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 |
|---|---|---|---|---|---|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
9,587
shares
|
$1.01 Million
1.01% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
9,578
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
9,528
shares
|
$1.01 Million
0.5% of portfolio
|
Q3 2025
Added 55.97%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,519
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
9,491
shares
|
$1 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
9,479
shares
|
$1 Million
0.34% of portfolio
|
Q3 2025
Reduced 44.64%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
9,471
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
9,469
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
9,456
shares
|
$999,404
0.31% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
9,432
shares
|
$996,868
0.57% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
9,425
shares
|
$996,128
0.23% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
9,419
shares
|
$995,494
0.33% of portfolio
|
Q1 2025
Added 56.49%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
9,403
shares
|
$993,803
0.52% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
9,379
shares
|
$991,266
0.68% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
9,377
shares
|
$991,055
0.06% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
9,358
shares
|
$989,047
0.08% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
9,337
shares
|
$986,827
0.56% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
9,333
shares
|
$986,404
0.2% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
9,308
shares
|
$983,762
0.11% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
9,286
shares
|
$981,437
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
9,281
shares
|
$980,908
0.23% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
9,279
shares
|
$980,697
0.19% of portfolio
|
Q3 2025
Added 28.25%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
9,272
shares
|
$979,957
0.61% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,253
shares
|
$977,949
0.63% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
9,216
shares
|
$974,039
0.7% of portfolio
|
Q3 2025
Added 4.09%
|
|