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 |
|---|---|---|---|---|---|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
5,512
shares
|
$582,563
0.17% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
5,510
shares
|
$582,351
0.32% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,507
shares
|
$582,034
0.14% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
5,503
shares
|
$581,612
0.07% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
5,503
shares
|
$581,612
0.59% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
5,503
shares
|
$581,612
0.37% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
5,502
shares
|
$581,506
0.01% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
5,499
shares
|
$581,189
0.13% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,487
shares
|
$579,921
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
5,459
shares
|
$576,961
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
5,452
shares
|
$576,221
0.05% of portfolio
|
Q2 2025
Added 26.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,448
shares
|
$575,799
0.02% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,445
shares
|
$575,482
0.06% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,441
shares
|
$575,059
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
5,440
shares
|
$574,953
0.11% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
5,428
shares
|
$573,685
0.13% of portfolio
|
Q3 2025
Added 45.48%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
5,427
shares
|
$573,579
0.15% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
5,427
shares
|
$573,579
0.08% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
5,425
shares
|
$573,368
0.12% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
5,396
shares
|
$570,303
0.08% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
5,396
shares
|
$570,303
0.26% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
5,392
shares
|
$569,880
0.13% of portfolio
|
Q3 2025
Reduced 21.54%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
5,388
shares
|
$569,457
0.27% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
5,386
shares
|
$569,246
0.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
5,370
shares
|
$567,555
0.03% of portfolio
|
Q3 2025
Reduced 83.67%
|
|