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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
301
shares
|
$31,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
300
shares
|
$31,707
0.01% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
300
shares
|
$31,707
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
291
shares
|
$30,755
0.01% of portfolio
|
Q3 2025
Added 48.47%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
290
shares
|
$30,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
280
shares
|
$29,593
0.01% of portfolio
|
Q4 2024
Reduced 61.64%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
279
shares
|
$29,487
0.01% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
275
shares
|
$29,064
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
274
shares
|
$28,959
0.02% of portfolio
|
Q2 2025
Added 705.88%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
270
shares
|
$28,536
0.03% of portfolio
|
Q4 2024
Reduced 65.16%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
267
shares
|
$28,219
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
265
shares
|
$28,007
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
263
shares
|
$27,796
0.01% of portfolio
|
Q1 2023
Added 10.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
262
shares
|
$27,690
0.01% of portfolio
|
Q3 2025
Reduced 28.02%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
259
shares
|
$27,373
0.04% of portfolio
|
Q2 2022
Reduced 18.81%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
255
shares
|
$26,950
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
253
shares
|
$26,739
0.0% of portfolio
|
Q3 2025
Reduced 34.46%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
252
shares
|
$26,633
0.01% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
251
shares
|
$26,528
0.01% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
251
shares
|
$26,528
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
250
shares
|
$26,422
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
247
shares
|
$26,105
0.1% of portfolio
|
Q3 2025
Reduced 79.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$25,048
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
219
shares
|
$23,146
0.01% of portfolio
|
Q3 2025
Added 57.55%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
218
shares
|
$23,040
0.0% of portfolio
|
Q3 2025
New holding
|
|