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
- 3,209
- +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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Syverson Strege & Co | 2,602 | $322.6K | 0.08% | +2,602 | New |
| New England Capital Financial Advisors LLC | 2,603 | $322.8K | 0.15% | −145−5.3% | Reduced |
| UMA Financial Services, Inc. | 2,606 | $323.2K | 0.05% | +87+3.5% | Added |
| North Capital, Inc. | 2,608 | $323.4K | 0.28% | −459−15.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,600 | $323.8K | 0.12% | +533+25.8% | Added |
| Kapstone Financial Advisors LLC | 2,613 | $324.0K | 0.16% | −10−0.4% | Reduced |
| Bannerman Wealth Management Group, LLC | 2,616 | $324.4K | 0.25% | +163+6.6% | Added |
| Armis Advisers, LLC | 2,706 | $324.4K | 0.03% | +2,706 | New |
| Second Line Capital, LLC | 2,608 | $324.7K | 0.08% | +5+0.2% | Added |
| Heartwood Wealth Advisors LLC | 2,623 | $325.3K | 0.03% | +19+0.7% | Added |
| Pasadena Private Wealth, LLC | 2,624 | $325.4K | 0.06% | +2,624 | New |
| Aspire Growth Partners LLC | 2,626 | $325.6K | 0.27% | −404−13.3% | Reduced |
| Dixon Fnancial Services, Inc. | 2,633 | $326.5K | 0.16% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,639 | $327.3K | 0.07% | −95−3.5% | Reduced |
| Avenir Corp | 2,646 | $328.1K | 0.03% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,647 | $328.2K | 0.05% | −115−4.2% | Reduced |
| Retirement Planning Group, LLC | 2,639 | $328.5K | 0.29% | −12−0.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,649 | $328.5K | 0.09% | +75+2.9% | Added |
| Prostatis Group LLC | 2,649 | $328.5K | 0.09% | −26−1.0% | Reduced |
| Friday Financial | 2,651 | $328.8K | 0.17% | +21+0.8% | Added |
| RDA Financial Network | 2,662 | $330.1K | 0.09% | +31+1.2% | Added |
| One Wealth Capital Management, LLC | 2,663 | $330.2K | 0.16% | +82+3.2% | Added |
| Truepoint, Inc. | 2,667 | $330.7K | 0.01% | +348+15.0% | Added |
| Dodds Wealth, LLC | 2,668 | $330.8K | 0.09% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 2,670 | $331.1K | 0.22% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,672 | $331.4K | 0.08% | −206−7.2% | Reduced |
| Wealth Effects LLC | 2,675 | $331.7K | 0.12% | −213−7.4% | Reduced |
| Wellspring Financial Advisors, LLC | 2,680 | $332.3K | 0.03% | +122+4.8% | Added |
| Sage Investment Counsel LLC | 2,681 | $332.5K | 0.39% | −1,200−30.9% | Reduced |
| EWG Elevate Inc. | 2,683 | $332.8K | 0.10% | +4+0.1% | Added |
| Lake Street Financial LLC | 2,684 | $332.9K | 0.05% | −3,382−55.8% | Reduced |
| Strategic Investment Solutions, Inc. | 2,685 | $333.0K | 0.10% | +675+33.6% | Added |
| ZRC Wealth Management, LLC | 2,689 | $333.5K | 0.13% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,691 | $333.7K | 0.03% | +102+3.9% | Added |
| RPG Investment Advisory, LLC | 2,696 | $334.4K | 0.04% | −218,514−98.8% | Reduced |
| Cooper/Haims Advisors, LLC | 2,709 | $335.9K | 0.17% | −44−1.6% | Reduced |
| Fortis Capital Advisors, LLC | 2,711 | $336.2K | 0.06% | −953−26.0% | Reduced |
| Keebeck Wealth Management, LLC | 2,706 | $336.9K | 0.04% | +398+17.2% | Added |
| Gould Asset Management LLC | 2,719 | $337.2K | 0.07% | −145−5.1% | Reduced |
| PharVision Advisers, LLC | 2,719 | $337.2K | 0.48% | +2,719 | New |
| ProVise Management Group, LLC | 2,721 | $337.4K | 0.03% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,735 | $337.8K | 0.19% | +69+2.6% | Added |
| CFM Wealth Partners LLC | 2,731 | $338.7K | 0.05% | +285+11.7% | Added |
| Fort Point Capital Partners LLC | 2,728 | $339.7K | 0.03% | +194+7.7% | Added |
| Castle Rock Wealth Management, LLC | 2,804 | $340.3K | 0.08% | −20−0.7% | Reduced |
| Childress Capital Advisors, LLC | 2,749 | $340.8K | 0.09% | +87+3.3% | Added |
| Tradewinds Capital Management, LLC | 2,754 | $341.5K | 0.09% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,754 | $341.6K | 0.16% | −393−12.5% | Reduced |
| 626 Financial, LLC | 2,755 | $341.6K | 0.16% | −129−4.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,755 | $341.6K | 0.21% | −456−14.2% | Reduced |
| Ameriflex Group, Inc. | 2,813 | $341.7K | 0.18% | −866−23.5% | Reduced |
| Progressive Investment Management Corp | 2,757 | $341.9K | 0.09% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,757 | $342.0K | 0.14% | −181−6.2% | Reduced |
| Greatmark Investment Partners, Inc. | 2,762 | $342.5K | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,847 | $342.7K | 0.18% | −15−0.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2,763 | $343.0K | 0.04% | +200+7.8% | Added |
| VisionPoint Advisory Group, LLC | 2,768 | $343.2K | 0.07% | +2,768 | New |
| Per Stirling Capital Management, LLC. | 2,774 | $344.0K | 0.04% | −999−26.5% | Reduced |
| Janney Capital Management LLC | 2,775 | $344.0K | 0.02% | −128−4.4% | Reduced |
| Northwest Wealth Management, LLC | 2,777 | $344.4K | 0.06% | +205+8.0% | Added |
| Cambria Investment Management, L.P. | 2,778 | $344.5K | 0.02% | +287+11.5% | Added |
| Nvest Financial, LLC | 2,785 | $345.3K | 0.18% | +685+32.6% | Added |
| Sunflower Bank, N.A. | 2,785 | $345.4K | 0.09% | +375+15.6% | Added |
| Costello Asset Management, INC | 2,786 | $345.5K | 0.13% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,842 | $346.2K | 0.07% | −100−3.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,797 | $346.9K | 0.09% | +103+3.8% | Added |
| New Hampshire Trust | 2,798 | $347.0K | 0.07% | −3,119−52.7% | Reduced |
| Dudley Capital Management, LLC | 2,798 | $347.0K | 0.17% | +28+1.0% | Added |
| Hudock, Inc. | 2,803 | $347.7K | 0.06% | +10+0.4% | Added |
| Grant Street Asset Management, Inc. | 2,804 | $347.8K | 0.08% | −352−11.2% | Reduced |
| Strategic Financial Services, Inc, | 2,805 | $347.8K | 0.02% | −233−7.7% | Reduced |
| Peoples Financial Services Corp. | 2,806 | $348.0K | 0.17% | −1,018−26.6% | Reduced |
| Financial Freedom, LLC | 2,809 | $348.2K | 0.19% | +10.0% | Added |
| Hill Island Financial LLC | 2,809 | $348.3K | 0.10% | +547+24.2% | Added |
| Gerber, LLC | 2,810 | $348.5K | 0.24% | +50+1.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,818 | $349.5K | 0.00% | −125−4.2% | Reduced |
| Chiron Capital Management, LLC | 2,824 | $350.2K | 0.30% | −4,330−60.5% | Reduced |
| Eqis Capital Management, Inc. | 2,829 | $350.8K | 0.03% | +21+0.7% | Added |
| Foguth Wealth Management, LLC. | 2,833 | $351.3K | 0.08% | −6−0.2% | Reduced |
| SkyOak Wealth, LLC | 2,834 | $351.5K | 0.07% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,836 | $351.7K | 0.10% | +78+2.8% | Added |
| Occidental Asset Management, LLC | 2,836 | $351.7K | 0.05% | −60−2.1% | Reduced |
| Meridian Investment Counsel Inc. | 2,837 | $351.8K | 0.10% | +206+7.8% | Added |
| Putney Financial Group LLC | 2,839 | $352.1K | 0.36% | −715−20.1% | Reduced |
| Finer Wealth Management, Inc. | 2,839 | $352.1K | 0.19% | −702−19.8% | Reduced |
| McRae Capital Management Inc | 2,845 | $352.8K | 0.07% | +10+0.4% | Added |
| Maple Capital Management, Inc. | 2,846 | $352.9K | 0.02% | −212−6.9% | Reduced |
| Client 1st Advisory Group, LLC | 2,847 | $353.1K | 0.13% | +39+1.4% | Added |
| 4WEALTH Advisors, Inc. | 2,854 | $353.9K | 0.37% | −2,890−50.3% | Reduced |
| Rede Wealth, LLC | 2,858 | $354.5K | 0.13% | −100−3.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,864 | $355.2K | 0.15% | −22−0.8% | Reduced |
| RWM Asset Management, LLC | 2,865 | $355.3K | 0.05% | −2,618−47.7% | Reduced |
| Gateway Wealth Partners, LLC | 2,868 | $355.7K | 0.07% | −224−7.2% | Reduced |
| First Financial Group Corp | 2,869 | $355.8K | 0.35% | −163−5.4% | Reduced |
| Charter Oak Capital Management, LLC | 2,872 | $356.2K | 0.03% | −885−23.6% | Reduced |
| DDFG, Inc | 2,877 | $356.7K | 0.09% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 2,877 | $356.8K | 0.20% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,881 | $357.3K | 0.24% | +479+19.9% | Added |
| Latitude Advisors, LLC | 2,881 | $357.3K | 0.18% | +41+1.4% | Added |
| GSG Advisors LLC | 2,889 | $358.3K | 0.10% | +172+6.3% | Added |