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
- 3,076
- −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 | 2,948 | $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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 50,011 | $4.94M | 0.25% | −1,339−2.6% | Reduced |
| Annandale Capital, LLC | 49,697 | $4.91M | 0.92% | −18,096−26.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 49,539 | $4.89M | 0.94% | −1,052−2.1% | Reduced |
| Gilman Hill Asset Management, LLC | 49,490 | $4.88M | 0.85% | +15,574+45.9% | Added |
| Trust Co of Kansas | 49,372 | $4.87M | 2.60% | +353+0.7% | Added |
| Wallington Asset Management, LLC | 49,273 | $4.86M | 0.70% | +487+1.0% | Added |
| Nebula Research & Development LLC | 49,102 | $4.85M | 0.45% | +36,741+297.2% | Added |
| Bank of Nova Scotia Trust Co | 49,074 | $4.84M | 0.52% | +2,486+5.3% | Added |
| Snowden Capital Advisors LLC | 48,800 | $4.82M | 0.15% | −937−1.9% | Reduced |
| Marietta Wealth Management, LLC | 48,585 | $4.80M | 0.70% | −374−0.8% | Reduced |
| Beech Hill Advisors, Inc. | 48,576 | $4.79M | 1.91% | −1,085−2.2% | Reduced |
| Moors & Cabot, Inc. | 48,535 | $4.79M | 0.24% | −2,042−4.0% | Reduced |
| Westchester Capital Management, Inc. | 48,482 | $4.79M | 1.19% | −282−0.6% | Reduced |
| South State Corp. | 48,420 | $4.78M | 0.22% | +2,384+5.2% | Added |
| Jeppson Wealth Management, LLC | 48,400 | $4.78M | 1.75% | +123+0.3% | Added |
| Banque Cantonale Vaudoise | 48,319 | $4.77M | 0.21% | +48,319 | New |
| Buckingham Strategic Partners | 48,218 | $4.76M | 0.07% | +5,403+12.6% | Added |
| BFSG, LLC | 48,215 | $4.76M | 0.58% | +539+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 48,159 | $4.75M | 0.41% | −80−0.2% | Reduced |
| Park National Corp | 47,696 | $4.71M | 0.17% | −5,797−10.8% | Reduced |
| Trust Co of Vermont | 47,674 | $4.71M | 0.23% | −6,943−12.7% | Reduced |
| Roberts Wealth Advisors, LLC | 47,622 | $4.70M | 1.45% | −707−1.5% | Reduced |
| Prospera Financial Services Inc | 47,592 | $4.70M | 0.11% | +3,047+6.8% | Added |
| Siemens Fonds Invest GmbH | 47,604 | $4.70M | 0.32% | +47,604 | New |
| Clearstead Advisors, LLC | 47,584 | $4.70M | 0.07% | −407−0.8% | Reduced |
| Fulton Bank, N.A. | 47,519 | $4.69M | 0.19% | −4,987−9.5% | Reduced |
| Institute for Wealth Management, LLC. | 47,422 | $4.68M | 0.60% | +213+0.5% | Added |
| Hanson & Doremus Investment Management | 47,420 | $4.68M | 0.68% | −441−0.9% | Reduced |
| Highland Capital Management, LLC | 47,361 | $4.67M | 0.28% | −1,389−2.8% | Reduced |
| VELA Investment Management, LLC | 46,918 | $4.63M | 1.59% | +7,989+20.5% | Added |
| Blueshift Asset Management, LLC | 46,841 | $4.62M | 1.83% | +30,755+191.2% | Added |
| Plato Investment Management Ltd | 46,260 | $4.62M | 0.39% | −7,003−13.1% | Reduced |
| Aigen Investment Management, LP | 46,730 | $4.61M | 0.74% | +26,484+130.8% | Added |
| Narwhal Capital Management | 46,698 | $4.61M | 0.41% | +7,706+19.8% | Added |
| We Are One Seven, LLC | 46,692 | $4.61M | 0.18% | −1,971−4.1% | Reduced |
| Boston Research & Management Inc | 46,635 | $4.60M | 1.13% | −473−1.0% | Reduced |
| Eagle Global Advisors LLC | 46,335 | $4.57M | 0.19% | +2,954+6.8% | Added |
| Everence Capital Management Inc | 46,299 | $4.57M | 0.31% | −2,040−4.2% | Reduced |
| Trust Co of Toledo NA | 46,268 | $4.57M | 0.60% | +825+1.8% | Added |
| Logan Capital Management Inc | 46,195 | $4.56M | 0.21% | 00.0% | Unchanged |
| 1st Source Bank | 45,997 | $4.54M | 0.27% | −431−0.9% | Reduced |
| Courier Capital LLC | 45,481 | $4.49M | 0.29% | −583−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45,547 | $4.49M | 0.17% | −12,106−21.0% | Reduced |
| Independent Investors Inc | 45,401 | $4.48M | 0.95% | +137+0.3% | Added |
| Lincluden Management Ltd | 45,221 | $4.46M | 0.57% | −721−1.6% | Reduced |
| Jefferies Financial Group Inc. | 45,204 | $4.46M | 0.08% | +7,773+20.8% | Added |
| Blue Zone Wealth Advisors, LLC | 45,170 | $4.46M | 1.24% | +3,021+7.2% | Added |
| Permanens Capital L.P. | 45,149 | $4.46M | 0.81% | +9,046+25.1% | Added |
| Fisher Asset Management, LLC | 45,127 | $4.45M | 0.00% | −9,035−16.7% | Reduced |
| Charter Trust Co | 45,046 | $4.45M | 0.29% | −540−1.2% | Reduced |
| Baxter Bros Inc | 44,590 | $4.40M | 0.58% | −2,548−5.4% | Reduced |
| Capital Analysts, LLC | 44,227 | $4.37M | 0.16% | +956+2.2% | Added |
| IHT Wealth Management, LLC | 44,170 | $4.36M | 0.14% | +6,288+16.6% | Added |
| Level Four Advisory Services, LLC | 43,958 | $4.34M | 0.18% | +2,459+5.9% | Added |
| SBI Securities Co., Ltd. | 43,931 | $4.34M | 0.14% | −253−0.6% | Reduced |
| CAPROCK Group, Inc. | 43,868 | $4.33M | 0.13% | +1,640+3.9% | Added |
| CFC Planning Co LLC | 43,772 | $4.32M | 4.72% | +4,338+11.0% | Added |
| Wells Trecaso Financial Group, LLC | 43,735 | $4.32M | 1.44% | +436+1.0% | Added |
| Umb Bank N A | 43,667 | $4.31M | 0.07% | −4,371−9.1% | Reduced |
| Conning Inc. | 43,598 | $4.30M | 0.15% | −3,113−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 43,568 | $4.30M | 0.33% | +17,062+64.4% | Added |
| Anchor Investment Management, LLC | 43,402 | $4.28M | 0.40% | −745−1.7% | Reduced |
| Quadrant Capital Group LLC | 43,237 | $4.27M | 0.16% | +20,579+90.8% | Added |
| Kinsale Capital Group, Inc. | 43,226 | $4.27M | 1.05% | +43,226 | New |
| Howe & Rusling Inc | 43,145 | $4.26M | 0.36% | +449+1.1% | Added |
| Diversified Investment Strategies, LLC | 43,016 | $4.25M | 2.88% | −375−0.9% | Reduced |
| Cullen Investment Group, Ltd. | 42,954 | $4.24M | 0.64% | +13,957+48.1% | Added |
| Groupe la Francaise | 42,415 | $4.24M | 0.09% | +1,933+4.8% | Added |
| Greenleaf Trust | 42,888 | $4.23M | 0.04% | +506+1.2% | Added |
| Exchange Capital Management, Inc. | 42,860 | $4.23M | 0.69% | −271−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 42,765 | $4.22M | 0.44% | −773−1.8% | Reduced |
| Louisbourg Investments Inc. | 54,879 | $4.21M | 1.14% | +7,380+15.5% | Added |
| Lynch Asset Management, Inc. | 42,525 | $4.20M | 1.88% | −150−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 42,630 | $4.17M | 0.21% | +1,835+4.5% | Added |
| Evoke Wealth, LLC | 42,153 | $4.16M | 0.11% | −257−0.6% | Reduced |
| Xcel Wealth Management, LLC | 42,109 | $4.16M | 1.30% | +6,397+17.9% | Added |
| Bristlecone Advisors, LLC | 41,986 | $4.14M | 0.34% | −670−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 41,969 | $4.14M | 0.13% | +11,468+37.6% | Added |
| V2 Financial group LLC | 41,811 | $4.13M | 2.66% | −2,945−6.6% | Reduced |
| Simmons Bank | 41,794 | $4.13M | 0.31% | −732−1.7% | Reduced |
| Bridge Creek Capital Management LLC | 41,762 | $4.12M | 1.30% | +107+0.3% | Added |
| Maytus Capital Management, LLC | 41,730 | $4.12M | 1.27% | −13,270−24.1% | Reduced |
| United Services Automobile Association | 41,903 | $4.11M | 0.13% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 41,469 | $4.09M | 0.07% | −1,696−3.9% | Reduced |
| Diversify Wealth Management, LLC | 44,864 | $4.09M | 0.30% | +6,497+16.9% | Added |
| Reliant Investment Management, LLC | 41,125 | $4.06M | 2.11% | −375−0.9% | Reduced |
| National Asset Management, Inc. | 41,024 | $4.05M | 0.12% | +5,160+14.4% | Added |
| Sawyer & Company, Inc | 40,926 | $4.04M | 1.63% | −576−1.4% | Reduced |
| Capital Investment Counsel, Inc | 40,896 | $4.04M | 0.60% | +1,478+3.7% | Added |
| Resources Investment Advisors, LLC. | 40,717 | $4.02M | 0.05% | +129+0.3% | Added |
| Bridgefront Capital, LLC | 40,592 | $4.01M | 1.16% | +14,082+53.1% | Added |
| PFG Investments, LLC | 40,398 | $3.99M | 0.26% | −12,462−23.6% | Reduced |
| Hillman Capital Management, Inc. | 40,310 | $3.98M | 1.96% | −27,755−40.8% | Reduced |
| Portfolio Design Labs, LLC | 40,259 | $3.97M | 0.82% | +40,259 | New |
| Kingsview Wealth Management, LLC | 40,214 | $3.97M | 0.07% | −749−1.8% | Reduced |
| Cardinal Point Capital Management, ULC | 40,052 | $3.95M | 0.36% | +40,052 | New |
| Horizon Investments, LLC | 40,010 | $3.95M | 0.12% | +2,115+5.6% | Added |
| Sepio Capital, LP | 39,968 | $3.94M | 0.31% | −1,664−4.0% | Reduced |
| Hartford Financial Management Inc. | 39,965 | $3.94M | 0.81% | −972−2.4% | Reduced |
| Sigma Planning Corp | 39,908 | $3.94M | 0.13% | −3,043−7.1% | Reduced |