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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
1,231
shares
|
$130,104
0.05% of portfolio
|
Q3 2025
Added 40.36%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,216
shares
|
$128,519
0.05% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,212
shares
|
$128,096
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,178
shares
|
$124,502
0.08% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
1,173
shares
|
$123,974
0.07% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,170
shares
|
$123,657
0.0% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,170
shares
|
$123,657
0.08% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,169
shares
|
$123,551
0.12% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$122,494
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,158
shares
|
$122,389
0.08% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,156
shares
|
$122,177
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
1,143
shares
|
$120,803
0.01% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$120,275
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,126
shares
|
$119,006
0.04% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,122
shares
|
$118,584
0.04% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,105
shares
|
$116,787
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
1,095
shares
|
$115,730
0.08% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,092
shares
|
$115,413
0.06% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
1,083
shares
|
$114,462
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,078
shares
|
$113,933
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
1,076
shares
|
$113,722
0.06% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
1,036
shares
|
$109,494
0.1% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,032
shares
|
$109,072
0.07% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,028
shares
|
$108,649
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,027
shares
|
$108,543
0.03% of portfolio
|
Q3 2025
Added 0.69%
|
|