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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
158
shares
|
$16,699
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
158
shares
|
$16,699
0.01% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$16,593
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
157
shares
|
$16,593
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$16,381
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
155
shares
|
$16,381
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
153
shares
|
$16,170
0.0% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
153
shares
|
$16,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
150
shares
|
$15,853
0.0% of portfolio
|
Q3 2025
Added 44.23%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
148
shares
|
$15,642
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
142
shares
|
$15,007
0.07% of portfolio
|
Q3 2025
Reduced 85.83%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
142
shares
|
$15,007
0.01% of portfolio
|
Q3 2025
Reduced 43.65%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
140
shares
|
$14,796
0.01% of portfolio
|
Q2 2025
Reduced 76.63%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
135
shares
|
$14,268
0.01% of portfolio
|
Q4 2025
Added 18.42%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
135
shares
|
$14,268
0.01% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
134
shares
|
$14,162
0.01% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
134
shares
|
$14,162
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
133
shares
|
$14,056
0.01% of portfolio
|
Q2 2025
Reduced 48.25%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
132
shares
|
$13,951
0.0% of portfolio
|
Q4 2025
Added 3.94%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
132
shares
|
$13,951
0.01% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
130
shares
|
$13,739
0.0% of portfolio
|
Q3 2025
Reduced 90.3%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
128
shares
|
$13,528
0.0% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
128
shares
|
$13,528
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
125
shares
|
$13,211
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
124
shares
|
$13,105
0.01% of portfolio
|
Q2 2025
New holding
|
|