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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,285
shares
|
$4.05 Million
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
38,277
shares
|
$4.05 Million
0.16% of portfolio
|
Q3 2025
Reduced 39.24%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
38,197
shares
|
$4.04 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
38,028
shares
|
$4.02 Million
2.04% of portfolio
|
Q2 2022
Reduced 11.38%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
37,952
shares
|
$4.01 Million
1.87% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
37,775
shares
|
$3.99 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
37,449
shares
|
$3.96 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
37,408
shares
|
$3.95 Million
0.75% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
37,274
shares
|
$3.94 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
37,241
shares
|
$3.94 Million
0.54% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
37,238
shares
|
$3.94 Million
0.79% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
37,209
shares
|
$3.93 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
37,176
shares
|
$3.93 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
37,079
shares
|
$3.92 Million
0.13% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
37,019
shares
|
$3.91 Million
0.72% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
36,910
shares
|
$3.9 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
36,846
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
36,768
shares
|
$3.89 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
36,598
shares
|
$3.87 Million
0.28% of portfolio
|
Q3 2025
Reduced 44.92%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
36,580
shares
|
$3.87 Million
2.72% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
36,566
shares
|
$3.86 Million
0.11% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
36,442
shares
|
$3.85 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
36,407
shares
|
$3.85 Million
0.88% of portfolio
|
Q1 2024
Reduced 39.36%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
36,405
shares
|
$3.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
36,296
shares
|
$3.84 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|