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 |
|---|---|---|---|---|---|
| TSFG, LLC | 3,323 | $412.0K | 0.07% | −463−12.2% | Reduced |
| Chesapeake Wealth Management | 3,322 | $412.0K | 0.14% | −136−3.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,321 | $411.8K | 0.17% | +50+1.5% | Added |
| Prentiss Smith & Co Inc | 3,315 | $411.1K | 0.24% | −240−6.8% | Reduced |
| Paragon Capital Management Ltd | 3,314 | $411.1K | 0.07% | −518−13.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,316 | $411.0K | 0.11% | −187−5.3% | Reduced |
| Perpetual Ltd | 3,300 | $409.2K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 3,296 | $408.7K | 0.03% | −60,922−94.9% | Reduced |
| Crewe Advisors LLC | 3,296 | $408.7K | 0.06% | +27+0.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,285 | $407.4K | 0.15% | −55−1.6% | Reduced |
| Strategies Wealth Advisors, LLC | 3,282 | $407.0K | 0.04% | −10,284−75.8% | Reduced |
| Mindset Wealth Management, LLC | 3,282 | $407.0K | 0.13% | −187−5.4% | Reduced |
| Carson Advisory Inc. | 3,280 | $406.8K | 0.26% | −494−13.1% | Reduced |
| PBMares Wealth Management LLC | 3,275 | $406.1K | 0.07% | −59−1.8% | Reduced |
| Palacios Wealth Management, LLC | 3,274 | $406.0K | 0.33% | +495+17.8% | Added |
| JT Stratford LLC | 3,264 | $404.8K | 0.06% | −220−6.3% | Reduced |
| Center for Financial Planning, Inc. | 3,253 | $403.4K | 0.05% | 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 |
| Morey & Quinn Wealth Partners, LLC | 3,238 | $401.6K | 0.32% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,235 | $401.1K | 0.04% | +171+5.6% | Added |
| Ames National Corp | 3,232 | $400.8K | 0.26% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,231 | $400.7K | 0.15% | −188−5.5% | Reduced |
| Saxon Interests, Inc. | 4,058 | $400.5K | 0.19% | 00.0% | Unchanged |
| 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 |
| Argyle Capital Partners, LLC | 3,227 | $400.1K | 0.33% | −3,639−53.0% | Reduced |
| Opes Wealth Management LLC | 3,221 | $399.4K | 0.07% | −140−4.2% | Reduced |
| OMC Financial Services LTD | 3,219 | $399.2K | 0.16% | −249−7.2% | Reduced |
| Baron Wealth Management LLC | 3,218 | $399.1K | 0.14% | −350−9.8% | Reduced |
| CLG LLC | 3,213 | $398.5K | 0.12% | −70−2.1% | Reduced |
| Burt Wealth Advisors | 3,189 | $395.5K | 0.09% | −100−3.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,189 | $395.4K | 0.26% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 3,187 | $395.2K | 0.10% | +3,187 | New |
| Wall Street Access Asset Management, LLC | 3,186 | $395.1K | 0.14% | −1,546−32.7% | Reduced |
| Tobam | 3,189 | $395.0K | 0.15% | −3,465−52.1% | Reduced |
| City State Bank | 3,180 | $394.4K | 0.12% | −250−7.3% | 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 |
| LaFleur & Godfrey LLC | 3,170 | $393.1K | 0.05% | −400−11.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,169 | $393.0K | 0.05% | −472−13.0% | Reduced |
| BXM Wealth LLC | 3,153 | $391.0K | 0.46% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 3,153 | $391.0K | 0.04% | −220−6.5% | Reduced |
| Crane Advisory, LLC | 3,257 | $390.4K | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,142 | $389.6K | 0.00% | −2,144,188−99.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,142 | $389.6K | 0.08% | +19+0.6% | Added |
| Impact Capital Partners LLC | 3,141 | $389.5K | 0.13% | +244+8.4% | Added |
| Essential Partners LLC | 3,138 | $389.1K | 0.16% | +3,138 | New |
| Eagle Wealth Strategies LLC | 3,134 | $388.6K | 0.22% | −10.0% | Reduced |
| Advyzon Investment Management, LLC | 3,129 | $388.1K | 0.09% | +348+12.5% | Added |
| Marotta Asset Management | 3,129 | $388.0K | 0.08% | −618−16.5% | Reduced |
| Eagle Capital Management LLC | 3,128 | $387.9K | 0.00% | −571−15.4% | Reduced |
| Signet Financial Management, LLC | 3,116 | $386.4K | 0.05% | +203+7.0% | Added |
| Chelsea Counsel Co | 3,109 | $385.6K | 0.19% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,101 | $384.6K | 0.05% | −60−1.9% | Reduced |
| Wulff, Hansen & Co. | 3,099 | $384.3K | 0.33% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,096 | $383.9K | 0.03% | −373−10.8% | Reduced |
| Ethos Financial Group, LLC | 3,081 | $383.7K | 0.03% | +750+32.2% | Added |
| Sims Investment Management, LLC | 3,092 | $383.4K | 0.15% | −82−2.6% | Reduced |
| Harbor Investment Advisory, LLC | 3,090 | $383.2K | 0.03% | +286+10.2% | Added |
| Encompass Wealth Advisors, LLC | 3,081 | $382.1K | 0.14% | −4−0.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,080 | $381.9K | 0.15% | 00.0% | Unchanged |
| Embree Financial Group | 3,077 | $381.6K | 0.06% | −3,809−55.3% | Reduced |
| Sierra Ocean, LLC | 3,077 | $381.6K | 0.28% | −501−14.0% | Reduced |
| McLean Asset Management Corp | 3,101 | $381.3K | 0.10% | +193+6.6% | Added |
| Custos Family Office, LLC | 3,061 | $379.6K | 0.12% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,059 | $379.4K | 0.17% | +100+3.4% | Added |
| Brass Tax Wealth Management, Inc | 3,055 | $378.9K | 0.07% | +32+1.1% | Added |
| Walkner Condon Financial Advisors LLC | 3,051 | $378.3K | 0.07% | +178+6.2% | Added |
| Spinnaker Trust | 3,044 | $377.5K | 0.02% | −600−16.5% | Reduced |
| Marathon Capital Management | 3,038 | $376.7K | 0.10% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,033 | $376.1K | 0.24% | −274−8.3% | Reduced |
| First Business Financial Services, Inc. | 3,032 | $376.0K | 0.03% | −19,449−86.5% | Reduced |
| Clark Asset Management, LLC | 3,031 | $375.9K | 0.05% | +3,031 | New |
| Seven Mile Advisory | 3,031 | $375.9K | 0.23% | −142−4.5% | Reduced |
| Advisory Resource Group | 3,026 | $375.3K | 0.07% | −117−3.7% | Reduced |
| FRG Family Wealth Advisors LLC | 3,023 | $374.9K | 0.07% | −571−15.9% | Reduced |
| Financial Harvest, LLC | 3,023 | $374.9K | 0.28% | +3,023 | New |
| Kearns & Associates LLC | 3,020 | $374.5K | 0.21% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,011 | $373.4K | 0.06% | +25+0.8% | Added |
| Gradient Capital Advisors, LLC | 3,011 | $373.4K | 0.11% | −38−1.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,008 | $373.0K | 0.06% | −54−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 3,006 | $372.7K | 0.06% | −57−1.9% | Reduced |
| BlueCrest Capital Management Ltd | 3,000 | $372.0K | 0.04% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,996 | $371.5K | 0.28% | −155−4.9% | Reduced |
| Schmidt P J Investment Management Inc | 2,996 | $371.5K | 0.06% | +16+0.5% | Added |
| Main Street Group, LTD | 2,993 | $371.2K | 0.12% | −175−5.5% | Reduced |
| DAGCO, Inc. | 2,991 | $371.0K | 0.10% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 2,985 | $370.2K | 0.25% | +2,985 | New |
| Greenhouse Wealth Management, LLC | 2,977 | $369.2K | 0.24% | −85−2.8% | Reduced |
| Osterweis Capital Management Inc | 2,965 | $367.7K | 0.02% | −25−0.8% | Reduced |
| Claret Asset Management Corp | 2,962 | $367.0K | 0.05% | −136−4.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,945 | $366.6K | 0.10% | −181−5.8% | Reduced |
| Brucke Financial, Inc. | 2,952 | $366.0K | 0.25% | 00.0% | Unchanged |
| Motco | 3,069 | $365.5K | 0.03% | −81,851−96.4% | Reduced |
| Evanson Asset Management, LLC | 2,941 | $364.7K | 0.02% | +10+0.3% | Added |
| MTM Investment Management, LLC | 2,933 | $363.7K | 0.12% | +7+0.2% | Added |
| QTR Family Wealth, LLC | 2,924 | $362.6K | 0.22% | +2,924 | New |
| LongView Wealth Management | 2,920 | $362.1K | 0.11% | −4−0.1% | Reduced |
| BCS Private Wealth Management, Inc. | 2,905 | $362.0K | 0.14% | +2,905 | New |