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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 2,919 | $362.0K | 0.05% | −145−4.7% | Reduced |
| Capstone Financial Advisors, Inc. | 2,909 | $360.7K | 0.02% | −171−5.6% | Reduced |
| Blue Fin Capital, Inc. | 2,908 | $360.7K | 0.06% | +167+6.1% | 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 |
| SGL Investment Advisors, Inc. | 2,953 | $359.7K | 0.17% | +837+39.6% | Added |
| Peninsula Asset Management Inc | 2,900 | $359.6K | 0.19% | −6−0.2% | Reduced |
| Oxinas Partners Wealth Management LLC | 2,900 | $359.6K | 0.18% | −162−5.3% | Reduced |
| Fortress Financial Group, LLC | 2,896 | $359.1K | 0.30% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,889 | $358.3K | 0.10% | +172+6.3% | Added |
| Latitude Advisors, LLC | 2,881 | $357.3K | 0.18% | +41+1.4% | Added |
| Meadow Creek Wealth Advisors LLC | 2,881 | $357.3K | 0.24% | +479+19.9% | Added |
| A&I Financial Services, LLC | 2,877 | $356.8K | 0.20% | 00.0% | Unchanged |
| DDFG, Inc | 2,877 | $356.7K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,872 | $356.2K | 0.03% | −885−23.6% | Reduced |
| First Financial Group Corp | 2,869 | $355.8K | 0.35% | −163−5.4% | Reduced |
| Gateway Wealth Partners, LLC | 2,868 | $355.7K | 0.07% | −224−7.2% | Reduced |
| RWM Asset Management, LLC | 2,865 | $355.3K | 0.05% | −2,618−47.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,864 | $355.2K | 0.15% | −22−0.8% | Reduced |
| Rede Wealth, LLC | 2,858 | $354.5K | 0.13% | −100−3.4% | Reduced |
| 4WEALTH Advisors, Inc. | 2,854 | $353.9K | 0.37% | −2,890−50.3% | Reduced |
| Client 1st Advisory Group, LLC | 2,847 | $353.1K | 0.13% | +39+1.4% | Added |
| Maple Capital Management, Inc. | 2,846 | $352.9K | 0.02% | −212−6.9% | Reduced |
| McRae Capital Management Inc | 2,845 | $352.8K | 0.07% | +10+0.4% | Added |
| Putney Financial Group LLC | 2,839 | $352.1K | 0.36% | −715−20.1% | Reduced |
| Finer Wealth Management, Inc. | 2,839 | $352.1K | 0.19% | −702−19.8% | Reduced |
| Meridian Investment Counsel Inc. | 2,837 | $351.8K | 0.10% | +206+7.8% | Added |
| Occidental Asset Management, LLC | 2,836 | $351.7K | 0.05% | −60−2.1% | Reduced |
| Rialto Wealth Management, LLC | 2,836 | $351.7K | 0.10% | +78+2.8% | Added |
| SkyOak Wealth, LLC | 2,834 | $351.5K | 0.07% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,833 | $351.3K | 0.08% | −6−0.2% | Reduced |
| Eqis Capital Management, Inc. | 2,829 | $350.8K | 0.03% | +21+0.7% | Added |
| Chiron Capital Management, LLC | 2,824 | $350.2K | 0.30% | −4,330−60.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,818 | $349.5K | 0.00% | −125−4.2% | Reduced |
| Gerber, LLC | 2,810 | $348.5K | 0.24% | +50+1.8% | Added |
| Hill Island Financial LLC | 2,809 | $348.3K | 0.10% | +547+24.2% | Added |
| Financial Freedom, LLC | 2,809 | $348.2K | 0.19% | +10.0% | Added |
| Peoples Financial Services Corp. | 2,806 | $348.0K | 0.17% | −1,018−26.6% | Reduced |
| Strategic Financial Services, Inc, | 2,805 | $347.8K | 0.02% | −233−7.7% | Reduced |
| Grant Street Asset Management, Inc. | 2,804 | $347.8K | 0.08% | −352−11.2% | Reduced |
| Hudock, Inc. | 2,803 | $347.7K | 0.06% | +10+0.4% | Added |
| New Hampshire Trust | 2,798 | $347.0K | 0.07% | −3,119−52.7% | Reduced |
| Dudley Capital Management, LLC | 2,798 | $347.0K | 0.17% | +28+1.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,797 | $346.9K | 0.09% | +103+3.8% | Added |
| Oak Hill Wealth Advisors, LLC | 2,842 | $346.2K | 0.07% | −100−3.4% | Reduced |
| Costello Asset Management, INC | 2,786 | $345.5K | 0.13% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,785 | $345.4K | 0.09% | +375+15.6% | Added |
| Nvest Financial, LLC | 2,785 | $345.3K | 0.18% | +685+32.6% | Added |
| Cambria Investment Management, L.P. | 2,778 | $344.5K | 0.02% | +287+11.5% | Added |
| Northwest Wealth Management, LLC | 2,777 | $344.4K | 0.06% | +205+8.0% | Added |
| Janney Capital Management LLC | 2,775 | $344.0K | 0.02% | −128−4.4% | Reduced |
| Per Stirling Capital Management, LLC. | 2,774 | $344.0K | 0.04% | −999−26.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,768 | $343.2K | 0.07% | +2,768 | New |
| Capital Advisors, Ltd. LLC | 2,763 | $343.0K | 0.04% | +200+7.8% | Added |
| CMG Global Holdings, LLC | 2,847 | $342.7K | 0.18% | −15−0.5% | Reduced |
| Greatmark Investment Partners, Inc. | 2,762 | $342.5K | 0.04% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,757 | $342.0K | 0.14% | −181−6.2% | Reduced |
| Progressive Investment Management Corp | 2,757 | $341.9K | 0.09% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,813 | $341.7K | 0.18% | −866−23.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,755 | $341.6K | 0.21% | −456−14.2% | Reduced |
| 626 Financial, LLC | 2,755 | $341.6K | 0.16% | −129−4.5% | Reduced |
| Bernard Wealth Management Corp. | 2,754 | $341.6K | 0.16% | −393−12.5% | Reduced |
| Tradewinds Capital Management, LLC | 2,754 | $341.5K | 0.09% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,749 | $340.8K | 0.09% | +87+3.3% | Added |
| Castle Rock Wealth Management, LLC | 2,804 | $340.3K | 0.08% | −20−0.7% | Reduced |
| Fort Point Capital Partners LLC | 2,728 | $339.7K | 0.03% | +194+7.7% | Added |
| CFM Wealth Partners LLC | 2,731 | $338.7K | 0.05% | +285+11.7% | Added |
| BlackDiamond Wealth Management Inc. | 2,735 | $337.8K | 0.19% | +69+2.6% | Added |
| ProVise Management Group, LLC | 2,721 | $337.4K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 2,719 | $337.2K | 0.48% | +2,719 | New |
| Gould Asset Management LLC | 2,719 | $337.2K | 0.07% | −145−5.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,706 | $336.9K | 0.04% | +398+17.2% | Added |
| Fortis Capital Advisors, LLC | 2,711 | $336.2K | 0.06% | −953−26.0% | Reduced |
| Cooper/Haims Advisors, LLC | 2,709 | $335.9K | 0.17% | −44−1.6% | Reduced |
| RPG Investment Advisory, LLC | 2,696 | $334.4K | 0.04% | −218,514−98.8% | Reduced |
| SPC Financial, Inc. | 2,691 | $333.7K | 0.03% | +102+3.9% | Added |
| ZRC Wealth Management, LLC | 2,689 | $333.5K | 0.13% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,685 | $333.0K | 0.10% | +675+33.6% | Added |
| Lake Street Financial LLC | 2,684 | $332.9K | 0.05% | −3,382−55.8% | Reduced |
| EWG Elevate Inc. | 2,683 | $332.8K | 0.10% | +4+0.1% | Added |
| Sage Investment Counsel LLC | 2,681 | $332.5K | 0.39% | −1,200−30.9% | Reduced |
| Wellspring Financial Advisors, LLC | 2,680 | $332.3K | 0.03% | +122+4.8% | Added |
| Wealth Effects LLC | 2,675 | $331.7K | 0.12% | −213−7.4% | Reduced |
| Humankind Investments LLC | 2,672 | $331.4K | 0.08% | −206−7.2% | Reduced |
| Prodigy Asset Management LLC | 2,670 | $331.1K | 0.22% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 2,668 | $330.8K | 0.09% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,667 | $330.7K | 0.01% | +348+15.0% | Added |
| One Wealth Capital Management, LLC | 2,663 | $330.2K | 0.16% | +82+3.2% | Added |
| RDA Financial Network | 2,662 | $330.1K | 0.09% | +31+1.2% | Added |
| Friday Financial | 2,651 | $328.8K | 0.17% | +21+0.8% | Added |
| Prostatis Group LLC | 2,649 | $328.5K | 0.09% | −26−1.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,649 | $328.5K | 0.09% | +75+2.9% | Added |
| Retirement Planning Group, LLC | 2,639 | $328.5K | 0.29% | −12−0.5% | Reduced |
| Insight Advisors, LLC | 2,647 | $328.2K | 0.05% | −115−4.2% | Reduced |
| Avenir Corp | 2,646 | $328.1K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,639 | $327.3K | 0.07% | −95−3.5% | Reduced |
| Dixon Fnancial Services, Inc. | 2,633 | $326.5K | 0.16% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 2,626 | $325.6K | 0.27% | −404−13.3% | Reduced |
| Pasadena Private Wealth, LLC | 2,624 | $325.4K | 0.06% | +2,624 | New |
| Heartwood Wealth Advisors LLC | 2,623 | $325.3K | 0.03% | +19+0.7% | Added |