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 |
|---|---|---|---|---|---|
| BankPlus Wealth Management LLC | 5,705 | $563.1K | 0.41% | +813+16.6% | Added |
| Horizon Kinetics Asset Management LLC | 5,705 | $563.1K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,674 | $560.0K | 0.16% | −299−5.0% | Reduced |
| PFG Private Wealth Management, LLC | 5,645 | $557.2K | 0.30% | +5,276+1,429.8% | Added |
| Grant Private Wealth Management Inc | 5,643 | $557.0K | 0.60% | −213−3.6% | Reduced |
| Pinnacle Bancorp, Inc. | 5,630 | $555.7K | 0.18% | −106−1.8% | Reduced |
| Hemington Wealth Management | 5,628 | $555.0K | 0.09% | +105+1.9% | Added |
| Northstar Advisory Group, LLC | 5,623 | $555.0K | 0.36% | +5,623 | New |
| Global Strategic Investment Solutions, LLC | 5,621 | $554.8K | 0.06% | −316−5.3% | Reduced |
| Fairfield, Bush & Co. | 5,610 | $553.7K | 0.35% | 00.0% | Unchanged |
| First United Bank Trust | 5,608 | $553.5K | 0.21% | −647−10.3% | Reduced |
| LSV Asset Management | 5,600 | $553.0K | 0.00% | 00.0% | Unchanged |
| Novare Capital Management LLC | 5,601 | $552.8K | 0.05% | −282−4.8% | Reduced |
| Trust Co of Virginia | 5,584 | $551.1K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5,583 | $551.1K | 0.19% | −323−5.5% | Reduced |
| Landaas & Co | 5,585 | $551.0K | 0.15% | +3+0.1% | Added |
| Neumann Capital Management, LLC | 5,564 | $549.2K | 0.19% | +200+3.7% | Added |
| Lakeshore Capital Group, Inc. | 5,559 | $548.6K | 0.53% | +93+1.7% | Added |
| New Covenant Trust Company, N.A. | 5,590 | $548.2K | 0.58% | −560−9.1% | Reduced |
| HHM Wealth Advisors, LLC | 5,542 | $547.0K | 0.07% | −34−0.6% | Reduced |
| Hollencrest Capital Management | 5,541 | $546.9K | 0.02% | −1,245−18.3% | Reduced |
| Clean Yield Group | 5,539 | $546.7K | 0.18% | +250+4.7% | Added |
| Cozad Asset Management Inc | 5,535 | $546.3K | 0.05% | −807−12.7% | Reduced |
| Gradient Investments LLC | 5,522 | $545.0K | 0.01% | +1,808+48.7% | Added |
| GW Henssler & Associates Ltd | 5,514 | $544.3K | 0.03% | −28−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,499 | $542.8K | 0.04% | −374−6.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,490 | $541.9K | 0.26% | +46+0.8% | Added |
| Great Diamond Partners, LLC | 5,484 | $541.2K | 0.15% | −621−10.2% | Reduced |
| RWM Asset Management, LLC | 5,483 | $541.2K | 0.09% | +2,944+116.0% | Added |
| SeaBridge Investment Advisors LLC | 5,465 | $539.4K | 0.12% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,457 | $538.6K | 0.31% | +20.0% | Added |
| Golden State Equity Partners | 5,449 | $537.8K | 0.11% | −21−0.4% | Reduced |
| S.E.E.D. Planning Group LLC | 5,445 | $537.5K | 0.18% | −375−6.4% | Reduced |
| Cornerstone Advisory, LLC | 5,804 | $535.0K | 0.06% | −452−7.2% | Reduced |
| Orrstown Financial Services Inc | 5,414 | $534.4K | 0.13% | −371−6.4% | Reduced |
| Jacksonville Wealth Management, LLC | 5,412 | $534.2K | 0.53% | −425−7.3% | Reduced |
| Tower Trust & Investment Co | 5,867 | $533.5K | 0.43% | +5,867 | New |
| Marathon Trading Investment Management LLC | 5,402 | $533.2K | 0.28% | −30,000−84.7% | Reduced |
| Synergy Investment Management, LLC | 5,393 | $532.3K | 0.22% | −1,047−16.3% | Reduced |
| Moloney Securities Asset Management, LLC | 5,387 | $531.7K | 0.07% | −1,805−25.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,377 | $530.7K | 0.03% | +39+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,370 | $530.0K | 0.08% | +351+7.0% | Added |
| TFB Advisors LLC | 5,352 | $528.2K | 0.15% | +153+2.9% | Added |
| Fairbanks Capital Management, Inc. | 5,348 | $527.8K | 0.34% | −630−10.5% | Reduced |
| Pacific Sun Financial Corp | 5,328 | $525.9K | 0.30% | −494−8.5% | Reduced |
| Zevenbergen Capital Investments LLC | 5,328 | $525.9K | 0.01% | −115−2.1% | Reduced |
| Grantvest Financial Group LLC | 5,316 | $524.6K | 0.43% | +1,339+33.7% | Added |
| BLB&B Advisors, LLC | 5,307 | $523.8K | 0.03% | −726−12.0% | Reduced |
| Delta Investment Management, LLC | 5,304 | $523.5K | 0.11% | −20.0% | Reduced |
| Twin Lakes Capital Management, LLC | 5,293 | $522.4K | 0.35% | +6+0.1% | Added |
| Baker Avenue Asset Management, LP | 5,291 | $522.3K | 0.02% | +1,103+26.3% | Added |
| Saranac Partners Ltd | 5,278 | $520.9K | 0.30% | +512+10.7% | Added |
| Conscious Wealth Investments, LLC | 4,914 | $520.6K | 0.36% | −1,424−22.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,271 | $520.2K | 0.07% | −586−10.0% | Reduced |
| Retirement Planning Group | 5,270 | $520.2K | 0.02% | +792+17.7% | Added |
| Sunpointe, LLC | 5,270 | $520.1K | 0.28% | +197+3.9% | Added |
| Smallwood Wealth Investment Management, LLC | 5,264 | $519.6K | 0.33% | −24−0.5% | Reduced |
| West Family Investments, Inc. | 5,262 | $519.4K | 0.20% | +498+10.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,661 | $519.0K | 0.17% | −148−3.1% | Reduced |
| Berger Financial Group, Inc | 5,251 | $518.2K | 0.04% | −658−11.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 5,244 | $518.0K | 0.02% | +5,244 | New |
| Parisi Gray Wealth Management | 5,237 | $516.9K | 0.17% | −163−3.0% | Reduced |
| LJI Wealth Management, LLC | 5,219 | $515.1K | 0.10% | +110+2.2% | Added |
| Investment House LLC | 5,200 | $513.2K | 0.03% | 00.0% | Unchanged |
| EHP Funds Inc. | 5,200 | $513.2K | 0.57% | +5,200 | New |
| Hutchinson Capital Management | 5,194 | $512.6K | 0.10% | −105−2.0% | Reduced |
| Northside Capital Management, LLC | 5,184 | $511.6K | 0.08% | −8−0.2% | Reduced |
| Taylor Financial Group, Inc. | 5,161 | $509.4K | 0.35% | +500+10.7% | Added |
| Napatree Capital LLC | 5,151 | $508.4K | 0.29% | −1,722−25.1% | Reduced |
| Calton & Associates, Inc. | 5,141 | $507.4K | 0.12% | +3,023+142.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,134 | $506.7K | 0.17% | +103+2.0% | Added |
| Westside Investment Management, Inc. | 5,134 | $506.7K | 0.11% | +260+5.3% | Added |
| Alpha Omega Wealth Management LLC | 5,130 | $506.3K | 0.10% | −343−6.3% | Reduced |
| National Wealth Management Group, LLC | 5,130 | $506.3K | 0.33% | −22−0.4% | Reduced |
| H&H Retirement Design & Management INC | 6,020 | $505.7K | 0.34% | +13+0.2% | Added |
| First Community Trust NA | 5,118 | $505.1K | 0.44% | −77−1.5% | Reduced |
| Revolve Wealth Partners, LLC | 5,109 | $504.3K | 0.07% | +281+5.8% | Added |
| Strategic Investment Advisors | 5,089 | $502.3K | 0.05% | +1,655+48.2% | Added |
| Papp L Roy & Associates | 5,072 | $500.6K | 0.06% | +26+0.5% | Added |
| Valley National Advisers Inc | 5,074 | $500.0K | 0.09% | −217−4.1% | Reduced |
| Rocky Mountain Advisers, LLC | 5,065 | $499.9K | 0.15% | −4,888−49.1% | Reduced |
| Clarendon Private LLC | 5,065 | $499.9K | 0.53% | +166+3.4% | Added |
| Pines Wealth Management, LLC | 6,114 | $499.7K | 0.23% | +366+6.4% | Added |
| Altus Wealth Group LLC | 5,049 | $498.3K | 0.23% | −16−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 5,048 | $498.2K | 0.06% | +231+4.8% | Added |
| Duncker Streett & Co Inc | 5,040 | $497.5K | 0.10% | −780−13.4% | Reduced |
| TCFG Wealth Management, LLC | 5,040 | $497.4K | 0.25% | −35−0.7% | Reduced |
| Intrua Financial, LLC | 5,039 | $497.4K | 0.08% | −1,998−28.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,023 | $495.7K | 0.23% | −1,937−27.8% | Reduced |
| Magnolia Capital Advisors LLC | 5,022 | $495.7K | 0.13% | −276−5.2% | Reduced |
| Coppell Advisory Solutions LLC | 5,436 | $495.6K | 0.07% | −8,144−60.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,017 | $495.2K | 0.00% | −117,215−95.9% | Reduced |
| Meritas Wealth Management, LLC | 5,010 | $494.5K | 0.29% | −42−0.8% | Reduced |
| Everpar Advisors LLC | 4,999 | $493.4K | 0.26% | −99−1.9% | Reduced |
| Leigh Baldwin & Co., LLC | 4,994 | $493.0K | 0.40% | +108+2.2% | Added |
| Moss Adams Wealth Advisors LLC | 4,986 | $492.1K | 0.05% | +665+15.4% | Added |
| Pacific Sage Partners, LLC | 4,984 | $492.0K | 0.11% | +230+4.8% | Added |
| Presilium Private Wealth, LLC | 4,975 | $491.0K | 0.11% | −200−3.9% | Reduced |
| KG&L Capital Management,LLC | 5,006 | $490.6K | 0.16% | −223−4.3% | Reduced |
| Greenberg Financial Group | 5,082 | $489.8K | 0.21% | +5,082 | New |