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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 15,453 | $1.92M | 0.07% | −1,646−9.6% | Reduced |
| Violich Capital Management, Inc. | 15,499 | $1.92M | 0.27% | −1,100−6.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,460 | $1.92M | 0.04% | +695+4.7% | Added |
| RS Crum Inc. | 15,459 | $1.92M | 0.46% | −196−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 15,407 | $1.91M | 0.07% | −357−2.3% | Reduced |
| United Bank | 15,384 | $1.91M | 0.73% | −571−3.6% | Reduced |
| NTV Asset Management LLC | 15,338 | $1.90M | 0.23% | −100−0.6% | Reduced |
| Wedmont Private Capital | 15,764 | $1.90M | 0.08% | −1,319−7.7% | Reduced |
| XML Financial, LLC | 15,311 | $1.90M | 0.16% | −204−1.3% | Reduced |
| Palumbo Wealth Management LLC | 15,300 | $1.90M | 0.59% | −414−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 15,284 | $1.90M | 0.03% | +2,979+24.2% | Added |
| Archer Investment Corp | 15,261 | $1.89M | 0.45% | −218−1.4% | Reduced |
| Smithfield Trust Co | 15,311 | $1.89M | 0.09% | −1,150−7.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,245 | $1.89M | 0.35% | +162+1.1% | Added |
| Culbertson A N & Co Inc | 15,219 | $1.89M | 0.29% | −5,722−27.3% | Reduced |
| Sagespring Wealth Partners, LLC | 15,207 | $1.89M | 0.04% | +1,004+7.1% | Added |
| Bigelow Investment Advisors, LLC | 15,187 | $1.88M | 0.83% | +40+0.3% | Added |
| Western Wealth Management, LLC | 15,186 | $1.88M | 0.11% | +981+6.9% | Added |
| Milestone Asset Management, LLC | 15,153 | $1.88M | 0.40% | −15,830−51.1% | Reduced |
| Cordatus Wealth Management LLC | 15,120 | $1.88M | 0.46% | +11+0.1% | Added |
| Parsonex Advisory Services, Inc. | 15,087 | $1.87M | 1.56% | +15,087 | New |
| Princeton Capital Management LLC | 15,087 | $1.87M | 0.56% | −2,835−15.8% | Reduced |
| ISAM Funds (UK) Ltd | 15,053 | $1.87M | 0.41% | +8,210+120.0% | Added |
| Ferguson Wellman Capital Management, Inc | 15,022 | $1.86M | 0.03% | −4,802−24.2% | Reduced |
| Delta Financial Advisors LLC | 14,998 | $1.86M | 0.65% | +2,174+17.0% | Added |
| Bangor Savings Bank | 14,963 | $1.86M | 0.17% | −405−2.6% | Reduced |
| Diamant Asset Management, Inc. | 14,947 | $1.85M | 1.41% | +365+2.5% | Added |
| Old National Bancorp | 14,934 | $1.85M | 0.03% | −3,081−17.1% | Reduced |
| Stone Point Wealth LLC | 14,927 | $1.85M | 0.57% | −357−2.3% | Reduced |
| Omnia Family Wealth, LLC | 14,822 | $1.85M | 0.67% | +371+2.6% | Added |
| Corrado Advisors, LLC | 14,872 | $1.84M | 1.13% | −477−3.1% | Reduced |
| JNBA Financial Advisors | 14,868 | $1.84M | 0.18% | −583−3.8% | Reduced |
| Weik Capital Management | 14,855 | $1.84M | 0.73% | −1,125−7.0% | Reduced |
| NBC Securities, Inc. | 14,835 | $1.84M | 0.15% | −555−3.6% | Reduced |
| Transatlantique Private Wealth LLC | 14,824 | $1.84M | 0.68% | +797+5.7% | Added |
| Davidson Trust Co | 14,820 | $1.84M | 0.85% | −505−3.3% | Reduced |
| Cetera Trust Company, N.A | 14,817 | $1.84M | 1.10% | +125+0.9% | Added |
| Cape Investment Advisory, Inc. | 14,794 | $1.83M | 0.67% | +573+4.0% | Added |
| Broadwater Capital Management LLC | 1,830,636 | $1.83M | 1.42% | +1,815,149+11,720.5% | Added |
| Riverpark Capital Management LLC | 14,708 | $1.82M | 2.96% | −1,350−8.4% | Reduced |
| J. W. Coons Advisors, LLC | 14,691 | $1.82M | 0.41% | +230+1.6% | Added |
| AlphaCore Capital LLC | 14,638 | $1.81M | 0.07% | +1,949+15.4% | Added |
| Chapman Investment Management, LLC | 14,621 | $1.81M | 1.27% | −344−2.3% | Reduced |
| Harbour Investment Management LLC | 14,513 | $1.81M | 0.78% | −945−6.1% | Reduced |
| Anb Bank | 14,563 | $1.81M | 0.81% | −250−1.7% | Reduced |
| Missouri Trust & Investment Co | 14,550 | $1.80M | 0.59% | +310+2.2% | Added |
| Claro Advisors LLC | 14,509 | $1.80M | 0.30% | −2,740−15.9% | Reduced |
| Spirit of America Management Corp | 14,500 | $1.80M | 0.37% | 00.0% | Unchanged |
| Tang Capital Management LLC | 14,493 | $1.80M | 0.09% | −4,133−22.2% | Reduced |
| Auxier Asset Management | 14,443 | $1.79M | 0.26% | −80−0.6% | Reduced |
| RD Lewis Holdings, Inc. | 15,863 | $1.79M | 1.81% | −36−0.2% | Reduced |
| BSW Wealth Partners | 14,436 | $1.79M | 0.25% | +28+0.2% | Added |
| Absher Wealth Management, LLC | 14,422 | $1.79M | 0.22% | +16+0.1% | Added |
| LifeWealth Investments, LLC | 14,388 | $1.78M | 0.31% | +1,627+12.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 14,383 | $1.78M | 0.09% | −307−2.1% | Reduced |
| Semmax Financial Advisors Inc. | 15,841 | $1.78M | 0.46% | −85−0.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,360 | $1.78M | 1.23% | −60−0.4% | Reduced |
| Winthrop Advisory Group LLC | 14,261 | $1.78M | 0.17% | −22−0.2% | Reduced |
| Montag A & Associates Inc | 14,306 | $1.77M | 0.09% | −2,194−13.3% | Reduced |
| Csenge Advisory Group | 15,689 | $1.77M | 0.09% | −1,327−7.8% | Reduced |
| Central Bank & Trust Co | 14,286 | $1.77M | 0.29% | +2,115+17.4% | Added |
| BEAM Asset Management, LLC | 14,285 | $1.77M | 0.53% | −684−4.6% | Reduced |
| Ofi Invest Asset Management | 16,758 | $1.77M | 0.04% | +8,242+96.8% | Added |
| Fullcircle Wealth LLC | 14,822 | $1.77M | 0.66% | −4,264−22.3% | Reduced |
| Herold Advisors, Inc. | 14,251 | $1.77M | 0.37% | +506+3.7% | Added |
| Hilltop Holdings Inc. | 14,244 | $1.77M | 0.11% | +78+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,141 | $1.76M | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 14,140 | $1.75M | 0.24% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 13,996 | $1.74M | 0.12% | +7,255+107.6% | Added |
| Invst, LLC | 13,998 | $1.74M | 0.22% | +658+4.9% | Added |
| Trustco Bank Corp N Y | 13,957 | $1.73M | 1.70% | −50−0.4% | Reduced |
| Mount Capital Ltd | 13,951 | $1.73M | 0.56% | −5,249−27.3% | Reduced |
| Smartleaf Asset Management LLC | 14,139 | $1.73M | 0.15% | −2,569−15.4% | Reduced |
| Ballast, Inc. | 13,941 | $1.73M | 0.45% | +446+3.3% | Added |
| Argent Advisors, Inc. | 13,757 | $1.71M | 0.53% | +1,044+8.2% | Added |
| Levin Capital Strategies, L.P. | 13,675 | $1.70M | 0.17% | −320−2.3% | Reduced |
| Benedict Financial Advisors Inc | 13,661 | $1.69M | 0.38% | +13,661 | New |
| Umpqua Bank | 13,857 | $1.69M | 0.51% | −878−6.0% | Reduced |
| CWC Advisors, LLC. | 13,598 | $1.69M | 0.87% | −614−4.3% | Reduced |
| SOL Capital Management CO | 13,597 | $1.69M | 0.16% | −5,710−29.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,594 | $1.69M | 0.09% | −570−4.0% | Reduced |
| Harrell Investment Partners, LLC | 13,502 | $1.67M | 0.42% | +13,502 | New |
| Trust Co of Oklahoma | 13,492 | $1.67M | 0.53% | −466−3.3% | Reduced |
| Aspiriant, LLC | 13,491 | $1.67M | 0.05% | −1,328−9.0% | Reduced |
| Summit X, LLC | 13,485 | $1.67M | 0.31% | −148−1.1% | Reduced |
| Valmark Advisers, Inc. | 13,473 | $1.67M | 0.02% | +561+4.3% | Added |
| Certified Advisory Corp | 13,462 | $1.67M | 0.17% | −30.0% | Reduced |
| Legacy Financial Advisors, Inc. | 13,445 | $1.67M | 0.26% | +442+3.4% | Added |
| Boltwood Capital Management | 13,417 | $1.66M | 0.47% | +34+0.3% | Added |
| Ronald Blue Trust, Inc. | 13,348 | $1.66M | 0.02% | +2,364+21.5% | Added |
| Mechanics Bank Trust Department | 13,348 | $1.66M | 0.24% | −1,026−7.1% | Reduced |
| BancorpSouth Bank | 13,324 | $1.65M | 0.11% | +421+3.3% | Added |
| Watts Gwilliam & Co., LLC | 14,335 | $1.65M | 0.27% | −602−4.0% | Reduced |
| Means Investment Co., Inc. | 13,251 | $1.64M | 0.16% | −1,875−12.4% | Reduced |
| LM Advisors LLC | 13,161 | $1.63M | 0.21% | +174+1.3% | Added |
| RiverFront Investment Group, LLC | 13,160 | $1.63M | 0.03% | +5,646+75.1% | Added |
| Investors Asset Management of Georgia Inc | 13,150 | $1.63M | 0.75% | −550−4.0% | Reduced |
| DF Dent & Co Inc | 13,143 | $1.63M | 0.02% | −2,474−15.8% | Reduced |
| SRS Capital Advisors, Inc. | 11,022 | $1.63M | 0.08% | −363−3.2% | Reduced |
| Regal Investment Advisors LLC | 13,130 | $1.63M | 0.12% | −789−5.7% | Reduced |