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, 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 | 2,948 | $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, 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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 2,608 | $298.7K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,626 | $298.8K | 0.04% | −648−19.8% | Reduced |
| First Commonwealth Financial Corp | 2,631 | $299.3K | 0.05% | −1,389−34.6% | Reduced |
| Dixon Fnancial Services, Inc. | 2,633 | $299.6K | 0.13% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,635 | $299.8K | 0.06% | −118−4.3% | Reduced |
| RWM Asset Management, LLC | 2,695 | $300.0K | 0.03% | +84+3.2% | Added |
| Meriwether Wealth & Planning, LLC | 2,639 | $300.2K | 0.17% | −70−2.6% | Reduced |
| Dudley Capital Management, LLC | 2,645 | $300.9K | 0.13% | −153−5.5% | Reduced |
| Avenir Corp | 2,646 | $301.0K | 0.03% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,649 | $301.4K | 0.08% | 00.0% | Unchanged |
| Friday Financial | 2,655 | $302.1K | 0.11% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,660 | $302.6K | 0.11% | −156−5.5% | Reduced |
| LongView Wealth Management | 2,683 | $302.6K | 0.07% | −161−5.7% | Reduced |
| ProVise Management Group, LLC | 2,666 | $303.3K | 0.02% | +22+0.8% | Added |
| Dodds Wealth, LLC | 2,668 | $303.6K | 0.07% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,670 | $303.7K | 0.03% | −497−15.7% | Reduced |
| Core Alternative Capital | 2,672 | $304.0K | 0.08% | +1,785+201.2% | Added |
| Sage Investment Counsel LLC | 2,681 | $305.0K | 0.34% | 00.0% | Unchanged |
| BFSG, LLC | 2,684 | $305.3K | 0.03% | −69,243−96.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,670 | $305.9K | 0.09% | +618+30.1% | Added |
| Abacus Wealth Partners, LLC | 2,696 | $306.8K | 0.03% | +646+31.5% | Added |
| Coquina Private Wealth LLC | 2,697 | $306.9K | 0.25% | +2,697 | New |
| Castleview Partners, LLC | 2,704 | $307.6K | 0.15% | −2−0.1% | Reduced |
| Hill Island Financial LLC | 2,705 | $307.7K | 0.07% | −22−0.8% | Reduced |
| Chelsea Counsel Co | 2,695 | $308.4K | 0.13% | −219−7.5% | Reduced |
| Costello Asset Management, INC | 2,716 | $308.9K | 0.10% | −106−3.8% | Reduced |
| Rayburn West Financial Services LLC | 2,717 | $309.2K | 0.19% | +2,717 | New |
| CMG Global Holdings, LLC | 2,895 | $309.9K | 0.14% | −2−0.1% | Reduced |
| Marathon Capital Management | 2,728 | $310.4K | 0.07% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 2,730 | $310.6K | 0.27% | −51−1.8% | Reduced |
| CFM Wealth Partners LLC | 2,732 | $310.8K | 0.04% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,734 | $311.0K | 0.18% | +191+7.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,717 | $311.3K | 0.05% | +2,717 | New |
| Eagle Strategies LLC | 2,740 | $311.7K | 0.04% | −28−1.0% | Reduced |
| Blue Fin Capital, Inc. | 2,742 | $311.9K | 0.05% | −167−5.7% | Reduced |
| Lansing Street Advisors | 2,728 | $312.4K | 0.08% | −296−9.8% | Reduced |
| Wealth Effects LLC | 2,755 | $313.4K | 0.10% | +150+5.8% | Added |
| Progressive Investment Management Corp | 2,757 | $313.7K | 0.08% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,757 | $313.7K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,740 | $313.7K | 0.01% | −219−7.4% | Reduced |
| Rede Wealth, LLC | 2,758 | $313.8K | 0.11% | +2,758 | New |
| Wealthedge Investment Advisors, LLC | 2,766 | $314.7K | 0.12% | −106−3.7% | Reduced |
| Gerber, LLC | 2,767 | $314.8K | 0.18% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 2,768 | $314.9K | 0.19% | −305−9.9% | Reduced |
| Renaissance Group LLC | 2,769 | $315.0K | 0.01% | −56−2.0% | Reduced |
| Meridian Investment Counsel Inc. | 2,771 | $315.3K | 0.08% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 2,774 | $315.6K | 0.07% | −34−1.2% | Reduced |
| RPG Investment Advisory, LLC | 2,774 | $315.6K | 0.04% | −112−3.9% | Reduced |
| Per Stirling Capital Management, LLC. | 2,775 | $315.7K | 0.04% | −6−0.2% | Reduced |
| Wellspring Financial Advisors, LLC | 2,774 | $315.8K | 0.02% | +159+6.1% | Added |
| Stockman Wealth Management, Inc. | 2,776 | $315.8K | 0.04% | −482−14.8% | Reduced |
| LeConte Wealth Management, LLC | 2,776 | $315.8K | 0.21% | +111+4.2% | Added |
| Brave Asset Management Inc | 2,780 | $316.3K | 0.07% | −350−11.2% | Reduced |
| Trust Co of the South | 2,786 | $317.0K | 0.05% | +200+7.7% | Added |
| Quantum Financial Advisors, LLC | 2,793 | $317.8K | 0.04% | +206+8.0% | Added |
| New England Capital Financial Advisors LLC | 2,801 | $318.6K | 0.12% | +194+7.4% | Added |
| Charter Oak Capital Management, LLC | 2,807 | $319.3K | 0.02% | −26−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,808 | $319.4K | 0.07% | +1,725+159.3% | Added |
| Financial Freedom, LLC | 2,811 | $319.8K | 0.16% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,814 | $320.2K | 0.06% | +37+1.3% | Added |
| Sloy Dahl & Holst, LLC | 2,817 | $320.5K | 0.04% | −618−18.0% | Reduced |
| Sagewood Asset Management LP | 2,824 | $321.3K | 0.11% | +2,824 | New |
| King Wealth | 2,830 | $322.0K | 0.04% | −14−0.5% | Reduced |
| North Capital, Inc. | 2,832 | $322.2K | 0.28% | +54+1.9% | Added |
| Finer Wealth Management, Inc. | 2,833 | $322.3K | 0.16% | −6−0.2% | Reduced |
| Eagle Wealth Advisors LLC | 2,841 | $323.2K | 0.28% | +2,841 | New |
| Argentarii, LLC | 2,851 | $324.4K | 0.11% | +77+2.8% | Added |
| RBA Wealth Management, LLC | 2,853 | $324.5K | 0.11% | −18−0.6% | Reduced |
| Acropolis Investment Management, LLC | 2,853 | $324.6K | 0.01% | −192−6.3% | Reduced |
| MTM Investment Management, LLC | 2,858 | $325.1K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,869 | $326.0K | 0.04% | −12−0.4% | Reduced |
| Evanson Asset Management, LLC | 2,866 | $326.1K | 0.02% | 00.0% | Unchanged |
| Wallace Hart LLC | 2,868 | $326.3K | 0.24% | +2,868 | New |
| BlackDiamond Wealth Management Inc. | 3,053 | $327.1K | 0.16% | +181+6.3% | Added |
| EJMK Ventures LLC | 2,877 | $327.3K | 0.20% | +2,877 | New |
| Fortis Capital Advisors, LLC | 2,879 | $327.6K | 0.05% | +177+6.6% | Added |
| DDFG, Inc | 2,882 | $327.9K | 0.07% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,883 | $328.0K | 0.09% | −3,753−56.6% | Reduced |
| S Harris Financial Group, LLC | 2,884 | $328.1K | 0.31% | +2,884 | New |
| Mindset Wealth Management, LLC | 2,889 | $328.7K | 0.09% | −193−6.3% | Reduced |
| CLG LLC | 2,895 | $329.3K | 0.08% | −325−10.1% | Reduced |
| SNS Financial Group, LLC | 2,883 | $330.1K | 0.03% | −386−11.8% | Reduced |
| GSG Advisors LLC | 2,907 | $330.8K | 0.09% | +18+0.6% | Added |
| Fortress Financial Group, LLC | 2,908 | $330.8K | 0.24% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,910 | $331.1K | 0.07% | −507−14.8% | Reduced |
| Commonwealth Financial Services, LLC | 2,915 | $331.6K | 0.05% | +23+0.8% | Added |
| Annex Advisory Services, LLC | 2,931 | $333.4K | 0.01% | +305+11.6% | Added |
| Security Financial Services, INC. | 2,931 | $333.5K | 0.05% | −608−17.2% | Reduced |
| LRI Investments, LLC | 2,935 | $333.9K | 0.03% | −266−8.3% | Reduced |
| Prostatis Group LLC | 2,941 | $334.6K | 0.08% | +297+11.2% | Added |
| Strategic Wealth Designers | 2,941 | $334.6K | 0.04% | −1,954−39.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,955 | $336.2K | 0.11% | −150−4.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,945 | $337.1K | 0.08% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,964 | $337.2K | 0.09% | −76−2.5% | Reduced |
| TSG Advice Partners, LLC | 2,967 | $337.6K | 0.05% | +2,967 | New |
| American Trust | 2,967 | $337.6K | 0.03% | +130+4.6% | Added |
| OMC Financial Services LTD | 2,969 | $337.8K | 0.13% | −261−8.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,984 | $338.1K | 0.13% | +1,227+69.8% | Added |
| Schmidt P J Investment Management Inc | 2,982 | $339.2K | 0.06% | −14−0.5% | Reduced |
| Sterling Wealth Management, Inc. | 2,982 | $339.3K | 0.10% | +10.0% | Added |