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; 2,947 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, Q4 2025
Institutional positions in Walt Disney Co as of Dec 31, 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
- 3,187
- +171 vs. Q3 2025
- Shares held
- 1.37B
- +74.4M (+5.8%) vs. Q3 2025
- Total value
- $151.4B
- +$3.24B (+2.2%) vs. Q3 2025
- New holders
- 353
- 983 more added
- Sold out
- 182
- 1,512 more reduced
67 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,947 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 149 | $17.1K | 0.01% | +1+0.7% | Added |
| Black Cypress Capital Management, LLC | 152 | $17.3K | 0.01% | −51−25.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 157 | $17.9K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 157 | $17.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 158 | $18.0K | 0.01% | +5+3.3% | Added |
| Bridge Generations Wealth Management LLC | 160 | $18.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 162 | $18.4K | 0.01% | +30+22.7% | Added |
| 1 North Wealth Services LLC | 165 | $18.8K | 0.01% | +125+312.5% | Added |
| SWAN Capital LLC | 166 | $18.8K | 0.01% | −3−1.8% | Reduced |
| Boyd Watterson Asset Management LLC | 170 | $19.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 173 | $19.7K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 172 | $19.8K | 0.02% | +172 | New |
| Evolution Wealth Management Inc. | 174 | $19.8K | 0.02% | +100+135.1% | Added |
| Arlington Trust Co LLC | 177 | $20.1K | 0.00% | −1,118−86.3% | Reduced |
| Marquette Asset Management, LLC | 181 | $20.6K | 0.00% | +14+8.4% | Added |
| Caitlin John, LLC | 183 | $20.8K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 20,820 | $20.8K | 0.01% | +20,820 | New |
| Fairscale Capital, LLC | 185 | $21.2K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 188 | $21.4K | 0.04% | +188 | New |
| Three Bearings Fiduciary Advisors, Inc. | 190 | $21.4K | 0.02% | +190 | New |
| Robinswood Financial LLC | 191 | $21.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 192 | $21.8K | 0.01% | +1+0.5% | Added |
| Collier Financial | 197 | $22.4K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 200 | $22.8K | 0.01% | −600−75.0% | Reduced |
| Advantage Trust Co | 200 | $22.8K | 0.01% | −80−28.6% | Reduced |
| IMA Wealth, Inc. | 200 | $22.9K | 0.00% | +41+25.8% | Added |
| Ankerstar Wealth, LLC | 208 | $23.8K | 0.02% | +208 | New |
| Clark Wealth Partners | 209 | $23.8K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 210 | $23.8K | 0.01% | −52−19.8% | Reduced |
| McIlrath & Eck, LLC | 212 | $24.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 212 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 213 | $24.2K | 0.04% | +16+8.1% | Added |
| Copeland Capital Management, LLC | 218 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 218 | $24.8K | 0.01% | −73−25.1% | Reduced |
| Compass Financial Services Inc | 219 | $24.9K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 220 | $25.0K | 0.00% | +220 | New |
| Merited Wealth, LLC | 223 | $25.4K | 0.02% | +223 | New |
| Curio Wealth, LLC | 223 | $25.5K | 0.01% | +117+110.4% | Added |
| Vermillion Wealth Management, Inc. | 225 | $25.6K | 0.01% | −208−48.0% | Reduced |
| Tacita Capital Inc | 225 | $25.6K | 0.01% | +92+69.2% | Added |
| Osbon Capital Management LLC | 229 | $26.0K | 0.02% | +229 | New |
| Sfam, LLC | 229 | $26.1K | 0.02% | +229 | New |
| Greenline Wealth Management LLC | 230 | $26.1K | 0.03% | +230 | New |
| Vega Investment Solutions | 230 | $26.2K | 0.00% | +230 | New |
| Granite FO LLC | 242 | $27.5K | 0.01% | −32−11.7% | Reduced |
| Mascoma Wealth Management LLC | 244 | $27.8K | 0.01% | −228−48.3% | Reduced |
| YANKCOM Partnership | 246 | $28.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 250 | $28.4K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 251 | $28.5K | 0.03% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 252 | $28.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 253 | $28.8K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 255 | $29.0K | 0.03% | +255 | New |
| Commonwealth Retirement Investments LLC | 255 | $29.0K | 0.01% | +255 | New |
| Glass Jacobson Investment Advisors llc | 262 | $29.8K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 262 | $29.8K | 0.01% | +262 | New |
| MJT & Associates Financial Advisory Group, Inc. | 267 | $30.4K | 0.02% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 295 | $32.1K | 0.01% | +295 | New |
| Sunrise Financial Services, LLC | 284 | $32.3K | 0.02% | +284 | New |
| WPG Advisers, LLC | 290 | $32.9K | 0.02% | −330−53.2% | Reduced |
| Contravisory Investment Management, Inc. | 300 | $34.1K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 301 | $34.2K | 0.01% | +50+19.9% | Added |
| Harbor Asset Planning, Inc. | 301 | $34.3K | 0.03% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 308 | $35.0K | 0.03% | −861−73.7% | Reduced |
| Gold Investment Management Ltd. | 308 | $35.0K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 314 | $35.8K | 0.02% | +314 | New |
| CKW Financial Group | 317 | $36.0K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 318 | $36.2K | 0.03% | −11−3.3% | Reduced |
| Eagle Bay Advisors LLC | 327 | $37.5K | 0.03% | +327 | New |
| Luken Investment Analytics, LLC | 335 | $38.1K | 0.02% | 00.0% | Unchanged |
| Fairway Wealth LLC | 336 | $38.2K | 0.01% | +10+3.1% | Added |
| Cedar Mountain Advisors, LLC | 343 | $39.0K | 0.01% | −27−7.3% | Reduced |
| McGuire Capital Advisors Inc | 350 | $39.8K | 0.03% | +350 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 353 | $40.2K | 0.03% | +353 | New |
| William B. Walkup & Associates, Inc. | 355 | $40.4K | 0.02% | +35+10.9% | Added |
| Kerr Financial Planning Corp | 389 | $41.0K | 0.06% | +300+337.1% | Added |
| Dogwood Wealth Management LLC | 362 | $41.2K | 0.02% | +83+29.7% | Added |
| Syntax Research, Inc. | 367 | $41.7K | 0.03% | −111−23.2% | Reduced |
| Redwood Park Advisors LLC | 377 | $42.8K | 0.03% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 385 | $43.8K | 0.03% | −2−0.5% | Reduced |
| Joseph Group Capital Management | 387 | $44.0K | 0.01% | +387 | New |
| Hoey Investments, Inc | 395 | $44.9K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 403 | $45.0K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 400 | $45.5K | 0.01% | −175−30.4% | Reduced |
| RMG Wealth Management LLC | 402 | $45.6K | 0.01% | +1+0.2% | Added |
| Graney & King, LLC | 402 | $45.7K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 400 | $46.4K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 410 | $46.6K | 0.03% | +410 | New |
| Cherry Tree Wealth Management, LLC | 411 | $46.8K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 412 | $46.9K | 0.02% | +400+3,333.3% | Added |
| Hager Investment Management Services, LLC | 412 | $46.9K | 0.03% | −395−48.9% | Reduced |
| Coston, McIsaac & Partners | 421 | $47.0K | 0.01% | +146+53.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 414 | $47.1K | 0.03% | −204−33.0% | Reduced |
| Olistico Wealth, LLC | 421 | $47.9K | 0.02% | +421 | New |
| Y.D. More Investments Ltd | 438 | $50.0K | 0.00% | −86−16.4% | Reduced |
| First PREMIER Bank | 439 | $50.0K | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 436 | $50.0K | 0.03% | +436 | New |
| United Financial Planning Group LLC | 449 | $51.1K | 0.03% | +55+14.0% | Added |
| Wolff Wiese Magana LLC | 455 | $51.7K | 0.03% | 00.0% | Unchanged |
| Summer Road LLC | 460 | $52.3K | 0.04% | +400+666.7% | Added |
| Lloyd Advisory Services, LLC. | 468 | $53.2K | 0.02% | +468 | New |