Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,599 institutions that hold shares in the stock, with a total of 1.29 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,605
shares
|
$381,012
0.11% of portfolio
|
Q3 2025
Added 154.59%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
3,602
shares
|
$380,695
0.29% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
3,587
shares
|
$379,110
0.05% of portfolio
|
Q3 2025
Reduced 49.24%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
3,585
shares
|
$378,898
0.12% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
3,583
shares
|
$378,687
0.04% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$377,418
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,566
shares
|
$376,890
0.04% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
3,562
shares
|
$376,467
0.21% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
3,562
shares
|
$376,467
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,561
shares
|
$376,362
0.29% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,558
shares
|
$376,045
0.18% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
3,547
shares
|
$374,882
0.07% of portfolio
|
Q3 2025
Added 35.18%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,546
shares
|
$374,776
0.2% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,539
shares
|
$374,036
0.07% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,539
shares
|
$374,036
0.16% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
3,534
shares
|
$373,508
0.07% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,533
shares
|
$373,402
0.13% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3,530
shares
|
$373,085
0.16% of portfolio
|
Q3 2025
Added 47.08%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
3,529
shares
|
$372,980
0.09% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,523
shares
|
$372,345
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,521
shares
|
$372,134
0.05% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
3,509
shares
|
$370,866
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
3,500
shares
|
$369,915
0.09% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,500
shares
|
$369,915
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,499
shares
|
$369,809
0.08% of portfolio
|
Q3 2025
Added 0.98%
|
|