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 |
|---|---|---|---|---|---|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
4,575
shares
|
$483,531
0.38% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
4,574
shares
|
$483,426
0.1% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
4,566
shares
|
$482,580
0.0% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
4,565
shares
|
$482,474
0.2% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
4,564
shares
|
$482,369
0.24% of portfolio
|
Q3 2025
Added 105.31%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,557
shares
|
$481,629
0.07% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,557
shares
|
$481,629
0.02% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
4,544
shares
|
$480,255
0.13% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,543
shares
|
$480,149
0.03% of portfolio
|
Q3 2023
Reduced 51.44%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,541
shares
|
$479,938
0.04% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
4,540
shares
|
$479,832
0.23% of portfolio
|
Q3 2025
Reduced 35.6%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,540
shares
|
$479,832
0.08% of portfolio
|
Q1 2023
Reduced 2.07%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,527
shares
|
$478,458
0.03% of portfolio
|
Q3 2025
Added 39.94%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
4,526
shares
|
$478,352
0.34% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
4,525
shares
|
$478,247
0.46% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,504
shares
|
$476,027
0.32% of portfolio
|
Q4 2020
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
4,490
shares
|
$474,548
0.08% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
4,485
shares
|
$474,019
0.04% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
4,465
shares
|
$471,905
0.06% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
4,464
shares
|
$471,800
0.05% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
4,444
shares
|
$469,686
0.12% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,442
shares
|
$469,474
0.42% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
4,430
shares
|
$468,206
0.16% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
4,419
shares
|
$467,044
0.09% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
4,418
shares
|
$466,938
0.36% of portfolio
|
Q3 2025
Added 1.01%
|
|