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 |
|---|---|---|---|---|---|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
2,757
shares
|
$291,387
0.08% of portfolio
|
Q4 2023
Reduced 2.27%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,757
shares
|
$291,387
0.12% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
2,757
shares
|
$291,387
0.06% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,757
shares
|
$291,387
0.11% of portfolio
|
Q3 2025
Added 27470.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,746
shares
|
$290,224
0.04% of portfolio
|
Q3 2023
Reduced 17.59%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,743
shares
|
$289,907
0.03% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,742
shares
|
$289,801
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
2,742
shares
|
$289,801
0.22% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,739
shares
|
$289,484
0.02% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,738
shares
|
$289,379
0.01% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,732
shares
|
$288,745
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,729
shares
|
$288,428
0.19% of portfolio
|
Q4 2021
Reduced 2.33%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
2,728
shares
|
$288,322
0.08% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
2,727
shares
|
$288,216
0.11% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
2,717
shares
|
$287,159
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
2,716
shares
|
$287,054
0.07% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
2,714
shares
|
$286,842
0.09% of portfolio
|
Q3 2025
Reduced 23.85%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,709
shares
|
$286,314
0.15% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,704
shares
|
$285,785
0.2% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
2,702
shares
|
$285,574
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
2,684
shares
|
$283,671
0.05% of portfolio
|
Q3 2025
Reduced 76.56%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
2,683
shares
|
$283,566
0.07% of portfolio
|
Q4 2025
Reduced 5.66%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
2,681
shares
|
$283,354
0.34% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,677
shares
|
$282,932
0.19% of portfolio
|
Q2 2023
Reduced 24.82%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,670
shares
|
$282,192
0.04% of portfolio
|
Q4 2025
Reduced 15.69%
|
|