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; 2,948 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, Q3 2025
Institutional positions in Walt Disney Co as of Sep 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
- 3,082
- −70 vs. Q2 2025
- Shares held
- 1.30B
- +11.3M (+0.9%) vs. Q2 2025
- Total value
- $148.5B
- −$10.7B (−6.7%) vs. Q2 2025
- New holders
- 152
- 1,143 more added
- Sold out
- 222
- 1,434 more reduced
57 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,179 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,298 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 5,672 | $649.5K | 0.13% | −361−6.0% | Reduced |
| Lakeshore Capital Group, Inc. | 5,674 | $649.7K | 0.52% | +105+1.9% | Added |
| Mission Creek Capital Partners, Inc. | 7,337 | $650.9K | 0.13% | −271−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,691 | $651.6K | 0.08% | −12−0.2% | Reduced |
| National Wealth Management Group, LLC | 5,697 | $652.3K | 0.25% | +589+11.5% | Added |
| Athena Investment Management | 5,711 | $653.9K | 0.34% | −36−0.6% | Reduced |
| Vance Wealth, Inc. | 5,713 | $654.1K | 0.20% | −593−9.4% | Reduced |
| South Plains Financial, Inc. | 5,719 | $654.8K | 0.41% | −1,054−15.6% | Reduced |
| Wealth Management Associates, Inc. | 5,725 | $655.6K | 0.23% | +421+7.9% | Added |
| Westside Investment Management, Inc. | 5,736 | $656.0K | 0.10% | +488+9.3% | Added |
| Clarity Wealth Advisors, LLC | 5,742 | $657.5K | 0.14% | −140−2.4% | Reduced |
| Ridgewood Investments LLC | 5,743 | $657.5K | 0.28% | +172+3.1% | Added |
| Tran Capital Management, L.P. | 5,787 | $662.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,787 | $662.6K | 0.20% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 5,800 | $664.1K | 0.16% | −220−3.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,810 | $665.2K | 0.16% | +3,740+180.7% | Added |
| Crawford Investment Counsel Inc | 5,814 | $665.7K | 0.01% | −459−7.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 5,820 | $666.5K | 0.25% | +254+4.6% | Added |
| Liberty Capital Management, Inc. | 5,836 | $668.2K | 0.13% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,860 | $671.0K | 0.06% | 00.0% | Unchanged |
| Norway Savings Bank | 5,865 | $671.5K | 0.32% | −70−1.2% | Reduced |
| Diversified Enterprises, LLC | 5,888 | $674.2K | 0.05% | −171−2.8% | Reduced |
| Retirement Planning Group | 5,889 | $674.3K | 0.02% | +554+10.4% | Added |
| Wealth Advisory Solutions, LLC | 5,897 | $675.2K | 0.16% | −37−0.6% | Reduced |
| Financial Advisory Corp | 5,907 | $676.0K | 0.19% | +102+1.8% | Added |
| Oxford Financial Group Ltd | 5,924 | $678.3K | 0.04% | +621+11.7% | Added |
| Tower Trust & Investment Co | 5,926 | $678.5K | 0.46% | −22−0.4% | Reduced |
| DecisionMap Wealth Management, LLC | 5,927 | $678.6K | 0.44% | +72+1.2% | Added |
| Safeguard Investment Advisory Group, LLC | 5,935 | $679.6K | 0.17% | +186+3.2% | Added |
| Cornerstone Advisory, LLC | 5,952 | $681.5K | 0.07% | +62+1.1% | Added |
| Vista Investment Partners II, LLC | 5,962 | $682.7K | 0.32% | −80−1.3% | Reduced |
| Platform Technology Partners | 5,968 | $683.4K | 0.16% | −298−4.8% | Reduced |
| Financial Sense Advisors, Inc. | 5,981 | $684.9K | 0.13% | −307−4.9% | Reduced |
| Sippican Capital Advisors | 5,992 | $686.1K | 0.45% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 5,545 | $687.6K | 0.11% | −1,048−15.9% | Reduced |
| Orrstown Financial Services Inc | 6,009 | $688.0K | 0.12% | +277+4.8% | Added |
| Landaas & Co | 6,039 | $691.0K | 0.16% | +4+0.1% | Added |
| Oxler Private Wealth LLC | 6,043 | $691.9K | 0.20% | −61−1.0% | Reduced |
| Hedges Asset Management LLC | 6,050 | $692.7K | 0.53% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,053 | $693.1K | 0.09% | −162−2.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 6,058 | $693.6K | 0.29% | +10.0% | Added |
| Woodline Partners LP | 6,074 | $695.5K | 0.00% | −188,387−96.9% | Reduced |
| Simon Quick Advisors, LLC | 6,084 | $696.6K | 0.03% | +1,070+21.3% | Added |
| Pictet & Cie (Europe) SA | 6,100 | $698.5K | 0.01% | −2,411−28.3% | Reduced |
| Global Financial Private Client, LLC | 6,101 | $698.6K | 0.25% | −242−3.8% | Reduced |
| Addison Advisors LLC | 6,113 | $699.9K | 0.16% | −369−5.7% | Reduced |
| Tyche Wealth Partners LLC | 6,118 | $700.6K | 0.12% | −18−0.3% | Reduced |
| Apollon Financial, LLC | 6,140 | $703.0K | 0.12% | +54+0.9% | Added |
| MCF Advisors LLC | 6,146 | $703.8K | 0.04% | +791+14.8% | Added |
| Saranac Partners Ltd | 6,154 | $704.6K | 0.13% | +1,468+31.3% | Added |
| TigerOak Management, L.L.C. | 6,166 | $706.0K | 0.22% | −379−5.8% | Reduced |
| Shum Financial Group, Inc. | 6,167 | $706.1K | 0.53% | +6,167 | New |
| Key Financial Inc | 6,257 | $706.7K | 0.13% | −1,621−20.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,173 | $706.8K | 0.07% | −74−1.2% | Reduced |
| Zevenbergen Capital Investments LLC | 6,183 | $708.0K | 0.01% | +375+6.5% | Added |
| Accurate Wealth Management, LLC | 6,386 | $709.9K | 0.09% | +185+3.0% | Added |
| 44 Wealth Management LLC | 6,220 | $712.2K | 0.24% | −2,653−29.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,223 | $712.6K | 0.05% | −100−1.6% | Reduced |
| Kathmere Capital Management, LLC | 6,239 | $714.4K | 0.05% | +307+5.2% | Added |
| Quadcap Wealth Management, LLC | 6,242 | $714.6K | 0.08% | −507−7.5% | Reduced |
| H&H Retirement Design & Management INC | 6,369 | $714.9K | 0.38% | +171+2.8% | Added |
| SGL Investment Advisors, Inc. | 6,379 | $715.2K | 0.30% | +3,426+116.0% | Added |
| Corundum Group, Inc. | 6,247 | $715.3K | 0.29% | −693−10.0% | Reduced |
| Alhambra Investment Partners LLC | 6,249 | $715.5K | 0.34% | +180+3.0% | Added |
| Catalyst Financial Partners LLC | 6,250 | $715.6K | 0.09% | +384+6.5% | Added |
| ZWJ Investment Counsel Inc | 6,268 | $717.7K | 0.03% | −167−2.6% | Reduced |
| Barton Investment Management | 6,289 | $720.1K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,294 | $720.7K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,299 | $721.3K | 0.05% | +58+0.9% | Added |
| Prentice Wealth Management LLC | 6,312 | $722.7K | 0.18% | −97−1.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,315 | $723.1K | 0.24% | −1,060−14.4% | Reduced |
| AdvisorNet Financial, Inc | 6,322 | $723.9K | 0.04% | −51−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 6,335 | $725.4K | 0.03% | −553−8.0% | Reduced |
| Heartland Bank & Trust Co | 6,340 | $725.9K | 0.30% | +6,340 | New |
| Intellus Advisors LLC | 6,350 | $727.1K | 0.10% | +292+4.8% | Added |
| Zacks Investment Management | 6,349 | $727.1K | 0.01% | +381+6.4% | Added |
| Interchange Capital Partners, LLC | 6,366 | $728.9K | 0.14% | +693+12.2% | Added |
| PCG Asset Management, LLC | 6,405 | $733.4K | 0.59% | −176−2.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,435 | $736.8K | 0.14% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,447 | $738.2K | 0.21% | −32−0.5% | Reduced |
| Quent Capital, LLC | 6,460 | $739.7K | 0.06% | −15−0.2% | Reduced |
| Baldwin Brothers Inc | 6,474 | $741.3K | 0.05% | −36−0.6% | Reduced |
| Coppell Advisory Solutions LLC | 6,463 | $741.8K | 0.08% | +1,126+21.1% | Added |
| Old Port Advisors | 6,480 | $742.0K | 0.19% | −133−2.0% | Reduced |
| Creekmur Asset Management LLC | 6,519 | $746.5K | 0.12% | −2,450−27.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,520 | $746.5K | 0.31% | +192+3.0% | Added |
| 1620 Investment Advisors, Inc. | 6,523 | $746.9K | 0.51% | +259+4.1% | Added |
| Thoroughbred Financial Services, LLC | 6,527 | $747.0K | 0.05% | +131+2.0% | Added |
| Access Investment Management LLC | 6,527 | $747.3K | 0.20% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 6,653 | $749.3K | 0.44% | +3,701+125.4% | Added |
| Trillium Asset Management, LLC | 6,549 | $750.0K | 0.02% | +72+1.1% | Added |
| Trust Point Inc. | 6,598 | $755.5K | 0.06% | −434−6.2% | Reduced |
| Brookwood Investment Group LLC | 6,611 | $757.0K | 0.10% | −951−12.6% | Reduced |
| St. Johns Investment Management Company, LLC | 6,625 | $758.6K | 0.32% | +385+6.2% | Added |
| Gryphon Financial Partners LLC | 6,626 | $758.7K | 0.09% | +1,206+22.3% | Added |
| Cassaday & Co Wealth Management LLC | 6,633 | $759.5K | 0.02% | +71+1.1% | Added |
| Chatham Capital Group, Inc. | 6,636 | $759.8K | 0.11% | 00.0% | Unchanged |
| World Equity Group, Inc. | 6,636 | $759.9K | 0.17% | +561+9.2% | Added |
| Sachetta, LLC | 6,638 | $760.1K | 0.28% | −235−3.4% | Reduced |
| Weaver Consulting Group | 6,647 | $761.1K | 0.19% | +41+0.6% | Added |