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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
87
shares
|
$9,195
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
82
shares
|
$8,666
0.0% of portfolio
|
Q2 2025
Reduced 85.01%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
82
shares
|
$8,666
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
81
shares
|
$8,560
0.0% of portfolio
|
Q3 2025
Reduced 61.24%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
76
shares
|
$8,032
0.01% of portfolio
|
Q2 2025
Added 49.02%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
74
shares
|
$7,821
0.01% of portfolio
|
Q3 2025
Reduced 41.73%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
73
shares
|
$7,715
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
73
shares
|
$7,715
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
72
shares
|
$7,609
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
70
shares
|
$7,398
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
67
shares
|
$7,081
0.0% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
63
shares
|
$6,658
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Nov 07, 2025 Q3 2025 |
60
shares
|
$6,341
0.0% of portfolio
|
Q3 2025
Reduced 51.61%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
59
shares
|
$6,235
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
57
shares
|
$6,024
0.0% of portfolio
|
Q3 2025
Added 39.02%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
56
shares
|
$5,918
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
54
shares
|
$5,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
54
shares
|
$5,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
51
shares
|
$5,390
0.0% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,284
0.0% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
46
shares
|
$4,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
45
shares
|
$4,756
0.0% of portfolio
|
Q3 2025
Reduced 85.48%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
45
shares
|
$4,756
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
44
shares
|
$4,650
0.0% of portfolio
|
Q1 2023
Added 340.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$4,333
0.0% of portfolio
|
Q2 2025
Added 28.13%
|
|