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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
16,490
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
16,476
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,459
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
16,455
shares
|
$1.74 Million
0.66% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
16,432
shares
|
$1.74 Million
1.92% of portfolio
|
Q4 2022
Reduced 4.56%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
16,368
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
16,309
shares
|
$1.72 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
16,306
shares
|
$1.72 Million
0.87% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
16,260
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
16,216
shares
|
$1.71 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
16,215
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Added 104.86%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
16,106
shares
|
$1.7 Million
0.34% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
16,099
shares
|
$1.7 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
16,071
shares
|
$1.7 Million
0.25% of portfolio
|
Q3 2023
Reduced 18.42%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,040
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
15,970
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2024
Reduced 60.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15,933
shares
|
$1.68 Million
0.43% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
15,925
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
15,899
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
15,893
shares
|
$1.68 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,858
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
15,851
shares
|
$1.68 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
15,850
shares
|
$1.68 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
15,841
shares
|
$1.67 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
15,758
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.42%
|
|