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, Q1 2026
Institutional positions in Walt Disney Co as of Mar 31, 2026. 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
- 3,017
- −116 vs. Q4 2025
- Shares held
- 1.30B
- +115.2M (+9.7%) vs. Q4 2025
- Total value
- $125.0B
- −$5.18B (−4.0%) vs. Q4 2025
- New holders
- 192
- 1,093 more added
- Sold out
- 308
- 1,448 more reduced
54 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NorthAvenue LLC | 1 | $99 | 0.00% | −8−88.9% | Reduced |
| Clear Investment Research, LLC | 1 | $99 | 0.00% | +1 | New |
| West Financial Advisors, LLC | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 6 | $683 | 0.00% | +6 | New |
| Gs Investments, Inc. | 9 | $867 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $964 | 0.00% | −545−98.2% | Reduced |
| Peterson Wealth Services | 10 | $964 | 0.00% | +10 | New |
| TopTier Wealth Management, LLC | 11 | $1.06K | 0.00% | +11 | New |
| Nvest Wealth Strategies, Inc. | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $1.16K | 0.00% | +12 | New |
| Imprint Wealth LLC | 15 | $1.45K | 0.01% | −128−89.5% | Reduced |
| POM Investment Strategies, LLC | 15 | $1.45K | 0.00% | −40−72.7% | Reduced |
| Vanguard Advisers Inc | 15 | $1.47K | 0.00% | +15 | New |
| Your Advocates Ltd., LLP | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Portfolio Resources Advisor Group, Inc. | 19 | $1.83K | 0.00% | −3−13.6% | Reduced |
| Carolina Wealth Advisors, LLC | 19 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 19 | $1.83K | 0.00% | +10+111.1% | Added |
| Davis Asset Management, L.P. | 19 | $1.83K | 0.00% | +19 | New |
| ROSS\JOHNSON & Associates LLC | 20 | $1.93K | 0.03% | −4−16.7% | Reduced |
| Provenance Wealth Advisors, LLC | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Frankly Finances, LLC | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 20 | $2.16K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 24 | $2.27K | 0.00% | +1+4.3% | Added |
| Bard Associates Inc | 24 | $2.31K | 0.00% | +24 | New |
| Horizons Wealth Management | 25 | $2.41K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 30 | $2.89K | 0.00% | +30 | New |
| Cordant, Inc. | 32 | $3.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 32 | $3.08K | 0.00% | +32 | New |
| Whi Trust Co LLC | 32 | $3.08K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 32 | $3.08K | 0.00% | +32 | New |
| Teachers Insurance & Annuity Association of America | 33 | $3.18K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 34 | $3.28K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 33 | $3.43K | 0.12% | −10−23.3% | Reduced |
| My Portfolio Guide, LLC | 38 | $3.66K | 0.00% | +38 | New |
| Fiduciary Advisors, Inc. | 39 | $3.74K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 39 | $3.75K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 40 | $3.85K | 0.00% | −125−75.8% | Reduced |
| Davis Capital Management | 40 | $3.85K | 0.00% | −13−24.5% | Reduced |
| Bravera Wealth | 41 | $3.95K | 0.00% | −221−84.4% | Reduced |
| Portus Wealth Advisors, LLC | 42 | $4.05K | 0.00% | +42 | New |
| HFM Investment Advisors, LLC | 43 | $4.14K | 0.00% | −32−42.7% | Reduced |
| Financial Life Planners | 47 | $4.50K | 0.00% | +47 | New |
| REAP Financial Group, LLC | 50 | $4.82K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 50 | $4.82K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 50 | $4.82K | 0.00% | +50 | New |
| Roble, Belko & Company, Inc | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 53 | $5.00K | 0.00% | +1+1.9% | Added |
| IMA Wealth, Inc. | 56 | $5.40K | 0.00% | −144−72.0% | Reduced |
| Gould Capital, LLC | 58 | $5.59K | 0.00% | −22−27.5% | Reduced |
| WestEnd Advisors, LLC | 59 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 60 | $5.78K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 63 | $6.07K | 0.00% | −415−86.8% | Reduced |
| Ankerstar Wealth, LLC | 63 | $6.07K | 0.01% | −145−69.7% | Reduced |
| Horizon Financial Services, LLC | 65 | $6.26K | 0.00% | +44+209.5% | Added |
| Intentional Wealth Strategies, LLC | 65 | $6.28K | 0.01% | +65 | New |
| Park Square Financial Group, LLC | 66 | $6.36K | 0.05% | −82−55.4% | Reduced |
| Marquette Asset Management, LLC | 67 | $6.46K | 0.00% | −114−63.0% | Reduced |
| Catherine Avery Investment Management LLC | 72 | $6.94K | 0.00% | −138−65.7% | Reduced |
| Bollard Group LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 80 | $7.71K | 0.01% | −60−42.9% | Reduced |
| Peterson Wealth Management | 81 | $7.83K | 0.00% | +81 | New |
| ESL Trust Services, LLC | 84 | $8.10K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 89 | $8.39K | 0.00% | −49−35.5% | Reduced |
| Evolution Advisers, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 94 | $9.06K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 95 | $9.22K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 96 | $9.25K | 0.00% | +28+41.2% | Added |
| Principia Wealth Advisory, LLC | 99 | $9.54K | 0.01% | +17+20.7% | Added |
| Networth Advisors, LLC | 100 | $9.64K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $9.64K | 0.01% | +100 | New |
| DecisionPoint Financial, LLC | 101 | $9.73K | 0.00% | −43−29.9% | Reduced |
| Burk Holdings LLC | 105 | $10.1K | 0.00% | +105 | New |
| LGT Financial Advisors LLC | 108 | $10.4K | 0.05% | 00.0% | Unchanged |
| JDM Financial Group LLC | 110 | $10.6K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 112 | $10.9K | 0.00% | +1+0.9% | Added |
| MBM Wealth Consultants, LLC | 113 | $10.9K | 0.00% | +113 | New |
| Stone House Investment Management, LLC | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 115 | $11.1K | 0.01% | +24+26.4% | Added |
| North Ridge Wealth Advisors, Inc. | 116 | $11.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 117 | $11.3K | 0.00% | −95−44.8% | Reduced |
| S&T Bank | 121 | $11.7K | 0.00% | −9−6.9% | Reduced |
| Aspect Partners, LLC | 122 | $11.7K | 0.00% | −7−5.4% | Reduced |
| Clark Wealth Partners | 122 | $11.7K | 0.01% | −87−41.6% | Reduced |
| MPWM Advisory Solutions, LLC | 123 | $11.8K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 124 | $12.0K | 0.01% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 134 | $12.0K | 0.01% | +1+0.8% | Added |
| Accent Capital Management, LLC | 125 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 129 | $12.1K | 0.01% | +66+104.8% | Added |
| Seneschal Advisors, LLC | 126 | $12.1K | 0.01% | −2−1.6% | Reduced |
| Key Capital Management, INC | 128 | $12.3K | 0.01% | +16+14.3% | Added |
| CGC Financial Services, LLC | 129 | $12.4K | 0.00% | +1+0.8% | Added |
| LM Advisors LLC | 1,200 | $12.5K | 0.25% | −480−28.6% | Reduced |
| Trust Co | 132 | $12.7K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 134 | $12.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 134 | $12.9K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 136 | $13.1K | 0.01% | +84+161.5% | Added |