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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
43,142
shares
|
$4.56 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
43,120
shares
|
$4.56 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
42,900
shares
|
$4.53 Million
1.57% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
42,889
shares
|
$4.53 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
42,844
shares
|
$4.53 Million
0.16% of portfolio
|
Q3 2025
Added 145.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
42,613
shares
|
$4.5 Million
0.06% of portfolio
|
Q3 2025
Added 31.47%
|
|
|
Arlington Partners LLC
|
Oct 28, 2025 Q3 2025 |
42,153
shares
|
$4.46 Million
1.86% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
42,131
shares
|
$4.45 Million
0.32% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
Nov 14, 2025 Q3 2025 |
42,094
shares
|
$4.45 Million
0.91% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,070
shares
|
$4.45 Million
0.05% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
42,064
shares
|
$4.45 Million
0.35% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
42,000
shares
|
$4.44 Million
0.88% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
41,943
shares
|
$4.43 Million
0.14% of portfolio
|
Q3 2025
Added 34.54%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
41,873
shares
|
$4.43 Million
0.52% of portfolio
|
Q3 2025
Reduced 36.63%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
41,803
shares
|
$4.42 Million
0.07% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
41,655
shares
|
$4.4 Million
1.91% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
41,601
shares
|
$4.4 Million
5.23% of portfolio
|
Q1 2024
Reduced 14.09%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
41,600
shares
|
$4.4 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
41,588
shares
|
$4.4 Million
0.94% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
41,489
shares
|
$4.38 Million
1.35% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
41,462
shares
|
$4.38 Million
0.27% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
41,291
shares
|
$4.36 Million
0.64% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
41,284
shares
|
$4.36 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
41,271
shares
|
$4.36 Million
1.7% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
41,165
shares
|
$4.35 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.3%
|
|