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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 4,958 | $489.4K | 0.10% | −62−1.2% | Reduced |
| Goldstone Financial Group, LLC | 4,953 | $488.8K | 0.07% | +1,234+33.2% | Added |
| Oxford Financial Group Ltd | 4,951 | $488.7K | 0.03% | −206−4.0% | Reduced |
| Holderness Investments Co | 4,951 | $488.6K | 0.11% | +36+0.7% | Added |
| Howland Capital Management LLC | 4,950 | $488.6K | 0.02% | −399−7.5% | Reduced |
| Covey Capital Advisors, LLC | 4,929 | $486.5K | 0.56% | −6−0.1% | Reduced |
| Veracity Capital LLC | 4,905 | $484.1K | 0.19% | +141+3.0% | Added |
| Richards, Merrill & Peterson, Inc. | 4,895 | $483.1K | 0.25% | +175+3.7% | Added |
| Wealth Management Associates, Inc. | 4,895 | $483.1K | 0.21% | +5+0.1% | Added |
| Sierra Summit Advisors LLC | 4,879 | $481.6K | 0.10% | −399−7.6% | Reduced |
| Aire Advisors, LLC | 4,875 | $481.2K | 0.10% | −1,968−28.8% | Reduced |
| Exencial Wealth Advisors, LLC | 4,871 | $480.8K | 0.02% | −150−3.0% | Reduced |
| Onefund, LLC | 4,864 | $480.1K | 0.49% | +8+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,856 | $479.3K | 0.02% | −1,117−18.7% | Reduced |
| Viawealth, LLC | 4,856 | $479.3K | 0.30% | −813−14.3% | Reduced |
| American Financial Advisors, LLC | 4,855 | $479.2K | 0.07% | −59−1.2% | Reduced |
| Harold Davidson & Associates Inc. | 4,840 | $477.7K | 0.26% | −185−3.7% | Reduced |
| Smart Portfolios, LLC | 4,828 | $476.5K | 0.52% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,822 | $475.9K | 0.31% | +500+11.6% | Added |
| 180 Wealth Advisors, LLC | 4,819 | $475.7K | 0.08% | −206−4.1% | Reduced |
| Resurgent Financial Advisors LLC | 4,815 | $475.2K | 0.29% | −506−9.5% | Reduced |
| Annex Advisory Services, LLC | 4,804 | $474.2K | 0.01% | +62+1.3% | Added |
| Mathes Company, Inc. | 4,805 | $474.0K | 0.19% | −500−9.4% | Reduced |
| Heron Bay Capital Management | 4,800 | $473.8K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,800 | $473.8K | 0.18% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,788 | $472.6K | 0.06% | −451−8.6% | Reduced |
| MQS Management LLC | 4,777 | $471.5K | 0.27% | +4,777 | New |
| Round Rock Advisors, LLC | 4,760 | $469.8K | 0.09% | +1,339+39.1% | Added |
| New World Advisors LLC | 4,751 | $468.9K | 0.11% | +1,001+26.7% | Added |
| MSH Capital Advisors LLC | 4,746 | $468.5K | 0.14% | −229−4.6% | Reduced |
| Sendero Wealth Management, LLC | 4,746 | $468.4K | 0.07% | +386+8.9% | Added |
| Lesa Sroufe & Co | 4,462 | $468.0K | 0.47% | +4,462 | New |
| IFG Advisors, LLC | 4,738 | $467.6K | 0.09% | −15−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,736 | $467.4K | 0.06% | −680−12.6% | Reduced |
| Dearborn Partners LLC | 4,733 | $467.1K | 0.02% | −41−0.9% | Reduced |
| Wall Street Access Asset Management, LLC | 4,732 | $467.1K | 0.19% | +204+4.5% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $466.9K | 0.02% | 00.0% | Unchanged |
| Fca Corp | 4,728 | $466.7K | 0.15% | +9+0.2% | Added |
| Murphy & Mullick Capital Management Corp | 4,719 | $465.8K | 0.45% | −429−8.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,695 | $463.4K | 0.13% | +82+1.8% | Added |
| Sentry Investment Management LLC | 5,559 | $463.0K | 0.31% | −1,660−23.0% | Reduced |
| Rossby Financial, LCC | 5,125 | $462.7K | 0.20% | −4,607−47.3% | Reduced |
| Ellis Investment Partners, LLC | 4,684 | $462.3K | 0.10% | −100−2.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,661 | $460.0K | 0.03% | −512−9.9% | Reduced |
| McAdam, LLC | 4,653 | $459.2K | 0.03% | +390+9.1% | Added |
| Beacon Financial Group | 4,650 | $459.0K | 0.05% | −725−13.5% | Reduced |
| First National Bank | 4,649 | $458.9K | 0.30% | +50+1.1% | Added |
| Arvest Bank Trust Division | 4,649 | $458.9K | 0.03% | −83,641−94.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,637 | $457.7K | 0.18% | +10.0% | Added |
| Fairvoy Private Wealth, LLC | 4,634 | $457.4K | 0.13% | −116−2.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,617 | $456.0K | 0.08% | +584+14.5% | Added |
| Sovereign Financial Group, Inc. | 4,593 | $453.3K | 0.10% | −59−1.3% | Reduced |
| Balboa Wealth Partners | 4,585 | $452.6K | 0.11% | +6+0.1% | Added |
| William Mack & Associates, Inc. | 4,582 | $452.2K | 0.39% | −298−6.1% | Reduced |
| Monetary Management Group Inc | 4,575 | $451.6K | 0.12% | +150+3.4% | Added |
| Allegheny Financial Group LTD | 4,571 | $451.2K | 0.12% | −53−1.1% | Reduced |
| Marino, Stram & Associates LLC | 4,540 | $448.1K | 0.10% | −35−0.8% | Reduced |
| Zacks Investment Management | 4,528 | $446.9K | 0.00% | −1,665−26.9% | Reduced |
| IFG Advisory, LLC | 4,511 | $445.2K | 0.02% | +218+5.1% | Added |
| Indiana Trust & Investment Management CO | 4,510 | $445.1K | 0.16% | −373−7.6% | Reduced |
| Hall Kathryn A. | 4,504 | $444.5K | 0.27% | 00.0% | Unchanged |
| Burton Enright Welch | 4,479 | $442.1K | 0.09% | +75+1.7% | Added |
| Tiemann Investment Advisors, LLC | 4,470 | $441.2K | 0.20% | −40−0.9% | Reduced |
| Berkeley Capital Partners, LLC | 4,469 | $441.1K | 0.12% | −70−1.5% | Reduced |
| Arnhold LLC | 4,464 | $440.6K | 0.04% | −1,000−18.3% | Reduced |
| Petix & Botte Co | 4,444 | $438.6K | 0.12% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,431 | $437.3K | 0.07% | +159+3.7% | Added |
| Retirement Income Solutions, Inc | 4,419 | $436.2K | 0.09% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,402 | $434.5K | 0.43% | −96−2.1% | Reduced |
| Advisor Resource Council | 4,679 | $434.1K | 0.04% | +4,679 | New |
| Armstrong Advisory Group, Inc | 3,897 | $433.9K | 0.03% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 4,381 | $432.4K | 0.41% | +4,381 | New |
| Johnson Financial Group, Inc. | 4,375 | $431.8K | 0.02% | +2,433+125.3% | Added |
| Pacific Center for Financial Services | 4,353 | $429.6K | 0.11% | −85−1.9% | Reduced |
| Burford Brothers, Inc. | 4,352 | $429.5K | 0.21% | +15+0.3% | Added |
| Yoffe Investment Management, LLC | 4,347 | $429.1K | 0.63% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 4,340 | $428.4K | 0.30% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,336 | $428.0K | 0.08% | −1,300−23.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,334 | $427.8K | 0.10% | +256+6.3% | Added |
| David Wealth Management LLC | 4,334 | $427.7K | 0.36% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,331 | $427.4K | 0.38% | +199+4.8% | Added |
| Pointe Capital Management LLC | 4,325 | $426.9K | 0.25% | +879+25.5% | Added |
| RKL Wealth Management LLC | 4,319 | $426.3K | 0.04% | +4,319 | New |
| Davis Investment Partners, LLC | 5,030 | $426.0K | 0.19% | −40−0.8% | Reduced |
| Kathmere Capital Management, LLC | 4,313 | $425.7K | 0.04% | −449−9.4% | Reduced |
| Aviso Financial Inc. | 4,311 | $425.5K | 0.02% | +59+1.4% | Added |
| MPS Loria Financial Planners, LLC | 4,304 | $424.8K | 0.13% | +3+0.1% | Added |
| Whitener Capital Management, Inc. | 4,299 | $424.3K | 0.12% | −201−4.5% | Reduced |
| Convergence Financial, LLC | 4,293 | $423.7K | 0.08% | −1,547−26.5% | Reduced |
| Sound Income Strategies, LLC | 4,291 | $423.6K | 0.03% | +226+5.6% | Added |
| Sargent Investment Group, LLC | 4,265 | $421.0K | 0.07% | −51−1.2% | Reduced |
| Rogco, LP | 4,251 | $419.6K | 0.17% | −17−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 4,247 | $419.3K | 0.17% | −264−5.9% | Reduced |
| Worth Asset Management, LLC | 4,247 | $419.2K | 0.23% | −7,920−65.1% | Reduced |
| Beach Investment Counsel Inc | 4,210 | $416.0K | 0.06% | −9,299−68.8% | Reduced |
| Legacy Advisory Services, LLC | 4,206 | $415.2K | 0.35% | −3,832−47.7% | Reduced |
| Spreng Capital Management, Inc. | 4,186 | $413.1K | 0.19% | −611−12.7% | Reduced |
| CWS Financial Advisors, LLC | 4,179 | $412.4K | 0.13% | +10.0% | Added |
| Briaud Financial Planning, Inc | 4,169 | $411.0K | 0.16% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 4,150 | $409.6K | 0.06% | 00.0% | Unchanged |