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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 1,808 | $224.3K | 0.03% | +17+0.9% | Added |
| Evolution Wealth Advisors, LLC | 1,812 | $224.7K | 0.03% | −375−17.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,814 | $225.0K | 0.06% | +1,814 | New |
| Kingsman Wealth Management, Inc. | 1,815 | $225.1K | 0.14% | +1,815 | New |
| Cary Street Partner Investment Advisory LLC | 1,818 | $225.4K | 0.11% | −40−2.2% | Reduced |
| NFP Retirement, Inc. | 1,818 | $225.5K | 0.01% | +1,818 | New |
| AIMZ Investment Advisors, LLC | 1,822 | $225.9K | 0.08% | +1,822 | New |
| Novem Group | 1,823 | $226.1K | 0.03% | +1,823 | New |
| Prairie Wealth Advisors, Inc. | 1,823 | $226.9K | 0.10% | +1,823 | New |
| Pin Oak Investment Advisors Inc | 2,310 | $227.0K | 0.19% | +100+4.5% | Added |
| Holos Integrated Wealth LLC | 2,025 | $227.7K | 0.14% | −82−3.9% | Reduced |
| Consilio Wealth Advisors, LLC | 1,861 | $227.7K | 0.08% | +1,861 | New |
| Fairfield Financial Advisors, LTD | 1,836 | $227.7K | 0.08% | +1,836 | New |
| SJS Investment Consulting Inc. | 1,838 | $228.0K | 0.04% | −557−23.3% | Reduced |
| Roman Butler Fullerton & Co | 1,879 | $228.3K | 0.07% | +1,879 | New |
| Morling Financial Advisors, LLC | 1,844 | $228.7K | 0.07% | −350−16.0% | Reduced |
| ORG Partners LLC | 1,854 | $228.9K | 0.05% | +169+10.0% | Added |
| Triad Wealth Partners, LLC | 1,848 | $229.2K | 0.05% | +1,848 | New |
| M.E. Allison & Co., Inc. | 1,850 | $229.4K | 0.18% | −531−22.3% | Reduced |
| Macroview Investment Management LLC | 1,853 | $229.8K | 0.19% | +1,853 | New |
| Foster Victor Wealth Advisors, LLC | 1,911 | $230.5K | 0.02% | +1,911 | New |
| Commonwealth Financial Services, LLC | 1,866 | $231.4K | 0.04% | +1,866 | New |
| Madison Wealth Partners, Inc | 1,867 | $231.5K | 0.05% | +1,867 | New |
| Garner Asset Management Corp | 1,870 | $231.9K | 0.11% | −438−19.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,870 | $231.9K | 0.03% | +1,870 | New |
| Planning Alternatives Ltd | 1,870 | $231.9K | 0.03% | +1,870 | New |
| WealthPLAN Partners, LLC | 1,871 | $232.0K | 0.04% | +1,871 | New |
| Patriot Investment Management Inc. | 1,874 | $232.4K | 0.02% | +1,874 | New |
| Clune & Associates, Ltd. | 1,879 | $233.0K | 0.06% | +1,879 | New |
| Smith, Salley & Associates | 1,879 | $233.0K | 0.01% | +1,879 | New |
| Mark Sheptoff Financial Planning, LLC | 1,880 | $233.1K | 0.12% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,883 | $233.5K | 0.01% | +1,883 | New |
| Next Level Private LLC | 1,887 | $234.0K | 0.08% | +1,887 | New |
| Compass Ion Advisors, LLC | 1,887 | $234.0K | 0.03% | −588−23.8% | Reduced |
| Atlas Legacy Advisors, LLC | 1,891 | $234.5K | 0.05% | +1,891 | New |
| Liberty Square Wealth Partners LLC | 1,892 | $234.6K | 0.08% | +1,892 | New |
| Traveka Wealth, LLC | 1,895 | $235.0K | 0.12% | −626−24.8% | Reduced |
| FF Advisors,LLC | 1,900 | $235.6K | 0.12% | +1,900 | New |
| Maltin Wealth Management, Inc. | 1,901 | $235.8K | 0.11% | −366−16.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,902 | $235.9K | 0.03% | +1,902 | New |
| Southland Equity Partners LLC | 1,904 | $236.2K | 0.05% | +1,904 | New |
| Summit Asset Management, LLC | 1,908 | $236.6K | 0.04% | +1,908 | New |
| Affinity Capital Advisors, LLC | 1,913 | $237.3K | 0.04% | −444−18.8% | Reduced |
| CNB Bank | 1,917 | $237.7K | 0.11% | −2−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,921 | $238.2K | 0.07% | +1,921 | New |
| Green Harvest Asset Management LLC | 1,922 | $238.4K | 0.00% | +1,922 | New |
| Unified Investment Management | 1,923 | $238.5K | 0.26% | +1,923 | New |
| Prasad Wealth Partners, LLC | 1,926 | $238.8K | 0.07% | +1,926 | New |
| Investments & Financial Planning, LLC | 1,926 | $238.9K | 0.14% | +1,926 | New |
| Emprise Bank | 1,927 | $239.0K | 0.11% | −333−14.7% | Reduced |
| Iron Financial, LLC | 1,927 | $239.0K | 0.13% | +1,927 | New |
| Rice Partnership, LLC | 1,930 | $239.3K | 0.04% | −210−9.8% | Reduced |
| Investmark Advisory Group LLC | 1,939 | $240.5K | 0.11% | +1,939 | New |
| Brandywine Oak Private Wealth LLC | 1,942 | $240.8K | 0.02% | −110−5.4% | Reduced |
| BIP Wealth, LLC | 1,944 | $241.1K | 0.01% | −1,601−45.2% | Reduced |
| SWMG, LLC | 2,004 | $241.2K | 0.08% | +2,004 | New |
| Triton Wealth Management, PLLC | 1,982 | $241.7K | 0.10% | +1,982 | New |
| Purus Wealth Management, LLC | 1,954 | $242.3K | 0.08% | +1,954 | New |
| Inlet Private Wealth, LLC | 1,956 | $242.5K | 0.06% | +1,956 | New |
| Global Trust Asset Management, LLC | 1,958 | $242.8K | 0.13% | −497−20.2% | Reduced |
| GLOBALT Investments LLC | 1,960 | $243.1K | 0.01% | +1,960 | New |
| Capital City Trust Co | 1,962 | $243.3K | 0.06% | +1,962 | New |
| American Trust | 1,962 | $243.3K | 0.02% | +1,962 | New |
| Wiser Advisor Group LLC | 1,965 | $243.7K | 0.42% | −1,315−40.1% | Reduced |
| WP Advisors, LLC | 1,966 | $243.8K | 0.07% | −555−22.0% | Reduced |
| Bogart Wealth, LLC | 1,967 | $243.9K | 0.01% | −74−3.6% | Reduced |
| Bernardo Wealth Planning LLC | 1,967 | $244.0K | 0.05% | +1,967 | New |
| Werba Rubin Papier Wealth Management | 1,970 | $244.4K | 0.05% | +1,970 | New |
| Saiph Capital, LLC | 1,971 | $244.4K | 0.10% | +1,971 | New |
| Element Wealth, LLC | 1,976 | $245.0K | 0.11% | −250−11.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,977 | $245.2K | 0.08% | +1,977 | New |
| St. Louis Trust Co | 1,981 | $245.7K | 0.03% | +1,981 | New |
| TruWealth Advisors, LLC | 1,983 | $245.9K | 0.01% | +1,983 | New |
| Garde Capital, Inc. | 1,983 | $245.9K | 0.01% | −667−25.2% | Reduced |
| Eagle Strategies LLC | 1,984 | $246.0K | 0.04% | +1,984 | New |
| CFS Investment Advisory Services, LLC | 1,986 | $246.0K | 0.02% | −295−12.9% | Reduced |
| Quest Partners LLC | 1,988 | $246.5K | 0.02% | −10,339−83.9% | Reduced |
| Holistic Financial Partners | 1,988 | $246.5K | 0.11% | +1,988 | New |
| Union Savings Bank | 2,071 | $246.7K | 0.11% | −200−8.8% | Reduced |
| Souders Financial Advisors | 1,993 | $247.1K | 0.03% | +1,993 | New |
| Paragon Financial Partners, Inc. | 1,997 | $247.6K | 0.17% | +1,997 | New |
| Mascagni Wealth Management, Inc. | 1,999 | $247.9K | 0.21% | +1,999 | New |
| McCollum Christoferson Group LLC | 2,000 | $248.0K | 0.07% | −3,960−66.4% | Reduced |
| Leo Wealth, LLC | 2,004 | $248.5K | 0.02% | +2,004 | New |
| Hoya Capital Real Estate, LLC | 2,004 | $248.5K | 4.72% | +2,004 | New |
| Crown Wealth Group, LLC | 2,006 | $248.8K | 0.09% | +2,006 | New |
| Twin Peaks Wealth Advisors, LLC | 2,188 | $248.8K | 0.08% | +2,188 | New |
| Gill Capital Partners, LLC | 2,009 | $249.2K | 0.08% | −328−14.0% | Reduced |
| Financial Network Wealth Advisors LLC | 2,012 | $249.5K | 0.30% | −223−10.0% | Reduced |
| Mirador Capital Partners LP | 2,026 | $251.2K | 0.04% | +2,026 | New |
| Ifrah Financial Services, Inc. | 2,030 | $251.7K | 0.07% | +2,030 | New |
| Payden & Rygel | 2,030 | $252.0K | 0.02% | −7,200−78.0% | Reduced |
| Summit Wealth Partners, LLC | 2,033 | $252.1K | 0.05% | −26−1.3% | Reduced |
| Bullock Wealth Management Group | 2,042 | $252.2K | 0.13% | −187−8.4% | Reduced |
| Ami Asset Management Corp | 2,037 | $252.6K | 0.01% | −524−20.5% | Reduced |
| BCS Wealth Management | 2,043 | $253.0K | 0.05% | +2,043 | New |
| Spectrum Planning & Advisory Services Inc. | 2,046 | $253.7K | 0.16% | +2,046 | New |
| Financial Advisors Network, Inc. | 2,048 | $253.9K | 0.04% | +2,048 | New |
| Westbourne Investment Advisors, Inc. | 2,050 | $254.2K | 0.08% | −75−3.5% | Reduced |
| Maxele Advisors, LLC | 2,055 | $254.9K | 0.22% | +2,055 | New |