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 |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
1,754
shares
|
$185,380
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
1,753
shares
|
$185,274
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,751
shares
|
$185,063
0.02% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Nkcfo LLC
|
Nov 10, 2025 Q3 2025 |
1,749
shares
|
$184,851
0.06% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,748
shares
|
$184,746
0.04% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
1,748
shares
|
$184,746
0.12% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,747
shares
|
$184,640
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,722
shares
|
$181,998
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,699
shares
|
$179,567
0.09% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,694
shares
|
$179,038
0.05% of portfolio
|
Q3 2025
Reduced 36.91%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,679
shares
|
$177,453
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,658
shares
|
$175,234
0.04% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,644
shares
|
$173,754
0.05% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
1,619
shares
|
$171,112
0.1% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
1,616
shares
|
$170,795
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,600
shares
|
$169,104
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,597
shares
|
$168,786
0.06% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,584
shares
|
$167,412
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,560
shares
|
$164,876
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,556
shares
|
$164,453
0.19% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,548
shares
|
$163,608
0.04% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,545
shares
|
$163,291
0.03% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
1,529
shares
|
$161,600
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,524
shares
|
$161,071
0.01% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,523
shares
|
$160,965
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|