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; 2,948 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
- 3,077
- −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
- 1,385 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,179 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,298 | $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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 84,265 | $8.32M | 0.15% | +3,750+4.7% | Added |
| Motley Fool Asset Management LLC | 84,092 | $8.30M | 0.47% | +7,430+9.7% | Added |
| Toroso Investments, LLC | 84,049 | $8.30M | 0.07% | −19,399−18.8% | Reduced |
| Noesis Capital Mangement Corp | 83,939 | $8.28M | 1.65% | +4,882+6.2% | Added |
| Triavera Capital LLC | 83,605 | $8.25M | 5.07% | +11,365+15.7% | Added |
| Colonial Trust Advisors | 83,536 | $8.24M | 0.73% | +1,534+1.9% | Added |
| Round Hill Asset Management | 83,411 | $8.23M | 5.92% | −649−0.8% | Reduced |
| Founders Capital Management, LLC | 83,294 | $8.22M | 1.51% | −2,495−2.9% | Reduced |
| Trajan Wealth LLC | 83,110 | $8.20M | 0.45% | +179+0.2% | Added |
| Perigon Wealth Management, LLC | 82,959 | $8.19M | 0.21% | +1,037+1.3% | Added |
| DRH Investments, Inc. | 82,687 | $8.16M | 9.55% | −6,450−7.2% | Reduced |
| Twin Tree Management, LP | 82,674 | $8.16M | 0.18% | −408,430−83.2% | Reduced |
| Boothbay Fund Management, LLC | 82,633 | $8.16M | 0.29% | +80,362+3,538.6% | Added |
| Picton Mahoney Asset Management | 82,152 | $8.11M | 0.28% | −18,204−18.1% | Reduced |
| Moore Capital Management, LP | 81,993 | $8.09M | 0.27% | +27,434+50.3% | Added |
| Kempen Capital Management N.V. | 81,264 | $8.02M | 0.08% | −59,128−42.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 80,416 | $7.94M | 0.89% | −547−0.7% | Reduced |
| Principal Securities, Inc. | 71,204 | $7.93M | 0.18% | +132+0.2% | Added |
| CSM Advisors, LLC | 80,082 | $7.91M | 0.43% | −2,020−2.5% | Reduced |
| Evelyn Partners Asset Management Ltd | 79,857 | $7.88M | 2.20% | −10,396−11.5% | Reduced |
| Boston Family Office LLC | 79,824 | $7.88M | 0.56% | −2,160−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 79,513 | $7.85M | 0.09% | −58,964−42.6% | Reduced |
| Alberta Investment Management Corp | 79,447 | $7.84M | 0.05% | +79,447 | New |
| Kestra Private Wealth Services, LLC | 79,319 | $7.83M | 0.13% | −1,984−2.4% | Reduced |
| E. Ohman J:or Asset Management AB | 78,810 | $7.78M | 0.21% | −2,800−3.4% | Reduced |
| Woodstock Corp | 78,363 | $7.73M | 0.76% | −3,015−3.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 77,297 | $7.63M | 1.94% | +5,233+7.3% | Added |
| Procyon Private Wealth Partners, LLC | 77,285 | $7.63M | 0.46% | +3,316+4.5% | Added |
| Zuckerman Investment Group, LLC | 76,591 | $7.56M | 0.81% | +86+0.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 66,861 | $7.56M | 0.41% | +66,861 | New |
| Cullinan Associates Inc | 76,552 | $7.56M | 0.53% | +3,030+4.1% | Added |
| Pensionmark Financial Group, LLC | 76,292 | $7.53M | 0.20% | +5,614+7.9% | Added |
| Ironvine Capital Partners, LLC | 76,266 | $7.53M | 0.82% | 00.0% | Unchanged |
| LGT Group Foundation | 75,952 | $7.50M | 0.10% | +1,105+1.5% | Added |
| Omers Administration Corp | 75,579 | $7.46M | 0.07% | −7,507−9.0% | Reduced |
| Panagora Asset Management Inc | 75,063 | $7.41M | 0.04% | +63,675+559.1% | Added |
| Scoggin Management LP | 75,000 | $7.40M | 3.66% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 75,000 | $7.40M | 0.50% | +5,000+7.1% | Added |
| Mutual Advisors, LLC | 81,934 | $7.40M | 0.21% | −3,263−3.8% | Reduced |
| Crestwood Advisors Group LLC | 74,743 | $7.38M | 0.14% | −42,443−36.2% | Reduced |
| Telos Capital Management, Inc. | 74,587 | $7.36M | 0.80% | +1,944+2.7% | Added |
| Parthenon LLC | 74,296 | $7.33M | 0.90% | +66+0.1% | Added |
| Point72 (DIFC) Ltd | 74,134 | $7.32M | 0.70% | +1,122+1.5% | Added |
| LS Investment Advisors, LLC | 73,696 | $7.27M | 1.12% | +3,075+4.4% | Added |
| First Financial Bank - Trust Division | 73,646 | $7.27M | 0.70% | −2,315−3.0% | Reduced |
| Lincoln Capital LLC | 84,240 | $7.25M | 1.51% | −5,592−6.2% | Reduced |
| Park Avenue Securities LLC | 73,299 | $7.23M | 0.09% | +3,073+4.4% | Added |
| Capital International Inc | 73,135 | $7.22M | 0.09% | −22,418−23.5% | Reduced |
| Brown Shipley& Co Ltd | 73,102 | $7.22M | 4.09% | −3,105−4.1% | Reduced |
| Edge Wealth Management LLC | 72,617 | $7.17M | 1.45% | +2,072+2.9% | Added |
| Invictus Private Wealth, LLC | 72,606 | $7.17M | 0.57% | +70,185+2,899.0% | Added |
| Wedbush Securities Inc | 72,029 | $7.11M | 0.26% | −1,874−2.5% | Reduced |
| Ally Financial Inc. | 72,000 | $7.11M | 0.80% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 71,811 | $7.09M | 0.14% | −10,879−13.2% | Reduced |
| Venture Visionary Partners LLC | 71,648 | $7.07M | 0.30% | +2,239+3.2% | Added |
| Prudential PLC | 71,634 | $7.07M | 0.04% | −65,198−47.6% | Reduced |
| Winslow Asset Management Inc | 71,575 | $7.06M | 1.56% | −579−0.8% | Reduced |
| Live Oak Private Wealth LLC | 71,170 | $7.02M | 1.14% | +4,071+6.1% | Added |
| Bahl & Gaynor Inc | 71,042 | $7.01M | 0.04% | −3,882−5.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 71,025 | $7.01M | 0.00% | +18,525+35.3% | Added |
| GHP Investment Advisors, Inc. | 70,940 | $7.00M | 0.34% | +1,851+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 70,887 | $7.00M | 0.40% | −314−0.4% | Reduced |
| Martingale Asset Management L P | 70,810 | $6.99M | 0.18% | +70,810 | New |
| Atom Investors LP | 70,607 | $6.97M | 0.86% | +13,640+23.9% | Added |
| Valeo Financial Advisors, LLC | 100,925 | $6.97M | 0.19% | +134+0.1% | Added |
| HighPoint Advisor Group LLC | 76,402 | $6.97M | 0.41% | +58+0.1% | Added |
| Harbor Capital Advisors, Inc. | 70,341 | $6.94M | 0.32% | +70,235+66,259.4% | Added |
| Sienna Gestion | 71,957 | $6.90M | 0.57% | −4,697−6.1% | Reduced |
| Concurrent Investment Advisors, LLC | 69,725 | $6.88M | 0.17% | +5,767+9.0% | Added |
| Synovus Financial Corp | 69,446 | $6.85M | 0.09% | −4,690−6.3% | Reduced |
| Van Den Berg Management I, Inc | 69,359 | $6.85M | 2.10% | −191−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 69,317 | $6.84M | 0.08% | +14,554+26.6% | Added |
| S-Bank Fund Management Ltd | 68,493 | $6.76M | 1.27% | +68,493 | New |
| Legal Advantage Investments, Inc. | 68,294 | $6.74M | 3.64% | +3,987+6.2% | Added |
| Geneos Wealth Management Inc. | 68,229 | $6.73M | 0.23% | +42,050+160.6% | Added |
| Integrated Wealth Concepts LLC | 68,200 | $6.73M | 0.08% | +910+1.4% | Added |
| Haverford Trust Co | 68,044 | $6.72M | 0.07% | +1,831+2.8% | Added |
| Addenda Capital Inc. | 67,961 | $6.71M | 0.25% | −120−0.2% | Reduced |
| Stephens Inc | 67,918 | $6.70M | 0.10% | −877−1.3% | Reduced |
| Mitchell Sinkler & Starr | 67,543 | $6.67M | 1.87% | +311+0.5% | Added |
| Carret Asset Management, LLC | 67,256 | $6.64M | 0.75% | −160−0.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,004 | $6.61M | 0.43% | +5,203+8.4% | Added |
| Axxcess Wealth Management, LLC | 66,462 | $6.56M | 0.18% | −647−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 66,230 | $6.54M | 0.02% | −272−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 66,188 | $6.53M | 1.21% | +2,470+3.9% | Added |
| Pittenger & Anderson Inc | 66,103 | $6.52M | 0.24% | +65,505+10,954.0% | Added |
| Eagle Rock Investment Company, LLC | 65,806 | $6.50M | 1.11% | +615+0.9% | Added |
| Mediolanum International Funds Ltd | 65,939 | $6.47M | 0.09% | −214,724−76.5% | Reduced |
| Aquatic Capital Management LLC | 65,266 | $6.44M | 0.16% | +47,312+263.5% | Added |
| Davy Global Fund Management Ltd | 65,150 | $6.43M | 0.76% | +11,460+21.3% | Added |
| Ascent Group, LLC | 65,076 | $6.42M | 0.28% | +34,310+111.5% | Added |
| Sand Hill Global Advisors, LLC | 65,000 | $6.42M | 0.26% | +792+1.2% | Added |
| Oak Harvest Investment Services | 64,895 | $6.41M | 0.89% | +3,235+5.2% | Added |
| NWF Advisory Services Inc. | 64,885 | $6.40M | 0.90% | −9,416−12.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 64,875 | $6.40M | 1.87% | +70+0.1% | Added |
| Toth Financial Advisory Corp | 64,857 | $6.40M | 0.77% | +2,005+3.2% | Added |
| WealthBridge Investment Counsel Inc. | 64,811 | $6.40M | 2.33% | +425+0.7% | Added |
| Lazari Capital Management, Inc. | 64,610 | $6.38M | 2.61% | +287+0.4% | Added |
| Providence Capital Advisors, LLC | 64,432 | $6.36M | 1.32% | +1,393+2.2% | Added |
| Argent Trust Co | 64,430 | $6.36M | 0.26% | +1,133+1.8% | Added |