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, 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
- 3,210
- +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
- 1,551 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 | 2,948 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 697 | $86.4K | 0.05% | +315+82.5% | Added |
| Hughes Financial Services, LLC | 752 | $86.6K | 0.01% | +16+2.2% | Added |
| O'Brien Wealth Partners LLC | 700 | $86.8K | 0.01% | +700 | New |
| Pineridge Advisors LLC | 715 | $88.6K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 721 | $89.4K | 0.01% | +578+404.2% | Added |
| Prudent Man Investment Management, Inc. | 804 | $89.5K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 726 | $90.0K | 0.03% | −93−11.4% | Reduced |
| Lavaca Capital LLC | 735 | $91.1K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 735 | $91.1K | 0.02% | −22−2.9% | Reduced |
| WFA of San Diego, LLC | 740 | $91.8K | 0.07% | +740 | New |
| Ritter Daniher Financial Advisory LLC | 743 | $92.2K | 0.02% | +300+67.7% | Added |
| Investment Research & Advisory Group, Inc. | 763 | $94.6K | 0.04% | +374+96.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 961 | $94.9K | 0.04% | +961 | New |
| Headlands Technologies LLC | 772 | $95.7K | 0.01% | −29,882−97.5% | Reduced |
| Centennial Bank | 783 | $97.1K | 0.04% | −1,500−65.7% | Reduced |
| Bank & Trust Co | 792 | $98.2K | 0.08% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 800 | $99.2K | 0.09% | 00.0% | Unchanged |
| Banque Transatlantique SA | 800 | $99.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 815 | $101.0K | 0.02% | −37−4.3% | Reduced |
| Clarity Asset Management, Inc. | 815 | $101.1K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 826 | $102.0K | 0.02% | −1,174−58.7% | Reduced |
| WealthCollab, LLC | 832 | $103.2K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 838 | $103.9K | 0.06% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 855 | $106.0K | 0.03% | +71+9.1% | Added |
| Core Alternative Capital | 869 | $107.8K | 0.03% | +327+60.3% | Added |
| Rakuten Securities, Inc. | 877 | $108.8K | 0.04% | +35+4.2% | Added |
| Quarry LP | 898 | $111.4K | 0.03% | −1,070−54.4% | Reduced |
| Ramirez Asset Management, Inc. | 900 | $111.6K | 0.02% | +100+12.5% | Added |
| Raffa Wealth Management, LLC | 935 | $115.9K | 0.02% | +327+53.8% | Added |
| Mountain Hill Investment Partners Corp. | 935 | $116.0K | 0.10% | −4,950−84.1% | Reduced |
| PFS Partners, LLC | 963 | $119.4K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 969 | $120.7K | 0.01% | −15−1.5% | Reduced |
| TruNorth Capital Management, LLC | 979 | $121.4K | 0.03% | −1,069−52.2% | Reduced |
| Pandora Wealth, Inc. | 982 | $121.8K | 0.07% | −1−0.1% | Reduced |
| Chesapeake Asset Management LLC | 983 | $122.0K | 0.11% | −47−4.6% | Reduced |
| Park Square Financial Group, LLC | 1,002 | $124.3K | 0.09% | −6−0.6% | Reduced |
| MorganRosel Wealth Management, LLC | 1,007 | $124.9K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 1,020 | $126.0K | 0.03% | −2−0.2% | Reduced |
| Tidemark, LLC | 1,019 | $126.4K | 0.04% | −141−12.2% | Reduced |
| Richardson Financial Services Inc. | 1,029 | $127.1K | 0.09% | −5,388−84.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,026 | $127.2K | 0.05% | −32−3.0% | Reduced |
| Gleason Group, Inc. | 1,057 | $131.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,062 | $131.7K | 0.04% | +1,042+5,210.0% | Added |
| Inlight Wealth Management, LLC | 1,075 | $133.4K | 0.07% | −10−0.9% | Reduced |
| Hopwood Financial Services, Inc. | 1,085 | $134.6K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,093 | $135.5K | 0.03% | −221−16.8% | Reduced |
| IAG Wealth Partners, LLC | 1,104 | $136.9K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,109 | $137.5K | 0.05% | +94+9.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,112 | $137.9K | 0.03% | +57+5.4% | Added |
| Bruce G. Allen Investments, LLC | 1,123 | $139.3K | 0.11% | +94+9.1% | Added |
| Pinney & Scofield, Inc. | 1,158 | $143.6K | 0.10% | +188+19.4% | Added |
| NewSquare Capital LLC | 1,165 | $144.5K | 0.01% | +625+115.7% | Added |
| AllSquare Wealth Management LLC | 1,170 | $145.1K | 0.08% | +46+4.1% | Added |
| Medallion Wealth Advisors, LLC | 1,182 | $146.3K | 0.06% | −231−16.3% | Reduced |
| Accredited Wealth Management, LLC | 1,186 | $147.1K | 0.12% | −275−18.8% | Reduced |
| Fourth Dimension Wealth, LLC | 1,191 | $147.7K | 0.06% | −175−12.8% | Reduced |
| Bellevue Asset Management, LLC | 1,208 | $149.9K | 0.07% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,216 | $150.8K | 0.06% | 00.0% | Unchanged |
| NBZ Investment Advisors LLC | 1,221 | $151.4K | 0.09% | −167−12.0% | Reduced |
| Financial Connections Group, Inc. | 1,261 | $156.0K | 0.06% | +500+65.7% | Added |
| CBIZ Investment Advisory Services, LLC | 1,278 | $158.4K | 0.01% | +220+20.8% | Added |
| Cornerstone Planning Group LLC | 1,340 | $158.6K | 0.03% | −285−17.5% | Reduced |
| Creative Capital Management Investments LLC | 1,281 | $158.9K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management | 1,288 | $159.7K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,300 | $161.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,338 | $165.9K | 0.13% | +1,338 | New |
| HighMark Wealth Management LLC | 1,354 | $167.9K | 0.08% | −92−6.4% | Reduced |
| Darwin Advisors, LLC | 1,378 | $170.9K | 0.06% | −286−17.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,375 | $171.0K | 0.05% | −417−23.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,405 | $174.2K | 0.06% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,414 | $175.0K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,416 | $175.7K | 0.05% | +395+38.7% | Added |
| Kozak & Associates, Inc. | 1,474 | $177.7K | 0.04% | 00.0% | Unchanged |
| Curat Global, LLC | 1,435 | $178.0K | 0.17% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,438 | $178.0K | 0.00% | −1,650−53.4% | Reduced |
| Princeton Global Asset Management LLC | 1,440 | $178.6K | 0.03% | +429+42.4% | Added |
| Tower View Investment Management & Research LLC | 1,442 | $178.8K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,462 | $181.0K | 0.01% | +1,379+1,661.4% | Added |
| Private Wealth Management Group, LLC | 1,460 | $181.0K | 0.06% | −10−0.7% | Reduced |
| Hurley Capital, LLC | 1,463 | $181.5K | 0.13% | −35−2.3% | Reduced |
| Lipe & Dalton | 1,480 | $184.0K | 0.10% | −200−11.9% | Reduced |
| Consultiva Wealth Management, Corp. | 1,487 | $184.4K | 0.57% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,496 | $185.5K | 0.05% | −113−7.0% | Reduced |
| Pittenger & Anderson Inc | 1,498 | $185.8K | 0.01% | −64,605−97.7% | Reduced |
| Keener Financial Planning LLC | 1,505 | $186.0K | 0.09% | +1,500+30,000.0% | Added |
| GW&K Investment Management, LLC | 1,518 | $188.0K | 0.00% | +419+38.1% | Added |
| Wood Tarver Financial Group, LLC | 1,526 | $189.0K | 0.06% | +29+1.9% | Added |
| Atwood & Palmer Inc | 1,524 | $189.0K | 0.01% | −146−8.7% | Reduced |
| Sherman Asset Management, Inc. | 1,527 | $189.4K | 0.17% | −705−31.6% | Reduced |
| Johnson Financial Group, Inc. | 1,527 | $189.4K | 0.01% | −2,848−65.1% | Reduced |
| Trifecta Capital Advisors, LLC | 1,539 | $190.9K | 0.03% | −1−0.1% | Reduced |
| Tortoise Investment Management, LLC | 1,540 | $191.0K | 0.02% | −310−16.8% | Reduced |
| DT Investment Partners, LLC | 1,600 | $198.4K | 0.02% | −5−0.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,613 | $200.0K | 0.00% | −3,404−67.8% | Reduced |
| AGH Wealth Advisors, LLC | 1,616 | $200.4K | 0.17% | +1,616 | New |
| North Dallas Bank & Trust Co | 1,616 | $200.4K | 0.15% | +1,616 | New |
| Vantage Point Financial LLC | 1,618 | $200.6K | 0.09% | +1,618 | New |
| Bradley & Co. Private Wealth Management, LLC | 1,618 | $200.7K | 0.12% | −133−7.6% | Reduced |
| Horizon Bancorp Inc | 1,618 | $201.0K | 0.10% | −13−0.8% | Reduced |
| Sprinkle Financial Consultants LLC | 1,622 | $201.2K | 0.12% | +1,622 | New |