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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
36,164
shares
|
$3.82 Million
0.05% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
36,150
shares
|
$3.82 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
36,108
shares
|
$3.82 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
36,091
shares
|
$3.81 Million
0.75% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
36,081
shares
|
$3.81 Million
0.13% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
36,063
shares
|
$3.81 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
35,945
shares
|
$3.8 Million
1.21% of portfolio
|
Q3 2025
Reduced 42.94%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
35,614
shares
|
$3.76 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.59%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
35,602
shares
|
$3.76 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
35,522
shares
|
$3.75 Million
4.15% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
35,485
shares
|
$3.75 Million
0.64% of portfolio
|
Q1 2025
Reduced 58.77%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
35,406
shares
|
$3.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
35,398
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2025
Added 414.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,388
shares
|
$3.74 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
35,376
shares
|
$3.74 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
35,367
shares
|
$3.74 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
35,362
shares
|
$3.74 Million
0.49% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
35,357
shares
|
$3.74 Million
0.33% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
35,352
shares
|
$3.74 Million
0.61% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
35,290
shares
|
$3.73 Million
0.15% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
35,236
shares
|
$3.72 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
35,105
shares
|
$3.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
35,056
shares
|
$3.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 14, 2026 Q4 2025 |
35,000
shares
|
$3.7 Million
0.3% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
34,966
shares
|
$3.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.93%
|
|