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 | 3,178 | $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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 2,162 | $208.4K | 0.08% | +6+0.3% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,162 | $208.4K | 0.03% | +1,508+230.6% | Added |
| Elevation Advisory Partners LLC | 1,885 | $208.5K | 0.19% | +1,885 | New |
| Conway Capital Management, Inc. | 2,166 | $208.8K | 0.10% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,178 | $209.9K | 0.03% | +8+0.4% | Added |
| Cascades Capital Asset Management, LLC | 2,178 | $210.0K | 0.09% | +6+0.3% | Added |
| Perfromance Wealth Partners, LLC | 2,181 | $210.2K | 0.01% | +2,181 | New |
| Lakeshore Financial Planning, Inc. | 2,186 | $210.9K | 0.08% | +10.0% | Added |
| Flaharty Asset Management, LLC | 2,188 | $210.9K | 0.03% | +129+6.3% | Added |
| Juno Financial Group LLC | 2,191 | $211.1K | 0.08% | −32−1.4% | Reduced |
| Integras Partners LLC | 2,198 | $211.8K | 0.14% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,198 | $211.8K | 0.11% | +2,198 | New |
| Patton Fund Management, Inc. | 2,199 | $211.9K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 2,199 | $212.0K | 0.12% | −40−1.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,200 | $212.0K | 0.12% | −439−16.6% | Reduced |
| FMA Wealth Management, LLC | 2,200 | $212.0K | 0.14% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,204 | $212.4K | 0.05% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,205 | $212.5K | 0.01% | −100−4.3% | Reduced |
| McRae Capital Management Inc | 2,205 | $212.5K | 0.04% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 2,210 | $213.0K | 0.09% | −217−8.9% | Reduced |
| Karpus Management, Inc. | 2,215 | $213.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,217 | $213.7K | 0.06% | −399−15.3% | Reduced |
| LVM Capital Management Ltd | 2,216 | $214.0K | 0.02% | −1,575−41.5% | Reduced |
| Victory Financial Group, LLC | 2,226 | $214.6K | 0.03% | −66−2.9% | Reduced |
| Vista Capital Partners, Inc. | 2,228 | $214.8K | 0.02% | +2,228 | New |
| Rossby Financial, LCC | 2,225 | $214.8K | 0.04% | −1,931−46.5% | Reduced |
| Lesa Sroufe & Co | 2,231 | $215.0K | 0.15% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,233 | $215.2K | 0.11% | −25−1.1% | Reduced |
| Souders Financial Advisors | 2,236 | $215.5K | 0.02% | +17+0.8% | Added |
| Dash Acquisitions Inc. | 2,031 | $215.9K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,238 | $216.0K | 0.07% | +150+7.2% | Added |
| Firestone Capital Management | 2,244 | $216.2K | 0.05% | −26−1.1% | Reduced |
| Piedmont Capital Management, LLC | 2,246 | $216.5K | 0.14% | −176−7.3% | Reduced |
| Partners Wealth Management, LLC | 2,246 | $216.5K | 0.22% | −100−4.3% | Reduced |
| Tandem Investment Partners LLC | 2,250 | $216.9K | 0.18% | +2,250 | New |
| Fusion Capital, LLC | 2,257 | $217.5K | 0.06% | −45−2.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,257 | $217.6K | 0.08% | −509−18.4% | Reduced |
| Pathway Financial Advisors LLC | 2,256 | $218.0K | 0.03% | 00.0% | Unchanged |
| Financial Designs Corp | 2,262 | $218.0K | 0.12% | +2,262 | New |
| Valicenti Advisory Services Inc | 2,257 | $218.0K | 0.05% | −87−3.7% | Reduced |
| Advisors Management Group Inc | 2,266 | $218.0K | 0.04% | +100+4.6% | Added |
| Navalign, LLC | 2,264 | $218.2K | 0.06% | −99−4.2% | Reduced |
| RDA Financial Network | 2,267 | $218.5K | 0.05% | −219−8.8% | Reduced |
| Insight Advisors, LLC | 2,268 | $218.7K | 0.04% | −3−0.1% | Reduced |
| Abel Hall, LLC | 2,269 | $218.7K | 0.05% | −3,772−62.4% | Reduced |
| Alliance Wealth Management Group | 2,272 | $219.0K | 0.05% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,274 | $219.2K | 0.07% | −85−3.6% | Reduced |
| Wealthgarden F.S. LLC | 2,277 | $219.5K | 0.15% | −30−1.3% | Reduced |
| Price Financial Group Wealth Management, Inc | 2,066 | $219.6K | 3.63% | 00.0% | Unchanged |
| Sanchez Levi Garrett | 2,279 | $219.7K | 0.14% | +2,279 | New |
| First Business Financial Services, Inc. | 2,281 | $219.8K | 0.02% | 00.0% | Unchanged |
| DMG Group, LLC | 2,283 | $220.0K | 0.15% | −700−23.5% | Reduced |
| Cardiff Park Advisors, LLC | 2,283 | $220.1K | 0.02% | +7+0.3% | Added |
| Towercrest Capital Management | 2,283 | $220.1K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 2,149 | $220.6K | 0.10% | −14−0.6% | Reduced |
| Spinnaker Trust | 2,289 | $220.6K | 0.01% | −850−27.1% | Reduced |
| HORAN Wealth, LLC | 2,291 | $220.8K | 0.02% | −44−1.9% | Reduced |
| Redwood Financial Network Corp | 2,292 | $220.9K | 0.14% | −27−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 2,302 | $222.0K | 0.16% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,305 | $222.1K | 0.08% | +168+7.9% | Added |
| Capstone Financial Advisors, Inc. | 2,306 | $222.2K | 0.01% | −3−0.1% | Reduced |
| Baron Wealth Management LLC | 2,306 | $222.3K | 0.07% | +15+0.7% | Added |
| Yoder Wealth Management, Inc. | 2,310 | $222.6K | 0.10% | +23+1.0% | Added |
| Tudor Financial Inc. | 2,311 | $222.8K | 0.11% | −80−3.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2,313 | $222.9K | 0.08% | −22−0.9% | Reduced |
| Costello Asset Management, INC | 2,316 | $223.2K | 0.08% | −400−14.7% | Reduced |
| CM Wealth Advisors LLC | 2,324 | $224.0K | 0.05% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 2,326 | $224.2K | 0.10% | +2,326 | New |
| Hill Island Financial LLC | 2,329 | $224.5K | 0.05% | −376−13.9% | Reduced |
| Aspire Growth Partners LLC | 2,329 | $224.5K | 0.15% | −32−1.4% | Reduced |
| Lansing Street Advisors | 2,333 | $224.9K | 0.06% | −395−14.5% | Reduced |
| R. W. Roge & Company, Inc. | 2,344 | $225.0K | 0.11% | −27−1.1% | Reduced |
| Advus Financial Partners, LLC | 2,339 | $225.5K | 0.06% | +81+3.6% | Added |
| First Commonwealth Financial Corp | 2,340 | $225.5K | 0.04% | −291−11.1% | Reduced |
| Vanguard Capital Wealth Advisors | 2,342 | $225.7K | 0.21% | +3+0.1% | Added |
| Sutton Place Investors LLC | 2,342 | $225.7K | 0.12% | +60+2.6% | Added |
| Wharton Business Group, LLC | 2,343 | $225.8K | 0.01% | −60−2.5% | Reduced |
| A&I Financial Services, LLC | 2,345 | $226.0K | 0.11% | −118−4.8% | Reduced |
| Redwood Wealth Management Group, LLC | 2,347 | $226.2K | 0.10% | −9−0.4% | Reduced |
| Latko Wealth Management, Ltd. | 2,356 | $227.0K | 0.11% | +16+0.7% | Added |
| Junk Investment Group, LLC | 2,357 | $227.2K | 0.12% | +2,357 | New |
| Ackerman Capital Advisors, LLC | 2,358 | $227.3K | 0.05% | −225−8.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,359 | $227.4K | 0.05% | −415−15.0% | Reduced |
| Chapman Financial Group, LLC | 2,369 | $228.3K | 0.16% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,374 | $228.8K | 0.07% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 2,376 | $229.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,378 | $229.2K | 0.01% | +135+6.0% | Added |
| Viawealth, LLC | 2,379 | $229.3K | 0.13% | −128−5.1% | Reduced |
| Quest Investment Management LLC | 2,379 | $229.3K | 0.03% | −38−1.6% | Reduced |
| Riversedge Advisors, LLC | 2,384 | $229.8K | 0.04% | +267+12.6% | Added |
| South Street Advisors LLC | 2,385 | $229.9K | 0.03% | 00.0% | Unchanged |
| Brookmont Capital Management | 2,386 | $230.0K | 0.13% | −56−2.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,390 | $230.3K | 0.03% | +3+0.1% | Added |
| Mainstream Capital Management LLC | 2,390 | $230.3K | 0.15% | −70−2.8% | Reduced |
| Clear Point Advisors Inc. | 2,392 | $230.5K | 0.19% | +2,392 | New |
| Unique Wealth, LLC | 2,393 | $230.6K | 0.03% | +22+0.9% | Added |
| Quantum Financial Advisors, LLC | 2,393 | $230.7K | 0.03% | −400−14.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,395 | $230.8K | 0.21% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 2,395 | $230.8K | 0.51% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,398 | $231.1K | 0.00% | −2,055−46.1% | Reduced |