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 3,594 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,738
shares
|
$395,069
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
3,738
shares
|
$395,069
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,718
shares
|
$392,955
0.54% of portfolio
|
Q4 2022
Reduced 11.85%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,715
shares
|
$392,638
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$391,581
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
3,700
shares
|
$391,053
0.07% of portfolio
|
Q3 2025
Reduced 47.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,697
shares
|
$390,735
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
3,693
shares
|
$390,313
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
3,687
shares
|
$389,679
0.06% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
3,683
shares
|
$389,256
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
3,677
shares
|
$388,622
0.15% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,671
shares
|
$387,987
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,665
shares
|
$387,353
0.02% of portfolio
|
Q3 2023
Reduced 20.76%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
3,663
shares
|
$387,142
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,647
shares
|
$385,451
0.05% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
3,647
shares
|
$385,451
0.3% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Bck Capital Management LP
Stamford, CT |
Nov 07, 2025 Q3 2025 |
3,640
shares
|
$384,711
0.52% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,629
shares
|
$383,549
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
3,629
shares
|
$383,549
0.06% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
3,627
shares
|
$383,337
0.19% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
3,612
shares
|
$381,752
0.12% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,605
shares
|
$381,012
0.02% of portfolio
|
Q3 2025
Added 2.3%
|
|