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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
21,920
shares
|
$2.32 Million
0.53% of portfolio
|
Q2 2025
Added 19.18%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
21,871
shares
|
$2.31 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
21,869
shares
|
$2.31 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
21,831
shares
|
$2.31 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
21,767
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
21,742
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
21,708
shares
|
$2.29 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
21,700
shares
|
$2.29 Million
0.89% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
21,594
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
21,514
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
21,499
shares
|
$2.27 Million
0.37% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,470
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
21,455
shares
|
$2.27 Million
1.18% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
21,310
shares
|
$2.25 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
21,283
shares
|
$2.25 Million
0.57% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
21,245
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
21,231
shares
|
$2.24 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
21,215
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
21,173
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
21,127
shares
|
$2.23 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
21,112
shares
|
$2.23 Million
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
21,075
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2025
Added 68.76%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
21,065
shares
|
$2.23 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
21,032
shares
|
$2.22 Million
0.3% of portfolio
|
Q3 2025
Reduced 55.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
21,003
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.71%
|
|