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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 5,108 | $633.4K | 0.35% | −22−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,087 | $630.9K | 0.25% | +64+1.3% | Added |
| Parisi Gray Wealth Management | 5,081 | $630.1K | 0.18% | −156−3.0% | Reduced |
| Circle Wealth Management, LLC | 5,072 | $629.0K | 0.01% | +1,215+31.5% | Added |
| Richards, Merrill & Peterson, Inc. | 5,069 | $628.6K | 0.30% | +174+3.6% | Added |
| Aull & Monroe Investment Management Corp | 5,067 | $628.4K | 0.34% | −1,800−26.2% | Reduced |
| Rocky Mountain Advisers, LLC | 5,065 | $628.1K | 0.19% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,054 | $627.2K | 0.08% | +437+9.5% | Added |
| S.E.E.D. Planning Group LLC | 5,056 | $627.0K | 0.20% | −389−7.1% | Reduced |
| R Squared Ltd | 5,039 | $624.9K | 0.34% | −11,031−68.6% | Reduced |
| TCI Wealth Advisors, Inc. | 5,034 | $624.2K | 0.04% | −465−8.5% | Reduced |
| Magnolia Capital Advisors LLC | 5,032 | $624.0K | 0.16% | +10+0.2% | Added |
| Birmingham Capital Management Co Inc | 5,030 | $623.8K | 0.28% | −2,606−34.1% | Reduced |
| Fortis Advisors, LLC | 5,022 | $622.8K | 0.40% | +200+4.1% | Added |
| Simon Quick Advisors, LLC | 5,014 | $621.8K | 0.03% | −8,538−63.0% | Reduced |
| RBF Capital, LLC | 5,000 | $620.0K | 0.03% | +5,000 | New |
| Berger Financial Group, Inc | 4,999 | $619.9K | 0.04% | −252−4.8% | Reduced |
| Altus Wealth Group LLC | 4,989 | $618.7K | 0.27% | −60−1.2% | Reduced |
| TCFG Wealth Management, LLC | 4,986 | $618.3K | 0.28% | −54−1.1% | Reduced |
| Grantvest Financial Group LLC | 4,984 | $618.0K | 0.46% | −332−6.2% | Reduced |
| Rydar Equities, Inc. | 4,976 | $617.1K | 0.49% | +4,976 | New |
| James Investment Research Inc | 4,973 | $616.7K | 0.07% | −1,198−19.4% | Reduced |
| Meritas Wealth Management, LLC | 4,950 | $613.9K | 0.34% | −60−1.2% | Reduced |
| Howland Capital Management LLC | 4,950 | $613.9K | 0.03% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,948 | $613.6K | 0.10% | +210+4.4% | Added |
| Arista Wealth Management, LLC | 4,946 | $613.3K | 0.08% | +4,946 | New |
| Pacific Sun Financial Corp | 4,933 | $611.8K | 0.32% | −395−7.4% | Reduced |
| Covey Capital Advisors, LLC | 4,929 | $611.2K | 0.66% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,928 | $611.1K | 0.13% | −1,517−23.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,928 | $611.1K | 0.07% | −343−6.5% | Reduced |
| Pacific Sage Partners, LLC | 4,919 | $610.1K | 0.12% | −65−1.3% | Reduced |
| Twin Lakes Capital Management, LLC | 4,909 | $608.8K | 0.37% | −384−7.3% | Reduced |
| Beta Wealth Group, Inc. | 4,901 | $607.9K | 0.22% | −2,396−32.8% | Reduced |
| American Financial Advisors, LLC | 4,891 | $606.6K | 0.08% | +36+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 4,883 | $605.6K | 0.16% | +188+4.0% | Added |
| Secure Asset Management, LLC | 4,875 | $604.5K | 0.11% | −83−1.7% | Reduced |
| Aire Advisors, LLC | 4,858 | $602.4K | 0.12% | −17−0.3% | Reduced |
| Calton & Associates, Inc. | 4,846 | $601.0K | 0.10% | −295−5.7% | Reduced |
| Exencial Wealth Advisors, LLC | 4,842 | $600.4K | 0.02% | −29−0.6% | Reduced |
| Round Rock Advisors, LLC | 4,828 | $598.7K | 0.10% | +68+1.4% | Added |
| Onefund, LLC | 4,809 | $596.0K | 0.43% | −55−1.1% | Reduced |
| Mathes Company, Inc. | 4,805 | $596.0K | 0.22% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,800 | $595.2K | 0.21% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,792 | $594.3K | 0.11% | −248−4.9% | Reduced |
| Wellington Capital Management, Inc. | 7,355 | $594.0K | 0.90% | +7,355 | New |
| Waterloo Capital, L.P. | 4,790 | $594.0K | 0.05% | +1,321+38.1% | Added |
| Smart Portfolios, LLC | 4,788 | $593.8K | 0.60% | −40−0.8% | Reduced |
| Fca Corp | 4,781 | $592.8K | 0.18% | +53+1.1% | Added |
| Drucker Wealth 3.0, LLC | 4,913 | $592.6K | 0.11% | −3,725−43.1% | Reduced |
| Clarendon Private LLC | 4,778 | $592.5K | 0.57% | −287−5.7% | Reduced |
| Revolve Wealth Partners, LLC | 4,758 | $590.1K | 0.08% | −351−6.9% | Reduced |
| Heron Bay Capital Management | 4,750 | $589.0K | 0.12% | −50−1.0% | Reduced |
| Two Sigma Securities, LLC | 4,741 | $587.9K | 0.07% | +4,741 | New |
| Systematic Alpha Investments, LLC | 4,731 | $586.7K | 0.02% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 4,729 | $586.4K | 0.10% | −150−3.1% | Reduced |
| Balboa Wealth Partners | 4,720 | $585.3K | 0.12% | +135+2.9% | Added |
| Sovereign Financial Group, Inc. | 4,708 | $583.8K | 0.12% | +115+2.5% | Added |
| MGO Private Wealth, LLC | 4,704 | $583.4K | 0.37% | −1,052−18.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,703 | $583.2K | 0.16% | +42+0.9% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,698 | $582.5K | 0.53% | +590+14.4% | Added |
| Signal Advisors Wealth, LLC | 4,693 | $582.0K | 0.05% | −11,486−71.0% | Reduced |
| Saranac Partners Ltd | 4,686 | $581.1K | 0.31% | −592−11.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,685 | $581.0K | 0.15% | −2,418−34.0% | Reduced |
| Ellis Investment Partners, LLC | 4,684 | $580.9K | 0.11% | 00.0% | Unchanged |
| Rogco, LP | 4,673 | $579.5K | 0.22% | +422+9.9% | Added |
| Strathmore Capital Advisors, Inc. | 4,803 | $579.3K | 0.26% | +4,803 | New |
| Resources Management Corp | 4,665 | $579.0K | 0.08% | −5,895−55.8% | Reduced |
| Sunpointe, LLC | 4,643 | $578.1K | 0.23% | −627−11.9% | Reduced |
| Sendero Wealth Management, LLC | 4,659 | $577.8K | 0.07% | −87−1.8% | Reduced |
| Veracity Capital LLC | 4,658 | $577.6K | 0.20% | −247−5.0% | Reduced |
| ASB Consultores, LLC | 4,656 | $577.4K | 0.39% | +970+26.3% | Added |
| Allegheny Financial Group LTD | 4,651 | $576.9K | 0.13% | +80+1.8% | Added |
| Papp L Roy & Associates | 4,649 | $576.5K | 0.07% | −423−8.3% | Reduced |
| Annex Advisory Services, LLC | 4,645 | $576.0K | 0.01% | −159−3.3% | Reduced |
| Marino, Stram & Associates LLC | 4,640 | $575.4K | 0.12% | +100+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,637 | $575.1K | 0.21% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,636 | $575.0K | 0.17% | −110−2.3% | Reduced |
| First United Bank Trust | 4,618 | $572.7K | 0.20% | −990−17.7% | Reduced |
| Paulson Wealth Management Inc. | 4,610 | $571.7K | 0.15% | −1,194−20.6% | Reduced |
| Bank of Hawaii | 4,578 | $567.7K | 0.03% | −4,431−49.2% | Reduced |
| Monetary Management Group Inc | 4,575 | $567.3K | 0.14% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,565 | $566.1K | 0.23% | +95+2.1% | Added |
| Conscious Wealth Investments, LLC | 4,710 | $564.8K | 0.36% | −204−4.2% | Reduced |
| Indiana Trust & Investment Management CO | 4,530 | $561.8K | 0.19% | +20+0.4% | Added |
| Hall Kathryn A. | 4,504 | $560.8K | 0.31% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,585 | $560.1K | 0.17% | −421−8.4% | Reduced |
| 180 Wealth Advisors, LLC | 4,517 | $560.1K | 0.08% | −302−6.3% | Reduced |
| GK Wealth Management LLC | 4,516 | $560.1K | 0.56% | +1,475+48.5% | Added |
| FSM Wealth Advisors, LLC | 4,546 | $559.9K | 0.09% | +1,892+71.3% | Added |
| Strategic Investment Advisors | 4,544 | $559.1K | 0.05% | −545−10.7% | Reduced |
| Fountainhead AM, LLC | 4,496 | $557.5K | 0.08% | +427+10.5% | Added |
| Wellington Shields Capital Management, LLC | 4,488 | $556.6K | 0.09% | +152+3.5% | Added |
| Moss Adams Wealth Advisors LLC | 4,479 | $555.4K | 0.05% | −507−10.2% | Reduced |
| IFG Advisory, LLC | 4,476 | $555.0K | 0.03% | −35−0.8% | Reduced |
| Arnhold LLC | 4,464 | $553.6K | 0.05% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,448 | $551.6K | 0.50% | +46+1.0% | Added |
| Vivaldi Capital Management, LLC | 4,445 | $551.2K | 0.08% | +14+0.3% | Added |
| Petix & Botte Co | 4,444 | $551.1K | 0.14% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,427 | $548.9K | 0.07% | +750+20.4% | Added |
| Retirement Income Solutions, Inc | 4,419 | $548.0K | 0.10% | 00.0% | Unchanged |