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 |
|---|---|---|---|---|---|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,288
shares
|
$1.62 Million
0.09% of portfolio
|
Q4 2022
Reduced 94.86%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
15,248
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
15,201
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
15,200
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Reduced 24.81%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
15,187
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,181
shares
|
$1.6 Million
0.39% of portfolio
|
Q3 2022
Added 135.66%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
15,179
shares
|
$1.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,175
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Added 114.18%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
15,157
shares
|
$1.6 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
15,145
shares
|
$1.6 Million
0.69% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
15,140
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
15,076
shares
|
$1.59 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,071
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,027
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2023
Reduced 43.42%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
15,024
shares
|
$1.59 Million
2.07% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 49.21%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
14,986
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14,974
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
14,949
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
14,934
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
14,926
shares
|
$1.58 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
14,889
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
14,872
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
14,868
shares
|
$1.57 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,834
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|