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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,626
shares
|
$277,541
0.01% of portfolio
|
Q3 2025
Reduced 43.47%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,620
shares
|
$276,907
0.02% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,619
shares
|
$276,802
0.07% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
2,615
shares
|
$276,379
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,614
shares
|
$276,273
0.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,611
shares
|
$275,956
0.04% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
2,611
shares
|
$275,956
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$275,850
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
2,610
shares
|
$275,850
0.08% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,608
shares
|
$275,639
0.07% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,607
shares
|
$275,533
0.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
2,607
shares
|
$275,533
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
2,605
shares
|
$275,322
0.11% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
2,603
shares
|
$275,111
0.11% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
2,599
shares
|
$274,688
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
2,598
shares
|
$274,582
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,595
shares
|
$274,265
0.03% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,595
shares
|
$274,265
0.03% of portfolio
|
Q4 2025
Reduced 3.06%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
2,595
shares
|
$274,265
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,583
shares
|
$272,997
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,582
shares
|
$272,891
0.04% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,581
shares
|
$272,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
2,575
shares
|
$272,151
0.04% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
2,570
shares
|
$271,623
0.25% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,569
shares
|
$271,517
0.09% of portfolio
|
Q3 2025
Added 6.55%
|
|