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 |
|---|---|---|---|---|---|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$190,242
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,799
shares
|
$190,136
0.05% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,798
shares
|
$190,030
0.11% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
1,784
shares
|
$188,550
0.09% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,783
shares
|
$188,445
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
1,780
shares
|
$188,128
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
1,779
shares
|
$188,022
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,778
shares
|
$187,916
0.07% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
1,776
shares
|
$187,705
0.09% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
1,776
shares
|
$187,705
0.05% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
1,776
shares
|
$187,705
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,774
shares
|
$187,494
0.03% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,773
shares
|
$187,388
0.0% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
1,773
shares
|
$187,388
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
1,771
shares
|
$187,176
0.09% of portfolio
|
Q3 2025
Added 1088.59%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,769
shares
|
$186,965
0.11% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
1,766
shares
|
$186,648
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,766
shares
|
$186,648
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
1,764
shares
|
$186,437
0.21% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
1,762
shares
|
$186,225
0.05% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,761
shares
|
$186,120
0.06% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,757
shares
|
$185,697
0.08% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
1,757
shares
|
$185,697
0.02% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
1,757
shares
|
$185,697
0.18% of portfolio
|
Q3 2025
Reduced 46.89%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,755
shares
|
$185,485
0.01% of portfolio
|
Q3 2025
New holding
|
|