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 |
|---|---|---|---|---|---|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
4,733
shares
|
$500,230
0.22% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,731
shares
|
$500,019
0.02% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
4,730
shares
|
$499,913
0.06% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
4,729
shares
|
$499,808
0.15% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,717
shares
|
$498,539
0.15% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
4,706
shares
|
$497,377
0.57% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,704
shares
|
$497,165
0.14% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,698
shares
|
$496,531
0.11% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
4,698
shares
|
$496,531
0.44% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,686
shares
|
$495,263
0.03% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
4,681
shares
|
$494,734
0.23% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
4,673
shares
|
$493,889
0.19% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
4,671
shares
|
$493,677
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
4,665
shares
|
$493,043
0.1% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
4,663
shares
|
$492,832
0.06% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
4,659
shares
|
$492,409
0.07% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
4,641
shares
|
$490,507
0.18% of portfolio
|
Q3 2025
Reduced 23.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
4,638
shares
|
$490,190
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
4,619
shares
|
$488,182
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,614
shares
|
$487,653
0.01% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
4,605
shares
|
$486,702
0.1% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,600
shares
|
$486,174
0.1% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
4,588
shares
|
$484,905
0.18% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
4,586
shares
|
$484,694
0.04% of portfolio
|
Q3 2025
Reduced 25.67%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
4,575
shares
|
$483,531
0.12% of portfolio
|
Q1 2025
Added 3.39%
|
|