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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 14,758 | $1.46M | 0.10% | +14,758 | New |
| WT Wealth Management | 14,750 | $1.46M | 0.47% | −996−6.3% | Reduced |
| Umpqua Bank | 14,735 | $1.45M | 0.50% | +28+0.2% | Added |
| Wedmont Private Capital | 17,083 | $1.45M | 0.07% | −712−4.0% | Reduced |
| Cetera Trust Company, N.A | 14,692 | $1.45M | 0.92% | −150−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 14,690 | $1.45M | 0.08% | −546−3.6% | Reduced |
| KPP Advisory Services LLC | 14,635 | $1.44M | 0.27% | +2,524+20.8% | Added |
| Csenge Advisory Group | 17,016 | $1.44M | 0.08% | −561−3.2% | Reduced |
| Inscription Capital, LLC | 11,790 | $1.44M | 0.24% | +11,790 | New |
| Diamant Asset Management, Inc. | 14,582 | $1.44M | 1.09% | 00.0% | Unchanged |
| Auxier Asset Management | 14,523 | $1.43M | 0.21% | −94−0.6% | Reduced |
| Spirit of America Management Corp | 14,500 | $1.43M | 0.29% | −6,400−30.6% | Reduced |
| MONECO Advisors, LLC | 14,494 | $1.43M | 0.15% | −886−5.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,490 | $1.43M | 0.36% | −1,639−10.2% | Reduced |
| J. W. Coons Advisors, LLC | 14,461 | $1.43M | 0.38% | −150−1.0% | Reduced |
| Omnia Family Wealth, LLC | 14,451 | $1.43M | 0.60% | +466+3.3% | Added |
| American Investment Services, Inc. | 14,448 | $1.43M | 0.25% | 00.0% | Unchanged |
| Middleton & Co Inc | 14,425 | $1.42M | 0.17% | −18,769−56.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,420 | $1.42M | 1.03% | −50−0.3% | Reduced |
| BSW Wealth Partners | 14,408 | $1.42M | 0.22% | −416−2.8% | Reduced |
| Absher Wealth Management, LLC | 14,406 | $1.42M | 0.19% | −43−0.3% | Reduced |
| Mechanics Bank Trust Department | 14,374 | $1.42M | 0.19% | +675+4.9% | Added |
| Caas Capital Management LP | 14,363 | $1.42M | 0.67% | +3,240+29.1% | Added |
| Selway Asset Management | 14,327 | $1.41M | 0.58% | −1,000−6.5% | Reduced |
| Winthrop Advisory Group LLC | 14,283 | $1.41M | 0.17% | −135−0.9% | Reduced |
| Missouri Trust & Investment Co | 14,240 | $1.41M | 0.49% | +2,053+16.8% | Added |
| Family Legacy, Inc. | 14,232 | $1.40M | 0.48% | +123+0.9% | Added |
| Cape Investment Advisory, Inc. | 14,221 | $1.40M | 0.56% | −246−1.7% | Reduced |
| CWC Advisors, LLC. | 14,212 | $1.40M | 0.80% | +170+1.2% | Added |
| Western Wealth Management, LLC | 14,205 | $1.40M | 0.09% | −15,462−52.1% | Reduced |
| Sagespring Wealth Partners, LLC | 14,203 | $1.40M | 0.04% | +3,250+29.7% | Added |
| Hilltop Holdings Inc. | 14,166 | $1.40M | 0.09% | −7,994−36.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,164 | $1.40M | 0.09% | −40−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,141 | $1.40M | 0.08% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 14,282 | $1.40M | 0.22% | 00.0% | Unchanged |
| Knuff & Co LLC | 14,088 | $1.39M | 0.47% | −5,981−29.8% | Reduced |
| Transatlantique Private Wealth LLC | 14,027 | $1.38M | 0.55% | +2,128+17.9% | Added |
| Trustco Bank Corp N Y | 14,007 | $1.38M | 1.50% | −198−1.4% | Reduced |
| Levin Capital Strategies, L.P. | 13,995 | $1.38M | 0.15% | −21,760−60.9% | Reduced |
| Trust Co of Oklahoma | 13,958 | $1.38M | 0.48% | +113+0.8% | Added |
| Ausdal Financial Partners, Inc. | 13,932 | $1.38M | 0.10% | +1,580+12.8% | Added |
| Regal Investment Advisors LLC | 13,919 | $1.37M | 0.11% | −803−5.5% | Reduced |
| Herold Advisors, Inc. | 13,745 | $1.36M | 0.30% | −80−0.6% | Reduced |
| First National Advisers, LLC | 13,723 | $1.35M | 0.22% | +1,853+15.6% | Added |
| Investors Asset Management of Georgia Inc | 13,700 | $1.35M | 0.68% | −100−0.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,679 | $1.35M | 0.03% | +629+4.8% | Added |
| Delta Financial Group, Inc. | 13,445 | $1.35M | 0.31% | −1,063−7.3% | Reduced |
| Summit X, LLC | 13,633 | $1.35M | 0.28% | +494+3.8% | Added |
| Sound View Wealth Advisors Group, LLC | 13,633 | $1.35M | 0.11% | −1,535−10.1% | Reduced |
| Strategies Wealth Advisors, LLC | 13,566 | $1.34M | 0.16% | +5,132+60.8% | Added |
| Pingora Partners LLC | 13,556 | $1.34M | 0.99% | −1,000−6.9% | Reduced |
| Simon Quick Advisors, LLC | 13,552 | $1.34M | 0.08% | +2,780+25.8% | Added |
| Agate Pass Investment Management, LLC | 13,507 | $1.33M | 0.57% | +815+6.4% | Added |
| Ballast, Inc. | 13,495 | $1.33M | 0.38% | +288+2.2% | Added |
| Old Mission Investment Co LLC | 13,484 | $1.33M | 0.40% | +250+1.9% | Added |
| L.M. Kohn & Company | 13,467 | $1.33M | 0.35% | −2,477−15.5% | Reduced |
| Certified Advisory Corp | 13,465 | $1.33M | 0.15% | −500−3.6% | Reduced |
| HF Advisory Group, LLC | 13,464 | $1.33M | 0.58% | +10+0.1% | Added |
| Birchbrook, Inc. | 13,431 | $1.33M | 0.74% | −127−0.9% | Reduced |
| Cornerstone National Bank & Trust Co | 13,426 | $1.33M | 0.59% | +43+0.3% | Added |
| First American Trust, FSB | 13,403 | $1.32M | 0.12% | −1,066−7.4% | Reduced |
| Bard Financial Services, Inc. | 13,385 | $1.32M | 0.16% | −125−0.9% | Reduced |
| Boltwood Capital Management | 13,383 | $1.32M | 0.40% | −175−1.3% | Reduced |
| Delphi Management Inc | 13,341 | $1.32M | 1.34% | −467−3.4% | Reduced |
| Invst, LLC | 13,340 | $1.32M | 0.18% | −4,882−26.8% | Reduced |
| Private Trust Co NA | 13,319 | $1.31M | 0.14% | +567+4.4% | Added |
| Capital Investment Advisory Services, LLC | 13,318 | $1.31M | 0.12% | +1,295+10.8% | Added |
| Bedel Financial Consulting, Inc. | 14,140 | $1.30M | 0.19% | −1,101−7.2% | Reduced |
| State of Wyoming | 13,153 | $1.30M | 0.17% | +7,739+142.9% | Added |
| Salem Investment Counselors Inc | 13,144 | $1.30M | 0.05% | −657−4.8% | Reduced |
| M&G Plc | 13,024 | $1.29M | 0.01% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 13,053 | $1.29M | 0.68% | +53+0.4% | Added |
| Mather Group, LLC. | 13,042 | $1.29M | 0.01% | +2,048+18.6% | Added |
| Chemistry Wealth Management LLC | 13,010 | $1.28M | 0.30% | +142+1.1% | Added |
| Legacy Financial Advisors, Inc. | 13,003 | $1.28M | 0.21% | −33−0.3% | Reduced |
| CBOE Vest Financial, LLC | 12,996 | $1.28M | 0.02% | +5,507+73.5% | Added |
| LM Advisors LLC | 12,987 | $1.28M | 0.23% | −65−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,982 | $1.28M | 0.12% | −2,075−13.8% | Reduced |
| Burling Wealth Partners, LLC | 12,944 | $1.28M | 0.27% | +355+2.8% | Added |
| Union Bancaire Privee, UBP SA | 13,522 | $1.28M | 0.02% | −1,366−9.2% | Reduced |
| Valmark Advisers, Inc. | 12,912 | $1.27M | 0.02% | +905+7.5% | Added |
| BancorpSouth Bank | 12,903 | $1.27M | 0.09% | +1,525+13.4% | Added |
| Fire Capital Management LLC | 12,879 | $1.27M | 0.93% | +217+1.7% | Added |
| Citizens & Northern Corp | 12,876 | $1.27M | 0.36% | +1,134+9.7% | Added |
| Qtron Investments LLC | 12,854 | $1.27M | 0.19% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 12,824 | $1.27M | 0.48% | −189−1.5% | Reduced |
| Sawgrass Asset Management LLC | 12,807 | $1.26M | 0.15% | −918−6.7% | Reduced |
| Concord Wealth Partners | 12,787 | $1.26M | 0.21% | +10,344+423.4% | Added |
| Arjuna Capital | 12,775 | $1.26M | 0.35% | +12,775 | New |
| LBMC Investment Advisors, LLC | 12,772 | $1.26M | 0.10% | +10.0% | Added |
| LifeWealth Investments, LLC | 12,761 | $1.26M | 0.28% | +10,173+393.1% | Added |
| Argent Advisors, Inc. | 12,713 | $1.25M | 0.42% | +2,403+23.3% | Added |
| AlphaCore Capital LLC | 12,689 | $1.25M | 0.11% | +8,082+175.4% | Added |
| MWA Asset Management | 12,674 | $1.25M | 0.87% | −778−5.8% | Reduced |
| Optimize Financial Inc | 12,660 | $1.25M | 0.47% | +1,623+14.7% | Added |
| Ridgewood Investments LLC | 12,652 | $1.25M | 0.58% | +164+1.3% | Added |
| Guardian Wealth Management, Inc. | 12,645 | $1.25M | 0.83% | +2,273+21.9% | Added |
| Oarsman Capital, Inc. | 12,638 | $1.25M | 0.22% | +11,422+939.3% | Added |
| Ocean Capital Management, LLC | 12,490 | $1.23M | 0.29% | +272+2.2% | Added |
| K2 Principal Fund, L.P. | 12,429 | $1.23M | 0.19% | −8,825−41.5% | Reduced |