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 3,595 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
11,621
shares
|
$1.23 Million
1.04% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,600
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
11,599
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
11,588
shares
|
$1.22 Million
0.49% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
11,563
shares
|
$1.22 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
11,560
shares
|
$1.22 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
11,509
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
11,466
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 84.71%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
11,461
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2025
Added 37.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,457
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
11,444
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
11,427
shares
|
$1.21 Million
0.52% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,425
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
11,395
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
11,393
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
11,386
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
Added 119.34%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
11,373
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
11,349
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
11,340
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
11,328
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 389.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
11,296
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2025
Added 16.88%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
11,293
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
11,292
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,246
shares
|
$1.19 Million
0.6% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
11,225
shares
|
$1.19 Million
0.31% of portfolio
|
Q3 2025
Added 33.5%
|
|