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 |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
1,855
shares
|
$196,054
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,854
shares
|
$195,949
0.01% of portfolio
|
Q4 2025
Reduced 7.99%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,853
shares
|
$195,843
0.02% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
1,851
shares
|
$195,632
0.06% of portfolio
|
Q3 2025
Reduced 24.33%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
1,850
shares
|
$195,526
0.16% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,848
shares
|
$195,315
0.01% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,844
shares
|
$194,892
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
1,844
shares
|
$194,892
0.07% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,843
shares
|
$194,786
0.08% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
1,840
shares
|
$194,469
0.07% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
1,839
shares
|
$194,363
0.1% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$193,835
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
1,830
shares
|
$193,412
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
1,830
shares
|
$193,412
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,822
shares
|
$192,567
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
1,820
shares
|
$192,355
0.07% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,818
shares
|
$192,144
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
1,814
shares
|
$191,721
0.07% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
1,813
shares
|
$191,615
0.08% of portfolio
|
Q4 2025
Reduced 11.3%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,812
shares
|
$191,510
0.18% of portfolio
|
Q3 2025
Reduced 35.84%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,811
shares
|
$191,404
0.13% of portfolio
|
Q2 2022
Reduced 26.74%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,811
shares
|
$191,404
0.05% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,808
shares
|
$191,087
0.07% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
1,805
shares
|
$190,770
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,803
shares
|
$190,559
0.03% of portfolio
|
Q3 2025
Added 2.62%
|
|