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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
13,445
shares
|
$1.42 Million
0.31% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,433
shares
|
$1.42 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
13,360
shares
|
$1.41 Million
1.56% of portfolio
|
Q3 2022
Added 85.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
13,338
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
13,328
shares
|
$1.41 Million
0.57% of portfolio
|
Q3 2025
Added 72.78%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
13,300
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.76%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
13,283
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 73.73%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
13,247
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
13,241
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
13,217
shares
|
$1.4 Million
0.66% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
13,200
shares
|
$1.4 Million
1.53% of portfolio
|
Q3 2020
Reduced 12.0%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
13,169
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
13,161
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
13,134
shares
|
$1.39 Million
0.38% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
13,067
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
13,057
shares
|
$1.38 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
13,051
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
13,038
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
13,033
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
13,013
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
12,996
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.23%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
12,947
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
12,728
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 52.13%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
12,722
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
12,699
shares
|
$1.34 Million
0.99% of portfolio
|
Q3 2025
Added 1.26%
|
|