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, 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
- 3,186
- +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
- 1,511 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 | 2,949 | $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, 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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 3,306 | $376.1K | 0.11% | −5−0.2% | Reduced |
| TSFG, LLC | 3,304 | $376.0K | 0.06% | −21−0.6% | Reduced |
| Clearwater Capital Advisors, LLC | 3,304 | $375.8K | 0.03% | −152−4.4% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,303 | $375.8K | 0.14% | +12+0.4% | Added |
| CFS Investment Advisory Services, LLC | 3,302 | $375.7K | 0.03% | +1,337+68.0% | Added |
| waypoint wealth counsel | 3,298 | $375.3K | 0.14% | +1,034+45.7% | Added |
| LaSalle St. Investment Advisors, LLC | 3,296 | $375.0K | 0.06% | −104−3.1% | Reduced |
| Miller Financial Services LLC | 3,291 | $374.4K | 0.44% | −715−17.8% | Reduced |
| Signal Advisors Wealth, LLC | 3,288 | $374.1K | 0.03% | +251+8.3% | Added |
| Arq Wealth Advisors, LLC | 3,283 | $373.5K | 0.10% | −432−11.6% | Reduced |
| J. Derek Lewis & Associates Inc. | 3,273 | $372.4K | 0.09% | +3,273 | New |
| National Philanthropic Trust | 3,270 | $372.0K | 0.00% | +3,270 | New |
| Beverly Hills Private Wealth, LLC | 3,268 | $371.8K | 0.06% | −105−3.1% | Reduced |
| Valley Brook Capital Group | 3,264 | $371.3K | 0.25% | −225−6.4% | Reduced |
| Tannin Capital LLC | 3,257 | $370.5K | 0.33% | +3,257 | New |
| Resources Management Corp | 3,247 | $369.0K | 0.05% | −340−9.5% | Reduced |
| Foster & Motley Inc | 3,244 | $369.0K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,233 | $367.8K | 0.02% | −28−0.9% | Reduced |
| Triad Wealth Partners, LLC | 3,232 | $367.7K | 0.03% | +1,007+45.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,229 | $367.4K | 0.26% | −10−0.3% | Reduced |
| Drucker Wealth 3.0, LLC | 3,226 | $367.0K | 0.06% | −261−7.5% | Reduced |
| Range Advisory, LLC | 3,224 | $366.8K | 0.09% | +3,224 | New |
| Laraway Financial Inc | 3,222 | $366.5K | 0.24% | −200−5.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,213 | $365.5K | 0.15% | +147+4.8% | Added |
| Lodestar Private Asset Management LLC | 3,211 | $365.3K | 0.04% | −95−2.9% | Reduced |
| Convergence Financial, LLC | 3,211 | $365.3K | 0.05% | +102+3.3% | Added |
| Evergreen Wealth Partners LLC | 3,210 | $365.2K | 0.31% | +3,210 | New |
| Birch Financial Group, LLC | 3,201 | $364.1K | 0.21% | −21−0.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,201 | $364.1K | 0.07% | −123−3.7% | Reduced |
| Gemmer Asset Management LLC | 3,198 | $363.9K | 0.03% | −53−1.6% | Reduced |
| GSB Wealth Management, LLC | 3,193 | $363.3K | 0.08% | +20+0.6% | Added |
| Advyzon Investment Management, LLC | 3,191 | $363.1K | 0.04% | +48+1.5% | Added |
| Seamount Financial Group Inc | 3,185 | $362.4K | 0.16% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3,177 | $361.4K | 0.09% | +336+11.8% | Added |
| Arvest Bank Trust Division | 3,171 | $360.8K | 0.02% | −24−0.8% | Reduced |
| Ironwood Financial, llc | 3,197 | $360.7K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,221 | $358.2K | 0.02% | −615−16.0% | Reduced |
| Essential Partners LLC | 3,140 | $357.2K | 0.11% | +70+2.3% | Added |
| Spinnaker Trust | 3,139 | $357.1K | 0.02% | +400+14.6% | Added |
| Crane Advisory, LLC | 3,156 | $356.1K | 0.05% | −101−3.1% | Reduced |
| BCS Private Wealth Management, Inc. | 3,105 | $355.6K | 0.12% | +200+6.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,124 | $355.4K | 0.18% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,118 | $354.7K | 0.23% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3,117 | $354.6K | 0.26% | −700−18.3% | Reduced |
| Foguth Wealth Management, LLC. | 3,166 | $354.1K | 0.05% | +3,166 | New |
| Glen Eagle Advisors, LLC | 3,112 | $354.0K | 0.05% | −34−1.1% | Reduced |
| Crewe Advisors LLC | 3,110 | $353.9K | 0.03% | +20+0.6% | Added |
| Asset Planning,Inc | 3,109 | $353.7K | 0.25% | −305−8.9% | Reduced |
| Spinnaker Investment Group, LLC | 3,094 | $352.0K | 0.06% | +5+0.2% | Added |
| Aviso Wealth Management | 3,089 | $351.4K | 0.15% | −774−20.0% | Reduced |
| Financial Harvest, LLC | 3,085 | $351.0K | 0.22% | −7−0.2% | Reduced |
| Millstone Evans Group, LLC | 3,083 | $350.7K | 0.21% | +627+25.5% | Added |
| Encompass Wealth Advisors, LLC | 3,081 | $350.6K | 0.12% | 00.0% | Unchanged |
| Betterment LLC | 3,074 | $350.0K | 0.00% | +821+36.4% | Added |
| Ironwood Investment Management LLC | 3,075 | $349.8K | 0.15% | 00.0% | Unchanged |
| Custos Family Office, LLC | 3,074 | $349.7K | 0.24% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 3,073 | $349.6K | 0.04% | −141−4.4% | Reduced |
| Goldstein Advisors, LLC | 3,060 | $348.1K | 0.04% | −10−0.3% | Reduced |
| Centennial Wealth Advisory LLC | 3,059 | $348.0K | 0.09% | +5+0.2% | Added |
| BCS Wealth Management | 3,057 | $347.9K | 0.04% | +3,057 | New |
| Armis Advisers, LLC | 3,495 | $347.8K | 0.04% | +1,072+44.2% | Added |
| BXM Wealth LLC | 6,013 | $347.6K | 0.27% | +2,932+95.2% | Added |
| Sheets Smith Wealth Management | 3,052 | $347.2K | 0.04% | −711−18.9% | Reduced |
| Sigma Investment Counselors Inc | 3,039 | $345.8K | 0.02% | −697−18.7% | Reduced |
| GPM Growth Investors, Inc. | 3,039 | $345.7K | 0.13% | +65+2.2% | Added |
| Visionary Wealth Advisors | 3,037 | $345.6K | 0.02% | −486−13.8% | Reduced |
| McLean Asset Management Corp | 3,044 | $345.5K | 0.06% | −68−2.2% | Reduced |
| Marotta Asset Management | 3,029 | $344.6K | 0.06% | −100−3.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,028 | $344.5K | 0.05% | −32−1.0% | Reduced |
| BIP Wealth, LLC | 3,023 | $343.9K | 0.01% | +162+5.7% | Added |
| Ethos Financial Group, LLC | 3,001 | $343.7K | 0.03% | +339+12.7% | Added |
| SJS Investment Consulting Inc. | 3,020 | $343.6K | 0.04% | +245+8.8% | Added |
| Vicus Capital | 3,017 | $343.2K | 0.03% | −236−7.3% | Reduced |
| Sims Investment Management, LLC | 3,011 | $342.5K | 0.12% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,009 | $342.3K | 0.02% | −9−0.3% | Reduced |
| Broadleaf Partners, LLC | 3,007 | $342.1K | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $341.3K | 0.08% | −2,300−43.4% | Reduced |
| LaFleur & Godfrey LLC | 3,000 | $341.3K | 0.04% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 3,000 | $341.3K | 0.01% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 2,995 | $340.7K | 0.18% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,991 | $340.3K | 0.08% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 2,988 | $339.9K | 0.10% | −65−2.1% | Reduced |
| Wealth Architects, LLC | 2,986 | $339.7K | 0.03% | −677−18.5% | Reduced |
| Legacy Edge Advisors, LLC | 2,986 | $339.7K | 0.04% | −26−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,985 | $339.6K | 0.10% | +237+8.6% | Added |
| DMG Group, LLC | 2,983 | $339.4K | 0.23% | +241+8.8% | Added |
| Carson Advisory Inc. | 2,982 | $339.3K | 0.18% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,982 | $339.3K | 0.10% | +10.0% | Added |
| Schmidt P J Investment Management Inc | 2,982 | $339.2K | 0.06% | −14−0.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,984 | $338.1K | 0.13% | +1,227+69.8% | Added |
| OMC Financial Services LTD | 2,969 | $337.8K | 0.13% | −261−8.1% | Reduced |
| American Trust | 2,967 | $337.6K | 0.03% | +130+4.6% | Added |
| TSG Advice Partners, LLC | 2,967 | $337.6K | 0.05% | +2,967 | New |
| Gradient Capital Advisors, LLC | 2,964 | $337.2K | 0.09% | −76−2.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,945 | $337.1K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 2,955 | $336.2K | 0.11% | −150−4.8% | Reduced |
| Strategic Wealth Designers | 2,941 | $334.6K | 0.04% | −1,954−39.9% | Reduced |
| Prostatis Group LLC | 2,941 | $334.6K | 0.08% | +297+11.2% | Added |
| LRI Investments, LLC | 2,935 | $333.9K | 0.03% | −266−8.3% | Reduced |
| Security Financial Services, INC. | 2,931 | $333.5K | 0.05% | −608−17.2% | Reduced |