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 |
|---|---|---|---|---|---|
| First National Trust Co | 17,130 | $1.69M | 0.07% | −2,555−13.0% | Reduced |
| Proactive Wealth Strategies LLC | 17,109 | $1.69M | 0.90% | −978−5.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 17,099 | $1.69M | 0.06% | −515−2.9% | Reduced |
| Semmax Financial Advisors Inc. | 15,926 | $1.69M | 0.46% | −238−1.5% | Reduced |
| Asset Advisors Investment Management, LLC | 17,045 | $1.68M | 0.18% | −1,490−8.0% | Reduced |
| Founders Financial Securities LLC | 18,654 | $1.68M | 0.14% | +5,895+46.2% | Added |
| Frank, Rimerman Advisors LLC | 17,012 | $1.68M | 0.13% | −1,572−8.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.68M | 0.53% | 00.0% | Unchanged |
| Avestar Capital, LLC | 16,977 | $1.68M | 0.16% | +1,624+10.6% | Added |
| Schechter Investment Advisors, LLC | 16,966 | $1.67M | 0.14% | −1,591−8.6% | Reduced |
| Smith, Moore & Co. | 16,949 | $1.67M | 0.15% | −183−1.1% | Reduced |
| Modern Wealth Management, LLC | 16,940 | $1.67M | 0.05% | +1,141+7.2% | Added |
| Proficio Capital Partners LLC | 17,038 | $1.67M | 0.13% | +223+1.3% | Added |
| BankPlus Trust Department | 16,895 | $1.67M | 0.56% | +2,723+19.2% | Added |
| Integral Investment Advisors, Inc. | 16,885 | $1.67M | 0.53% | +2,845+20.3% | Added |
| Byrne Asset Management LLC | 16,825 | $1.66M | 1.24% | −854−4.8% | Reduced |
| MainStreet Investment Advisors LLC | 16,809 | $1.66M | 0.24% | +586+3.6% | Added |
| CRA Financial Services, LLC | 16,779 | $1.66M | 0.28% | −127−0.8% | Reduced |
| Drexel Morgan & Co. | 16,683 | $1.65M | 0.35% | −903−5.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 16,634 | $1.64M | 0.87% | +273+1.7% | Added |
| Smartleaf Asset Management LLC | 16,708 | $1.64M | 0.16% | +346+2.1% | Added |
| Violich Capital Management, Inc. | 16,599 | $1.64M | 0.22% | −175−1.0% | Reduced |
| Gsa Capital Partners LLP | 16,573 | $1.64M | 0.15% | +16,573 | New |
| Webster Bank, N. A. | 16,564 | $1.63M | 0.18% | −523−3.1% | Reduced |
| Readystate Asset Management LP | 16,544 | $1.63M | 0.08% | +16,544 | New |
| Atlantic Trust, LLC | 16,509 | $1.63M | 0.36% | +99+0.6% | Added |
| Montag A & Associates Inc | 16,500 | $1.63M | 0.08% | −1,663−9.2% | Reduced |
| Wynn Capital, LLC | 16,498 | $1.63M | 0.97% | −360−2.1% | Reduced |
| Hendershot Investments Inc. | 16,490 | $1.63M | 0.22% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 16,469 | $1.63M | 0.60% | +11,274+217.0% | Added |
| Smithfield Trust Co | 16,461 | $1.62M | 0.08% | −1,080−6.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,309 | $1.61M | 0.68% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 16,258 | $1.60M | 0.73% | +80.0% | Added |
| Horizon Wealth Management, LLC | 16,234 | $1.60M | 0.27% | −1,697−9.5% | Reduced |
| Signal Advisors Wealth, LLC | 16,179 | $1.60M | 0.16% | −97−0.6% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.59M | 2.79% | 00.0% | Unchanged |
| Gibbs Wealth Management | 16,130 | $1.59M | 0.38% | +2,654+19.7% | Added |
| Roberts Glore & Co Inc | 16,124 | $1.59M | 0.49% | −72−0.4% | Reduced |
| Hoertkorn Richard Charles | 16,121 | $1.59M | 0.74% | −800−4.7% | Reduced |
| Journey Strategic Wealth LLC | 16,113 | $1.59M | 0.06% | −66,188−80.4% | Reduced |
| Turim 21 Investimentos Ltda. | 16,075 | $1.59M | 0.43% | −1,210−7.0% | Reduced |
| R Squared Ltd | 16,070 | $1.59M | 1.70% | +15,950+13,291.7% | Added |
| Riverpark Capital Management LLC | 16,058 | $1.58M | 2.91% | 00.0% | Unchanged |
| RVW Wealth, LLC | 16,008 | $1.58M | 0.15% | +8,787+121.7% | Added |
| Atlantic Union Bankshares Corp | 16,004 | $1.58M | 0.10% | −2,170−11.9% | Reduced |
| Weik Capital Management | 15,980 | $1.58M | 0.64% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 15,970 | $1.58M | 0.38% | 00.0% | Unchanged |
| United Bank | 15,955 | $1.57M | 0.65% | +1,699+11.9% | Added |
| Oak Thistle LLC | 15,950 | $1.57M | 0.32% | +15,950 | New |
| Stratos Wealth Advisors, LLC | 15,807 | $1.56M | 0.09% | −3,633−18.7% | Reduced |
| Steel Peak Wealth Management LLC | 15,764 | $1.56M | 0.07% | +1,643+11.6% | Added |
| BCJ Capital Management, LLC | 15,733 | $1.55M | 0.11% | −20,587−56.7% | Reduced |
| Morse Asset Management, Inc | 15,725 | $1.55M | 0.39% | +62+0.4% | Added |
| Palumbo Wealth Management LLC | 15,714 | $1.55M | 0.52% | −625−3.8% | Reduced |
| Wernau Asset Management Inc. | 15,689 | $1.55M | 1.60% | −80−0.5% | Reduced |
| RS Crum Inc. | 15,655 | $1.55M | 0.42% | −915−5.5% | Reduced |
| Letson Investment Management, Inc. | 15,623 | $1.54M | 0.62% | −370−2.3% | Reduced |
| DF Dent & Co Inc | 15,617 | $1.54M | 0.02% | +2,932+23.1% | Added |
| Baker Tilly Wealth Management, LLC | 15,601 | $1.54M | 0.60% | +797+5.4% | Added |
| Tritonpoint Wealth, LLC | 15,568 | $1.54M | 0.15% | −588−3.6% | Reduced |
| Campbell Newman Asset Management Inc | 15,565 | $1.54M | 0.13% | 00.0% | Unchanged |
| Napa Wealth Management | 15,525 | $1.53M | 0.86% | +15,525 | New |
| XML Financial, LLC | 15,515 | $1.53M | 0.14% | +976+6.7% | Added |
| Broadwater Capital Management LLC | 15,487 | $1.53M | 1.20% | −880−5.4% | Reduced |
| Archer Investment Corp | 15,479 | $1.53M | 0.40% | −275−1.7% | Reduced |
| Altfest L J & Co Inc | 15,474 | $1.53M | 0.19% | −28−0.2% | Reduced |
| Harbour Investment Management LLC | 15,458 | $1.53M | 0.69% | −75−0.5% | Reduced |
| Schnieders Capital Management LLC | 15,452 | $1.53M | 0.33% | +3,979+34.7% | Added |
| JNBA Financial Advisors | 15,451 | $1.53M | 0.16% | +450+3.0% | Added |
| NTV Asset Management LLC | 15,438 | $1.52M | 0.20% | −890−5.5% | Reduced |
| Abc Arbitrage SA | 15,396 | $1.52M | 0.28% | +15,396 | New |
| Alteri Wealth LLC | 15,392 | $1.52M | 0.67% | +1,456+10.4% | Added |
| Itau Unibanco Holding S.A. | 15,392 | $1.52M | 0.06% | +5,513+55.8% | Added |
| NBC Securities, Inc. | 15,390 | $1.52M | 0.13% | +15,376+109,828.6% | Added |
| Adell Harriman & Carpenter Inc | 15,387 | $1.52M | 0.11% | +647+4.4% | Added |
| Bangor Savings Bank | 15,368 | $1.52M | 0.14% | −261−1.7% | Reduced |
| Corrado Advisors, LLC | 15,349 | $1.51M | 1.01% | −1,310−7.9% | Reduced |
| Davidson Trust Co | 15,325 | $1.51M | 0.72% | −459−2.9% | Reduced |
| Stone Point Wealth LLC | 15,284 | $1.51M | 0.51% | −22−0.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,198 | $1.50M | 0.84% | −410−2.6% | Reduced |
| Camden Capital, LLC | 15,198 | $1.50M | 0.16% | +933+6.5% | Added |
| Bigelow Investment Advisors, LLC | 15,147 | $1.50M | 0.71% | +491+3.4% | Added |
| Unique Wealth Strategies, LLC | 15,133 | $1.49M | 0.68% | −778−4.9% | Reduced |
| Means Investment Co., Inc. | 15,126 | $1.49M | 0.16% | −2,847−15.8% | Reduced |
| Cordatus Wealth Management LLC | 15,109 | $1.49M | 0.41% | +879+6.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,083 | $1.49M | 0.31% | +37+0.2% | Added |
| NewEdge Wealth, LLC | 15,081 | $1.49M | 0.03% | −627−4.0% | Reduced |
| Mach-1 Financial Group, Inc. | 15,077 | $1.49M | 0.45% | +13,265+732.1% | Added |
| SWS Partners | 14,994 | $1.48M | 0.49% | −30.0% | Reduced |
| BEAM Asset Management, LLC | 14,969 | $1.48M | 0.50% | −3,092−17.1% | Reduced |
| Figure 8 Investment Strategies LLC | 14,968 | $1.48M | 1.55% | +2,018+15.6% | Added |
| Chapman Investment Management, LLC | 14,965 | $1.48M | 1.10% | −8,054−35.0% | Reduced |
| Watts Gwilliam & Co., LLC | 14,937 | $1.47M | 0.32% | +436+3.0% | Added |
| RD Lewis Holdings, Inc. | 15,899 | $1.47M | 1.67% | +113+0.7% | Added |
| Patten & Patten Inc | 14,838 | $1.46M | 0.10% | −934−5.9% | Reduced |
| Aspiriant, LLC | 14,819 | $1.46M | 0.05% | −1,086−6.8% | Reduced |
| Anb Bank | 14,813 | $1.46M | 0.65% | −919−5.8% | Reduced |
| David Loasby | 17,116 | $1.46M | 0.14% | +1,710+11.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,765 | $1.46M | 0.04% | −3,364−18.6% | Reduced |
| Tectonic Advisors LLC | 14,763 | $1.46M | 0.09% | −397−2.6% | Reduced |