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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,315
shares
|
$667,432
0.3% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
6,312
shares
|
$667,115
0.18% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
6,299
shares
|
$665,741
0.05% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
6,294
shares
|
$665,212
0.04% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
6,289
shares
|
$664,684
0.07% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
6,287
shares
|
$664,473
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
6,268
shares
|
$662,464
0.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6,257
shares
|
$661,302
0.14% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,257
shares
|
$661,302
0.05% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,253
shares
|
$660,879
0.05% of portfolio
|
Q4 2022
Reduced 14.95%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,250
shares
|
$660,562
0.09% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
6,249
shares
|
$660,456
0.35% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
6,247
shares
|
$660,245
0.3% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
6,242
shares
|
$659,716
0.08% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
6,239
shares
|
$659,399
0.05% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Avity Investment Management Inc.
|
Nov 19, 2025 Q3 2025 |
6,223
shares
|
$657,708
0.05% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
6,220
shares
|
$657,391
0.25% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Oct 09, 2025 Q3 2025 |
6,183
shares
|
$653,481
0.01% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,173
shares
|
$652,424
0.08% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
6,167
shares
|
$651,790
0.53% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
6,166
shares
|
$651,684
0.22% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
6,158
shares
|
$650,839
0.63% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,154
shares
|
$650,416
0.05% of portfolio
|
Q3 2022
Reduced 39.48%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
6,154
shares
|
$650,416
0.13% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,146
shares
|
$649,570
0.05% of portfolio
|
Q3 2025
Added 14.77%
|
|