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 |
|---|---|---|---|---|---|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,892
shares
|
$517,035
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
4,876
shares
|
$515,344
0.27% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,872
shares
|
$514,921
0.1% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
4,861
shares
|
$513,759
0.29% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
4,850
shares
|
$512,596
0.28% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,849
shares
|
$512,490
0.67% of portfolio
|
Q4 2023
Added 23.92%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
4,819
shares
|
$509,320
0.07% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,812
shares
|
$508,580
0.06% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
4,812
shares
|
$508,580
0.12% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
4,809
shares
|
$508,263
0.09% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
4,805
shares
|
$507,840
0.2% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
4,803
shares
|
$507,629
0.28% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
4,803
shares
|
$507,629
0.14% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
4,801
shares
|
$507,417
0.29% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
4,800
shares
|
$507,312
0.18% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
4,798
shares
|
$507,100
0.11% of portfolio
|
Q3 2025
Added 74.54%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,788
shares
|
$506,043
0.06% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
4,787
shares
|
$505,938
0.09% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
4,785
shares
|
$505,726
0.12% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
4,768
shares
|
$503,929
0.14% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
4,755
shares
|
$502,555
0.21% of portfolio
|
Q3 2025
Added 175.65%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,751
shares
|
$502,133
0.03% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
4,750
shares
|
$502,027
0.11% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,740
shares
|
$500,970
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
4,736
shares
|
$500,547
0.37% of portfolio
|
Q3 2025
Reduced 4.98%
|
|