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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
428
shares
|
$45,235
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$44,178
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
413
shares
|
$43,649
0.03% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
411
shares
|
$43,438
0.01% of portfolio
|
Q3 2025
Reduced 49.57%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
410
shares
|
$43,332
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
403
shares
|
$42,593
0.03% of portfolio
|
Q3 2025
Added 89.2%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
402
shares
|
$42,487
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
401
shares
|
$42,381
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
400
shares
|
$42,276
0.02% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
395
shares
|
$41,747
0.01% of portfolio
|
Q3 2025
Reduced 37.89%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
394
shares
|
$41,641
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
387
shares
|
$40,902
0.03% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
379
shares
|
$40,056
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
377
shares
|
$39,845
0.03% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
370
shares
|
$39,105
0.01% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
366
shares
|
$38,682
0.02% of portfolio
|
Q3 2022
Reduced 29.07%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
335
shares
|
$35,406
0.01% of portfolio
|
Q4 2022
Added 191.3%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
330
shares
|
$34,877
0.01% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
330
shares
|
$34,877
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
329
shares
|
$34,772
0.02% of portfolio
|
Q1 2025
Reduced 91.49%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
329
shares
|
$34,772
0.03% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
328
shares
|
$34,666
0.02% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
326
shares
|
$34,454
0.01% of portfolio
|
Q3 2025
Reduced 31.66%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
325
shares
|
$34,349
0.0% of portfolio
|
Q3 2024
Reduced 61.58%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
320
shares
|
$33,820
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|