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 |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
2,100
shares
|
$221,949
0.05% of portfolio
|
Q1 2025
Reduced 66.18%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$221,949
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,095
shares
|
$221,420
0.01% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
2,091
shares
|
$220,997
0.17% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,090
shares
|
$220,892
0.07% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
2,084
shares
|
$220,257
0.1% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
2,083
shares
|
$220,152
0.06% of portfolio
|
Q3 2025
Reduced 19.95%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
2,073
shares
|
$219,095
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,071
shares
|
$218,883
0.11% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
2,070
shares
|
$218,778
0.23% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,067
shares
|
$218,461
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
2,061
shares
|
$217,827
0.05% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,060
shares
|
$217,721
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,052
shares
|
$216,875
0.08% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
2,052
shares
|
$216,875
0.13% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,051
shares
|
$216,770
0.09% of portfolio
|
Q3 2025
Reduced 50.9%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
2,050
shares
|
$216,664
0.07% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
2,050
shares
|
$216,664
0.03% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,049
shares
|
$216,558
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,045
shares
|
$216,136
0.17% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
2,044
shares
|
$216,030
0.08% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
2,044
shares
|
$216,030
0.1% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
2,040
shares
|
$215,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
2,034
shares
|
$214,973
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,030
shares
|
$214,550
0.06% of portfolio
|
Q2 2025
New holding
|
|