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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,611
shares
|
$698,716
0.1% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
6,598
shares
|
$697,342
0.06% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,549
shares
|
$692,163
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,527
shares
|
$689,838
0.05% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
6,527
shares
|
$689,838
0.21% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
6,523
shares
|
$689,415
0.53% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
6,520
shares
|
$689,098
0.31% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
6,519
shares
|
$688,993
0.12% of portfolio
|
Q3 2025
Reduced 27.32%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
6,480
shares
|
$684,871
0.19% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
6,474
shares
|
$684,237
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
6,463
shares
|
$683,074
0.08% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
6,460
shares
|
$682,757
0.07% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,456
shares
|
$682,334
0.12% of portfolio
|
Q3 2020
Reduced 5.33%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
6,447
shares
|
$681,383
0.21% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
6,435
shares
|
$680,115
0.15% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
6,405
shares
|
$676,944
0.59% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,386
shares
|
$674,936
0.11% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
6,379
shares
|
$674,196
0.3% of portfolio
|
Q3 2025
Added 116.02%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
6,369
shares
|
$673,139
0.39% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,366
shares
|
$672,822
0.15% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
6,350
shares
|
$671,131
0.1% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,349
shares
|
$671,025
0.01% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
6,340
shares
|
$670,074
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,335
shares
|
$669,546
0.03% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,322
shares
|
$668,172
0.04% of portfolio
|
Q3 2025
Reduced 0.8%
|
|