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 |
|---|---|---|---|---|---|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
2,628
shares
|
$277,753
0.17% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,626
shares
|
$277,541
0.01% of portfolio
|
Q3 2025
Reduced 43.47%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,620
shares
|
$276,907
0.02% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,619
shares
|
$276,802
0.07% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
2,615
shares
|
$276,379
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,614
shares
|
$276,273
0.04% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,614
shares
|
$276,273
0.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
2,613
shares
|
$276,167
0.13% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
2,612
shares
|
$276,062
0.08% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,611
shares
|
$275,956
0.04% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
2,611
shares
|
$275,956
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$275,850
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,608
shares
|
$275,639
0.07% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,607
shares
|
$275,533
0.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
2,607
shares
|
$275,533
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
2,605
shares
|
$275,322
0.11% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
2,599
shares
|
$274,688
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
2,598
shares
|
$274,582
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
2,595
shares
|
$274,265
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
2,587
shares
|
$273,420
0.06% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
2,586
shares
|
$273,314
0.05% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,583
shares
|
$272,997
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,582
shares
|
$272,891
0.04% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,581
shares
|
$272,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
2,570
shares
|
$271,623
0.25% of portfolio
|
Q3 2025
Reduced 16.48%
|
|