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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,822
shares
|
$298,257
0.11% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,811
shares
|
$297,094
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,808
shares
|
$296,777
0.06% of portfolio
|
Q4 2025
Added 159.28%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,808
shares
|
$296,777
0.08% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,808
shares
|
$296,777
0.04% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,806
shares
|
$296,566
0.06% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
2,802
shares
|
$296,143
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
2,798
shares
|
$295,720
0.14% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
2,793
shares
|
$295,192
0.04% of portfolio
|
Q4 2025
Added 7.96%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,791
shares
|
$294,980
0.06% of portfolio
|
Q3 2025
Added 31.65%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
2,786
shares
|
$294,452
0.05% of portfolio
|
Q4 2025
Added 7.73%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
2,781
shares
|
$293,923
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,781
shares
|
$293,923
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
2,781
shares
|
$293,923
0.28% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
2,780
shares
|
$293,818
0.06% of portfolio
|
Q4 2025
Reduced 11.18%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,778
shares
|
$293,606
0.25% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,777
shares
|
$293,501
0.08% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
2,776
shares
|
$293,395
0.21% of portfolio
|
Q4 2025
Added 4.17%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,775
shares
|
$293,289
0.05% of portfolio
|
Q3 2025
Added 50.98%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
2,771
shares
|
$292,866
0.08% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
2,768
shares
|
$292,549
0.15% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
2,768
shares
|
$292,549
0.04% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
2,767
shares
|
$292,444
0.2% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,763
shares
|
$292,021
0.04% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,762
shares
|
$291,915
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|