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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
40
shares
|
$4,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
39
shares
|
$4,121
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
39
shares
|
$4,121
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
36
shares
|
$3,804
0.0% of portfolio
|
Q3 2025
Reduced 91.74%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,699
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
34
shares
|
$3,593
0.14% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
34
shares
|
$3,593
0.0% of portfolio
|
Q3 2025
Reduced 74.63%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
33
shares
|
$3,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
32
shares
|
$3,382
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$3,170
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
25
shares
|
$2,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
23
shares
|
$2,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,325
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
21
shares
|
$2,219
0.05% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
20
shares
|
$2,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
18
shares
|
$1,902
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,796
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,479
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,373
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,268
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
12
shares
|
$1,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
11
shares
|
$1,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
10
shares
|
$1,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
9
shares
|
$951
0.0% of portfolio
|
Q2 2025
Reduced 93.43%
|
|