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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 8,878 | $876.3K | 0.57% | −38−0.4% | Reduced |
| Sittner & Nelson, LLC | 8,859 | $874.4K | 0.37% | −15−0.2% | Reduced |
| Successful Portfolios LLC | 8,857 | $874.2K | 0.59% | −159−1.8% | Reduced |
| Alps Advisors Inc | 8,849 | $873.4K | 0.01% | +5,095+135.7% | Added |
| Keynote Financial Services LLC | 8,834 | $871.9K | 0.62% | −20−0.2% | Reduced |
| Apella Capital, LLC | 9,509 | $869.5K | 0.03% | +2,319+32.3% | Added |
| Cyndeo Wealth Partners, LLC | 8,798 | $868.4K | 0.06% | +791+9.9% | Added |
| Prossimo Advisors, LLC | 8,790 | $868.0K | 0.65% | +58+0.7% | Added |
| Money Concepts Capital Corp | 8,764 | $865.0K | 0.06% | +977+12.5% | Added |
| PKS Advisory Services, LLC | 8,781 | $865.0K | 0.24% | +353+4.2% | Added |
| Tower Bridge Advisors | 8,753 | $863.9K | 0.10% | −835−8.7% | Reduced |
| Sax Wealth Advisors, LLC | 8,745 | $863.1K | 0.06% | +954+12.2% | Added |
| Piscataqua Savings Bank | 8,728 | $861.4K | 0.76% | +52+0.6% | Added |
| MeadowBrook Investment Advisors LLC | 8,710 | $859.7K | 0.80% | −60−0.7% | Reduced |
| NCM Capital Management, LLC | 8,710 | $859.6K | 0.39% | −432−4.7% | Reduced |
| Caisse des Depots Et Consignations | 8,701 | $858.8K | 0.04% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 8,689 | $857.6K | 0.64% | −192−2.2% | Reduced |
| Lecap Asset Management Ltd | 8,683 | $857.0K | 0.20% | +4,469+106.1% | Added |
| Drucker Wealth 3.0, LLC | 8,638 | $852.6K | 0.19% | −3,542−29.1% | Reduced |
| PDS Planning, Inc | 8,635 | $852.3K | 0.07% | +1,160+15.5% | Added |
| Kentucky Trust Co | 8,616 | $850.4K | 0.51% | −100−1.1% | Reduced |
| Tompkins Financial Corp | 8,613 | $850.1K | 0.08% | +4,832+127.8% | Added |
| Wright Investors Service Inc | 8,601 | $848.9K | 0.28% | −64−0.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 8,592 | $848.0K | 0.23% | +4,678+119.5% | Added |
| Investors Research Corp | 8,587 | $847.5K | 0.18% | +375+4.6% | Added |
| Financial Engines Advisors L.L.C. | 8,573 | $846.5K | 0.00% | +265+3.2% | Added |
| Boston Trust Walden Corp | 8,576 | $846.5K | 0.01% | −900−9.5% | Reduced |
| LCM Capital Management Inc | 8,523 | $841.2K | 0.49% | +315+3.8% | Added |
| Cim Investment Mangement Inc | 8,519 | $840.8K | 0.19% | −7−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 8,511 | $840.0K | 0.02% | +2,411+39.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $839.0K | 0.53% | −4,541−34.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,499 | $838.8K | 0.27% | +589+7.4% | Added |
| Key Client Fiduciary Advisors, LLC | 8,493 | $838.2K | 0.39% | −45−0.5% | Reduced |
| Financial Advocates Investment Management | 8,472 | $836.2K | 0.06% | −4,075−32.5% | Reduced |
| Providence Wealth Advisors, LLC | 8,584 | $834.7K | 0.63% | +92+1.1% | Added |
| Strid Group, LLC | 8,452 | $834.2K | 0.13% | −250−2.9% | Reduced |
| Optimum Investment Advisors | 8,448 | $833.8K | 0.39% | −75−0.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,057 | $829.8K | 0.20% | −1,408−12.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,406 | $829.7K | 0.02% | +254+3.1% | Added |
| Consolidated Portfolio Review Corp | 8,396 | $828.7K | 0.13% | +217+2.7% | Added |
| Versor Investments LP | 8,379 | $827.0K | 0.13% | +8,379 | New |
| Romano Brothers and Company | 8,376 | $826.8K | 0.11% | −263−3.0% | Reduced |
| Trust Investment Advisors | 8,353 | $824.4K | 0.53% | +465+5.9% | Added |
| ARS Wealth Advisors Group, LLC | 8,349 | $824.0K | 0.12% | +374+4.7% | Added |
| Pflug Koory, LLC | 8,326 | $821.8K | 0.46% | −225−2.6% | Reduced |
| Forte Capital LLC | 8,320 | $821.2K | 0.10% | −687−7.6% | Reduced |
| Cornerstone Wealth Group, LLC | 8,319 | $821.1K | 0.07% | −33,422−80.1% | Reduced |
| Reik & Co., LLC | 8,305 | $819.7K | 0.19% | −13−0.2% | Reduced |
| Virtue Capital Management, LLC | 8,297 | $818.9K | 0.10% | +4,258+105.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,268 | $816.1K | 0.08% | +2,226+36.8% | Added |
| Chancellor Financial Group WB LP | 8,194 | $808.7K | 0.67% | +425+5.5% | Added |
| Univest Financial Corp | 8,183 | $807.7K | 0.05% | −2,416−22.8% | Reduced |
| Palisade Asset Management, LLC | 8,169 | $806.2K | 0.08% | +681+9.1% | Added |
| Pinnacle Holdings, LLC | 8,151 | $804.5K | 0.31% | −404−4.7% | Reduced |
| Plancorp, LLC | 8,148 | $804.2K | 0.03% | +1,595+24.3% | Added |
| Peoples Bank | 8,102 | $799.7K | 0.54% | +180+2.3% | Added |
| US Asset Management LLC | 8,083 | $798.0K | 0.76% | −36−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 8,062 | $795.7K | 0.07% | +1,270+18.7% | Added |
| Congress Park Capital LLC | 8,034 | $793.0K | 0.30% | −7−0.1% | Reduced |
| Ping Capital Management, Inc. | 8,000 | $789.6K | 0.53% | +4,500+128.6% | Added |
| Massar Capital Management, LP | 8,000 | $789.6K | 0.95% | +8,000 | New |
| Investment Partners, Ltd. | 7,982 | $787.8K | 0.33% | −16−0.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 7,969 | $786.6K | 0.08% | −180−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,697 | $785.7K | 0.03% | −602−7.3% | Reduced |
| Millennium Capital Advisors, LLC | 7,949 | $784.5K | 0.58% | −228−2.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,938 | $783.5K | 0.41% | +319+4.2% | Added |
| Optas, LLC | 7,937 | $783.4K | 0.14% | +324+4.3% | Added |
| Harbor Advisory Corp | 7,891 | $778.8K | 0.26% | −932−10.6% | Reduced |
| Ofi Invest Asset Management | 8,516 | $778.1K | 0.02% | −5,750−40.3% | Reduced |
| Wendell David Associates Inc | 7,880 | $778.0K | 0.08% | 00.0% | Unchanged |
| Farmers Trust Co | 7,876 | $777.4K | 0.15% | −607−7.2% | Reduced |
| FNY Investment Advisers, LLC | 7,873 | $777.0K | 0.47% | +6,573+505.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,861 | $775.9K | 0.37% | −50−0.6% | Reduced |
| DeDora Capital, Inc. | 7,851 | $774.9K | 0.22% | −2,596−24.8% | Reduced |
| Abacus Planning Group, Inc. | 7,819 | $771.7K | 0.14% | +434+5.9% | Added |
| Abbot Financial Management, Inc. | 7,811 | $771.0K | 0.40% | −662−7.8% | Reduced |
| First Command Advisory Services, Inc. | 7,788 | $768.7K | 0.01% | −358−4.4% | Reduced |
| MidWestOne Financial Group, Inc. | 7,769 | $766.8K | 0.11% | +72+0.9% | Added |
| Bright Futures Wealth Management, LLC. | 9,123 | $766.3K | 0.84% | −646−6.6% | Reduced |
| Crux Wealth Advisors | 7,761 | $766.0K | 0.40% | +1,792+30.0% | Added |
| Americana Partners, LLC | 7,742 | $764.2K | 0.03% | +260+3.5% | Added |
| L2 Asset Management, LLC | 7,724 | $762.4K | 0.16% | +689+9.8% | Added |
| Pacific Global Investment Management CO | 7,717 | $761.7K | 1.08% | −1,175−13.2% | Reduced |
| TCM Advisors, LLC | – | $760.3K | 0.66% | – | – |
| Keystone Wealth Services, LLC | 7,690 | $759.0K | 0.21% | +51+0.7% | Added |
| Sunbelt Securities, Inc. | 7,678 | $757.8K | 0.07% | +280+3.8% | Added |
| Outfitter Financial LLC | 7,670 | $757.0K | 0.68% | +355+4.9% | Added |
| Integrity Wealth Advisors, Inc. | 7,665 | $756.6K | 0.55% | −248−3.1% | Reduced |
| Founders Financial Alliance, LLC | 7,661 | $756.1K | 0.18% | +289+3.9% | Added |
| Old Point Trust & Financial Services N A | 7,643 | $754.4K | 0.26% | −199−2.5% | Reduced |
| Birmingham Capital Management Co Inc | 7,636 | $753.7K | 0.28% | −750−8.9% | Reduced |
| Thomasville National Bank | 7,611 | $751.2K | 0.05% | +251+3.4% | Added |
| Crews Bank & Trust | 7,599 | $750.0K | 0.13% | −110−1.4% | Reduced |
| Bryce Point Capital, LLC | 7,020 | $748.9K | 0.56% | −11,168−61.4% | Reduced |
| Copperwynd Financial, LLC | 7,578 | $747.9K | 0.21% | +604+8.7% | Added |
| Traphagen Investment Advisors LLC | 7,577 | $747.8K | 0.08% | +912+13.7% | Added |
| Vista Investment Partners LLC | 7,568 | $747.0K | 0.23% | +54+0.7% | Added |
| FSB Premier Wealth Management, Inc. | 7,568 | $747.0K | 0.29% | +1,907+33.7% | Added |
| Acorn Wealth Advisors, LLC | 7,561 | $746.3K | 0.31% | −32−0.4% | Reduced |
| Venturi Wealth Management, LLC | 7,553 | $745.5K | 0.04% | +41+0.5% | Added |