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 |
|---|---|---|---|---|---|
|
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
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
212
shares
|
$22,406
0.0% of portfolio
|
Q2 2025
Reduced 43.01%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
212
shares
|
$22,406
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
210
shares
|
$22,194
0.01% of portfolio
|
Q4 2024
Added 227.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$21,772
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
203
shares
|
$21,455
0.02% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
197
shares
|
$20,820
0.04% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
197
shares
|
$20,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
191
shares
|
$20,186
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
188
shares
|
$19,869
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
185
shares
|
$19,552
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
183
shares
|
$19,341
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
175
shares
|
$18,495
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
173
shares
|
$18,284
0.0% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
173
shares
|
$18,284
0.04% of portfolio
|
Q3 2025
Reduced 96.58%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
170
shares
|
$17,967
0.01% of portfolio
|
Q1 2025
Reduced 46.88%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
169
shares
|
$17,861
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
167
shares
|
$17,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
165
shares
|
$17,438
0.01% of portfolio
|
Q3 2025
Reduced 94.83%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
164
shares
|
$17,333
0.01% of portfolio
|
Q3 2025
Added 763.16%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
163
shares
|
$17,227
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
160
shares
|
$16,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
159
shares
|
$16,804
0.0% of portfolio
|
Q2 2025
Added 8.16%
|
|