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 |
|---|---|---|---|---|---|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,953
shares
|
$840,552
0.63% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,948
shares
|
$840,024
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
7,911
shares
|
$836,113
0.25% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,908
shares
|
$835,796
0.35% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,895
shares
|
$834,422
0.08% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,894
shares
|
$834,316
0.14% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,892
shares
|
$834,105
0.03% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
7,890
shares
|
$833,894
0.23% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,887
shares
|
$833,577
0.11% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,878
shares
|
$832,625
0.31% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
7,875
shares
|
$832,308
0.14% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Centerstone Investors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,872
shares
|
$831,991
3.28% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
7,848
shares
|
$829,455
0.37% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
7,821
shares
|
$826,601
0.06% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
7,814
shares
|
$825,861
0.1% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
7,810
shares
|
$825,438
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,798
shares
|
$824,170
0.03% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
7,789
shares
|
$823,219
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,780
shares
|
$822,268
0.22% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,769
shares
|
$821,105
0.21% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
7,765
shares
|
$820,682
0.1% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
7,747
shares
|
$818,780
0.25% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,746
shares
|
$818,674
0.1% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
7,739
shares
|
$817,934
0.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
7,722
shares
|
$816,138
0.32% of portfolio
|
Q3 2025
Reduced 1.91%
|
|