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 |
|---|---|---|---|---|---|
| BankPlus Wealth Management LLC | 5,774 | $716.1K | 0.48% | +69+1.2% | Added |
| Archford Capital Strategies, LLC | 5,750 | $713.1K | 0.09% | +1,935+50.7% | Added |
| Safeguard Investment Advisory Group, LLC | 5,749 | $712.8K | 0.18% | −2,843−33.1% | Reduced |
| Athena Investment Management | 5,747 | $712.7K | 0.40% | −44−0.8% | Reduced |
| Cozad Asset Management Inc | 5,735 | $711.2K | 0.06% | +200+3.6% | Added |
| Orrstown Financial Services Inc | 5,732 | $710.8K | 0.15% | +318+5.9% | Added |
| Gradient Investments LLC | 5,725 | $710.0K | 0.01% | +203+3.7% | Added |
| Novak & Powell Financial Services, Inc. | 5,723 | $709.8K | 0.49% | −63−1.1% | Reduced |
| Probity Advisors, Inc. | 5,719 | $709.2K | 0.12% | −68−1.2% | Reduced |
| Cheviot Value Management, LLC | 6,293 | $707.5K | 0.08% | −291−4.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,703 | $707.2K | 0.09% | +333+6.2% | Added |
| Baker Avenue Asset Management, LP | 5,690 | $705.6K | 0.02% | +399+7.5% | Added |
| MPS Loria Financial Planners, LLC | 5,688 | $705.3K | 0.21% | +1,384+32.2% | Added |
| Golden State Equity Partners | 5,682 | $704.7K | 0.13% | +233+4.3% | Added |
| Interchange Capital Partners, LLC | 5,673 | $703.5K | 0.16% | −10.0% | Reduced |
| Schulhoff & Co Inc | 5,670 | $703.1K | 0.31% | −600−9.6% | Reduced |
| Zullo Investment Group, Inc. | 5,657 | $701.6K | 0.28% | −1,339−19.1% | Reduced |
| Morton Capital Management LLC | 5,655 | $701.3K | 0.12% | −349−5.8% | Reduced |
| Garrison Point Advisors, LLC | 5,626 | $697.7K | 0.32% | −675−10.7% | Reduced |
| Nadler Financial Group, Inc. | 5,622 | $697.2K | 0.07% | −398−6.6% | Reduced |
| William Mack & Associates, Inc. | 5,616 | $696.4K | 0.44% | +1,034+22.6% | Added |
| First National Bank | 5,613 | $696.1K | 0.40% | +964+20.7% | Added |
| River Wealth Advisors LLC | 5,611 | $695.8K | 0.09% | −223−3.8% | Reduced |
| Novare Capital Management LLC | 5,601 | $694.5K | 0.06% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 5,593 | $694.0K | 0.08% | −135−2.4% | Reduced |
| LSV Asset Management | 5,600 | $694.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5,593 | $693.6K | 0.06% | −473−7.8% | Reduced |
| Valley National Advisers Inc | 5,593 | $693.0K | 0.11% | +519+10.2% | Added |
| Financial Perspectives, Inc | 5,583 | $692.4K | 0.21% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 5,581 | $692.1K | 0.07% | −40−0.7% | Reduced |
| Ridgewood Investments LLC | 5,571 | $690.8K | 0.30% | −7,081−56.0% | Reduced |
| Lakeshore Capital Group, Inc. | 5,569 | $690.6K | 0.61% | +10+0.2% | Added |
| Joseph P. Lucia & Associates, LLC | 5,566 | $690.2K | 0.28% | −498−8.2% | Reduced |
| Neumann Capital Management, LLC | 5,564 | $690.0K | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,562 | $689.7K | 0.11% | +5,562 | New |
| Great Diamond Partners, LLC | 5,562 | $689.7K | 0.15% | +78+1.4% | Added |
| Smallwood Wealth Investment Management, LLC | 5,550 | $688.3K | 0.39% | +286+5.4% | Added |
| Pallas Capital Advisors LLC | 5,545 | $687.7K | 0.03% | −33,031−85.6% | Reduced |
| Fairfield, Bush & Co. | 5,510 | $683.3K | 0.39% | −100−1.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,509 | $683.2K | 0.05% | −249−4.3% | Reduced |
| Private Wealth Asset Management, LLC | 5,506 | $682.8K | 0.09% | −391−6.6% | Reduced |
| HHM Wealth Advisors, LLC | 5,499 | $682.0K | 0.08% | −43−0.8% | Reduced |
| Holderness Investments Co | 5,494 | $681.3K | 0.15% | +543+11.0% | Added |
| Sivia Capital Partners, LLC | 5,470 | $678.3K | 0.23% | +1,322+31.9% | Added |
| Pines Wealth Management, LLC | 5,469 | $678.2K | 0.24% | −645−10.5% | Reduced |
| New Covenant Trust Company, N.A. | 5,537 | $677.4K | 0.61% | −53−0.9% | Reduced |
| Hollencrest Capital Management | 5,460 | $677.1K | 0.03% | −81−1.5% | Reduced |
| Sentry Investment Management LLC | 5,559 | $677.0K | 0.37% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,457 | $676.7K | 0.35% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 5,452 | $676.1K | 0.06% | +1,133+26.2% | Added |
| Sterling Investment Advisors, Ltd. | 5,448 | $675.6K | 0.15% | −421−7.2% | Reduced |
| Presilium Private Wealth, LLC | 5,425 | $672.7K | 0.14% | +450+9.0% | Added |
| Gryphon Financial Partners LLC | 5,420 | $672.2K | 0.09% | +1,539+39.7% | Added |
| Ledyard National Bank | 5,400 | $669.7K | 0.06% | −371−6.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,390 | $668.4K | 0.30% | −100−1.8% | Reduced |
| Hemington Wealth Management | 5,377 | $666.0K | 0.10% | −251−4.5% | Reduced |
| Versant Capital Management, Inc | 5,366 | $665.4K | 0.10% | −891−14.2% | Reduced |
| Delta Investment Management, LLC | 5,366 | $665.4K | 0.13% | +62+1.2% | Added |
| MCF Advisors LLC | 5,355 | $664.1K | 0.04% | −373−6.5% | Reduced |
| Financial Advocates Investment Management | 5,349 | $663.3K | 0.05% | −3,123−36.9% | Reduced |
| Semanteon Capital Management, LP | 5,341 | $662.3K | 1.00% | +5,341 | New |
| Retirement Planning Group | 5,335 | $661.6K | 0.03% | +65+1.2% | Added |
| Seeds Investor LLC | 5,333 | $661.4K | 0.16% | −676−11.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,331 | $661.0K | 0.04% | +670+14.4% | Added |
| Nabity-Jensen Investment Management Inc | 5,325 | $660.4K | 0.49% | −451−7.8% | Reduced |
| Dillon & Associates Inc | 5,320 | $660.0K | 0.09% | −1,168−18.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,317 | $659.4K | 0.07% | −4,904−48.0% | Reduced |
| MUFG Securities EMEA plc | 5,312 | $658.7K | 0.03% | +5,312 | New |
| Kestra Investment Management, LLC | 5,765 | $658.1K | 0.01% | +3,520+156.8% | Added |
| Wealth Management Associates, Inc. | 5,304 | $657.7K | 0.26% | +409+8.4% | Added |
| Oxford Financial Group Ltd | 5,303 | $657.6K | 0.04% | +352+7.1% | Added |
| Peddock Capital Advisors, LLC | 5,279 | $654.6K | 0.15% | −841−13.7% | Reduced |
| Cromwell Holdings LLC | 5,256 | $654.4K | 0.40% | −684−11.5% | Reduced |
| Cape Ann Savings Bank | 5,274 | $654.0K | 0.39% | −1,005−16.0% | Reduced |
| Manchester Financial Inc | 5,269 | $653.4K | 0.14% | +2,041+63.2% | Added |
| Jacksonville Wealth Management, LLC | 5,268 | $653.3K | 0.53% | −144−2.7% | Reduced |
| Investment Partners, Ltd. | 5,268 | $653.3K | 0.25% | −2,714−34.0% | Reduced |
| Coppell Advisory Solutions LLC | 5,337 | $652.9K | 0.08% | −99−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,264 | $652.8K | 0.04% | −113−2.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 5,261 | $652.0K | 0.02% | +17+0.3% | Added |
| Fairbanks Capital Management, Inc. | 5,255 | $651.7K | 0.37% | −93−1.7% | Reduced |
| First Heartland Consultants, Inc. | 5,249 | $650.9K | 0.06% | −582−10.0% | Reduced |
| Westside Investment Management, Inc. | 5,248 | $650.7K | 0.12% | +114+2.2% | Added |
| Formidable Asset Management, LLC | 6,593 | $650.7K | 0.11% | −60−0.9% | Reduced |
| Harbor Advisory Corp | 5,246 | $650.6K | 0.21% | −2,645−33.5% | Reduced |
| GW Henssler & Associates Ltd | 5,239 | $649.7K | 0.03% | −275−5.0% | Reduced |
| LJI Wealth Management, LLC | 5,208 | $645.8K | 0.11% | −11−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,191 | $643.7K | 0.08% | +5,191 | New |
| Triumph Capital Management | 5,184 | $642.9K | 0.19% | −680−11.6% | Reduced |
| Taylor Financial Group, Inc. | 5,161 | $640.0K | 0.40% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,160 | $639.9K | 0.29% | +161+3.2% | Added |
| BLB&B Advisors, LLC | 5,153 | $639.0K | 0.03% | −154−2.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 5,152 | $638.9K | 0.10% | −3,952−43.4% | Reduced |
| Clean Yield Group | 5,150 | $638.6K | 0.19% | −389−7.0% | Reduced |
| Delta Global Management LP | 5,146 | $638.2K | 0.04% | −20,262−79.7% | Reduced |
| Hutchinson Capital Management | 5,130 | $636.1K | 0.12% | −64−1.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,121 | $635.1K | 0.20% | −13−0.3% | Reduced |
| Alpha Omega Wealth Management LLC | 5,121 | $635.1K | 0.11% | −9−0.2% | Reduced |
| First Community Trust NA | 5,118 | $634.7K | 0.52% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 5,116 | $634.4K | 0.02% | +260+5.4% | Added |