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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
3,863
shares
|
$408,280
0.2% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
3,854
shares
|
$407,329
0.19% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,853
shares
|
$407,223
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
3,849
shares
|
$406,800
0.14% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,847
shares
|
$406,589
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,836
shares
|
$405,426
0.03% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
3,833
shares
|
$405,109
0.29% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
3,817
shares
|
$403,418
0.32% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
3,814
shares
|
$403,101
0.38% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
3,811
shares
|
$402,784
0.21% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
3,810
shares
|
$402,678
0.2% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3,797
shares
|
$401,304
0.15% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
3,797
shares
|
$401,304
0.17% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
3,793
shares
|
$400,882
0.29% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,782
shares
|
$399,719
0.16% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
3,772
shares
|
$398,662
0.33% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,763
shares
|
$397,711
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,755
shares
|
$396,865
0.12% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,749
shares
|
$396,231
0.05% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,740
shares
|
$395,280
0.22% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,738
shares
|
$395,069
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,736
shares
|
$394,857
0.02% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
3,727
shares
|
$393,906
0.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
3,724
shares
|
$393,589
0.08% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,722
shares
|
$393,378
0.3% of portfolio
|
Q3 2025
Reduced 25.89%
|
|