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, Q2 2025
Institutional positions in Walt Disney Co as of Jun 30, 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
- 3,209
- +175 vs. Q1 2025
- Shares held
- 1.31B
- +21.5M (+1.7%) vs. Q1 2025
- Total value
- $162.0B
- +$35.2B (+27.8%) vs. Q1 2025
- New holders
- 324
- 1,036 more added
- Sold out
- 149
- 1,550 more reduced
42 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| S.E.E.D. Planning Group LLC | 5,056 | $627.0K | 0.20% | −389−7.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,054 | $627.2K | 0.08% | +437+9.5% | Added |
| Rocky Mountain Advisers, LLC | 5,065 | $628.1K | 0.19% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 5,067 | $628.4K | 0.34% | −1,800−26.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 5,069 | $628.6K | 0.30% | +174+3.6% | Added |
| Circle Wealth Management, LLC | 5,072 | $629.0K | 0.01% | +1,215+31.5% | Added |
| Parisi Gray Wealth Management | 5,081 | $630.1K | 0.18% | −156−3.0% | Reduced |
| Paragon Private Wealth Management, LLC | 5,087 | $630.9K | 0.25% | +64+1.3% | Added |
| National Wealth Management Group, LLC | 5,108 | $633.4K | 0.35% | −22−0.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,116 | $634.4K | 0.02% | +260+5.4% | Added |
| First Community Trust NA | 5,118 | $634.7K | 0.52% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,121 | $635.1K | 0.11% | −9−0.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,121 | $635.1K | 0.20% | −13−0.3% | Reduced |
| Hutchinson Capital Management | 5,130 | $636.1K | 0.12% | −64−1.2% | Reduced |
| Delta Global Management LP | 5,146 | $638.2K | 0.04% | −20,262−79.7% | Reduced |
| Clean Yield Group | 5,150 | $638.6K | 0.19% | −389−7.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 5,152 | $638.9K | 0.10% | −3,952−43.4% | Reduced |
| BLB&B Advisors, LLC | 5,153 | $639.0K | 0.03% | −154−2.9% | Reduced |
| Everpar Advisors LLC | 5,160 | $639.9K | 0.29% | +161+3.2% | Added |
| Taylor Financial Group, Inc. | 5,161 | $640.0K | 0.40% | 00.0% | Unchanged |
| Triumph Capital Management | 5,184 | $642.9K | 0.19% | −680−11.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,191 | $643.7K | 0.08% | +5,191 | New |
| LJI Wealth Management, LLC | 5,208 | $645.8K | 0.11% | −11−0.2% | Reduced |
| GW Henssler & Associates Ltd | 5,239 | $649.7K | 0.03% | −275−5.0% | Reduced |
| Harbor Advisory Corp | 5,246 | $650.6K | 0.21% | −2,645−33.5% | Reduced |
| Formidable Asset Management, LLC | 6,593 | $650.7K | 0.11% | −60−0.9% | Reduced |
| Westside Investment Management, Inc. | 5,248 | $650.7K | 0.12% | +114+2.2% | Added |
| First Heartland Consultants, Inc. | 5,249 | $650.9K | 0.06% | −582−10.0% | Reduced |
| Fairbanks Capital Management, Inc. | 5,255 | $651.7K | 0.37% | −93−1.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 5,261 | $652.0K | 0.02% | +17+0.3% | Added |
| McKinley Carter Wealth Services, Inc. | 5,264 | $652.8K | 0.04% | −113−2.1% | Reduced |
| Coppell Advisory Solutions LLC | 5,337 | $652.9K | 0.08% | −99−1.8% | Reduced |
| Investment Partners, Ltd. | 5,268 | $653.3K | 0.25% | −2,714−34.0% | Reduced |
| Jacksonville Wealth Management, LLC | 5,268 | $653.3K | 0.53% | −144−2.7% | Reduced |
| Manchester Financial Inc | 5,269 | $653.4K | 0.14% | +2,041+63.2% | Added |
| Cape Ann Savings Bank | 5,274 | $654.0K | 0.39% | −1,005−16.0% | Reduced |
| Cromwell Holdings LLC | 5,256 | $654.4K | 0.40% | −684−11.5% | Reduced |
| Peddock Capital Advisors, LLC | 5,279 | $654.6K | 0.15% | −841−13.7% | Reduced |
| Oxford Financial Group Ltd | 5,303 | $657.6K | 0.04% | +352+7.1% | Added |
| Wealth Management Associates, Inc. | 5,304 | $657.7K | 0.26% | +409+8.4% | Added |
| Kestra Investment Management, LLC | 5,765 | $658.1K | 0.01% | +3,520+156.8% | Added |
| MUFG Securities EMEA plc | 5,312 | $658.7K | 0.03% | +5,312 | New |
| SeaCrest Wealth Management, LLC | 5,317 | $659.4K | 0.07% | −4,904−48.0% | Reduced |
| Dillon & Associates Inc | 5,320 | $660.0K | 0.09% | −1,168−18.0% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,325 | $660.4K | 0.49% | −451−7.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,331 | $661.0K | 0.04% | +670+14.4% | Added |
| Seeds Investor LLC | 5,333 | $661.4K | 0.16% | −676−11.2% | Reduced |
| Retirement Planning Group | 5,335 | $661.6K | 0.03% | +65+1.2% | Added |
| Semanteon Capital Management, LP | 5,341 | $662.3K | 1.00% | +5,341 | New |
| Financial Advocates Investment Management | 5,349 | $663.3K | 0.05% | −3,123−36.9% | Reduced |
| MCF Advisors LLC | 5,355 | $664.1K | 0.04% | −373−6.5% | Reduced |
| Delta Investment Management, LLC | 5,366 | $665.4K | 0.13% | +62+1.2% | Added |
| Versant Capital Management, Inc | 5,366 | $665.4K | 0.10% | −891−14.2% | Reduced |
| Hemington Wealth Management | 5,377 | $666.0K | 0.10% | −251−4.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,390 | $668.4K | 0.30% | −100−1.8% | Reduced |
| Ledyard National Bank | 5,400 | $669.7K | 0.06% | −371−6.4% | Reduced |
| Gryphon Financial Partners LLC | 5,420 | $672.2K | 0.09% | +1,539+39.7% | Added |
| Presilium Private Wealth, LLC | 5,425 | $672.7K | 0.14% | +450+9.0% | Added |
| Sterling Investment Advisors, Ltd. | 5,448 | $675.6K | 0.15% | −421−7.2% | Reduced |
| RKL Wealth Management LLC | 5,452 | $676.1K | 0.06% | +1,133+26.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,457 | $676.7K | 0.35% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,559 | $677.0K | 0.37% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,460 | $677.1K | 0.03% | −81−1.5% | Reduced |
| New Covenant Trust Company, N.A. | 5,537 | $677.4K | 0.61% | −53−0.9% | Reduced |
| Pines Wealth Management, LLC | 5,469 | $678.2K | 0.24% | −645−10.5% | Reduced |
| Sivia Capital Partners, LLC | 5,470 | $678.3K | 0.23% | +1,322+31.9% | Added |
| Holderness Investments Co | 5,494 | $681.3K | 0.15% | +543+11.0% | Added |
| HHM Wealth Advisors, LLC | 5,499 | $682.0K | 0.08% | −43−0.8% | Reduced |
| Private Wealth Asset Management, LLC | 5,506 | $682.8K | 0.09% | −391−6.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,509 | $683.2K | 0.05% | −249−4.3% | Reduced |
| Fairfield, Bush & Co. | 5,510 | $683.3K | 0.39% | −100−1.8% | Reduced |
| Pallas Capital Advisors LLC | 5,545 | $687.7K | 0.03% | −33,031−85.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,550 | $688.3K | 0.39% | +286+5.4% | Added |
| Great Diamond Partners, LLC | 5,562 | $689.7K | 0.15% | +78+1.4% | Added |
| Meridian Wealth Advisors, LLC | 5,562 | $689.7K | 0.11% | +5,562 | New |
| Neumann Capital Management, LLC | 5,564 | $690.0K | 0.22% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 5,566 | $690.2K | 0.28% | −498−8.2% | Reduced |
| Lakeshore Capital Group, Inc. | 5,569 | $690.6K | 0.61% | +10+0.2% | Added |
| Ridgewood Investments LLC | 5,571 | $690.8K | 0.30% | −7,081−56.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,581 | $692.1K | 0.07% | −40−0.7% | Reduced |
| Financial Perspectives, Inc | 5,583 | $692.4K | 0.21% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5,593 | $693.0K | 0.11% | +519+10.2% | Added |
| Amplius Wealth Advisors, LLC | 5,593 | $693.6K | 0.06% | −473−7.8% | Reduced |
| Harvey Investment Co LLC | 5,593 | $694.0K | 0.08% | −135−2.4% | Reduced |
| LSV Asset Management | 5,600 | $694.0K | 0.00% | 00.0% | Unchanged |
| Novare Capital Management LLC | 5,601 | $694.5K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 5,611 | $695.8K | 0.09% | −223−3.8% | Reduced |
| First National Bank | 5,613 | $696.1K | 0.40% | +964+20.7% | Added |
| William Mack & Associates, Inc. | 5,616 | $696.4K | 0.44% | +1,034+22.6% | Added |
| Nadler Financial Group, Inc. | 5,622 | $697.2K | 0.07% | −398−6.6% | Reduced |
| Garrison Point Advisors, LLC | 5,626 | $697.7K | 0.32% | −675−10.7% | Reduced |
| Morton Capital Management LLC | 5,655 | $701.3K | 0.12% | −349−5.8% | Reduced |
| Zullo Investment Group, Inc. | 5,657 | $701.6K | 0.28% | −1,339−19.1% | Reduced |
| Schulhoff & Co Inc | 5,670 | $703.1K | 0.31% | −600−9.6% | Reduced |
| Interchange Capital Partners, LLC | 5,673 | $703.5K | 0.16% | −10.0% | Reduced |
| Golden State Equity Partners | 5,682 | $704.7K | 0.13% | +233+4.3% | Added |
| MPS Loria Financial Planners, LLC | 5,688 | $705.3K | 0.21% | +1,384+32.2% | Added |
| Baker Avenue Asset Management, LP | 5,690 | $705.6K | 0.02% | +399+7.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,703 | $707.2K | 0.09% | +333+6.2% | Added |
| Cheviot Value Management, LLC | 6,293 | $707.5K | 0.08% | −291−4.4% | Reduced |