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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,877
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
23,868
shares
|
$2.52 Million
0.56% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
23,791
shares
|
$2.51 Million
0.54% of portfolio
|
Q3 2025
Added 134.26%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
23,705
shares
|
$2.51 Million
1.23% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
23,688
shares
|
$2.5 Million
0.18% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
23,614
shares
|
$2.5 Million
0.33% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
23,593
shares
|
$2.49 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
23,583
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
23,448
shares
|
$2.48 Million
0.33% of portfolio
|
Q4 2025
Reduced 28.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
23,436
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,405
shares
|
$2.47 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
23,404
shares
|
$2.47 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
23,394
shares
|
$2.47 Million
0.64% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
23,351
shares
|
$2.47 Million
1.65% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
23,265
shares
|
$2.46 Million
1.64% of portfolio
|
Q2 2022
Added 9.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
23,251
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
23,221
shares
|
$2.45 Million
1.07% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
23,207
shares
|
$2.45 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
23,192
shares
|
$2.45 Million
0.5% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
23,154
shares
|
$2.45 Million
0.59% of portfolio
|
Q3 2025
Added 474.68%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
23,113
shares
|
$2.44 Million
1.13% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
23,013
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2025
Added 205.98%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
22,952
shares
|
$2.43 Million
0.41% of portfolio
|
Q3 2025
Added 310.37%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
22,938
shares
|
$2.42 Million
0.58% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
22,938
shares
|
$2.42 Million
0.2% of portfolio
|
Q4 2025
Added 0.73%
|
|