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 |
|---|---|---|---|---|---|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
88,443
shares
|
$9.35 Million
5.89% of portfolio
|
Q4 2022
Reduced 19.35%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
88,390
shares
|
$9.34 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
87,815
shares
|
$9.28 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
86,935
shares
|
$9.19 Million
0.21% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
86,829
shares
|
$9.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
85,959
shares
|
$9.09 Million
1.14% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
85,756
shares
|
$9.06 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
85,430
shares
|
$9.03 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
85,351
shares
|
$9.02 Million
0.22% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
84,732
shares
|
$8.96 Million
1.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
84,670
shares
|
$8.95 Million
2.42% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
84,555
shares
|
$8.94 Million
1.77% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
84,252
shares
|
$8.9 Million
0.07% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
84,238
shares
|
$8.9 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
84,221
shares
|
$8.9 Million
0.25% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
83,788
shares
|
$8.86 Million
0.6% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
83,734
shares
|
$8.85 Million
0.75% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
83,182
shares
|
$8.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
83,117
shares
|
$8.78 Million
0.96% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
82,855
shares
|
$8.76 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
82,016
shares
|
$8.67 Million
6.43% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Lincoln Capital LLC
|
Nov 05, 2025 Q3 2025 |
81,683
shares
|
$8.63 Million
1.83% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
81,670
shares
|
$8.63 Million
0.46% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
81,542
shares
|
$8.62 Million
1.05% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
81,366
shares
|
$8.6 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.69%
|
|