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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 4,148 | $409.4K | 0.19% | +73+1.8% | Added |
| Financial Security Advisor, Inc. | 4,123 | $406.9K | 0.10% | +30+0.7% | Added |
| Leisure Capital Management | 4,115 | $406.2K | 0.17% | −149−3.5% | Reduced |
| Miller Financial Services LLC | 4,111 | $405.8K | 0.58% | −292−6.6% | Reduced |
| Lockerman Financial Group, Inc. | 4,108 | $405.5K | 0.61% | −24−0.6% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,108 | $405.4K | 0.20% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 4,069 | $401.6K | 0.07% | +246+6.4% | Added |
| First Financial Corp | 4,067 | $401.4K | 0.19% | −217−5.1% | Reduced |
| Viewpoint Capital Management LLC | 4,062 | $400.9K | 0.22% | −7−0.2% | Reduced |
| Aviso Wealth Management | 4,060 | $400.8K | 0.21% | −79−1.9% | Reduced |
| Saxon Interests, Inc. | 4,058 | $400.5K | 0.19% | +646+18.9% | Added |
| St. Clair Advisors, LLC | 4,033 | $398.1K | 0.11% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,028 | $397.6K | 0.18% | −78−1.9% | Reduced |
| Iams Wealth Management, LLC | 4,018 | $396.6K | 0.18% | +318+8.6% | Added |
| Silverlake Wealth Management LLC | 4,016 | $396.4K | 0.15% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,012 | $396.0K | 0.06% | +12+0.3% | Added |
| Wealthquest Corp | 4,005 | $395.3K | 0.03% | −70−1.7% | Reduced |
| Beck Mack & Oliver LLC | 3,989 | $393.7K | 0.01% | +431+12.1% | Added |
| McDonough Capital Management, Inc | 3,985 | $393.3K | 0.26% | −398−9.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,984 | $393.2K | 0.39% | +203+5.4% | Added |
| Arcataur Capital Management LLC | 3,977 | $392.5K | 0.13% | −195−4.7% | Reduced |
| Waldron Private Wealth LLC | 3,971 | $391.9K | 0.02% | −5,961−60.0% | Reduced |
| Detalus Advisors, LLC | 3,967 | $391.5K | 0.12% | −100−2.5% | Reduced |
| FourThought Financial Partners, LLC | 3,962 | $391.0K | 0.04% | −39−1.0% | Reduced |
| Acorns Advisers, LLC | 3,958 | $391.0K | 0.00% | +132+3.5% | Added |
| Argent Capital Management LLC | 3,950 | $389.9K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,948 | $389.6K | 0.07% | −85−2.1% | Reduced |
| Kelman-Lazarov, Inc. | 3,929 | $387.8K | 0.07% | +56+1.4% | Added |
| BCK Capital Management LP | 3,925 | $387.4K | 0.30% | 00.0% | Unchanged |
| Natural Investments, LLC | 3,930 | $387.0K | 0.11% | −150−3.7% | Reduced |
| King Wealth | 3,919 | $387.0K | 0.06% | −96−2.4% | Reduced |
| Redwood Investment Management, LLC | 3,913 | $386.0K | 0.04% | −10,018−71.9% | Reduced |
| Twelve Points Wealth Management LLC | 3,906 | $385.5K | 0.10% | +132+3.5% | Added |
| Bank of Jackson Hole Trust | 3,386 | $385.3K | 0.25% | −248−6.8% | Reduced |
| Rahlfs Capital, LLC | 3,900 | $384.9K | 0.39% | 00.0% | Unchanged |
| South Street Advisors LLC | 3,897 | $384.6K | 0.06% | −125−3.1% | Reduced |
| Crew Capital Management, Ltd. | 3,897 | $384.6K | 0.31% | −276−6.6% | Reduced |
| Sentinus, LLC | 3,888 | $383.7K | 0.11% | +35+0.9% | Added |
| Gryphon Financial Partners LLC | 3,881 | $383.1K | 0.06% | +111+2.9% | Added |
| Sage Investment Counsel LLC | 3,881 | $383.1K | 0.49% | −302−7.2% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $383.0K | 0.22% | 00.0% | Unchanged |
| Kooman & Associates | 3,875 | $382.5K | 0.14% | +89+2.4% | Added |
| McClarren Financial Advisors, Inc. | 3,809 | $382.0K | 0.25% | +3,809 | New |
| Sentry LLC | 3,869 | $381.9K | 0.07% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,857 | $380.6K | 0.01% | −220−5.4% | Reduced |
| Sheets Smith Wealth Management | 3,855 | $380.5K | 0.05% | −7,989−67.5% | Reduced |
| Greenwich Wealth Management LLC | 3,836 | $379.0K | 0.03% | −236−5.8% | Reduced |
| LifeSteps Financial, Inc. | 3,835 | $378.5K | 0.31% | −192−4.8% | Reduced |
| Paragon Capital Management Ltd | 3,832 | $378.3K | 0.08% | +6+0.2% | Added |
| Peoples Financial Services Corp. | 3,824 | $377.4K | 0.18% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,815 | $376.5K | 0.06% | −733−16.1% | Reduced |
| Zions Bancorporation, National Association | 3,812 | $376.2K | 0.02% | +3,812 | New |
| Houlihan Financial Resource Group, Ltd. | 3,808 | $376.0K | 0.17% | −100−2.6% | Reduced |
| Falcon Wealth Planning | 3,809 | $376.0K | 0.04% | +138+3.8% | Added |
| TSFG, LLC | 3,786 | $374.0K | 0.08% | +522+16.0% | Added |
| Evernest Financial Advisors, LLC | 3,784 | $373.5K | 0.13% | −798−17.4% | Reduced |
| Shepherd Financial Partners LLC | 3,781 | $373.1K | 0.04% | +345+10.0% | Added |
| Financial Management Network Inc | 4,476 | $372.8K | 0.08% | +193+4.5% | Added |
| Carson Advisory Inc. | 3,774 | $372.5K | 0.25% | −26−0.7% | Reduced |
| Per Stirling Capital Management, LLC. | 3,773 | $372.4K | 0.05% | +1,184+45.7% | Added |
| Silvia McColl Wealth Management, LLC | 3,768 | $371.9K | 0.28% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,765 | $371.6K | 0.14% | −2,104−35.8% | Reduced |
| Charter Oak Capital Management, LLC | 3,757 | $370.8K | 0.03% | +105+2.9% | Added |
| American Money Management, LLC | 3,757 | $370.8K | 0.07% | −30−0.8% | Reduced |
| My Personal CFO, LLC | 3,752 | $370.3K | 0.19% | −17−0.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $370.2K | 0.01% | 00.0% | Unchanged |
| Bank Hapoalim BM | 3,734 | $369.0K | 0.05% | −805−17.7% | Reduced |
| Parkside Advisors LLC | 3,738 | $369.0K | 0.09% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,729 | $368.0K | 0.10% | −8−0.2% | Reduced |
| Northwest Bancshares, Inc. | 3,704 | $365.6K | 0.07% | −2,142−36.6% | Reduced |
| Eagle Capital Management LLC | 3,699 | $365.1K | 0.00% | +571+18.3% | Added |
| ASB Consultores, LLC | 3,686 | $363.8K | 0.24% | −3,241−46.8% | Reduced |
| CVA Family Office, LLC | 3,685 | $363.7K | 0.06% | −5−0.1% | Reduced |
| First Affirmative Financial Network | 3,679 | $363.1K | 0.22% | −53−1.4% | Reduced |
| Ameriflex Group, Inc. | 3,679 | $363.1K | 0.15% | +1,615+78.2% | Added |
| Keudell/Morrison Wealth Management | 3,679 | $363.1K | 0.09% | +963+35.5% | Added |
| Valley Brook Capital Group | 3,677 | $362.9K | 0.28% | −2,476−40.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,677 | $362.9K | 0.05% | −3−0.1% | Reduced |
| Patron Partners Advisors, LLC | 3,676 | $362.9K | 0.20% | +669+22.2% | Added |
| Trilogy Capital Inc. | 3,672 | $362.5K | 0.02% | +955+35.1% | Added |
| Goldstein Advisors, LLC | 3,671 | $362.3K | 0.05% | −839−18.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,665 | $361.8K | 0.05% | +10+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $361.7K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,664 | $361.6K | 0.07% | +1,402+62.0% | Added |
| Asset Planning,Inc | 3,659 | $361.2K | 0.28% | −89−2.4% | Reduced |
| IMG Wealth Management, Inc. | 3,655 | $360.7K | 0.32% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 3,652 | $360.5K | 0.02% | −66−1.8% | Reduced |
| Private Management Group Inc | 3,652 | $360.5K | 0.01% | +32+0.9% | Added |
| Clearwater Capital Advisors, LLC | 3,652 | $360.4K | 0.03% | +46+1.3% | Added |
| Marotta Asset Management | 3,747 | $360.4K | 0.07% | +149+4.1% | Added |
| Spinnaker Trust | 3,644 | $359.7K | 0.02% | +475+15.0% | Added |
| Redhawk Wealth Advisors, Inc. | 3,641 | $359.4K | 0.05% | −360−9.0% | Reduced |
| Salomon & Ludwin, LLC | 3,634 | $358.7K | 0.04% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,632 | $358.5K | 0.07% | −1,175−24.4% | Reduced |
| MV Capital Management, Inc. | 3,632 | $358.5K | 0.04% | +58+1.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,631 | $358.4K | 0.15% | −1,575−30.3% | Reduced |
| First National Corp | 3,624 | $357.7K | 0.08% | −29−0.8% | Reduced |
| Wedge Capital Management L L P | 3,622 | $357.5K | 0.01% | +7+0.2% | Added |
| Laraway Financial Inc | 3,622 | $357.5K | 0.28% | −49−1.3% | Reduced |
| Sym Financial Corp | 3,621 | $357.4K | 0.04% | −320−8.1% | Reduced |