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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
5,657
shares
|
$597,888
0.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,649
shares
|
$597,042
0.23% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,635
shares
|
$595,563
0.05% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
5,634
shares
|
$595,457
0.32% of portfolio
|
Q3 2022
Added 4.64%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,626
shares
|
$594,611
0.27% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
5,623
shares
|
$594,294
0.35% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
5,616
shares
|
$593,555
0.18% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,607
shares
|
$592,603
0.15% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,600
shares
|
$591,864
0.0% of portfolio
|
Q4 2022
Reduced 47.17%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
5,600
shares
|
$591,864
0.08% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
5,594
shares
|
$591,229
0.29% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
5,593
shares
|
$591,124
0.07% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
5,590
shares
|
$590,807
0.06% of portfolio
|
Q3 2025
Added 58.67%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
5,581
shares
|
$589,855
0.24% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5,580
shares
|
$589,750
0.34% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
5,578
shares
|
$589,538
0.18% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
5,565
shares
|
$588,164
0.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,564
shares
|
$588,059
0.19% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,557
shares
|
$587,319
0.02% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
5,545
shares
|
$586,051
0.1% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Profit Investment Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,542
shares
|
$585,733
0.79% of portfolio
|
Q3 2025
Reduced 39.47%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
5,537
shares
|
$585,205
0.32% of portfolio
|
Q3 2025
Added 31.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
5,536
shares
|
$585,099
0.07% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
5,525
shares
|
$583,937
0.03% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5,515
shares
|
$582,880
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|