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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 6,420 | $633.7K | 0.16% | +250+4.1% | Added |
| Richardson Financial Services Inc. | 6,417 | $633.4K | 0.48% | +71+1.1% | Added |
| KC Investment Advisors, LLC | 6,383 | $630.0K | 0.14% | +7+0.1% | Added |
| VestGen Advisors, LLC | 6,352 | $626.9K | 0.03% | +6,352 | New |
| St. Johns Investment Management Company, LLC | 6,348 | $626.6K | 0.31% | −662−9.4% | Reduced |
| Am Investment Strategies LLC | 6,343 | $626.0K | 0.15% | −175−2.7% | Reduced |
| Prospect Financial Services LLC | 6,326 | $624.3K | 0.35% | −991−13.5% | Reduced |
| Connecticut Wealth Management, LLC | 6,323 | $624.1K | 0.03% | −160−2.5% | Reduced |
| Garrison Point Advisors, LLC | 6,301 | $621.9K | 0.30% | −167−2.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,297 | $621.5K | 0.42% | −735−10.5% | Reduced |
| Barton Investment Management | 6,289 | $620.7K | 0.08% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 6,283 | $620.7K | 0.11% | +212+3.5% | Added |
| Greykasell Wealth Strategies, Inc. | 6,287 | $620.5K | 0.33% | +260+4.3% | Added |
| Garrett Wealth Advisory Group, LLC | 6,280 | $619.8K | 0.14% | +160+2.6% | Added |
| Cape Ann Savings Bank | 6,279 | $619.7K | 0.39% | +459+7.9% | Added |
| First Pacific Financial | 6,274 | $619.2K | 0.13% | −1,433−18.6% | Reduced |
| Creekmur Asset Management LLC | 6,272 | $619.0K | 0.13% | +6,257+41,713.3% | Added |
| Schulhoff & Co Inc | 6,270 | $618.8K | 0.27% | −199−3.1% | Reduced |
| Versant Capital Management, Inc | 6,257 | $617.6K | 0.10% | +2,589+70.6% | Added |
| Hickory Asset Management, Inc. | 6,249 | $616.8K | 0.55% | −291−4.4% | Reduced |
| Advisors Preferred, LLC | 6,300 | $615.4K | 0.08% | +6,300 | New |
| AdvisorNet Financial, Inc | 6,233 | $615.2K | 0.05% | −193−3.0% | Reduced |
| Crawford Investment Counsel Inc | 6,231 | $615.0K | 0.01% | −143−2.2% | Reduced |
| DecisionMap Wealth Management, LLC | 6,225 | $614.4K | 0.47% | −674−9.8% | Reduced |
| Addison Advisors LLC | 6,213 | $613.2K | 0.17% | −8−0.1% | Reduced |
| Summitry LLC | 6,198 | $611.8K | 0.03% | −1,623−20.8% | Reduced |
| 1620 Investment Advisors, Inc. | 6,179 | $609.9K | 0.47% | −57−0.9% | Reduced |
| James Investment Research Inc | 6,171 | $609.1K | 0.08% | +66+1.1% | Added |
| Lifeworks Advisors, LLC | 6,166 | $608.6K | 0.10% | +522+9.2% | Added |
| Cheviot Value Management, LLC | 6,584 | $606.4K | 0.07% | −1,843−21.9% | Reduced |
| Tyche Wealth Partners LLC | 6,133 | $605.3K | 0.13% | +608+11.0% | Added |
| Trust Point Inc. | 6,121 | $604.1K | 0.06% | −1,738−22.1% | Reduced |
| Peddock Capital Advisors, LLC | 6,120 | $604.0K | 0.15% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,105 | $602.6K | 0.06% | −1,251−17.0% | Reduced |
| Opal Wealth Advisors, LLC | 6,102 | $602.3K | 0.19% | −2,484−28.9% | Reduced |
| West Coast Financial LLC | 6,099 | $601.9K | 0.07% | −92−1.5% | Reduced |
| Amplius Wealth Advisors, LLC | 6,066 | $598.8K | 0.06% | −901−12.9% | Reduced |
| Lake Street Financial LLC | 6,066 | $598.7K | 0.10% | −243−3.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 6,064 | $598.5K | 0.27% | −957−13.6% | Reduced |
| Capital Performance Advisors LLP | 6,033 | $595.4K | 0.13% | +4,167+223.3% | Added |
| Alhambra Investment Partners LLC | 6,028 | $594.9K | 0.31% | +206+3.5% | Added |
| Brookwood Investment Group LLC | 6,027 | $594.8K | 0.10% | +6,027 | New |
| Nadler Financial Group, Inc. | 6,020 | $594.2K | 0.07% | +394+7.0% | Added |
| Glass Jacobson Investment Advisors llc | 5,335 | $594.1K | 0.20% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,017 | $593.9K | 0.16% | −274−4.4% | Reduced |
| Seeds Investor LLC | 6,009 | $593.0K | 0.17% | +515+9.4% | Added |
| Marks Group Wealth Management, Inc | 6,006 | $592.8K | 0.06% | −130−2.1% | Reduced |
| LVW Advisors, LLC | 6,005 | $592.7K | 0.07% | +535+9.8% | Added |
| Morton Capital Management LLC | 6,004 | $592.6K | 0.11% | +191+3.3% | Added |
| Callan Capital, LLC | 6,002 | $592.4K | 0.04% | −77−1.3% | Reduced |
| Apollon Financial, LLC | 5,999 | $592.1K | 0.14% | +62+1.0% | Added |
| Foundation Wealth Management, LLC | 5,991 | $591.3K | 0.46% | +1,644+37.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,988 | $591.0K | 0.02% | −701−10.5% | Reduced |
| Empirical Asset Management, LLC | 5,975 | $589.7K | 0.20% | −122,319−95.3% | Reduced |
| Sippican Capital Advisors | 5,972 | $589.4K | 0.44% | −47−0.8% | Reduced |
| McCollum Christoferson Group LLC | 5,960 | $588.3K | 0.18% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 5,950 | $587.3K | 0.04% | −218−3.5% | Reduced |
| BigSur Wealth Management LLC | 5,950 | $587.3K | 0.16% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 5,948 | $587.1K | 0.32% | +36+0.6% | Added |
| Trillium Asset Management, LLC | 5,943 | $587.0K | 0.02% | −80,397−93.1% | Reduced |
| Cromwell Holdings LLC | 5,940 | $586.3K | 0.38% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,928 | $585.1K | 0.27% | −198−3.2% | Reduced |
| New Hampshire Trust | 5,917 | $584.0K | 0.13% | −21,328−78.3% | Reduced |
| BridgePort Financial Solutions, LLC | 5,902 | $582.6K | 0.26% | +65+1.1% | Added |
| Private Wealth Asset Management, LLC | 5,897 | $582.0K | 0.08% | +5,897 | New |
| Mountain Hill Investment Partners Corp. | 5,885 | $580.9K | 0.57% | −39,550−87.0% | Reduced |
| Liberty Capital Management, Inc. | 5,883 | $580.7K | 0.13% | +47+0.8% | Added |
| Wealth Dimensions Group, Ltd. | 5,883 | $580.6K | 0.14% | −171−2.8% | Reduced |
| TT Capital Management LLC | 5,877 | $580.0K | 0.49% | −12−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,869 | $579.3K | 0.14% | +128+2.2% | Added |
| Triumph Capital Management | 5,864 | $578.8K | 0.19% | +209+3.7% | Added |
| Catalyst Financial Partners LLC | 5,850 | $577.4K | 0.11% | +142+2.5% | Added |
| Stevens Capital Management LP | 5,850 | $577.0K | 0.14% | −4,633−44.2% | Reduced |
| Titleist Asset Management, LLC | 5,846 | $577.0K | 0.07% | −1,551−21.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,842 | $576.6K | 0.04% | −18,455−76.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,823 | $576.0K | 0.26% | −191−3.2% | Reduced |
| River Wealth Advisors LLC | 5,834 | $575.8K | 0.08% | −423−6.8% | Reduced |
| First Heartland Consultants, Inc. | 5,831 | $575.5K | 0.06% | −20.0% | Reduced |
| Intellus Advisors LLC | 5,823 | $574.7K | 0.10% | +20.0% | Added |
| Paulson Wealth Management Inc. | 5,804 | $572.9K | 0.16% | −1,650−22.1% | Reduced |
| Drive Wealth Management, LLC | 5,799 | $572.3K | 0.13% | +148+2.6% | Added |
| AssuredPartners Investment Advisors, LLC | 5,794 | $571.9K | 0.11% | −13−0.2% | Reduced |
| Athena Investment Management | 5,791 | $571.6K | 0.35% | −40−0.7% | Reduced |
| Probity Advisors, Inc. | 5,787 | $571.2K | 0.11% | −58−1.0% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $571.2K | 0.08% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,786 | $571.1K | 0.36% | +16+0.3% | Added |
| Clarity Wealth Advisors, LLC | 5,780 | $570.4K | 0.16% | −218−3.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,776 | $570.1K | 0.45% | +63+1.1% | Added |
| Ledyard National Bank | 5,771 | $569.6K | 0.06% | −343−5.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,767 | $569.2K | 0.24% | +251+4.6% | Added |
| Fulton Breakefield Broenniman LLC | 5,758 | $568.3K | 0.04% | −380−6.2% | Reduced |
| MGO Private Wealth, LLC | 5,756 | $568.1K | 0.40% | +73+1.3% | Added |
| Whelan Financial | 5,753 | $567.8K | 0.22% | +3,542+160.2% | Added |
| Financial Advisory Corp | 5,744 | $567.0K | 0.18% | −216−3.6% | Reduced |
| 4WEALTH Advisors, Inc. | 5,744 | $566.9K | 0.63% | +634+12.4% | Added |
| Argus Investors' Counsel, Inc. | 5,735 | $566.0K | 0.43% | −2,600−31.2% | Reduced |
| World Equity Group, Inc. | 5,776 | $566.0K | 0.16% | −2,002−25.7% | Reduced |
| BTC Capital Management, Inc. | 5,733 | $565.8K | 0.05% | +70+1.2% | Added |
| MCF Advisors LLC | 5,728 | $565.4K | 0.04% | −2,646−31.6% | Reduced |
| Harvey Investment Co LLC | 5,728 | $565.0K | 0.06% | 00.0% | Unchanged |