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 3,594 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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,909
shares
|
$201,762
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
1,908
shares
|
$201,656
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,907
shares
|
$201,550
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
1,906
shares
|
$201,445
0.18% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
1,904
shares
|
$201,233
0.04% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,902
shares
|
$201,022
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
1,899
shares
|
$200,705
0.01% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,895
shares
|
$200,282
0.1% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
1,885
shares
|
$199,225
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,883
shares
|
$199,014
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,880
shares
|
$198,697
0.11% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,877
shares
|
$198,380
0.09% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,874
shares
|
$198,063
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
1,874
shares
|
$198,063
0.04% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,870
shares
|
$197,640
0.09% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
1,869
shares
|
$197,534
0.03% of portfolio
|
Q4 2025
Reduced 94.18%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
1,868
shares
|
$197,428
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,867
shares
|
$197,323
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,862
shares
|
$196,794
0.02% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
1,862
shares
|
$196,794
0.03% of portfolio
|
Q4 2025
Reduced 30.7%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,861
shares
|
$196,689
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,860
shares
|
$196,583
0.09% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,859
shares
|
$196,477
0.09% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
1,857
shares
|
$196,266
0.14% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,857
shares
|
$196,266
0.08% of portfolio
|
Q3 2025
Reduced 27.8%
|
|