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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
95,973
shares
|
$10.1 Million
4.21% of portfolio
|
Q3 2022
Reduced 1.88%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
95,733
shares
|
$10.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
95,641
shares
|
$10.1 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
94,903
shares
|
$10 Million
0.86% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
94,888
shares
|
$10 Million
1.18% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
94,601
shares
|
$10 Million
2.09% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
94,300
shares
|
$9.97 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
94,154
shares
|
$9.95 Million
4.54% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
93,655
shares
|
$9.9 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
92,377
shares
|
$9.76 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,204
shares
|
$9.75 Million
0.1% of portfolio
|
Q1 2025
Added 75.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
92,104
shares
|
$9.73 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
91,788
shares
|
$9.7 Million
1.63% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
91,348
shares
|
$9.65 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
91,112
shares
|
$9.63 Million
0.78% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
90,558
shares
|
$9.57 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
90,542
shares
|
$9.57 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
90,153
shares
|
$9.53 Million
0.23% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Drh Investments, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
90,027
shares
|
$9.51 Million
9.38% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
89,943
shares
|
$9.51 Million
0.18% of portfolio
|
Q3 2025
Reduced 29.69%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
89,562
shares
|
$9.47 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
89,445
shares
|
$9.45 Million
0.44% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
89,310
shares
|
$9.44 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
89,288
shares
|
$9.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
88,512
shares
|
$9.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.36%
|
|