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 |
|---|---|---|---|---|---|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,964
shares
|
$207,575
0.05% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
1,964
shares
|
$207,575
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,960
shares
|
$207,152
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
1,956
shares
|
$206,729
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
1,955
shares
|
$206,623
0.08% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,955
shares
|
$206,623
0.14% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
1,951
shares
|
$206,201
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,950
shares
|
$206,095
0.1% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,948
shares
|
$205,884
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,938
shares
|
$204,827
0.08% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
1,933
shares
|
$204,298
0.05% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
1,931
shares
|
$204,087
0.04% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
1,931
shares
|
$204,087
0.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
1,930
shares
|
$203,981
0.03% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$203,981
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
1,930
shares
|
$203,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,926
shares
|
$203,558
0.11% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,923
shares
|
$203,241
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,923
shares
|
$203,241
0.0% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,923
shares
|
$203,241
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,922
shares
|
$203,136
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
1,917
shares
|
$202,607
0.1% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
1,913
shares
|
$202,184
0.11% of portfolio
|
Q4 2025
Added 9.06%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,913
shares
|
$202,184
0.06% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
1,911
shares
|
$201,973
0.1% of portfolio
|
Q4 2025
Added 3.41%
|
|