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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
19,996
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
19,936
shares
|
$2.11 Million
0.24% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,893
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
19,883
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
19,683
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19,602
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2025
Added 38.64%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
19,561
shares
|
$2.07 Million
1.33% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,548
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19,523
shares
|
$2.06 Million
0.5% of portfolio
|
Q3 2022
Added 1.37%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
19,458
shares
|
$2.06 Million
0.65% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
19,458
shares
|
$2.06 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
19,434
shares
|
$2.05 Million
0.5% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,428
shares
|
$2.05 Million
0.75% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
19,410
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
19,371
shares
|
$2.05 Million
1.47% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
19,209
shares
|
$2.03 Million
0.49% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,181
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
19,150
shares
|
$2.02 Million
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
19,136
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,065
shares
|
$2.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
19,035
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
18,908
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
18,902
shares
|
$2 Million
0.39% of portfolio
|
Q3 2025
Reduced 21.16%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
18,892
shares
|
$2 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
18,873
shares
|
$1.99 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|