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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
22,895
shares
|
$2.42 Million
0.33% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
22,887
shares
|
$2.42 Million
0.91% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
22,874
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
22,850
shares
|
$2.42 Million
0.16% of portfolio
|
Q2 2022
Reduced 14.97%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
22,783
shares
|
$2.41 Million
0.16% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
22,754
shares
|
$2.4 Million
0.37% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
22,740
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
22,595
shares
|
$2.39 Million
0.12% of portfolio
|
Q2 2024
Added 17.29%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
22,587
shares
|
$2.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
22,560
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
22,544
shares
|
$2.38 Million
1.13% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
22,527
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
22,515
shares
|
$2.38 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
22,407
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
22,392
shares
|
$2.37 Million
0.15% of portfolio
|
Q4 2025
Added 15.36%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
22,234
shares
|
$2.35 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
22,131
shares
|
$2.34 Million
0.5% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
22,108
shares
|
$2.34 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
22,047
shares
|
$2.33 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
22,006
shares
|
$2.33 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
21,920
shares
|
$2.32 Million
0.53% of portfolio
|
Q2 2025
Added 19.18%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
21,871
shares
|
$2.31 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
21,869
shares
|
$2.31 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
21,831
shares
|
$2.31 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
21,800
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2025
Added 72.93%
|
|