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 |
|---|---|---|---|---|---|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
536
shares
|
$56,649
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
536
shares
|
$56,649
0.02% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
534
shares
|
$56,438
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
529
shares
|
$55,910
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
526
shares
|
$55,592
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
524
shares
|
$55,381
0.0% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$55,170
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$54,218
0.04% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
509
shares
|
$53,796
0.06% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
509
shares
|
$53,796
0.04% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
507
shares
|
$53,584
0.01% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
495
shares
|
$52,316
0.01% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
478
shares
|
$50,519
0.01% of portfolio
|
Q2 2025
Added 602.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
478
shares
|
$50,519
0.02% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
478
shares
|
$50,519
0.04% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
478
shares
|
$50,519
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
473
shares
|
$49,991
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
472
shares
|
$49,885
0.01% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
469
shares
|
$49,568
0.08% of portfolio
|
Q2 2025
Reduced 64.58%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
467
shares
|
$49,357
0.02% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
455
shares
|
$48,088
0.03% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$47,560
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
439
shares
|
$46,397
0.01% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$46,080
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
433
shares
|
$45,763
0.01% of portfolio
|
Q3 2025
Reduced 3.13%
|
|