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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
10,367
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,365
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Added 244.58%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
10,334
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,324
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
10,306
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,285
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,277
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
10,236
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
10,209
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2022
Added 19.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,201
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,199
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
10,196
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
10,180
shares
|
$1.08 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
10,179
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
10,142
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
10,128
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,111
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Added 37.79%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
10,109
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,067
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
10,052
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
10,050
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,023
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
10,019
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 49.61%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
10,011
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$1.06 Million
0.84% of portfolio
|
Q4 2024
Reduced 41.86%
|
|