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 | 3,179 | $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, 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 |
|---|---|---|---|---|---|
| Spinnaker Investment Group, LLC | 2,305 | $285.8K | 0.07% | −610−20.9% | Reduced |
| Allen Capital Group, LLC | 2,308 | $286.2K | 0.03% | −293−11.3% | Reduced |
| Financial Designs Corp | 2,309 | $286.4K | 0.18% | +2,309 | New |
| Samalin Investment Counsel, LLC | 2,309 | $286.4K | 0.11% | −1,938−45.6% | Reduced |
| Chilton Investment Co LLC | 2,312 | $286.7K | 0.01% | +185+8.7% | Added |
| Brookmont Capital Management | 2,315 | $287.1K | 0.16% | +101+4.6% | Added |
| Warren Street Wealth Advisors, LLC | 2,322 | $288.0K | 0.10% | −378−14.0% | Reduced |
| Aventura Private Wealth, LLC | 2,324 | $288.1K | 0.12% | +392+20.3% | Added |
| Sandhill Capital Partners LLC | 2,326 | $288.4K | 0.02% | −600−20.5% | Reduced |
| Latko Wealth Management, Ltd. | 2,331 | $289.0K | 0.16% | +120+5.4% | Added |
| Collaborative Wealth Managment Inc. | 2,335 | $289.6K | 0.13% | −25−1.1% | Reduced |
| waypoint wealth counsel | 2,336 | $289.7K | 0.14% | −332−12.4% | Reduced |
| Tranquilli Financial Advisor LLC | 2,337 | $289.8K | 0.18% | +98+4.4% | Added |
| Unique Wealth, LLC | 2,338 | $289.9K | 0.05% | +7+0.3% | Added |
| Summit Wealth Group LLC | 2,341 | $290.3K | 0.07% | +2,341 | New |
| Redwood Financial Network Corp | 2,344 | $290.6K | 0.20% | −52−2.2% | Reduced |
| Morton Brown Family Wealth, LLC | 2,344 | $290.7K | 0.09% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,344 | $290.7K | 0.14% | +165+7.6% | Added |
| Retireful, LLC | 2,351 | $291.5K | 0.20% | +2,351 | New |
| Austin Wealth Management, LLC | 2,450 | $291.8K | 0.05% | +2,450 | New |
| Richmond Investment Services, LLC | 2,354 | $291.9K | 0.06% | +2,354 | New |
| Dynamic Technology Lab Private Ltd | 2,355 | $292.0K | 0.04% | −31,783−93.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,365 | $293.3K | 0.09% | +20+0.9% | Added |
| Facet Wealth, Inc. | 2,464 | $293.5K | 0.01% | +2,464 | New |
| Fortis Group Advisors, LLC | 2,453 | $294.0K | 0.05% | −23−0.9% | Reduced |
| Claris Advisors, LLC | 2,374 | $294.4K | 0.10% | +2,374 | New |
| Future Financial Wealth Managment LLC | 2,376 | $294.7K | 0.20% | +100+4.4% | Added |
| First Citizens Financial Corp | 2,379 | $295.0K | 0.16% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,381 | $295.3K | 0.18% | −50−2.1% | Reduced |
| Jacobsen Capital Management | 2,383 | $295.5K | 0.11% | +282+13.4% | Added |
| Visionary Horizons, LLC | 2,388 | $296.1K | 0.19% | 00.0% | Unchanged |
| QVR LLC | 2,391 | $296.5K | 0.30% | +2,391 | New |
| New World Advisors LLC | 2,394 | $296.9K | 0.06% | −2,357−49.6% | Reduced |
| Millstone Evans Group, LLC | 2,397 | $297.2K | 0.20% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,397 | $297.2K | 0.29% | −200−7.7% | Reduced |
| Centennial Wealth Advisory LLC | 2,397 | $297.5K | 0.09% | +2,397 | New |
| Raleigh Capital Management Inc. | 2,400 | $297.6K | 0.12% | +189+8.5% | Added |
| Grandview Asset Management LLC | 2,399 | $298.0K | 0.10% | −896−27.2% | Reduced |
| Lansing Street Advisors | 2,394 | $298.1K | 0.09% | +74+3.2% | Added |
| Breed's Hill Capital LLC | 2,410 | $298.9K | 0.14% | +41+1.7% | Added |
| Centerpoint Advisors, LLC | 2,411 | $299.0K | 0.10% | +6+0.2% | Added |
| J.Safra Asset Management Corp | 2,413 | $299.2K | 0.02% | +214+9.7% | Added |
| HORAN Wealth, LLC | 2,420 | $300.1K | 0.09% | +2,420 | New |
| WealthShield Partners, LLC | 2,428 | $301.1K | 0.04% | +390+19.1% | Added |
| Correct Capital Wealth Management | 2,430 | $301.4K | 0.06% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,431 | $301.5K | 0.01% | +2,431 | New |
| C2C Wealth Management, LLC | 2,432 | $301.6K | 0.27% | 00.0% | Unchanged |
| Trust Co of the South | 2,435 | $302.0K | 0.05% | −600−19.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,436 | $302.1K | 0.05% | +169+7.5% | Added |
| East Coast Asset Management, LLC. | 2,438 | $302.3K | 0.10% | −26−1.1% | Reduced |
| Patton Fund Management, Inc. | 2,439 | $302.5K | 0.07% | +2,439 | New |
| First Bank & Trust | 2,441 | $302.7K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,441 | $302.7K | 0.13% | +197+8.8% | Added |
| Chase Investment Counsel Corp | 2,446 | $303.0K | 0.10% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 2,454 | $304.3K | 0.02% | +2,454 | New |
| Advisors Management Group Inc | 2,459 | $305.0K | 0.06% | −7−0.3% | Reduced |
| Tudor Financial Inc. | 2,461 | $305.1K | 0.17% | −100−3.9% | Reduced |
| Cascades Capital Asset Management, LLC | 2,461 | $305.2K | 0.16% | +151+6.5% | Added |
| WealthCare Investment Partners, LLC | 2,462 | $305.3K | 0.11% | −4−0.2% | Reduced |
| Paul Damon & Associates, Inc. | 2,475 | $306.9K | 0.16% | +2,475 | New |
| GPM Growth Investors, Inc. | 2,477 | $307.2K | 0.12% | −32−1.3% | Reduced |
| Navalign, LLC | 2,483 | $307.9K | 0.08% | −115−4.4% | Reduced |
| James J. Burns & Company, LLC | 2,489 | $308.7K | 0.05% | −42−1.7% | Reduced |
| Keystone Financial Services, LLC | 2,493 | $309.1K | 0.23% | +2,493 | New |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $310.0K | 0.06% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,502 | $310.3K | 0.02% | −4−0.2% | Reduced |
| Capital CS Group, LLC | 2,506 | $310.8K | 0.51% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,506 | $310.8K | 0.05% | −515−17.0% | Reduced |
| Meritage Portfolio Management | 2,510 | $311.3K | 0.02% | −300−10.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $311.8K | 0.13% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,515 | $311.9K | 0.13% | −120−4.6% | Reduced |
| Archetype Wealth Partners | 2,514 | $312.0K | 0.04% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 2,625 | $312.7K | 0.26% | −119−4.3% | Reduced |
| Lewis Asset Management, LLC | 2,524 | $313.0K | 0.15% | +2,524 | New |
| Corps Capital Advisors, LLC | 2,525 | $313.2K | 0.50% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,585 | $314.0K | 0.05% | −79−3.0% | Reduced |
| Tradition Wealth Management, LLC | 2,533 | $314.1K | 0.03% | −13−0.5% | Reduced |
| Kennedy Investment Group | 2,535 | $314.3K | 0.13% | −61−2.3% | Reduced |
| Rock Point Advisors, LLC | 2,540 | $315.0K | 0.09% | −100−3.8% | Reduced |
| Holland Advisory Services, Inc. | 2,542 | $315.3K | 0.46% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,544 | $315.5K | 0.11% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,544 | $315.5K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,197 | $315.5K | 0.07% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,550 | $316.3K | 0.06% | −367−12.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,554 | $316.7K | 0.18% | −112−4.2% | Reduced |
| Encompass More Asset Management | 2,558 | $317.3K | 0.07% | +100+4.1% | Added |
| Quest Investment Management LLC | 2,560 | $317.5K | 0.03% | +2,560 | New |
| Deseret Mutual Benefit Administrators | 2,566 | $318.2K | 0.15% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,576 | $319.4K | 0.03% | +291+12.7% | Added |
| First County Bank | 2,577 | $319.6K | 0.17% | −595−18.8% | Reduced |
| Francis Financial, Inc. | 2,581 | $320.1K | 0.07% | +105+4.2% | Added |
| Elser Financial Planning, Inc | 2,583 | $320.3K | 0.40% | −39−1.5% | Reduced |
| Ackerman Capital Advisors, LLC | 2,583 | $320.4K | 0.07% | +17+0.7% | Added |
| Tanager Wealth Management LLP | 2,586 | $320.6K | 0.04% | +16+0.6% | Added |
| Brio Consultants, LLC | 2,586 | $320.7K | 0.05% | +108+4.4% | Added |
| MBB Public Markets I LLC | 2,588 | $320.9K | 0.04% | −601−18.8% | Reduced |
| Convergence Investment Partners, LLC | 2,592 | $321.4K | 0.08% | −133−4.9% | Reduced |
| Wharton Business Group, LLC | 2,598 | $322.0K | 0.01% | −115−4.2% | Reduced |
| My Legacy Advisors, LLC | 2,649 | $322.0K | 0.11% | −8,824−76.9% | Reduced |
| Fortitude Family Office, LLC | 2,597 | $322.1K | 0.11% | +107+4.3% | Added |