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 |
|---|---|---|---|---|---|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
4,300
shares
|
$454,467
0.31% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
4,300
shares
|
$454,467
0.4% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,277
shares
|
$452,036
0.18% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,269
shares
|
$451,190
0.03% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,268
shares
|
$451,084
0.28% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,266
shares
|
$450,873
0.04% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,252
shares
|
$449,393
0.05% of portfolio
|
Q3 2025
Reduced 64.34%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
4,225
shares
|
$446,540
0.24% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,224
shares
|
$446,434
0.07% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
4,220
shares
|
$446,011
0.08% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
4,211
shares
|
$445,060
0.09% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
4,210
shares
|
$444,954
0.06% of portfolio
|
Q1 2025
Reduced 68.84%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,205
shares
|
$444,426
0.08% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,201
shares
|
$444,003
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
4,199
shares
|
$443,792
0.12% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
4,197
shares
|
$443,580
0.36% of portfolio
|
Q3 2025
Reduced 48.75%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
4,189
shares
|
$442,735
0.07% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
4,185
shares
|
$442,312
0.12% of portfolio
|
Q2 2025
Added 148.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,181
shares
|
$441,889
0.02% of portfolio
|
Q3 2023
Added 17.18%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
4,179
shares
|
$441,678
0.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,165
shares
|
$440,198
0.02% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,151
shares
|
$438,719
0.01% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
4,150
shares
|
$438,613
0.06% of portfolio
|
Q4 2023
Reduced 82.85%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
4,142
shares
|
$437,767
0.07% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
4,140
shares
|
$437,556
0.15% of portfolio
|
Q3 2025
Added 1.32%
|
|