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 |
|---|---|---|---|---|---|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,496
shares
|
$263,802
0.33% of portfolio
|
Q2 2022
Reduced 82.71%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,496
shares
|
$263,802
0.11% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,495
shares
|
$263,696
0.1% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,493
shares
|
$263,485
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
2,489
shares
|
$263,062
0.16% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,486
shares
|
$262,745
0.07% of portfolio
|
Q4 2025
Reduced 4.82%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,486
shares
|
$262,745
0.2% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
2,481
shares
|
$262,216
0.13% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
2,478
shares
|
$261,899
0.14% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
2,473
shares
|
$261,371
0.05% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
2,467
shares
|
$260,737
0.05% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
2,465
shares
|
$260,525
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
2,461
shares
|
$260,103
0.15% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
2,460
shares
|
$259,997
0.05% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,456
shares
|
$259,574
0.18% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
2,452
shares
|
$259,151
0.06% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
2,449
shares
|
$258,834
0.12% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
2,443
shares
|
$258,200
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,439
shares
|
$257,777
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
2,438
shares
|
$257,672
0.1% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
2,436
shares
|
$257,460
0.09% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,433
shares
|
$257,143
0.06% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,432
shares
|
$257,038
0.24% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
2,430
shares
|
$256,826
0.07% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
2,427
shares
|
$256,509
0.11% of portfolio
|
Q3 2025
Reduced 3.84%
|
|