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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
4,000
shares
|
$422,760
0.14% of portfolio
|
Q2 2025
Added 54.74%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,990
shares
|
$421,703
0.03% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
3,990
shares
|
$421,703
0.08% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,979
shares
|
$420,540
0.13% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
3,978
shares
|
$420,434
0.22% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
3,971
shares
|
$419,694
0.02% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
3,959
shares
|
$418,426
0.22% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,956
shares
|
$418,109
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
3,950
shares
|
$417,475
0.01% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
3,946
shares
|
$417,052
0.03% of portfolio
|
Q3 2025
Reduced 81.39%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,940
shares
|
$416,418
0.07% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
3,933
shares
|
$415,678
0.13% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,921
shares
|
$414,410
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
3,910
shares
|
$413,247
0.05% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
3,910
shares
|
$413,247
0.11% of portfolio
|
Q3 2025
Added 135.54%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
3,900
shares
|
$412,191
0.29% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
3,900
shares
|
$412,191
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
3,884
shares
|
$410,499
0.14% of portfolio
|
Q3 2025
Added 36.42%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
3,880
shares
|
$410,077
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,878
shares
|
$409,865
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
3,874
shares
|
$409,443
0.05% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
3,867
shares
|
$408,703
0.16% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,866
shares
|
$408,597
0.11% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
3,866
shares
|
$408,597
0.05% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,864
shares
|
$408,386
0.22% of portfolio
|
Q3 2025
Reduced 10.62%
|
|