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 |
|---|---|---|---|---|---|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
59,640
shares
|
$6.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
59,548
shares
|
$6.29 Million
0.13% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
59,131
shares
|
$6.25 Million
0.25% of portfolio
|
Q3 2025
Reduced 45.86%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
59,081
shares
|
$6.24 Million
0.29% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
58,895
shares
|
$6.22 Million
0.09% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
58,684
shares
|
$6.2 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
58,664
shares
|
$6.2 Million
1.44% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
58,216
shares
|
$6.15 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
58,133
shares
|
$6.14 Million
1.17% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
58,090
shares
|
$6.14 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
57,905
shares
|
$6.12 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
57,889
shares
|
$6.12 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
57,880
shares
|
$6.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Bloom Tree Partners, LLC
New York, NY |
Aug 11, 2023 Q2 2023 |
57,691
shares
|
$6.1 Million
2.39% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
57,680
shares
|
$6.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 20.69%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
57,632
shares
|
$6.09 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
57,624
shares
|
$6.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
57,507
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2025
Added 24.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
57,304
shares
|
$6.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
57,139
shares
|
$6.04 Million
0.38% of portfolio
|
Q2 2022
Reduced 21.82%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
56,943
shares
|
$6.02 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,895
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 47.43%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
56,659
shares
|
$5.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
56,561
shares
|
$5.98 Million
0.07% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
56,403
shares
|
$5.96 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.03%
|
|