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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
12,253
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,221
shares
|
$1.29 Million
0.8% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12,219
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
12,204
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
12,175
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,174
shares
|
$1.29 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
12,100
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
12,045
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
12,036
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
12,032
shares
|
$1.27 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
12,012
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
12,007
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
12,002
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
11,999
shares
|
$1.27 Million
0.46% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
11,971
shares
|
$1.27 Million
1.06% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
11,951
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
11,941
shares
|
$1.26 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
11,878
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
11,840
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,830
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
11,800
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
11,732
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
11,722
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
11,718
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11,714
shares
|
$1.24 Million
0.8% of portfolio
|
Q3 2024
Added 0.79%
|
|