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 |
|---|---|---|---|---|---|
| Fortress Financial Group, LLC | 2,896 | $359.1K | 0.30% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,900 | $359.6K | 0.18% | −162−5.3% | Reduced |
| Peninsula Asset Management Inc | 2,900 | $359.6K | 0.19% | −6−0.2% | Reduced |
| SGL Investment Advisors, Inc. | 2,953 | $359.7K | 0.17% | +837+39.6% | Added |
| Jim Saulnier & Associates, LLC | 2,905 | $360.2K | 0.25% | −153−5.0% | Reduced |
| Sterling Wealth Management, Inc. | 2,905 | $360.2K | 0.12% | +2,905 | New |
| Blue Fin Capital, Inc. | 2,908 | $360.7K | 0.06% | +167+6.1% | Added |
| Capstone Financial Advisors, Inc. | 2,909 | $360.7K | 0.02% | −171−5.6% | Reduced |
| Legacy Edge Advisors, LLC | 2,919 | $362.0K | 0.05% | −145−4.7% | Reduced |
| BCS Private Wealth Management, Inc. | 2,905 | $362.0K | 0.14% | +2,905 | New |
| LongView Wealth Management | 2,920 | $362.1K | 0.11% | −4−0.1% | Reduced |
| QTR Family Wealth, LLC | 2,924 | $362.6K | 0.22% | +2,924 | New |
| MTM Investment Management, LLC | 2,933 | $363.7K | 0.12% | +7+0.2% | Added |
| Evanson Asset Management, LLC | 2,941 | $364.7K | 0.02% | +10+0.3% | Added |
| Motco | 3,069 | $365.5K | 0.03% | −81,851−96.4% | Reduced |
| Brucke Financial, Inc. | 2,952 | $366.0K | 0.25% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,945 | $366.6K | 0.10% | −181−5.8% | Reduced |
| Claret Asset Management Corp | 2,962 | $367.0K | 0.05% | −136−4.4% | Reduced |
| Osterweis Capital Management Inc | 2,965 | $367.7K | 0.02% | −25−0.8% | Reduced |
| Greenhouse Wealth Management, LLC | 2,977 | $369.2K | 0.24% | −85−2.8% | Reduced |
| LeConte Wealth Management, LLC | 2,985 | $370.2K | 0.25% | +2,985 | New |
| DAGCO, Inc. | 2,991 | $371.0K | 0.10% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,993 | $371.2K | 0.12% | −175−5.5% | Reduced |
| Schmidt P J Investment Management Inc | 2,996 | $371.5K | 0.06% | +16+0.5% | Added |
| Seed Wealth Management, Inc. | 2,996 | $371.5K | 0.28% | −155−4.9% | Reduced |
| BlueCrest Capital Management Ltd | 3,000 | $372.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,006 | $372.7K | 0.06% | −57−1.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,008 | $373.0K | 0.06% | −54−1.8% | Reduced |
| Gradient Capital Advisors, LLC | 3,011 | $373.4K | 0.11% | −38−1.2% | Reduced |
| Tyler-Stone Wealth Management | 3,011 | $373.4K | 0.06% | +25+0.8% | Added |
| Kearns & Associates LLC | 3,020 | $374.5K | 0.21% | 00.0% | Unchanged |
| Financial Harvest, LLC | 3,023 | $374.9K | 0.28% | +3,023 | New |
| FRG Family Wealth Advisors LLC | 3,023 | $374.9K | 0.07% | −571−15.9% | Reduced |
| Advisory Resource Group | 3,026 | $375.3K | 0.07% | −117−3.7% | Reduced |
| Seven Mile Advisory | 3,031 | $375.9K | 0.23% | −142−4.5% | Reduced |
| Clark Asset Management, LLC | 3,031 | $375.9K | 0.05% | +3,031 | New |
| First Business Financial Services, Inc. | 3,032 | $376.0K | 0.03% | −19,449−86.5% | Reduced |
| Castleview Partners, LLC | 3,033 | $376.1K | 0.24% | −274−8.3% | Reduced |
| Marathon Capital Management | 3,038 | $376.7K | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 3,044 | $377.5K | 0.02% | −600−16.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,051 | $378.3K | 0.07% | +178+6.2% | Added |
| Brass Tax Wealth Management, Inc | 3,055 | $378.9K | 0.07% | +32+1.1% | Added |
| Redwood Wealth Management Group, LLC | 3,059 | $379.4K | 0.17% | +100+3.4% | Added |
| Custos Family Office, LLC | 3,061 | $379.6K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,101 | $381.3K | 0.10% | +193+6.6% | Added |
| Sierra Ocean, LLC | 3,077 | $381.6K | 0.28% | −501−14.0% | Reduced |
| Embree Financial Group | 3,077 | $381.6K | 0.06% | −3,809−55.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,080 | $381.9K | 0.15% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,081 | $382.1K | 0.14% | −4−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,090 | $383.2K | 0.03% | +286+10.2% | Added |
| Sims Investment Management, LLC | 3,092 | $383.4K | 0.15% | −82−2.6% | Reduced |
| Ethos Financial Group, LLC | 3,081 | $383.7K | 0.03% | +750+32.2% | Added |
| Trustmark National Bank Trust Department | 3,096 | $383.9K | 0.03% | −373−10.8% | Reduced |
| Wulff, Hansen & Co. | 3,099 | $384.3K | 0.33% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,101 | $384.6K | 0.05% | −60−1.9% | Reduced |
| Chelsea Counsel Co | 3,109 | $385.6K | 0.19% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,116 | $386.4K | 0.05% | +203+7.0% | Added |
| Eagle Capital Management LLC | 3,128 | $387.9K | 0.00% | −571−15.4% | Reduced |
| Marotta Asset Management | 3,129 | $388.0K | 0.08% | −618−16.5% | Reduced |
| Advyzon Investment Management, LLC | 3,129 | $388.1K | 0.09% | +348+12.5% | Added |
| Eagle Wealth Strategies LLC | 3,134 | $388.6K | 0.22% | −10.0% | Reduced |
| Essential Partners LLC | 3,138 | $389.1K | 0.16% | +3,138 | New |
| Impact Capital Partners LLC | 3,141 | $389.5K | 0.13% | +244+8.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,142 | $389.6K | 0.08% | +19+0.6% | Added |
| Marshall Wace, LLP | 3,142 | $389.6K | 0.00% | −2,144,188−99.9% | Reduced |
| Crane Advisory, LLC | 3,257 | $390.4K | 0.06% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 3,153 | $391.0K | 0.04% | −220−6.5% | Reduced |
| BXM Wealth LLC | 3,153 | $391.0K | 0.46% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,169 | $393.0K | 0.05% | −472−13.0% | Reduced |
| LaFleur & Godfrey LLC | 3,170 | $393.1K | 0.05% | −400−11.2% | Reduced |
| Catalyst Capital Advisors LLC | 3,173 | $393.5K | 0.01% | −8,394−72.6% | Reduced |
| GSB Wealth Management, LLC | 3,173 | $393.5K | 0.10% | −175−5.2% | Reduced |
| City State Bank | 3,180 | $394.4K | 0.12% | −250−7.3% | Reduced |
| Tobam | 3,189 | $395.0K | 0.15% | −3,465−52.1% | Reduced |
| Wall Street Access Asset Management, LLC | 3,186 | $395.1K | 0.14% | −1,546−32.7% | Reduced |
| AMJ Financial Wealth Management | 3,187 | $395.2K | 0.10% | +3,187 | New |
| Barnes Pettey Financial Advisors, LLC | 3,189 | $395.4K | 0.26% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,189 | $395.5K | 0.09% | −100−3.0% | Reduced |
| CLG LLC | 3,213 | $398.5K | 0.12% | −70−2.1% | Reduced |
| Baron Wealth Management LLC | 3,218 | $399.1K | 0.14% | −350−9.8% | Reduced |
| OMC Financial Services LTD | 3,219 | $399.2K | 0.16% | −249−7.2% | Reduced |
| Opes Wealth Management LLC | 3,221 | $399.4K | 0.07% | −140−4.2% | Reduced |
| Argyle Capital Partners, LLC | 3,227 | $400.1K | 0.33% | −3,639−53.0% | Reduced |
| Mainstream Capital Management LLC | 3,229 | $400.4K | 0.29% | −4,225−56.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,229 | $400.4K | 0.21% | +422+15.0% | Added |
| Saxon Interests, Inc. | 4,058 | $400.5K | 0.19% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,231 | $400.7K | 0.15% | −188−5.5% | Reduced |
| Ames National Corp | 3,232 | $400.8K | 0.26% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,235 | $401.1K | 0.04% | +171+5.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,238 | $401.6K | 0.32% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,308 | $402.0K | 0.17% | −500−13.1% | Reduced |
| Foster & Motley Inc | 3,238 | $402.0K | 0.02% | −49−1.5% | Reduced |
| Center for Financial Planning, Inc. | 3,253 | $403.4K | 0.05% | 00.0% | Unchanged |
| JT Stratford LLC | 3,264 | $404.8K | 0.06% | −220−6.3% | Reduced |
| Palacios Wealth Management, LLC | 3,274 | $406.0K | 0.33% | +495+17.8% | Added |
| PBMares Wealth Management LLC | 3,275 | $406.1K | 0.07% | −59−1.8% | Reduced |
| Carson Advisory Inc. | 3,280 | $406.8K | 0.26% | −494−13.1% | Reduced |
| Mindset Wealth Management, LLC | 3,282 | $407.0K | 0.13% | −187−5.4% | Reduced |
| Strategies Wealth Advisors, LLC | 3,282 | $407.0K | 0.04% | −10,284−75.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 3,285 | $407.4K | 0.15% | −55−1.6% | Reduced |