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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,176
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
11,165
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 56.77%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
11,163
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
11,153
shares
|
$1.18 Million
0.19% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
11,119
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
11,098
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
11,094
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
11,088
shares
|
$1.17 Million
0.38% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
11,084
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
11,077
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,061
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,057
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.47%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,041
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,031
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
11,026
shares
|
$1.17 Million
0.52% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
11,020
shares
|
$1.16 Million
0.77% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,990
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
10,972
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
10,970
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
10,936
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,934
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
10,931
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
10,924
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
Added 3.51%
|
|