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 3,593 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 |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
3,585
shares
|
$378,898
0.12% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
3,583
shares
|
$378,687
0.04% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$377,418
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
3,568
shares
|
$377,101
0.12% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,566
shares
|
$376,890
0.04% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
3,562
shares
|
$376,467
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,561
shares
|
$376,362
0.29% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,558
shares
|
$376,045
0.18% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
3,547
shares
|
$374,882
0.07% of portfolio
|
Q3 2025
Added 35.18%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,546
shares
|
$374,776
0.2% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,539
shares
|
$374,036
0.07% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,539
shares
|
$374,036
0.16% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
3,534
shares
|
$373,508
0.07% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,533
shares
|
$373,402
0.13% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3,530
shares
|
$373,085
0.16% of portfolio
|
Q3 2025
Added 47.08%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
3,529
shares
|
$372,980
0.09% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,523
shares
|
$372,345
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,521
shares
|
$372,134
0.05% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
3,520
shares
|
$372,028
0.04% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
3,515
shares
|
$371,500
0.16% of portfolio
|
Q4 2025
Reduced 3.09%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
3,503
shares
|
$370,232
0.12% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
3,500
shares
|
$369,915
0.09% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,500
shares
|
$369,915
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,499
shares
|
$369,809
0.08% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
3,493
shares
|
$369,175
0.19% of portfolio
|
Q4 2025
Added 3.56%
|
|