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 3,590 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 |
|---|---|---|---|---|---|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
2,073
shares
|
$219,095
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,071
shares
|
$218,883
0.11% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
2,070
shares
|
$218,778
0.23% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,067
shares
|
$218,461
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,060
shares
|
$217,721
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,052
shares
|
$216,875
0.08% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
2,052
shares
|
$216,875
0.13% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,051
shares
|
$216,770
0.09% of portfolio
|
Q3 2025
Reduced 50.9%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
2,050
shares
|
$216,664
0.07% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
2,050
shares
|
$216,664
0.03% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,049
shares
|
$216,558
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,045
shares
|
$216,136
0.17% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
2,044
shares
|
$216,030
0.08% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
2,040
shares
|
$215,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
2,039
shares
|
$215,501
0.03% of portfolio
|
Q4 2025
Reduced 8.89%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
2,034
shares
|
$214,973
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,030
shares
|
$214,550
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
2,030
shares
|
$214,550
0.02% of portfolio
|
Q2 2025
Reduced 78.01%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
2,027
shares
|
$214,233
0.13% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
2,026
shares
|
$214,127
0.02% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
2,025
shares
|
$214,022
0.06% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
2,022
shares
|
$213,705
0.09% of portfolio
|
Q4 2025
Reduced 8.88%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
2,020
shares
|
$213,493
0.1% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,019
shares
|
$213,388
0.03% of portfolio
|
Q3 2025
Reduced 25.99%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
2,005
shares
|
$211,908
0.17% of portfolio
|
Q3 2025
Reduced 74.81%
|
|