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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 12,395 | $1.22M | 0.51% | +1,020+9.0% | Added |
| PFC Capital Group, Inc. | 12,394 | $1.22M | 0.62% | −1,291−9.4% | Reduced |
| Skylands Capital, LLC | 12,375 | $1.22M | 0.18% | −2,550−17.1% | Reduced |
| Thornburg Investment Management Inc | 12,336 | $1.22M | 0.02% | −30,680−71.3% | Reduced |
| Quest Partners LLC | 12,327 | $1.22M | 0.13% | +12,325+616,250.0% | Added |
| Pure Financial Advisors, Inc. | 12,305 | $1.21M | 0.03% | −415−3.3% | Reduced |
| Clarius Group, LLC | 12,285 | $1.21M | 0.08% | +1,105+9.9% | Added |
| Estabrook Capital Management | 12,285 | $1.21M | 0.20% | −451−3.5% | Reduced |
| Monograph Wealth Advisors, LLC | 12,243 | $1.21M | 0.16% | −327−2.6% | Reduced |
| GTS Securities LLC | 12,239 | $1.21M | 0.05% | −1,673−12.0% | Reduced |
| Okabena Investment Services Inc | 12,207 | $1.20M | 0.30% | +585+5.0% | Added |
| Garden State Investment Advisory Services LLC | 12,166 | $1.20M | 0.39% | −100−0.8% | Reduced |
| Maridea Wealth Management LLC | 12,179 | $1.20M | 0.39% | +1,927+18.8% | Added |
| Central Bank & Trust Co | 12,171 | $1.20M | 0.20% | +6,268+106.2% | Added |
| Partnership Wealth Management, LLC | 12,120 | $1.20M | 1.02% | −43−0.4% | Reduced |
| Joule Financial, LLC | 12,106 | $1.19M | 0.42% | +717+6.3% | Added |
| Uhlmann Price Securities, LLC | 12,084 | $1.19M | 0.88% | +1,863+18.2% | Added |
| BBR Partners, LLC | 12,052 | $1.19M | 0.08% | −1,090−8.3% | Reduced |
| Moseley Investment Management Inc | 12,047 | $1.19M | 0.46% | +153+1.3% | Added |
| Minot DeBlois Advisors LLC | 11,950 | $1.18M | 1.18% | −584−4.7% | Reduced |
| Tempus Wealth Planning, LLC | 11,933 | $1.18M | 0.35% | −958−7.4% | Reduced |
| Ransom Advisory, Ltd | 11,917 | $1.18M | 0.58% | +100+0.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,884 | $1.17M | 0.28% | −538−4.3% | Reduced |
| RFG Advisory, LLC | 11,884 | $1.17M | 0.03% | −283−2.3% | Reduced |
| First National Bank & Trust Co of Newtown | 11,850 | $1.17M | 0.25% | −100−0.8% | Reduced |
| Copperleaf Capital, LLC | 11,849 | $1.17M | 0.70% | +791+7.2% | Added |
| Triangle Securities Wealth Management | 11,825 | $1.17M | 0.30% | +732+6.6% | Added |
| Mill Capital Management, LLC | 11,800 | $1.16M | 0.09% | −1,064−8.3% | Reduced |
| Chicago Trust Co NA | 11,779 | $1.16M | 0.21% | −1,389−10.5% | Reduced |
| Integrated Investment Consultants, LLC | 11,759 | $1.16M | 0.23% | −991−7.8% | Reduced |
| Martin & Co Inc | 11,735 | $1.16M | 0.22% | +551+4.9% | Added |
| Nations Financial Group Inc, | 11,729 | $1.16M | 0.09% | +2,270+24.0% | Added |
| Winthrop Capital Management, LLC | 11,710 | $1.16M | 0.32% | +368+3.2% | Added |
| Aaron Wealth Advisors | 11,712 | $1.16M | 0.13% | +122+1.1% | Added |
| Wimmer Associates 1, LLC | 10,350 | $1.15M | 0.61% | −1,366−11.7% | Reduced |
| Elmwood Wealth Management, Inc. | 11,652 | $1.15M | 0.47% | −1,808−13.4% | Reduced |
| AXS Investments LLC | 11,613 | $1.15M | 0.32% | −120−1.0% | Reduced |
| Catalyst Capital Advisors LLC | 11,567 | $1.14M | 0.02% | −4,354−27.3% | Reduced |
| Atlas Capital Advisors LLC | 11,563 | $1.14M | 0.14% | 00.0% | Unchanged |
| Syon Capital LLC | 11,534 | $1.14M | 0.09% | +2,948+34.3% | Added |
| Fort Sheridan Advisors LLC | 11,532 | $1.14M | 0.17% | −2,277−16.5% | Reduced |
| IPG Investment Advisors LLC | 11,532 | $1.14M | 0.26% | −14,569−55.8% | Reduced |
| Concord Asset Management, LLC | 13,036 | $1.14M | 0.25% | +13,036 | New |
| Aprio Wealth Management, LLC | 11,502 | $1.14M | 0.14% | +830+7.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,501 | $1.14M | 0.00% | +1,254+12.2% | Added |
| My Legacy Advisors, LLC | 11,473 | $1.13M | 0.44% | +240+2.1% | Added |
| New England Asset Management Inc | 11,395 | $1.12M | 0.18% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 11,389 | $1.12M | 0.04% | +158+1.4% | Added |
| SRS Capital Advisors, Inc. | 11,385 | $1.12M | 0.07% | −4,333−27.6% | Reduced |
| Invera Wealth Advisors, LLC | 11,367 | $1.12M | 0.73% | +11,367 | New |
| Change Path, LLC | 11,365 | $1.12M | 0.03% | −1,152−9.2% | Reduced |
| Smith Anglin Financial, LLC | 11,347 | $1.12M | 0.12% | +284+2.6% | Added |
| Carnegie Capital Asset Management, LLC | 13,203 | $1.12M | 0.03% | +869+7.0% | Added |
| Journey Advisory Group, LLC | 11,333 | $1.12M | 0.09% | −1,522−11.8% | Reduced |
| Capital International Sarl | 11,311 | $1.12M | 0.03% | +4,318+61.7% | Added |
| Strategic Blueprint, LLC | 11,309 | $1.12M | 0.06% | −318−2.7% | Reduced |
| Sierra Capital LLC | 11,293 | $1.11M | 0.13% | +51+0.5% | Added |
| Donaldson Capital Management, LLC | 11,290 | $1.11M | 0.04% | −780−6.5% | Reduced |
| Twin City Private Wealth, LLC | 11,290 | $1.11M | 0.98% | +1,137+11.2% | Added |
| Variant Private Wealth, LLC | 11,281 | $1.11M | 1.20% | +52+0.5% | Added |
| Adirondack Trust Co | 11,280 | $1.11M | 0.44% | +10+0.1% | Added |
| Intrust Bank NA | 11,276 | $1.11M | 0.11% | +1,202+11.9% | Added |
| Mechanics Financial Corp | 11,251 | $1.11M | 0.50% | +25+0.2% | Added |
| WNY Asset Management, LLC | 11,225 | $1.11M | 0.13% | +3,857+52.3% | Added |
| Allred Capital Management, LLC | 11,169 | $1.10M | 0.44% | +62+0.6% | Added |
| Wolf Group Capital Advisors | 11,088 | $1.09M | 0.37% | +2,525+29.5% | Added |
| StoneX Group Inc. | 11,085 | $1.09M | 0.06% | −526−4.5% | Reduced |
| Capital Advisors Inc | 11,054 | $1.09M | 0.02% | +1,567+16.5% | Added |
| Marcum Wealth, LLC | 11,041 | $1.09M | 0.09% | +603+5.8% | Added |
| Calamos Wealth Management LLC | 11,032 | $1.09M | 0.05% | +237+2.2% | Added |
| BOK Financial Private Wealth, Inc. | 11,031 | $1.09M | 0.08% | −555−4.8% | Reduced |
| Equitable Trust Co | 10,993 | $1.09M | 0.06% | +510+4.9% | Added |
| Ronald Blue Trust, Inc. | 10,984 | $1.08M | 0.01% | −2,731−19.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,883 | $1.07M | 1.14% | −200−1.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 10,880 | $1.07M | 0.06% | −104−0.9% | Reduced |
| Enterprise Bank & Trust Co | 10,874 | $1.07M | 0.41% | +189+1.8% | Added |
| Oder Investment Management, LLC | 10,856 | $1.07M | 0.91% | −233−2.1% | Reduced |
| 44 Wealth Management LLC | 10,817 | $1.07M | 0.40% | +5,048+87.5% | Added |
| Elyxium Wealth, LLC | 10,807 | $1.07M | 0.47% | +2,810+35.1% | Added |
| Hardy Reed LLC | 10,737 | $1.06M | 0.09% | +1,769+19.7% | Added |
| Hillsdale Investment Management Inc. | 10,690 | $1.06M | 0.05% | +9,540+829.6% | Added |
| Dynasty Wealth Management, LLC | 10,652 | $1.05M | 0.02% | +1,054+11.0% | Added |
| Hickory Point Bank & Trust | 10,651 | $1.05M | 0.92% | +215+2.1% | Added |
| Confluence Wealth Services, Inc. | 12,006 | $1.05M | 0.07% | −244−2.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,610 | $1.05M | 0.30% | −1,146−9.7% | Reduced |
| Resources Management Corp | 10,560 | $1.04M | 0.15% | −8,369−44.2% | Reduced |
| Forbes J M & Co LLP | 10,553 | $1.04M | 0.10% | −212−2.0% | Reduced |
| Focus Financial Network, Inc. | 10,552 | $1.04M | 0.04% | −227−2.1% | Reduced |
| Intact Investment Management Inc. | 10,550 | $1.04M | 0.04% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 10,522 | $1.04M | 0.57% | −1,023−8.9% | Reduced |
| Thoroughbred Financial Services, LLC | 10,513 | $1.04M | 0.06% | +40.0% | Added |
| Breakwater Capital Group | 10,482 | $1.03M | 0.18% | +1,764+20.2% | Added |
| Talon Private Wealth, LLC | 10,456 | $1.03M | 0.14% | −1,515−12.7% | Reduced |
| Aldebaran Financial Inc. | 10,455 | $1.03M | 1.26% | −73−0.7% | Reduced |
| Nicolet Bankshares Inc | 10,443 | $1.03M | 0.21% | +687+7.0% | Added |
| Howard Capital Management Inc. | 10,414 | $1.03M | 0.03% | −1,065−9.3% | Reduced |
| JFS Wealth Advisors, LLC | 10,376 | $1.02M | 0.07% | −393−3.6% | Reduced |
| Caldwell Trust Co | 10,341 | $1.02M | 0.11% | +1,048+11.3% | Added |
| Fox Run Management, L.L.C. | 10,330 | $1.02M | 0.16% | +10,330 | New |
| Synergy Financial Group, LTD | 10,318 | $1.02M | 0.91% | −36−0.3% | Reduced |