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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 7,553 | $745.5K | 0.31% | −1,289−14.6% | Reduced |
| Aries Wealth Management | 7,544 | $744.6K | 0.20% | −293−3.7% | Reduced |
| MJP Associates Inc | 7,543 | $744.5K | 0.13% | +237+3.2% | Added |
| Aberdeen Wealth Management LLC | 7,533 | $743.5K | 0.51% | +201+2.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,973 | $742.7K | 0.31% | −283−3.1% | Reduced |
| RiverFront Investment Group, LLC | 7,514 | $741.6K | 0.02% | +663+9.7% | Added |
| Caldwell Sutter Capital, Inc. | 7,512 | $741.4K | 0.35% | +2,849+61.1% | Added |
| Vance Wealth, Inc. | 7,491 | $739.4K | 0.28% | −37−0.5% | Reduced |
| Liberty Wealth Management LLC | 7,490 | $739.3K | 0.14% | −131−1.7% | Reduced |
| Clear Creek Financial Management, LLC | 7,486 | $738.9K | 0.08% | −61−0.8% | Reduced |
| Gables Capital Management Inc. | 7,471 | $737.4K | 0.36% | −145−1.9% | Reduced |
| Accredited Investors Inc. | 7,466 | $736.9K | 0.05% | −89−1.2% | Reduced |
| one8zero8, LLC | 7,465 | $736.8K | 0.17% | −750−9.1% | Reduced |
| Mainstream Capital Management LLC | 7,454 | $735.7K | 0.58% | −832−10.0% | Reduced |
| 3Chopt Investment Partners, LLC | 7,444 | $734.7K | 0.19% | +7,444 | New |
| White Pine Capital LLC | 7,444 | $734.7K | 0.25% | +15+0.2% | Added |
| Cypress Wealth Services, LLC | 7,439 | $734.2K | 0.15% | +160+2.2% | Added |
| Aspire Private Capital, LLC | 7,438 | $734.1K | 0.18% | +2,932+65.1% | Added |
| Fukoku Mutual Life Insurance Co | 7,436 | $733.9K | 0.05% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,429 | $733.3K | 0.03% | −910−10.9% | Reduced |
| CoreFirst Bank & Trust | 7,409 | $731.3K | 0.47% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,407 | $731.1K | 0.05% | +348+4.9% | Added |
| Saybrook Capital | 7,400 | $730.4K | 0.20% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,390 | $729.4K | 0.02% | +680+10.1% | Added |
| CFO4Life Group, LLC | 7,385 | $728.9K | 0.12% | −662−8.2% | Reduced |
| Principal Street Partners, LLC | 7,382 | $728.6K | 0.14% | +596+8.8% | Added |
| Centurion Wealth Management LLC | 6,536 | $727.7K | 0.23% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 7,333 | $723.8K | 0.06% | −171−2.3% | Reduced |
| Old Port Advisors | 7,317 | $722.2K | 0.21% | +65+0.9% | Added |
| Beta Wealth Group, Inc. | 7,297 | $720.3K | 0.26% | −49,357−87.1% | Reduced |
| Forza Wealth Management, LLC | 7,283 | $718.8K | 0.32% | +110+1.5% | Added |
| Prestige Wealth Management Group LLC | 7,281 | $718.6K | 0.15% | −733−9.1% | Reduced |
| Verdence Capital Advisors LLC | 7,268 | $717.4K | 0.05% | +232+3.3% | Added |
| Onyx Bridge Wealth Group LLC | 7,253 | $715.9K | 0.10% | −378−5.0% | Reduced |
| Soltis Investment Advisors LLC | 7,242 | $714.8K | 0.06% | +642+9.7% | Added |
| Patrick M Sweeney & Associates, Inc | 7,237 | $714.3K | 0.53% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,235 | $714.1K | 0.14% | +1,334+22.6% | Added |
| Kondo Wealth Advisors, Inc. | 7,233 | $714.1K | 0.35% | +47+0.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,223 | $713.0K | 0.10% | +18+0.2% | Added |
| Golden State Wealth Management, LLC | 7,220 | $712.7K | 0.11% | +1,188+19.7% | Added |
| Hexagon Capital Partners LLC | 7,182 | $708.9K | 0.13% | −882−10.9% | Reduced |
| Deltec Asset Management LLC | 7,158 | $706.5K | 0.15% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,154 | $706.1K | 0.64% | −60−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 7,152 | $705.9K | 0.09% | +726+11.3% | Added |
| South Plains Financial, Inc. | 7,145 | $705.2K | 0.55% | −262−3.5% | Reduced |
| Oakworth Capital, Inc. | 7,109 | $701.7K | 0.05% | −898−11.2% | Reduced |
| High Net Worth Advisory Group LLC | 7,103 | $701.1K | 0.20% | +10.0% | Added |
| ERn Financial, LLC | 7,084 | $699.2K | 0.11% | −465−6.2% | Reduced |
| WESCAP Management Group, Inc. | 7,041 | $694.9K | 0.17% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,029 | $693.8K | 0.07% | −121−1.7% | Reduced |
| Shum Financial Group, Inc. | 7,023 | $693.2K | 0.60% | −59−0.8% | Reduced |
| PFG Advisors | 7,018 | $692.7K | 0.04% | +8+0.1% | Added |
| Zullo Investment Group, Inc. | 6,996 | $690.5K | 0.30% | −15−0.2% | Reduced |
| Financial Sense Advisors, Inc. | 6,979 | $688.9K | 0.20% | +137+2.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,975 | $688.4K | 0.02% | +5,125+277.0% | Added |
| denkapparat Operations GmbH | 6,968 | $687.7K | 0.73% | +6,968 | New |
| Coastwise Capital Group, LLC | 6,964 | $687.3K | 0.58% | −240−3.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,933 | $684.3K | 0.06% | +600+9.5% | Added |
| River Street Advisors LLC | 6,890 | $680.0K | 0.34% | +81+1.2% | Added |
| GeoWealth Management, LLC | 6,887 | $679.8K | 0.03% | −4,367−38.8% | Reduced |
| Embree Financial Group | 6,886 | $679.7K | 0.11% | −457−6.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,881 | $679.2K | 0.17% | −1,110−13.9% | Reduced |
| Foster Group, Inc. | 6,870 | $678.1K | 0.03% | +188+2.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 6,869 | $678.0K | 0.05% | −589−7.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,869 | $678.0K | 0.04% | −37−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 6,867 | $677.8K | 0.34% | −75−1.1% | Reduced |
| Argyle Capital Partners, LLC | 6,866 | $677.7K | 0.58% | +384+5.9% | Added |
| ISAM Funds (UK) Ltd | 6,843 | $675.4K | 0.33% | +6,843 | New |
| Diversified Enterprises, LLC | 6,795 | $670.7K | 0.06% | +1,015+17.6% | Added |
| Hunter Associates Investment Management LLC | 6,768 | $669.0K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 6,741 | $665.4K | 0.05% | −40−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,737 | $665.0K | 0.23% | +44+0.7% | Added |
| Oxler Private Wealth LLC | 6,728 | $664.1K | 0.23% | +180+2.7% | Added |
| Norway Savings Bank | 6,715 | $662.8K | 0.38% | −4,209−38.5% | Reduced |
| PCG Asset Management, LLC | 6,508 | $661.8K | 0.62% | −232−3.4% | Reduced |
| Corundum Group, Inc. | 6,698 | $661.1K | 0.32% | −6,903−50.8% | Reduced |
| TigerOak Management, L.L.C. | 6,690 | $660.3K | 0.25% | −45−0.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,679 | $659.2K | 0.55% | 00.0% | Unchanged |
| Tobam | 6,654 | $657.0K | 0.28% | +2,207+49.6% | Added |
| Formidable Asset Management, LLC | 6,653 | $656.6K | 0.11% | −234−3.4% | Reduced |
| Chatham Capital Group, Inc. | 6,636 | $655.0K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,633 | $654.7K | 0.06% | +163+2.5% | Added |
| Eaton Financial Holdings Company, LLC | 6,627 | $654.1K | 0.27% | −10.0% | Reduced |
| WealthTrust Axiom LLC | 6,625 | $653.9K | 0.20% | +30+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 6,608 | $652.2K | 0.09% | −109−1.6% | Reduced |
| Weaver Consulting Group | 6,600 | $651.5K | 0.20% | −417−5.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,583 | $649.7K | 0.52% | +2,781+73.1% | Added |
| Financial Advisory Service, Inc. | 6,575 | $649.0K | 0.05% | −7−0.1% | Reduced |
| Parkside Financial Bank & Trust | 6,549 | $646.4K | 0.08% | +102+1.6% | Added |
| Platform Technology Partners | 6,546 | $646.1K | 0.19% | +6,546 | New |
| Avantax Planning Partners, Inc. | 6,544 | $645.9K | 0.02% | −3,739−36.4% | Reduced |
| Mayflower Financial Advisors, LLC | 6,535 | $645.0K | 0.10% | −335−4.9% | Reduced |
| Wealth Advisory Solutions, LLC | 6,526 | $644.1K | 0.17% | −223−3.3% | Reduced |
| Quadcap Wealth Management, LLC | 6,517 | $643.3K | 0.09% | +39+0.6% | Added |
| Baldwin Brothers Inc | 6,515 | $643.0K | 0.05% | −506−7.2% | Reduced |
| Dillon & Associates Inc | 6,488 | $642.0K | 0.10% | −8−0.1% | Reduced |
| Prentice Wealth Management LLC | 6,492 | $640.8K | 0.18% | +137+2.2% | Added |
| Main Street Financial Solutions, LLC | 6,475 | $639.1K | 0.06% | −1,272−16.4% | Reduced |
| West Paces Advisors Inc. | 6,445 | $636.1K | 0.14% | −132−2.0% | Reduced |
| Youngs Advisory Group, Inc. | 6,449 | $636.0K | 0.26% | −1,163−15.3% | Reduced |