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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,208
shares
|
$233,363
0.07% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,208
shares
|
$233,363
0.14% of portfolio
|
Q2 2025
Reduced 36.17%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,207
shares
|
$233,257
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
2,206
shares
|
$233,152
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,205
shares
|
$233,046
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$232,940
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,201
shares
|
$232,623
0.14% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
2,200
shares
|
$232,518
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
2,198
shares
|
$232,306
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,196
shares
|
$232,095
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
2,192
shares
|
$231,672
0.1% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
2,184
shares
|
$230,826
0.11% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
2,182
shares
|
$230,615
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
2,181
shares
|
$230,509
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,180
shares
|
$230,404
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
2,166
shares
|
$228,924
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
2,166
shares
|
$228,924
0.04% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Oct 23, 2025 Q3 2025 |
2,166
shares
|
$228,924
0.1% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
2,165
shares
|
$228,818
0.06% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,156
shares
|
$227,867
0.11% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
2,152
shares
|
$227,444
0.04% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
2,150
shares
|
$227,233
0.06% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
2,142
shares
|
$226,387
0.17% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
2,142
shares
|
$226,387
0.03% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,138
shares
|
$225,965
0.02% of portfolio
|
Q3 2025
Reduced 0.83%
|
|