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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,125
shares
|
$435,971
0.2% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
4,100
shares
|
$433,329
0.11% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,094
shares
|
$432,694
0.12% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,093
shares
|
$432,589
0.15% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
4,092
shares
|
$432,483
0.02% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
4,092
shares
|
$432,483
0.32% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
4,081
shares
|
$431,320
0.2% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
4,081
shares
|
$431,320
0.35% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,078
shares
|
$431,003
0.18% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,074
shares
|
$430,581
0.08% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,062
shares
|
$429,312
0.21% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,059
shares
|
$428,995
0.15% of portfolio
|
Q3 2023
Reduced 6.43%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
4,055
shares
|
$428,572
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
4,039
shares
|
$426,881
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
4,033
shares
|
$426,247
0.12% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,031
shares
|
$426,036
0.11% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,027
shares
|
$425,613
0.26% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
4,016
shares
|
$424,451
0.1% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Professional Advisory Services Inc
|
Oct 29, 2025 Q3 2025 |
4,015
shares
|
$424,345
0.06% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
4,015
shares
|
$424,345
0.26% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
4,015
shares
|
$424,345
0.01% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
4,015
shares
|
$424,345
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,014
shares
|
$424,239
0.06% of portfolio
|
Q3 2025
Added 59.67%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
4,008
shares
|
$423,605
0.05% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
4,006
shares
|
$423,394
0.53% of portfolio
|
Q3 2025
Reduced 2.55%
|
|