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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
20,976
shares
|
$2.22 Million
0.5% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
20,926
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
20,895
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
20,872
shares
|
$2.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,836
shares
|
$2.2 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
20,819
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
20,748
shares
|
$2.19 Million
0.14% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
20,554
shares
|
$2.17 Million
0.44% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
20,499
shares
|
$2.17 Million
0.17% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
20,411
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
20,380
shares
|
$2.15 Million
1.09% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,372
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
20,320
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
20,308
shares
|
$2.15 Million
0.47% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
20,300
shares
|
$2.15 Million
0.33% of portfolio
|
Q3 2025
Added 54.93%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
20,295
shares
|
$2.14 Million
1.27% of portfolio
|
Q1 2024
Added 80.64%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
20,259
shares
|
$2.14 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
20,246
shares
|
$2.14 Million
0.5% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
20,202
shares
|
$2.14 Million
0.7% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
20,165
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
20,157
shares
|
$2.13 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
20,093
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,055
shares
|
$2.12 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
20,054
shares
|
$2.12 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,048
shares
|
$2.12 Million
1.89% of portfolio
|
Q2 2025
Reduced 8.62%
|
|