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 |
|---|---|---|---|---|---|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
2,670
shares
|
$282,192
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
2,668
shares
|
$281,980
0.08% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,667
shares
|
$281,875
0.07% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
2,665
shares
|
$281,663
0.06% of portfolio
|
Q3 2025
Reduced 84.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,662
shares
|
$281,346
0.03% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
2,660
shares
|
$281,135
0.11% of portfolio
|
Q4 2025
Reduced 5.54%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,658
shares
|
$280,924
0.17% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
2,655
shares
|
$280,606
0.11% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,651
shares
|
$280,184
0.24% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
2,650
shares
|
$280,078
0.1% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 08, 2026 Q4 2025 |
2,649
shares
|
$279,972
0.08% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,649
shares
|
$279,972
0.12% of portfolio
|
Q2 2025
Reduced 76.91%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
2,648
shares
|
$279,867
0.06% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
2,646
shares
|
$279,655
0.03% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
2,646
shares
|
$279,655
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
2,644
shares
|
$279,444
0.02% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
2,644
shares
|
$279,444
0.08% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
2,639
shares
|
$278,915
0.17% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,635
shares
|
$278,493
0.06% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,635
shares
|
$278,493
0.14% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
2,634
shares
|
$278,387
0.2% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
2,633
shares
|
$278,281
0.13% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
2,633
shares
|
$278,281
0.13% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
2,633
shares
|
$278,281
0.13% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
2,628
shares
|
$277,753
0.17% of portfolio
|
Q3 2025
Added 13.52%
|
|