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
- 3,083
- −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
- 1,435 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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 2,548 | $292.0K | 0.02% | −227−8.2% | Reduced |
| Affiance Financial, LLC | 2,550 | $292.0K | 0.05% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 2,614 | $292.7K | 0.21% | −11−0.4% | Reduced |
| Whipplewood Advisors, LLC | 2,563 | $293.5K | 0.19% | −794−23.7% | Reduced |
| Centerpoint Advisors, LLC | 2,569 | $294.0K | 0.09% | +158+6.6% | Added |
| Fortitude Family Office, LLC | 2,569 | $294.2K | 0.08% | −28−1.1% | Reduced |
| Sierra Ocean, LLC | 2,570 | $294.3K | 0.25% | −507−16.5% | Reduced |
| Claris Advisors, LLC | 2,374 | $294.4K | 0.10% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,581 | $295.5K | 0.00% | +2,581 | New |
| Quest Investment Management LLC | 2,582 | $295.6K | 0.03% | +22+0.9% | Added |
| Ackerman Capital Advisors, LLC | 2,583 | $295.8K | 0.06% | 00.0% | Unchanged |
| Trust Co of the South | 2,586 | $296.1K | 0.05% | +151+6.2% | Added |
| Quantum Financial Advisors, LLC | 2,587 | $296.2K | 0.04% | +319+14.1% | Added |
| MBL Wealth, LLC | 2,595 | $297.1K | 0.03% | +19+0.7% | Added |
| Wharton Business Group, LLC | 2,598 | $297.5K | 0.01% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,599 | $297.9K | 0.07% | +2,599 | New |
| Wealth Effects LLC | 2,605 | $298.3K | 0.10% | −70−2.6% | Reduced |
| New England Capital Financial Advisors LLC | 2,607 | $298.5K | 0.13% | +4+0.2% | Added |
| Insight Advisors, LLC | 2,607 | $298.6K | 0.05% | −40−1.5% | Reduced |
| Second Line Capital, LLC | 2,608 | $298.6K | 0.06% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 2,611 | $299.0K | 0.22% | +2,611 | New |
| RWM Asset Management, LLC | 2,611 | $299.0K | 0.04% | −254−8.9% | Reduced |
| Castle Rock Wealth Management, LLC | 2,667 | $299.0K | 0.07% | −137−4.9% | Reduced |
| RDA Financial Network | 2,612 | $299.1K | 0.07% | −50−1.9% | Reduced |
| Centerline Wealth Advisors, LLC | 2,613 | $299.2K | 0.13% | +354+15.7% | Added |
| Occidental Asset Management, LLC | 2,614 | $299.3K | 0.04% | −222−7.8% | Reduced |
| Wellspring Financial Advisors, LLC | 2,615 | $299.4K | 0.03% | −65−2.4% | Reduced |
| Convergence Investment Partners, LLC | 2,619 | $299.9K | 0.07% | +27+1.0% | Added |
| Osterweis Capital Management Inc | 2,620 | $300.0K | 0.01% | −345−11.6% | Reduced |
| Annex Advisory Services, LLC | 2,626 | $300.7K | 0.01% | −2,019−43.5% | Reduced |
| Brookmont Capital Management | 2,628 | $301.0K | 0.17% | +313+13.5% | Added |
| Collaborative Wealth Managment Inc. | 2,633 | $301.5K | 0.12% | +298+12.8% | Added |
| Redwood Wealth Management Group, LLC | 2,633 | $301.5K | 0.13% | −426−13.9% | Reduced |
| Dixon Fnancial Services, Inc. | 2,633 | $301.5K | 0.14% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 2,634 | $301.6K | 0.20% | −640−19.5% | Reduced |
| Paul Damon & Associates, Inc. | 2,635 | $301.7K | 0.14% | +160+6.5% | Added |
| ProVise Management Group, LLC | 2,644 | $302.7K | 0.02% | −77−2.8% | Reduced |
| Prostatis Group LLC | 2,644 | $302.8K | 0.08% | −5−0.2% | Reduced |
| Avenir Corp | 2,646 | $303.0K | 0.03% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 2,646 | $303.0K | 0.30% | 00.0% | Unchanged |
| New World Advisors LLC | 2,648 | $303.2K | 0.06% | +254+10.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,649 | $303.3K | 0.08% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 2,650 | $303.4K | 0.10% | −981−27.0% | Reduced |
| Friday Financial | 2,655 | $304.0K | 0.13% | +4+0.2% | Added |
| Latitude Advisors, LLC | 2,658 | $304.4K | 0.14% | −223−7.7% | Reduced |
| Ethos Financial Group, LLC | 2,662 | $304.8K | 0.02% | −419−13.6% | Reduced |
| Versor Investments LP | 2,665 | $305.1K | 0.06% | −14,200−84.2% | Reduced |
| LeConte Wealth Management, LLC | 2,665 | $305.1K | 0.20% | −320−10.7% | Reduced |
| Dodds Wealth, LLC | 2,668 | $305.5K | 0.08% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 2,670 | $305.7K | 0.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,677 | $306.5K | 0.03% | +54+2.1% | Added |
| Sunflower Bank, N.A. | 2,680 | $306.9K | 0.07% | −105−3.8% | Reduced |
| Sage Investment Counsel LLC | 2,681 | $307.0K | 0.34% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,684 | $307.3K | 0.05% | −8,768−76.6% | Reduced |
| Embree Financial Group | 2,687 | $307.7K | 0.04% | −390−12.7% | Reduced |
| Fortis Capital Advisors, LLC | 2,702 | $309.4K | 0.05% | −9−0.3% | Reduced |
| Castleview Partners, LLC | 2,706 | $309.8K | 0.17% | −327−10.8% | Reduced |
| Cooper/Haims Advisors, LLC | 2,709 | $310.1K | 0.14% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 2,709 | $310.2K | 0.18% | −46−1.7% | Reduced |
| Accel Wealth Management | 2,714 | $310.7K | 0.09% | −850−23.8% | Reduced |
| Humankind Investments LLC | 2,716 | $311.0K | 0.07% | +44+1.6% | Added |
| Hill Island Financial LLC | 2,727 | $312.2K | 0.08% | −82−2.9% | Reduced |
| Marathon Capital Management | 2,728 | $312.4K | 0.07% | −310−10.2% | Reduced |
| CFM Wealth Partners LLC | 2,732 | $312.8K | 0.05% | +10.0% | Added |
| Spinnaker Trust | 2,739 | $313.6K | 0.02% | −305−10.0% | Reduced |
| DMG Group, LLC | 2,742 | $314.0K | 0.22% | +438+19.0% | Added |
| Bond & Devick Financial Network, Inc. | 2,748 | $314.6K | 0.09% | +528+23.8% | Added |
| Tradewinds Capital Management, LLC | 2,753 | $315.2K | 0.07% | −10.0% | Reduced |
| Progressive Investment Management Corp | 2,757 | $315.7K | 0.08% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,757 | $315.7K | 0.07% | +2,747+27,470.0% | Added |
| Oak Hill Wealth Advisors, LLC | 2,757 | $315.7K | 0.06% | −85−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 2,763 | $316.0K | 0.04% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,757 | $316.0K | 0.12% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,762 | $316.2K | 0.04% | 00.0% | Unchanged |
| Gerber, LLC | 2,767 | $316.8K | 0.20% | −43−1.5% | Reduced |
| 626 Financial, LLC | 2,768 | $316.9K | 0.14% | +13+0.5% | Added |
| Eagle Strategies LLC | 2,768 | $317.0K | 0.04% | +784+39.5% | Added |
| Meridian Investment Counsel Inc. | 2,771 | $317.3K | 0.08% | −66−2.3% | Reduced |
| Argentarii, LLC | 2,774 | $317.6K | 0.14% | +690+33.1% | Added |
| SJS Investment Consulting Inc. | 2,775 | $317.8K | 0.04% | +937+51.0% | Added |
| North Capital, Inc. | 2,778 | $318.1K | 0.25% | +170+6.5% | Added |
| 4WEALTH Advisors, Inc. | 2,781 | $318.4K | 0.29% | −73−2.6% | Reduced |
| Per Stirling Capital Management, LLC. | 2,781 | $318.4K | 0.04% | +7+0.3% | Added |
| Maple Capital Management, Inc. | 2,781 | $318.4K | 0.02% | −65−2.3% | Reduced |
| Gries Financial LLC | 2,791 | $319.6K | 0.05% | +671+31.7% | Added |
| Dudley Capital Management, LLC | 2,798 | $320.4K | 0.14% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,802 | $320.9K | 0.02% | −107−3.7% | Reduced |
| Keebeck Wealth Management, LLC | 2,808 | $321.5K | 0.04% | +102+3.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,808 | $321.5K | 0.08% | +11+0.4% | Added |
| Financial Freedom, LLC | 2,811 | $321.8K | 0.16% | +2+0.1% | Added |
| VisionPoint Advisory Group, LLC | 2,811 | $321.9K | 0.06% | +43+1.6% | Added |
| ZRC Wealth Management, LLC | 2,816 | $322.4K | 0.12% | +127+4.7% | Added |
| Costello Asset Management, INC | 2,822 | $323.2K | 0.11% | +36+1.3% | Added |
| Renaissance Group LLC | 2,825 | $323.5K | 0.01% | +2,825 | New |
| CMG Global Holdings, LLC | 2,897 | $323.6K | 0.16% | +50+1.8% | Added |
| Viawealth, LLC | 2,828 | $323.8K | 0.18% | −577−16.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,833 | $324.3K | 0.03% | −39−1.4% | Reduced |
| American Trust | 2,837 | $324.8K | 0.03% | +875+44.6% | Added |
| Burns Matteson Capital Management, LLC | 2,838 | $325.0K | 0.14% | +2,838 | New |
| Finer Wealth Management, Inc. | 2,839 | $325.1K | 0.16% | 00.0% | Unchanged |