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 |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
2,155
shares
|
$227,761
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
2,152
shares
|
$227,444
0.04% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
2,142
shares
|
$226,387
0.12% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
2,142
shares
|
$226,387
0.17% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
2,142
shares
|
$226,387
0.03% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
2,141
shares
|
$226,282
0.08% of portfolio
|
Q3 2025
Reduced 33.47%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,140
shares
|
$226,176
0.03% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,138
shares
|
$225,965
0.02% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,134
shares
|
$225,542
0.02% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
2,131
shares
|
$225,225
0.09% of portfolio
|
Q3 2025
Reduced 20.57%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
2,130
shares
|
$225,119
0.09% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
2,130
shares
|
$225,119
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
2,130
shares
|
$225,119
0.08% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,129
shares
|
$225,014
0.32% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
2,122
shares
|
$224,274
0.02% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
2,121
shares
|
$224,168
0.17% of portfolio
|
Q2 2025
Added 2042.42%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
2,120
shares
|
$224,062
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,117
shares
|
$223,745
0.07% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
2,117
shares
|
$223,745
0.13% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
2,117
shares
|
$223,745
0.03% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,110
shares
|
$223,005
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,105
shares
|
$222,477
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
2,105
shares
|
$222,477
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,104
shares
|
$222,371
0.13% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
2,103
shares
|
$222,266
0.01% of portfolio
|
Q3 2025
New holding
|
|