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 |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,296
shares
|
$771,114
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
7,295
shares
|
$771,008
0.12% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
7,294
shares
|
$770,902
0.12% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$765,829
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
7,239
shares
|
$765,089
0.24% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
7,230
shares
|
$764,138
0.05% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
7,209
shares
|
$761,919
0.39% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
7,202
shares
|
$761,179
0.25% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
7,195
shares
|
$760,439
0.18% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
7,183
shares
|
$759,171
0.12% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
7,163
shares
|
$757,057
0.04% of portfolio
|
Q3 2025
Reduced 54.34%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
7,124
shares
|
$752,935
0.19% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
7,110
shares
|
$751,455
0.19% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
7,108
shares
|
$751,244
0.17% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
7,108
shares
|
$751,244
0.53% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,104
shares
|
$750,821
0.09% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,095
shares
|
$749,870
0.05% of portfolio
|
Q3 2025
Reduced 39.17%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
7,080
shares
|
$748,285
1.0% of portfolio
|
Q3 2023
Added 2.16%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,070
shares
|
$747,228
0.15% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,060
shares
|
$746,171
0.05% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
7,046
shares
|
$744,691
0.04% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
7,036
shares
|
$743,634
0.31% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
7,034
shares
|
$743,423
0.09% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
7,027
shares
|
$742,683
0.05% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
7,026
shares
|
$742,577
0.06% of portfolio
|
Q3 2025
Reduced 11.69%
|
|