | +21,553 | New |
| Clarity Capital Partners LLC | 21,526 | $2.12M | 0.86% | −11,033−33.9% | Reduced |
| Harbour Investments, Inc. | 21,512 | $2.12M | 0.06% | −930−4.1% | Reduced |
| Sarasin & Partners LLP | 21,511 | $2.12M | 0.02% | +21,511 | New |
| Douglass Winthrop Advisors, LLC | 21,429 | $2.12M | 0.04% | −300−1.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 21,386 | $2.11M | 1.41% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 21,301 | $2.10M | 0.20% | +505+2.4% | Added |
| Gluskin Sheff & Assoc Inc | 21,253 | $2.10M | 0.27% | −53−0.2% | Reduced |
| Integrated Advisors Network LLC | 21,228 | $2.10M | 0.11% | +139+0.7% | Added |
| Callan Family Office, LLC | 21,218 | $2.09M | 0.16% | −8,501−28.6% | Reduced |
| Monarch Capital Management Inc | 21,197 | $2.09M | 0.58% | −695−3.2% | Reduced |
| Belpointe Asset Management LLC | 21,163 | $2.09M | 0.11% | +568+2.8% | Added |
| Asio Capital, LLC | 21,119 | $2.08M | 0.40% | +415+2.0% | Added |
| IMS Capital Management | 21,115 | $2.08M | 1.05% | +15,907+305.4% | Added |
| Beutel, Goodman & Co Ltd. | 21,115 | $2.08M | 0.01% | +21,115 | New |
| Jasper Ridge Partners, L.P. | 21,112 | $2.08M | 0.07% | 00.0% | Unchanged |