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 |
|---|---|---|---|---|---|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,836
shares
|
$2.2 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
20,819
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
20,554
shares
|
$2.17 Million
0.44% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
20,411
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
20,380
shares
|
$2.15 Million
1.09% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,372
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
20,320
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
20,308
shares
|
$2.15 Million
0.47% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
20,300
shares
|
$2.15 Million
0.33% of portfolio
|
Q3 2025
Added 54.93%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
20,295
shares
|
$2.14 Million
1.27% of portfolio
|
Q1 2024
Added 80.64%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
20,259
shares
|
$2.14 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
20,259
shares
|
$2.14 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
20,246
shares
|
$2.14 Million
0.5% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
20,165
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
20,157
shares
|
$2.13 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
20,151
shares
|
$2.13 Million
0.05% of portfolio
|
Q4 2025
Reduced 22.06%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
20,117
shares
|
$2.13 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
20,093
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,055
shares
|
$2.12 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,048
shares
|
$2.12 Million
1.89% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
19,996
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
19,936
shares
|
$2.11 Million
0.24% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,893
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
19,883
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
19,683
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|