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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 1,632 | $202.4K | 0.07% | +1,632 | New |
| Napa Wealth Management | 1,630 | $202.1K | 0.10% | −13,895−89.5% | Reduced |
| Sharp Financial Services, LLC | 1,630 | $202.1K | 0.13% | +1,630 | New |
| Ade, LLC | 1,629 | $202.0K | 0.11% | +1,629 | New |
| Sunbeam Capital Management, LLC | 1,629 | $202.0K | 0.15% | +1,629 | New |
| Channel Wealth LLC | 1,628 | $201.9K | 0.06% | +1,628 | New |
| Arcus Capital Partners, LLC | 1,628 | $201.9K | 0.09% | +1,628 | New |
| Prosperity Financial Group, Inc. | 1,627 | $201.7K | 0.09% | +1,627 | New |
| MKT Advisors LLC | 1,630 | $201.3K | 0.08% | +1,630 | New |
| Sprinkle Financial Consultants LLC | 1,622 | $201.2K | 0.12% | +1,622 | New |
| Horizon Bancorp Inc | 1,618 | $201.0K | 0.10% | −13−0.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 1,618 | $200.7K | 0.12% | −133−7.6% | Reduced |
| Vantage Point Financial LLC | 1,618 | $200.6K | 0.09% | +1,618 | New |
| North Dallas Bank & Trust Co | 1,616 | $200.4K | 0.15% | +1,616 | New |
| AGH Wealth Advisors, LLC | 1,616 | $200.4K | 0.17% | +1,616 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,613 | $200.0K | 0.00% | −3,404−67.8% | Reduced |
| DT Investment Partners, LLC | 1,600 | $198.4K | 0.02% | −5−0.3% | Reduced |
| Tortoise Investment Management, LLC | 1,540 | $191.0K | 0.02% | −310−16.8% | Reduced |
| Trifecta Capital Advisors, LLC | 1,539 | $190.9K | 0.03% | −1−0.1% | Reduced |
| Johnson Financial Group, Inc. | 1,527 | $189.4K | 0.01% | −2,848−65.1% | Reduced |
| Sherman Asset Management, Inc. | 1,527 | $189.4K | 0.17% | −705−31.6% | Reduced |
| Atwood & Palmer Inc | 1,524 | $189.0K | 0.01% | −146−8.7% | Reduced |
| Wood Tarver Financial Group, LLC | 1,526 | $189.0K | 0.06% | +29+1.9% | Added |
| GW&K Investment Management, LLC | 1,518 | $188.0K | 0.00% | +419+38.1% | Added |
| Keener Financial Planning LLC | 1,505 | $186.0K | 0.09% | +1,500+30,000.0% | Added |
| Pittenger & Anderson Inc | 1,498 | $185.8K | 0.01% | −64,605−97.7% | Reduced |
| Atticus Wealth Management, LLC | 1,496 | $185.5K | 0.05% | −113−7.0% | Reduced |
| Consultiva Wealth Management, Corp. | 1,487 | $184.4K | 0.57% | 00.0% | Unchanged |
| Lipe & Dalton | 1,480 | $184.0K | 0.10% | −200−11.9% | Reduced |
| Hurley Capital, LLC | 1,463 | $181.5K | 0.13% | −35−2.3% | Reduced |
| Private Wealth Management Group, LLC | 1,460 | $181.0K | 0.06% | −10−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,462 | $181.0K | 0.01% | +1,379+1,661.4% | Added |
| Tower View Investment Management & Research LLC | 1,442 | $178.8K | 0.09% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,440 | $178.6K | 0.03% | +429+42.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,438 | $178.0K | 0.00% | −1,650−53.4% | Reduced |
| Curat Global, LLC | 1,435 | $178.0K | 0.17% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,474 | $177.7K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,416 | $175.7K | 0.05% | +395+38.7% | Added |
| PrairieView Partners, LLC | 1,414 | $175.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,405 | $174.2K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,375 | $171.0K | 0.05% | −417−23.3% | Reduced |
| Darwin Advisors, LLC | 1,378 | $170.9K | 0.06% | −286−17.2% | Reduced |
| HighMark Wealth Management LLC | 1,354 | $167.9K | 0.08% | −92−6.4% | Reduced |
| Delos Wealth Advisors, LLC | 1,338 | $165.9K | 0.13% | +1,338 | New |
| Cohen & Steers, Inc. | 1,300 | $161.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,288 | $159.7K | 0.10% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,281 | $158.9K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,340 | $158.6K | 0.03% | −285−17.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,278 | $158.4K | 0.01% | +220+20.8% | Added |
| Financial Connections Group, Inc. | 1,261 | $156.0K | 0.06% | +500+65.7% | Added |
| NBZ Investment Advisors LLC | 1,221 | $151.4K | 0.09% | −167−12.0% | Reduced |
| Maryland Capital Advisors Inc. | 1,216 | $150.8K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,208 | $149.9K | 0.07% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,191 | $147.7K | 0.06% | −175−12.8% | Reduced |
| Accredited Wealth Management, LLC | 1,186 | $147.1K | 0.12% | −275−18.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,182 | $146.3K | 0.06% | −231−16.3% | Reduced |
| AllSquare Wealth Management LLC | 1,170 | $145.1K | 0.08% | +46+4.1% | Added |
| NewSquare Capital LLC | 1,165 | $144.5K | 0.01% | +625+115.7% | Added |
| Pinney & Scofield, Inc. | 1,158 | $143.6K | 0.10% | +188+19.4% | Added |
| Bruce G. Allen Investments, LLC | 1,123 | $139.3K | 0.11% | +94+9.1% | Added |
| Riggs Asset Managment Co. Inc. | 1,112 | $137.9K | 0.03% | +57+5.4% | Added |
| True Wealth Design, LLC | 1,109 | $137.5K | 0.05% | +94+9.3% | Added |
| IAG Wealth Partners, LLC | 1,104 | $136.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,093 | $135.5K | 0.03% | −221−16.8% | Reduced |
| Hopwood Financial Services, Inc. | 1,085 | $134.6K | 0.11% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 1,075 | $133.4K | 0.07% | −10−0.9% | Reduced |
| West Branch Capital LLC | 1,062 | $131.7K | 0.04% | +1,042+5,210.0% | Added |
| Gleason Group, Inc. | 1,057 | $131.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,026 | $127.2K | 0.05% | −32−3.0% | Reduced |
| Richardson Financial Services Inc. | 1,029 | $127.1K | 0.09% | −5,388−84.0% | Reduced |
| Tidemark, LLC | 1,019 | $126.4K | 0.04% | −141−12.2% | Reduced |
| Avion Wealth | 1,020 | $126.0K | 0.03% | −2−0.2% | Reduced |
| MorganRosel Wealth Management, LLC | 1,007 | $124.9K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,002 | $124.3K | 0.09% | −6−0.6% | Reduced |
| Chesapeake Asset Management LLC | 983 | $122.0K | 0.11% | −47−4.6% | Reduced |
| Pandora Wealth, Inc. | 982 | $121.8K | 0.07% | −1−0.1% | Reduced |
| TruNorth Capital Management, LLC | 979 | $121.4K | 0.03% | −1,069−52.2% | Reduced |
| Financial Management Professionals, Inc. | 969 | $120.7K | 0.01% | −15−1.5% | Reduced |
| PFS Partners, LLC | 963 | $119.4K | 0.06% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 935 | $116.0K | 0.10% | −4,950−84.1% | Reduced |
| Raffa Wealth Management, LLC | 935 | $115.9K | 0.02% | +327+53.8% | Added |
| Ramirez Asset Management, Inc. | 900 | $111.6K | 0.02% | +100+12.5% | Added |
| Quarry LP | 898 | $111.4K | 0.03% | −1,070−54.4% | Reduced |
| Rakuten Securities, Inc. | 877 | $108.8K | 0.04% | +35+4.2% | Added |
| Core Alternative Capital | 869 | $107.8K | 0.03% | +327+60.3% | Added |
| Ogorek Anthony Joseph | 855 | $106.0K | 0.03% | +71+9.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 838 | $103.9K | 0.06% | 00.0% | Unchanged |
| WealthCollab, LLC | 832 | $103.2K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 826 | $102.0K | 0.02% | −1,174−58.7% | Reduced |
| Clarity Asset Management, Inc. | 815 | $101.1K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 815 | $101.0K | 0.02% | −37−4.3% | Reduced |
| Banque Transatlantique SA | 800 | $99.5K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 800 | $99.2K | 0.09% | 00.0% | Unchanged |
| Bank & Trust Co | 792 | $98.2K | 0.08% | 00.0% | Unchanged |
| Centennial Bank | 783 | $97.1K | 0.04% | −1,500−65.7% | Reduced |
| Headlands Technologies LLC | 772 | $95.7K | 0.01% | −29,882−97.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 961 | $94.9K | 0.04% | +961 | New |
| Investment Research & Advisory Group, Inc. | 763 | $94.6K | 0.04% | +374+96.1% | Added |
| Ritter Daniher Financial Advisory LLC | 743 | $92.2K | 0.02% | +300+67.7% | Added |
| WFA of San Diego, LLC | 740 | $91.8K | 0.07% | +740 | New |