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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
33,350
shares
|
$3.52 Million
1.08% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
33,277
shares
|
$3.52 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
33,242
shares
|
$3.51 Million
0.49% of portfolio
|
Q3 2025
Reduced 36.61%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
33,226
shares
|
$3.51 Million
0.13% of portfolio
|
Q2 2025
Added 27.66%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
33,094
shares
|
$3.5 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
32,952
shares
|
$3.48 Million
0.33% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
32,633
shares
|
$3.45 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
32,625
shares
|
$3.45 Million
0.31% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
32,416
shares
|
$3.43 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
32,319
shares
|
$3.42 Million
0.71% of portfolio
|
Q4 2022
Reduced 18.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,300
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
32,300
shares
|
$3.41 Million
0.51% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
32,249
shares
|
$3.41 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
32,029
shares
|
$3.39 Million
0.91% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
31,994
shares
|
$3.38 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
31,981
shares
|
$3.38 Million
0.65% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
31,932
shares
|
$3.37 Million
0.72% of portfolio
|
Q4 2022
Added 26.78%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
31,857
shares
|
$3.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
31,825
shares
|
$3.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
31,737
shares
|
$3.35 Million
2.82% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
31,705
shares
|
$3.35 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
31,532
shares
|
$3.33 Million
0.47% of portfolio
|
Q4 2025
Reduced 27.68%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
31,398
shares
|
$3.32 Million
2.05% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
31,202
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2025
Added 73.31%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
31,198
shares
|
$3.3 Million
0.11% of portfolio
|
Q2 2025
Added 3.02%
|
|