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, 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 | 2,948 | $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 | 3,179 | $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 | 3,298 | $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, 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 |
|---|---|---|---|---|---|
| BankPlus Wealth Management LLC | 5,967 | $575.1K | 0.30% | +280+4.9% | Added |
| Catalyst Financial Partners LLC | 5,978 | $576.2K | 0.07% | −893−13.0% | Reduced |
| Gross & Hartman Investments LLC | 5,983 | $576.7K | 0.30% | +515+9.4% | Added |
| Ardsley Advisory Partners LP | 6,000 | $578.2K | 0.09% | +6,000 | New |
| Spectrum Wealth Advisory Group, LLC | 6,002 | $578.4K | 0.22% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,011 | $579.0K | 0.18% | −629−9.5% | Reduced |
| Precision Wealth Strategies, LLC | 6,013 | $579.5K | 0.19% | −2,763−31.5% | Reduced |
| Pacific Center for Financial Services | 6,015 | $579.7K | 0.15% | +1,659+38.1% | Added |
| Opinicus Capital, Inc. | 6,031 | $581.3K | 0.41% | −744−11.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 6,032 | $581.4K | 0.12% | −750−11.1% | Reduced |
| Connecticut Wealth Management, LLC | 6,032 | $581.4K | 0.02% | −153−2.5% | Reduced |
| Freestone Grove Partners LP | 6,042 | $582.3K | 0.00% | −320−5.0% | Reduced |
| Simon Quick Advisors, LLC | 6,050 | $583.1K | 0.03% | −745−11.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 6,057 | $583.8K | 0.16% | −1,045−14.7% | Reduced |
| Elevated Financial Group LLC | 6,079 | $585.9K | 0.19% | −232−3.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,088 | $586.8K | 0.01% | −660−9.8% | Reduced |
| Pictet & Cie (Europe) SA | 6,100 | $587.9K | 0.01% | −1,132−15.7% | Reduced |
| Tyche Wealth Partners LLC | 6,102 | $588.1K | 0.09% | +5+0.1% | Added |
| Howard Capital Management Inc. | 6,108 | $588.7K | 0.01% | −5,957−49.4% | Reduced |
| WESCAP Management Group, Inc. | 6,133 | $591.1K | 0.12% | −368−5.7% | Reduced |
| Sciencast Management LP | 6,136 | $591.4K | 0.08% | +6,136 | New |
| Alerus Financial NA | 6,145 | $592.3K | 0.03% | +5,494+843.9% | Added |
| SCS Capital Management LLC | 6,150 | $592.8K | 0.01% | −1,076−14.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 6,155 | $593.2K | 0.22% | −230−3.6% | Reduced |
| OneAscent Financial Services LLC | 6,163 | $594.0K | 0.03% | −1,230−16.6% | Reduced |
| Coastwise Capital Group, LLC | 6,166 | $594.3K | 0.33% | +39+0.6% | Added |
| MJP Associates Inc | 6,181 | $595.8K | 0.07% | −393−6.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,182 | $595.8K | 0.14% | +452+7.9% | Added |
| Opal Wealth Advisors, LLC | 6,182 | $595.9K | 0.13% | −207−3.2% | Reduced |
| ZWJ Investment Counsel Inc | 6,189 | $596.5K | 0.02% | −76−1.2% | Reduced |
| TCM Advisors, LLC | – | $597.8K | 0.49% | – | – |
| Cannon Capital Management, Inc. | 6,209 | $598.4K | 0.49% | −7,086−53.3% | Reduced |
| PCG Asset Management, LLC | 6,220 | $599.5K | 0.48% | +105+1.7% | Added |
| Lawood & Co | 6,227 | $600.2K | 0.56% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 6,252 | $602.6K | 0.25% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 6,253 | $602.7K | 0.03% | +197+3.3% | Added |
| Southeast Asset Advisors Inc. | 6,258 | $603.1K | 0.07% | −976−13.5% | Reduced |
| Trust Point Inc. | 6,266 | $603.9K | 0.05% | −38−0.6% | Reduced |
| Financial Advisory Service, Inc. | 6,268 | $604.1K | 0.04% | −302−4.6% | Reduced |
| Shufro Rose & Co LLC | 6,280 | $605.3K | 0.04% | −4,897−43.8% | Reduced |
| Barton Investment Management | 6,289 | $606.1K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 6,295 | $606.7K | 0.24% | +6,295 | New |
| Plante Moran Financial Advisors, LLC | 6,316 | $608.7K | 0.04% | −823−11.5% | Reduced |
| Secure Asset Management, LLC | 6,326 | $609.7K | 0.10% | +9+0.1% | Added |
| Lifeworks Advisors, LLC | 6,331 | $610.2K | 0.08% | +22+0.3% | Added |
| Seeds Investor LLC | 5,950 | $610.4K | 0.08% | −1,421−19.3% | Reduced |
| 3Chopt Investment Partners, LLC | 6,335 | $610.6K | 0.14% | −329−4.9% | Reduced |
| Golden State Wealth Management, LLC | 6,342 | $611.3K | 0.07% | −1,053−14.2% | Reduced |
| Financial Engines Advisors L.L.C. | 6,350 | $612.0K | 0.00% | −3,330−34.4% | Reduced |
| Alhambra Investment Partners LLC | 6,358 | $612.7K | 0.28% | 00.0% | Unchanged |
| Key Financial Inc | 6,361 | $613.1K | 0.11% | −10−0.2% | Reduced |
| Versant Capital Management, Inc | 6,363 | $613.3K | 0.06% | +1,083+20.5% | Added |
| Univest Financial Corp | 6,371 | $614.0K | 0.03% | −184−2.8% | Reduced |
| Old Port Advisors | 6,376 | $614.5K | 0.14% | −10.0% | Reduced |
| Diamant Asset Management, Inc. | 617,989 | $618.0K | 0.45% | +606,022+5,064.1% | Added |
| FSM Wealth Advisors, LLC | 6,420 | $618.7K | 0.08% | +122+1.9% | Added |
| Nvest Financial, LLC | 6,471 | $623.6K | 0.23% | +1,203+22.8% | Added |
| Tower Trust & Investment Co | 6,485 | $625.0K | 0.41% | +318+5.2% | Added |
| SOA Wealth Advisors, LLC. | 6,488 | $625.3K | 0.12% | −1,657−20.3% | Reduced |
| Parkside Financial Bank & Trust | 6,495 | $626.0K | 0.05% | −227−3.4% | Reduced |
| Midland Wealth Advisors LLC | 6,495 | $626.0K | 0.03% | −255−3.8% | Reduced |
| E Fund Management Co., Ltd. | 6,499 | $626.4K | 0.02% | +6,499 | New |
| Sitrin Capital Management LLC | 6,500 | $626.5K | 0.31% | +6,500 | New |
| Zevenbergen Capital Investments LLC | 6,513 | $627.7K | 0.02% | +40+0.6% | Added |
| One Wealth Capital Management, LLC | 6,188 | $627.9K | 0.27% | +2,401+63.4% | Added |
| Baker Avenue Asset Management, LP | 6,521 | $628.5K | 0.01% | +1,107+20.4% | Added |
| Access Investment Management LLC | 6,527 | $629.1K | 0.17% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 6,534 | $629.7K | 0.14% | +2,565+64.6% | Added |
| Thoroughbred Financial Services, LLC | 6,548 | $631.0K | 0.04% | −72−1.1% | Reduced |
| 1620 Investment Advisors, Inc. | 6,554 | $631.7K | 0.43% | +31+0.5% | Added |
| Prentice Wealth Management LLC | 6,560 | $632.3K | 0.14% | +46+0.7% | Added |
| EntryPoint Capital, LLC | 6,566 | $632.8K | 0.19% | −1,966−23.0% | Reduced |
| United Advisor Group, LLC | 6,570 | $633.2K | 0.08% | −82−1.2% | Reduced |
| WealthTrust Axiom LLC | 6,576 | $633.8K | 0.16% | −26−0.4% | Reduced |
| Klingman & Associates, LLC | 6,577 | $633.9K | 0.03% | +178+2.8% | Added |
| Pathfinder Wealth Consulting, Inc. | 6,583 | $634.5K | 0.41% | +2,103+46.9% | Added |
| Elevated Capital Advisors, LLC | 6,617 | $637.8K | 0.16% | −789−10.7% | Reduced |
| First Command Advisory Services, Inc. | 6,634 | $639.4K | 0.00% | +387+6.2% | Added |
| Chatham Capital Group, Inc. | 6,636 | $639.6K | 0.09% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 6,651 | $641.1K | 0.10% | −629−8.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,664 | $642.3K | 0.47% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,670 | $643.0K | 0.10% | +6,670 | New |
| Private Management Group Inc | 6,705 | $646.3K | 0.02% | −23−0.3% | Reduced |
| JT Stratford LLC | 6,741 | $649.7K | 0.08% | −34−0.5% | Reduced |
| White Pine Capital LLC | 6,789 | $654.3K | 0.18% | −52−0.8% | Reduced |
| Kondo Wealth Advisors, Inc. | 6,797 | $655.2K | 0.25% | −517−7.1% | Reduced |
| HBK Investments L P | 6,803 | $655.7K | 0.01% | +6,803 | New |
| Traphagen Investment Advisors LLC | 6,813 | $656.7K | 0.05% | −210−3.0% | Reduced |
| Sippican Capital Advisors | 6,815 | $656.8K | 0.45% | +749+12.3% | Added |
| First Pacific Financial | 6,829 | $658.1K | 0.08% | −674−9.0% | Reduced |
| H&H Retirement Design & Management INC | 6,386 | $658.3K | 0.32% | −39−0.6% | Reduced |
| Gradient Investments LLC | 6,830 | $658.3K | 0.01% | −295−4.1% | Reduced |
| Machina Capital S.A.S. | 6,842 | $659.4K | 0.13% | +6,842 | New |
| Gables Capital Management Inc. | 6,856 | $660.8K | 0.28% | −150−2.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,875 | $662.6K | 0.19% | +6+0.1% | Added |
| Founders Financial Alliance, LLC | 6,891 | $664.1K | 0.12% | +53+0.8% | Added |
| Csenge Advisory Group | 6,894 | $664.5K | 0.03% | +90+1.3% | Added |
| Northbridge Financial Group, LLC | 6,577 | $665.5K | 0.29% | +216+3.4% | Added |
| Cyndeo Wealth Partners, LLC | 6,918 | $666.8K | 0.04% | −373−5.1% | Reduced |
| F/M Investments LLC | 6,919 | $666.9K | 0.04% | −41,920−85.8% | Reduced |