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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
3,081
shares
|
$325,630
0.33% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,075
shares
|
$324,996
0.14% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,075
shares
|
$324,996
0.17% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
3,074
shares
|
$324,891
0.2% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,073
shares
|
$324,785
0.22% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,070
shares
|
$324,468
0.04% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
3,060
shares
|
$323,411
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,059
shares
|
$323,305
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
3,054
shares
|
$322,777
0.11% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
3,053
shares
|
$322,671
0.11% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,045
shares
|
$321,826
0.02% of portfolio
|
Q3 2025
Added 32.22%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,040
shares
|
$321,297
0.1% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
3,037
shares
|
$320,980
0.03% of portfolio
|
Q3 2025
Reduced 35.29%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,027
shares
|
$319,923
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
3,024
shares
|
$319,606
0.1% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,023
shares
|
$319,500
0.66% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
3,021
shares
|
$319,289
0.01% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
3,018
shares
|
$318,972
0.02% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,011
shares
|
$318,232
0.06% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,011
shares
|
$318,232
0.12% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
3,007
shares
|
$317,809
0.08% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$317,070
0.04% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$317,070
0.95% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
2,996
shares
|
$316,647
0.06% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
2,995
shares
|
$316,541
0.19% of portfolio
|
Q3 2025
Added 3.1%
|
|