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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 2,608 | $324.7K | 0.08% | +5+0.2% | Added |
| Armis Advisers, LLC | 2,706 | $324.4K | 0.03% | +2,706 | New |
| Bannerman Wealth Management Group, LLC | 2,616 | $324.4K | 0.25% | +163+6.6% | Added |
| Kapstone Financial Advisors LLC | 2,613 | $324.0K | 0.16% | −10−0.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,600 | $323.8K | 0.12% | +533+25.8% | Added |
| North Capital, Inc. | 2,608 | $323.4K | 0.28% | −459−15.0% | Reduced |
| UMA Financial Services, Inc. | 2,606 | $323.2K | 0.05% | +87+3.5% | Added |
| New England Capital Financial Advisors LLC | 2,603 | $322.8K | 0.15% | −145−5.3% | Reduced |
| Syverson Strege & Co | 2,602 | $322.6K | 0.08% | +2,602 | New |
| Fortitude Family Office, LLC | 2,597 | $322.1K | 0.11% | +107+4.3% | Added |
| My Legacy Advisors, LLC | 2,649 | $322.0K | 0.11% | −8,824−76.9% | Reduced |
| Wharton Business Group, LLC | 2,598 | $322.0K | 0.01% | −115−4.2% | Reduced |
| Convergence Investment Partners, LLC | 2,592 | $321.4K | 0.08% | −133−4.9% | Reduced |
| MBB Public Markets I LLC | 2,588 | $320.9K | 0.04% | −601−18.8% | Reduced |
| Brio Consultants, LLC | 2,586 | $320.7K | 0.05% | +108+4.4% | Added |
| Tanager Wealth Management LLP | 2,586 | $320.6K | 0.04% | +16+0.6% | Added |
| Ackerman Capital Advisors, LLC | 2,583 | $320.4K | 0.07% | +17+0.7% | Added |
| Elser Financial Planning, Inc | 2,583 | $320.3K | 0.40% | −39−1.5% | Reduced |
| Francis Financial, Inc. | 2,581 | $320.1K | 0.07% | +105+4.2% | Added |
| First County Bank | 2,577 | $319.6K | 0.17% | −595−18.8% | Reduced |
| MBL Wealth, LLC | 2,576 | $319.4K | 0.03% | +291+12.7% | Added |
| Deseret Mutual Benefit Administrators | 2,566 | $318.2K | 0.15% | 00.0% | Unchanged |
| Quest Investment Management LLC | 2,560 | $317.5K | 0.03% | +2,560 | New |
| Encompass More Asset Management | 2,558 | $317.3K | 0.07% | +100+4.1% | Added |
| Fortitude Advisory Group L.L.C. | 2,554 | $316.7K | 0.18% | −112−4.2% | Reduced |
| Affiance Financial, LLC | 2,550 | $316.3K | 0.06% | −367−12.6% | Reduced |
| Ironwood Financial, llc | 3,197 | $315.5K | 0.07% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,544 | $315.5K | 0.00% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,544 | $315.5K | 0.11% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 2,542 | $315.3K | 0.46% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,540 | $315.0K | 0.09% | −100−3.8% | Reduced |
| Kennedy Investment Group | 2,535 | $314.3K | 0.13% | −61−2.3% | Reduced |
| Tradition Wealth Management, LLC | 2,533 | $314.1K | 0.03% | −13−0.5% | Reduced |
| Ignite Planners, LLC | 2,585 | $314.0K | 0.05% | −79−3.0% | Reduced |
| Corps Capital Advisors, LLC | 2,525 | $313.2K | 0.50% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 2,524 | $313.0K | 0.15% | +2,524 | New |
| Wealthgarden F.S. LLC | 2,625 | $312.7K | 0.26% | −119−4.3% | Reduced |
| Archetype Wealth Partners | 2,514 | $312.0K | 0.04% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,515 | $311.9K | 0.13% | −120−4.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $311.8K | 0.13% | 00.0% | Unchanged |
| Meritage Portfolio Management | 2,510 | $311.3K | 0.02% | −300−10.7% | Reduced |
| Acorn Financial Advisory Services Inc | 2,506 | $310.8K | 0.05% | −515−17.0% | Reduced |
| Capital CS Group, LLC | 2,506 | $310.8K | 0.51% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,502 | $310.3K | 0.02% | −4−0.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $310.0K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Services, LLC | 2,493 | $309.1K | 0.23% | +2,493 | New |
| James J. Burns & Company, LLC | 2,489 | $308.7K | 0.05% | −42−1.7% | Reduced |
| Navalign, LLC | 2,483 | $307.9K | 0.08% | −115−4.4% | Reduced |
| GPM Growth Investors, Inc. | 2,477 | $307.2K | 0.12% | −32−1.3% | Reduced |
| Paul Damon & Associates, Inc. | 2,475 | $306.9K | 0.16% | +2,475 | New |
| WealthCare Investment Partners, LLC | 2,462 | $305.3K | 0.11% | −4−0.2% | Reduced |
| Cascades Capital Asset Management, LLC | 2,461 | $305.2K | 0.16% | +151+6.5% | Added |
| Tudor Financial Inc. | 2,461 | $305.1K | 0.17% | −100−3.9% | Reduced |
| Advisors Management Group Inc | 2,459 | $305.0K | 0.06% | −7−0.3% | Reduced |
| WealthPlan Investment Management, LLC | 2,454 | $304.3K | 0.02% | +2,454 | New |
| Chase Investment Counsel Corp | 2,446 | $303.0K | 0.10% | 00.0% | Unchanged |
| First Bank & Trust | 2,441 | $302.7K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,441 | $302.7K | 0.13% | +197+8.8% | Added |
| Patton Fund Management, Inc. | 2,439 | $302.5K | 0.07% | +2,439 | New |
| East Coast Asset Management, LLC. | 2,438 | $302.3K | 0.10% | −26−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,436 | $302.1K | 0.05% | +169+7.5% | Added |
| Trust Co of the South | 2,435 | $302.0K | 0.05% | −600−19.8% | Reduced |
| C2C Wealth Management, LLC | 2,432 | $301.6K | 0.27% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,431 | $301.5K | 0.01% | +2,431 | New |
| Correct Capital Wealth Management | 2,430 | $301.4K | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,428 | $301.1K | 0.04% | +390+19.1% | Added |
| HORAN Wealth, LLC | 2,420 | $300.1K | 0.09% | +2,420 | New |
| J.Safra Asset Management Corp | 2,413 | $299.2K | 0.02% | +214+9.7% | Added |
| Centerpoint Advisors, LLC | 2,411 | $299.0K | 0.10% | +6+0.2% | Added |
| Breed's Hill Capital LLC | 2,410 | $298.9K | 0.14% | +41+1.7% | Added |
| Lansing Street Advisors | 2,394 | $298.1K | 0.09% | +74+3.2% | Added |
| Grandview Asset Management LLC | 2,399 | $298.0K | 0.10% | −896−27.2% | Reduced |
| Raleigh Capital Management Inc. | 2,400 | $297.6K | 0.12% | +189+8.5% | Added |
| Centennial Wealth Advisory LLC | 2,397 | $297.5K | 0.09% | +2,397 | New |
| Vanguard Capital Wealth Advisors | 2,397 | $297.2K | 0.29% | −200−7.7% | Reduced |
| Millstone Evans Group, LLC | 2,397 | $297.2K | 0.20% | 00.0% | Unchanged |
| New World Advisors LLC | 2,394 | $296.9K | 0.06% | −2,357−49.6% | Reduced |
| QVR LLC | 2,391 | $296.5K | 0.30% | +2,391 | New |
| Visionary Horizons, LLC | 2,388 | $296.1K | 0.19% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,383 | $295.5K | 0.11% | +282+13.4% | Added |
| Darden Wealth Group Inc | 2,381 | $295.3K | 0.18% | −50−2.1% | Reduced |
| First Citizens Financial Corp | 2,379 | $295.0K | 0.16% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,376 | $294.7K | 0.20% | +100+4.4% | Added |
| Claris Advisors, LLC | 2,374 | $294.4K | 0.10% | +2,374 | New |
| Fortis Group Advisors, LLC | 2,453 | $294.0K | 0.05% | −23−0.9% | Reduced |
| Facet Wealth, Inc. | 2,464 | $293.5K | 0.01% | +2,464 | New |
| Adamsbrown Wealth Consultants LLC | 2,365 | $293.3K | 0.09% | +20+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,355 | $292.0K | 0.04% | −31,783−93.1% | Reduced |
| Richmond Investment Services, LLC | 2,354 | $291.9K | 0.06% | +2,354 | New |
| Austin Wealth Management, LLC | 2,450 | $291.8K | 0.05% | +2,450 | New |
| Retireful, LLC | 2,351 | $291.5K | 0.20% | +2,351 | New |
| Morton Brown Family Wealth, LLC | 2,344 | $290.7K | 0.09% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,344 | $290.7K | 0.14% | +165+7.6% | Added |
| Redwood Financial Network Corp | 2,344 | $290.6K | 0.20% | −52−2.2% | Reduced |
| Summit Wealth Group LLC | 2,341 | $290.3K | 0.07% | +2,341 | New |
| Unique Wealth, LLC | 2,338 | $289.9K | 0.05% | +7+0.3% | Added |
| Tranquilli Financial Advisor LLC | 2,337 | $289.8K | 0.18% | +98+4.4% | Added |
| waypoint wealth counsel | 2,336 | $289.7K | 0.14% | −332−12.4% | Reduced |
| Collaborative Wealth Managment Inc. | 2,335 | $289.6K | 0.13% | −25−1.1% | Reduced |
| Latko Wealth Management, Ltd. | 2,331 | $289.0K | 0.16% | +120+5.4% | Added |