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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,569
shares
|
$271,517
0.09% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
2,569
shares
|
$271,517
0.08% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
2,563
shares
|
$270,883
0.19% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
2,550
shares
|
$269,509
0.05% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
2,548
shares
|
$269,298
0.02% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
2,544
shares
|
$268,875
0.0% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
Holland Advisory Services, Inc.
|
Oct 14, 2025 Q3 2025 |
2,543
shares
|
$268,769
0.4% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
2,543
shares
|
$268,769
0.18% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
2,540
shares
|
$268,452
0.08% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
2,528
shares
|
$267,184
0.21% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
2,526
shares
|
$266,972
0.44% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,521
shares
|
$266,444
0.04% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
2,521
shares
|
$266,444
0.21% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
2,520
shares
|
$266,338
0.05% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,518
shares
|
$266,127
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
2,518
shares
|
$266,127
0.05% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,517
shares
|
$266,021
0.02% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,515
shares
|
$265,810
0.12% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,514
shares
|
$265,704
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
2,512
shares
|
$265,493
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
2,510
shares
|
$265,281
0.0% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$265,176
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
2,506
shares
|
$264,859
0.22% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$264,225
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
2,500
shares
|
$264,225
0.06% of portfolio
|
Q3 2023
New holding
|
|