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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
40,695
shares
|
$4.3 Million
1.28% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
40,608
shares
|
$4.29 Million
0.84% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
40,460
shares
|
$4.28 Million
0.91% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40,357
shares
|
$4.27 Million
0.59% of portfolio
|
Q2 2023
Added 66.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
40,217
shares
|
$4.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
40,084
shares
|
$4.24 Million
0.41% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40,018
shares
|
$4.23 Million
0.02% of portfolio
|
Q3 2025
Added 106.98%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,017
shares
|
$4.23 Million
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
39,998
shares
|
$4.23 Million
0.31% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
39,993
shares
|
$4.23 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
39,758
shares
|
$4.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
39,560
shares
|
$4.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
39,447
shares
|
$4.17 Million
0.02% of portfolio
|
Q3 2025
Added 123171.88%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
39,374
shares
|
$4.16 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
39,307
shares
|
$4.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
39,200
shares
|
$4.14 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
39,172
shares
|
$4.14 Million
0.55% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
38,998
shares
|
$4.12 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
38,973
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,723
shares
|
$4.09 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.4%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
38,700
shares
|
$4.09 Million
0.51% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
38,600
shares
|
$4.08 Million
1.46% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
38,422
shares
|
$4.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
38,356
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
38,331
shares
|
$4.05 Million
0.7% of portfolio
|
Q2 2025
Added 1.46%
|
|