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 |
|---|---|---|---|---|---|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
9,979
shares
|
$1.05 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
9,979
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2025
Added 57.35%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
9,957
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
9,917
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
9,912
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 68.09%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
9,888
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
9,877
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
9,814
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2025
Reduced 43.65%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
9,808
shares
|
$1.04 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
9,791
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,757
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,734
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2023
Added 40.04%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
9,724
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,705
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
9,674
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2025
Added 23.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
9,665
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
9,663
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
9,661
shares
|
$1.02 Million
0.75% of portfolio
|
Q3 2025
Reduced 38.42%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
9,657
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,651
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2023
Reduced 8.53%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
9,638
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
9,637
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
9,613
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
9,602
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.91%
|
|