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 |
|---|---|---|---|---|---|
|
Benin Management Corp
|
Oct 20, 2025 Q3 2025 |
24,020
shares
|
$2.54 Million
0.66% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
24,009
shares
|
$2.54 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 02, 2025 Q3 2025 |
23,952
shares
|
$2.53 Million
1.77% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
23,903
shares
|
$2.53 Million
0.38% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,877
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
23,868
shares
|
$2.52 Million
0.56% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
23,791
shares
|
$2.51 Million
0.54% of portfolio
|
Q3 2025
Added 134.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
23,772
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
23,705
shares
|
$2.51 Million
1.23% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
23,688
shares
|
$2.5 Million
0.18% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
23,614
shares
|
$2.5 Million
0.33% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
23,593
shares
|
$2.49 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
23,583
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
23,464
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
23,436
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,405
shares
|
$2.47 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
23,404
shares
|
$2.47 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
23,394
shares
|
$2.47 Million
0.64% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
23,351
shares
|
$2.47 Million
1.65% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
23,265
shares
|
$2.46 Million
1.64% of portfolio
|
Q2 2022
Added 9.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
23,251
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
23,207
shares
|
$2.45 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
23,192
shares
|
$2.45 Million
0.5% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
23,154
shares
|
$2.45 Million
0.59% of portfolio
|
Q3 2025
Added 474.68%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
23,113
shares
|
$2.44 Million
1.13% of portfolio
|
Q3 2025
Added 11.5%
|
|