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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
3,177
shares
|
$335,777
0.09% of portfolio
|
Q4 2025
Added 11.83%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
3,176
shares
|
$335,671
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,173
shares
|
$335,354
0.09% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
3,168
shares
|
$334,825
0.18% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
3,166
shares
|
$334,614
0.05% of portfolio
|
Q4 2025
Added 11.75%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
3,159
shares
|
$333,874
0.16% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 14, 2026 Q4 2025 |
3,156
shares
|
$333,557
0.05% of portfolio
|
Q4 2025
Reduced 3.1%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,151
shares
|
$333,029
0.03% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,146
shares
|
$332,500
0.05% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,144
shares
|
$332,289
0.01% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,143
shares
|
$332,183
0.06% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,124
shares
|
$330,175
0.2% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,118
shares
|
$329,541
0.25% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
3,110
shares
|
$328,695
0.03% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
3,109
shares
|
$328,590
0.05% of portfolio
|
Q3 2025
Reduced 23.31%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
3,105
shares
|
$328,167
0.12% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
3,099
shares
|
$327,533
0.32% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
3,095
shares
|
$327,110
0.09% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
3,094
shares
|
$327,004
0.07% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
3,092
shares
|
$326,793
0.24% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
3,082
shares
|
$325,736
0.1% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
3,082
shares
|
$325,736
0.21% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,081
shares
|
$325,630
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
3,081
shares
|
$325,630
0.33% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,075
shares
|
$324,996
0.14% of portfolio
|
Q1 2025
Reduced 3.15%
|
|