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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 21,076 | $2.08M | 1.24% | −3,367−13.8% | Reduced |
| Alliance Wealth Advisors, LLC | 21,070 | $2.08M | 1.22% | −288−1.3% | Reduced |
| CWA Asset Management Group, LLC | 21,043 | $2.08M | 0.10% | −9,086−30.2% | Reduced |
| Sumitomo Life Insurance Co | 20,985 | $2.07M | 0.07% | −236−1.1% | Reduced |
| Culbertson A N & Co Inc | 20,941 | $2.07M | 0.33% | −1,235−5.6% | Reduced |
| Cooper Financial Group | 20,897 | $2.06M | 0.27% | +517+2.5% | Added |
| Trust Asset Management LLC | 20,872 | $2.06M | 0.17% | −236−1.1% | Reduced |
| Northstar Asset Management LLC | 20,858 | $2.06M | 0.50% | −125−0.6% | Reduced |
| Chicago Capital, LLC | 20,794 | $2.05M | 0.06% | +9,001+76.3% | Added |
| Essex LLC | 20,707 | $2.04M | 0.44% | −2,866−12.2% | Reduced |
| Paradigm Asset Management Co LLC | 20,700 | $2.04M | 0.54% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 20,697 | $2.04M | 0.57% | −80−0.4% | Reduced |
| North Star Investment Management Corp. | 20,674 | $2.04M | 0.15% | +4,116+24.9% | Added |
| Gs Investments, Inc. | 20,614 | $2.03M | 0.96% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 20,720 | $2.03M | 0.22% | +490+2.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,579 | $2.03M | 0.80% | +373+1.8% | Added |
| Castlekeep Investment Advisors LLC | 20,575 | $2.03M | 1.04% | +6,958+51.1% | Added |
| Westmount Partners, LLC | 20,564 | $2.03M | 0.62% | −115−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 20,504 | $2.02M | 0.51% | −1,871−8.4% | Reduced |
| Larson Financial Group LLC | 20,440 | $2.02M | 0.10% | +3,918+23.7% | Added |
| First Horizon Advisors, Inc. | 20,367 | $2.01M | 0.06% | +940+4.8% | Added |
| Quattro Financial Advisors LLC | 20,330 | $2.01M | 0.69% | −15,000−42.5% | Reduced |
| Sofos Investments, Inc. | 20,191 | $1.99M | 0.43% | +20,191 | New |
| Coastal Bridge Advisors, LLC | 20,188 | $1.99M | 0.28% | +7,700+61.7% | Added |
| Strategic Advisors LLC | 20,168 | $1.99M | 0.38% | −1,589−7.3% | Reduced |
| Fisher Funds Management LTD | 20,165 | $1.99M | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 20,045 | $1.98M | 0.09% | −2,778−12.2% | Reduced |
| Atlas Brown,Inc. | 19,979 | $1.97M | 0.69% | −50.0% | Reduced |
| Ingalls & Snyder LLC | 19,885 | $1.96M | 0.06% | −460−2.3% | Reduced |
| GM Advisory Group, Inc. | 19,837 | $1.96M | 0.11% | +1,062+5.7% | Added |
| Ferguson Wellman Capital Management, Inc | 19,824 | $1.96M | 0.04% | +3,441+21.0% | Added |
| Beaumont Financial Advisors, LLC | 19,810 | $1.96M | 0.15% | −1,629−7.6% | Reduced |
| Asset Dedication, LLC | 19,796 | $1.95M | 0.16% | −1,181−5.6% | Reduced |
| HCR Wealth Advisors | 19,729 | $1.95M | 0.25% | +35+0.2% | Added |
| Machina Capital S.A.S. | 19,703 | $1.94M | 0.58% | +19,703 | New |
| Penobscot Investment Management Company, Inc. | 19,661 | $1.94M | 0.18% | +340+1.8% | Added |
| Rossmore Private Capital | 19,623 | $1.94M | 0.24% | −5,506−21.9% | Reduced |
| Premier Path Wealth Partners, LLC | 19,581 | $1.93M | 0.30% | −106−0.5% | Reduced |
| Sculati Wealth Management, LLC | 19,393 | $1.91M | 0.77% | +592+3.1% | Added |
| Palouse Capital Management, Inc. | 19,391 | $1.91M | 1.31% | −1,388−6.7% | Reduced |
| Old Second National Bank of Aurora | 19,391 | $1.91M | 0.45% | −174−0.9% | Reduced |
| SOL Capital Management CO | 19,307 | $1.91M | 0.21% | −1,500−7.2% | Reduced |
| Diversified Trust Co | 19,260 | $1.90M | 0.05% | +212+1.1% | Added |
| Cornerstone Wealth Management, LLC | 19,252 | $1.90M | 0.13% | −337−1.7% | Reduced |
| K.J. Harrison & Partners Inc | 19,227 | $1.90M | 0.37% | −10,515−35.4% | Reduced |
| Mount Capital Ltd | 19,200 | $1.90M | 0.61% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 19,186 | $1.89M | 0.11% | −8,793−31.4% | Reduced |
| Naples Global Advisors, LLC | 19,181 | $1.89M | 0.18% | +2,204+13.0% | Added |
| Cito Capital Group, LLC | 19,140 | $1.89M | 0.72% | 00.0% | Unchanged |
| Vident Advisory, LLC | 19,111 | $1.89M | 0.03% | +9,848+106.3% | Added |
| Prosperity Consulting Group, LLC | 18,996 | $1.87M | 0.14% | −658−3.3% | Reduced |
| Wealth Alliance | 18,915 | $1.87M | 0.23% | +842+4.7% | Added |
| WBH Advisory Inc | 18,911 | $1.87M | 0.17% | −1,175−5.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,904 | $1.87M | 0.52% | +124+0.7% | Added |
| Rehmann Capital Advisory Group | 18,765 | $1.85M | 0.12% | +219+1.2% | Added |
| Ellsworth Advisors, LLC | 18,763 | $1.85M | 0.49% | +823+4.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,752 | $1.85M | 0.47% | +53+0.3% | Added |
| Councilmark Asset Management, LLC | 18,706 | $1.85M | 1.25% | 00.0% | Unchanged |
| Tang Capital Management LLC | 18,626 | $1.84M | 0.10% | +5,531+42.2% | Added |
| JSF Financial, LLC | 18,615 | $1.84M | 0.48% | −216−1.1% | Reduced |
| Grove Bank & Trust | 18,558 | $1.83M | 0.24% | +1,139+6.5% | Added |
| Monetta Financial Services Inc | 18,500 | $1.83M | 1.62% | 00.0% | Unchanged |
| Dover Advisors, LLC | 18,490 | $1.82M | 0.79% | +1,161+6.7% | Added |
| Icon Wealth Advisors, LLC | 18,487 | $1.82M | 0.15% | −515−2.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 18,485 | $1.82M | 0.36% | −199−1.1% | Reduced |
| Mirabaud & Cie SA | 18,450 | $1.82M | 0.62% | −40−0.2% | Reduced |
| Global Financial Private Client, LLC | 18,442 | $1.82M | 0.70% | −161−0.9% | Reduced |
| Atala Financial Inc | 18,431 | $1.82M | 1.36% | −173−0.9% | Reduced |
| Winch Advisory Services, LLC | 18,391 | $1.82M | 0.48% | −98−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,381 | $1.81M | 0.06% | −620−3.3% | Reduced |
| Legacy Private Trust Co. | 18,321 | $1.81M | 0.12% | +3,609+24.5% | Added |
| Insight Inv LLC | 18,316 | $1.81M | 1.24% | −441−2.4% | Reduced |
| Cigna Investments Inc | 18,289 | $1.80M | 0.34% | −301−1.6% | Reduced |
| Perennial Investment Advisors, LLC | 18,073 | $1.78M | 0.20% | +2,208+13.9% | Added |
| Old National Bancorp | 18,015 | $1.78M | 0.05% | +964+5.7% | Added |
| Continuum Advisory, LLC | 17,987 | $1.78M | 0.23% | −26−0.1% | Reduced |
| Curbstone Financial Management Corp | 17,966 | $1.77M | 0.37% | −300−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 16,660 | $1.77M | 0.07% | +457+2.8% | Added |
| Cladis Investment Advisory, LLC | 17,960 | $1.77M | 1.28% | +346+2.0% | Added |
| Princeton Capital Management LLC | 17,922 | $1.77M | 0.62% | −1,281−6.7% | Reduced |
| Sava Infond d.o.o. | 17,875 | $1.76M | 0.34% | −6,500−26.7% | Reduced |
| Rowland & Co Investment Counsel | 17,855 | $1.76M | 0.37% | −404−2.2% | Reduced |
| Charter Research & Investment Group, Inc. | 17,804 | $1.76M | 1.34% | −92−0.5% | Reduced |
| Kovack Advisors, Inc. | 17,803 | $1.76M | 0.19% | −768−4.1% | Reduced |
| McDonald Partners LLC | 17,731 | $1.75M | 0.46% | −162−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 17,754 | $1.75M | 0.08% | −466−2.6% | Reduced |
| Cobblestone Capital Advisors LLC | 17,635 | $1.74M | 0.10% | −148,230−89.4% | Reduced |
| Meridian Wealth Management, LLC | 17,619 | $1.74M | 0.08% | +1,147+7.0% | Added |
| Checchi Capital Advisers, LLC | 17,600 | $1.74M | 0.12% | +519+3.0% | Added |
| Maia Wealth LLC | 20,331 | $1.72M | 0.39% | +1,863+10.1% | Added |
| Fullcircle Wealth LLC | 19,086 | $1.72M | 0.71% | +1,340+7.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 17,424 | $1.72M | 2.44% | −1,612−8.5% | Reduced |
| Neo Ivy Capital Management | 17,416 | $1.72M | 0.55% | +17,416 | New |
| Horizon Family Wealth, Inc. | 17,402 | $1.72M | 1.15% | +680+4.1% | Added |
| Westpac Banking Corp | 17,383 | $1.72M | 0.13% | −6,487−27.2% | Reduced |
| Sterling Investment Counsel, LLC | 17,255 | $1.70M | 0.58% | +9,384+119.2% | Added |
| Claro Advisors LLC | 17,249 | $1.70M | 0.23% | +252+1.5% | Added |
| Savvy Advisors, Inc. | 17,221 | $1.70M | 0.17% | +1,854+12.1% | Added |
| Focused Wealth Management, Inc | 17,161 | $1.69M | 0.23% | −1,271−6.9% | Reduced |
| Simplicity Wealth,LLC | 17,138 | $1.69M | 0.13% | +12,278+252.6% | Added |