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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,849
shares
|
$935,250
0.12% of portfolio
|
Q2 2023
Reduced 4.58%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,846
shares
|
$934,933
0.35% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
8,842
shares
|
$934,510
0.37% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
8,831
shares
|
$933,348
0.38% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
8,795
shares
|
$929,543
0.03% of portfolio
|
Q3 2025
Added 67.17%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
8,786
shares
|
$928,592
0.64% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,765
shares
|
$926,372
0.17% of portfolio
|
Q3 2025
Added 210.93%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
8,714
shares
|
$920,982
0.29% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
8,710
shares
|
$920,559
0.07% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
8,699
shares
|
$919,397
0.05% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
8,697
shares
|
$919,185
0.82% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,690
shares
|
$918,446
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
8,688
shares
|
$918,234
0.04% of portfolio
|
Q2 2024
Added 56.91%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
8,685
shares
|
$917,917
1.25% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
8,672
shares
|
$916,543
0.17% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
8,642
shares
|
$913,372
0.3% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
8,619
shares
|
$910,942
0.15% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,609
shares
|
$909,885
0.02% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
8,587
shares
|
$907,560
0.19% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
8,586
shares
|
$907,454
0.27% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,580
shares
|
$906,820
0.04% of portfolio
|
Q3 2025
Reduced 87.62%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
8,538
shares
|
$902,381
0.1% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
8,533
shares
|
$901,852
0.48% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
8,530
shares
|
$901,535
0.29% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
8,522
shares
|
$900,690
0.08% of portfolio
|
Q3 2025
Added 4.18%
|
|