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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 10,318 | $1.02M | 0.37% | −446−4.1% | Reduced |
| Midland Wealth Advisors LLC | 10,311 | $1.02M | 0.06% | −503−4.7% | Reduced |
| Mendel Money Management | 10,286 | $1.02M | 0.48% | −14,603−58.7% | Reduced |
| Silver Oak Securities, Inc | 10,337 | $1.01M | 0.09% | −67−0.6% | Reduced |
| Clare Market Investments LLC | 10,263 | $1.01M | 0.27% | −103−1.0% | Reduced |
| Alpha Cubed Investments, LLC | 10,262 | $1.01M | 0.05% | +1,458+16.6% | Added |
| Hedges Asset Management LLC | 10,250 | $1.01M | 0.66% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,221 | $1.01M | 0.11% | −414−3.9% | Reduced |
| Caliber Wealth Management, LLC | 10,218 | $1.01M | 0.14% | +10,218 | New |
| Woodmont Investment Counsel LLC | 10,206 | $1.01M | 0.07% | −474−4.4% | Reduced |
| SCS Capital Management LLC | 10,204 | $1.01M | 0.01% | +10,204 | New |
| Clear Harbor Asset Management, LLC | 10,196 | $1.01M | 0.08% | +1,017+11.1% | Added |
| First National Bank Sioux Falls | 10,189 | $1.01M | 0.41% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 9,925 | $1.00M | 0.21% | +263+2.7% | Added |
| HRT Financial LP | 10,169 | $1.00M | 0.01% | −263,115−96.3% | Reduced |
| Eads & Heald Wealth Management | 10,150 | $1.00M | 0.51% | −581−5.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10,144 | $1.00M | 0.31% | −89−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,133 | $1.00M | 0.15% | +242+2.4% | Added |
| Fidelis Capital Partners, LLC | 11,066 | $999.0K | 0.11% | −326−2.9% | Reduced |
| Texas Bank & Trust Co | 10,093 | $996.2K | 0.42% | +1,240+14.0% | Added |
| ELCO Management Co., LLC | 10,091 | $996.0K | 0.55% | −15−0.1% | Reduced |
| Blue Edge Capital, LLC | 10,084 | $995.3K | 0.16% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10,065 | $993.4K | 0.09% | +9,621+2,166.9% | Added |
| FLC Capital Advisors | 10,016 | $988.6K | 0.22% | −923−8.4% | Reduced |
| Audent Global Asset Management, LLC | 10,007 | $987.7K | 0.81% | −266−2.6% | Reduced |
| Highline Wealth Partners LLC | 10,003 | $987.3K | 0.33% | +243+2.5% | Added |
| Enhancing Capital LLC | 10,000 | $987.0K | 0.79% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 9,934 | $980.5K | 0.17% | +1,735+21.2% | Added |
| Dohj, LLC | 9,909 | $978.0K | 0.22% | −247−2.4% | Reduced |
| Southeast Asset Advisors Inc. | 9,890 | $976.1K | 0.12% | +1,824+22.6% | Added |
| Uncommon Cents Investing LLC | 9,884 | $975.6K | 0.29% | −165−1.6% | Reduced |
| Proffitt & Goodson Inc | 9,854 | $972.6K | 0.16% | +98+1.0% | Added |
| Jupiter Wealth Management LLC | 8,623 | $971.5K | 0.59% | −1,000−10.4% | Reduced |
| Centerstone Investors, LLC | 9,840 | $971.2K | 2.30% | −14,548−59.7% | Reduced |
| Angeles Wealth Management, LLC | 9,833 | $970.5K | 0.08% | −193−1.9% | Reduced |
| Fragasso Group Inc. | 9,810 | $968.2K | 0.07% | −17,338−63.9% | Reduced |
| Salvus Wealth Management, LLC | 9,791 | $966.3K | 0.61% | +14+0.1% | Added |
| Ellevest, Inc. | 9,758 | $963.1K | 0.06% | +2,220+29.5% | Added |
| Monterey Private Wealth, Inc. | 9,757 | $963.0K | 0.28% | −92−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,756 | $962.9K | 0.06% | −21−0.2% | Reduced |
| Key Financial Inc | 9,728 | $960.2K | 0.21% | −4,687−32.5% | Reduced |
| Hartline Investment Corp | 9,728 | $960.2K | 0.13% | +172+1.8% | Added |
| Hara Capital LLC | 9,722 | $959.6K | 0.65% | +2,132+28.1% | Added |
| Shulman DeMeo Asset Management LLC | 9,719 | $959.2K | 0.27% | +6,085+167.4% | Added |
| Stablepoint Partners, LLC | 9,716 | $959.0K | 0.17% | −278−2.8% | Reduced |
| Icon Advisers Inc | 9,700 | $957.4K | 0.22% | 00.0% | Unchanged |
| First Nebraska Trust Co | 9,694 | $956.8K | 0.09% | −155−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 9,678 | $955.2K | 0.16% | +9+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 9,671 | $954.5K | 0.29% | +309+3.3% | Added |
| Palogic Value Management, L.P. | 9,649 | $952.4K | 0.42% | +1,092+12.8% | Added |
| Skopos Labs, Inc. | 9,626 | $950.1K | 0.21% | −2,057−17.6% | Reduced |
| Manchester Capital Management LLC | 9,613 | $948.8K | 0.12% | +92+1.0% | Added |
| Palisade Capital Management LLC | 9,600 | $947.5K | 0.03% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 9,586 | $946.2K | 0.73% | −119−1.2% | Reduced |
| Cidel Asset Management Inc | 9,571 | $944.7K | 0.06% | +249+2.7% | Added |
| Doliver Advisors, LP | 9,559 | $943.5K | 0.27% | −325−3.3% | Reduced |
| Inceptionr LLC | 9,507 | $938.3K | 0.28% | +9,507 | New |
| Welch Group, LLC | 9,562 | $937.7K | 0.04% | −110−1.1% | Reduced |
| Profit Investment Management, LLC | 9,491 | $936.8K | 0.87% | −1,631−14.7% | Reduced |
| Eclectic Associates Inc | 9,464 | $934.1K | 0.25% | +1,151+13.8% | Added |
| Baldwin Investment Management, LLC | 9,419 | $929.7K | 0.11% | +243+2.6% | Added |
| Alta Advisers Ltd | 9,419 | $929.7K | 0.40% | +3,400+56.5% | Added |
| AustralianSuper Pty Ltd | 9,415 | $929.3K | 0.01% | +9,415 | New |
| Smith Thornton Advisors LLC | 9,390 | $926.8K | 0.58% | +249+2.7% | Added |
| Essex Savings Bank | 9,381 | $925.9K | 0.23% | −359−3.7% | Reduced |
| Thoma Capital Management LLC | 9,378 | $925.6K | 0.65% | +96+1.0% | Added |
| Rockland Trust Co | 9,375 | $925.3K | 0.05% | −899−8.8% | Reduced |
| Court Place Advisors, LLC | 9,369 | $924.7K | 0.31% | −117−1.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,602 | $923.6K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 9,355 | $923.3K | 0.34% | +248+2.7% | Added |
| Greenfield Seitz Capital Management, LLC | 9,336 | $921.5K | 0.35% | +775+9.1% | Added |
| Nicholas Hoffman & Company, LLC. | 9,311 | $919.0K | 0.03% | −1,148−11.0% | Reduced |
| Prudent Man Advisors, LLC | 9,306 | $918.5K | 0.33% | +574+6.6% | Added |
| ICONIQ Capital, LLC | 9,293 | $917.2K | 0.02% | +1,188+14.7% | Added |
| Advisor OS, LLC | 9,291 | $917.1K | 0.10% | +855+10.1% | Added |
| Hudson Value Partners, LLC | 9,290 | $916.9K | 0.34% | −825−8.2% | Reduced |
| Excalibur Management Corp | 9,283 | $916.2K | 0.36% | +263+2.9% | Added |
| Banco de Sabadell, S.A | 9,274 | $915.0K | 0.70% | −5,935−39.0% | Reduced |
| Biltmore Family Office, LLC | 9,262 | $914.2K | 0.16% | −100−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,315 | $913.5K | 0.14% | +723+8.4% | Added |
| Payden & Rygel | 9,230 | $911.0K | 0.08% | −108,700−92.2% | Reduced |
| CX Institutional | 9,220 | $910.0K | 0.03% | −52−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 9,214 | $909.5K | 0.05% | +212+2.4% | Added |
| LexAurum Advisors, LLC | 9,185 | $906.6K | 0.17% | −109−1.2% | Reduced |
| Armstrong Henry H Associates Inc | 9,179 | $906.0K | 0.09% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,162 | $904.3K | 0.19% | −543−5.6% | Reduced |
| Opinicus Capital, Inc. | 9,107 | $898.9K | 0.79% | +27+0.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 9,104 | $898.6K | 0.15% | +9,104 | New |
| Bank of Stockton | 9,091 | $897.3K | 0.29% | +383+4.4% | Added |
| Bowen Hanes & Co Inc | 9,070 | $895.2K | 0.02% | −255−2.7% | Reduced |
| Keating Investment Counselors Inc | 9,051 | $893.3K | 0.27% | −2,140−19.1% | Reduced |
| Bank of Hawaii | 9,009 | $889.2K | 0.05% | −2,380−20.9% | Reduced |
| Beacon Financial Advisory LLC | 9,007 | $889.0K | 0.27% | +71+0.8% | Added |
| Elevated Capital Advisors, LLC | 8,998 | $888.1K | 0.25% | −293−3.2% | Reduced |
| LCNB Corp | 8,973 | $885.6K | 0.33% | +175+2.0% | Added |
| Fiduciary Family Office, LLC | 8,962 | $884.5K | 0.29% | +8,962 | New |
| Everhart Financial Group, Inc. | 8,960 | $884.3K | 0.12% | +1,010+12.7% | Added |
| Hartford Funds Management Co LLC | 8,940 | $882.4K | 0.08% | −393−4.2% | Reduced |
| West Wealth Group, LLC | 9,011 | $880.2K | 0.26% | +5,601+164.3% | Added |
| Stokes Family Office, LLC | 8,898 | $878.2K | 0.10% | −400−4.3% | Reduced |