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 |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
17,669
shares
|
$1.87 Million
0.78% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
17,627
shares
|
$1.86 Million
0.5% of portfolio
|
Q4 2025
Reduced 5.17%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
17,616
shares
|
$1.86 Million
0.32% of portfolio
|
Q3 2025
Added 131.3%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
17,611
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
17,611
shares
|
$1.86 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Element Squared LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
17,582
shares
|
$1.86 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
17,562
shares
|
$1.86 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
17,558
shares
|
$1.86 Million
0.39% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
17,551
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
17,534
shares
|
$1.85 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
17,525
shares
|
$1.85 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
17,479
shares
|
$1.85 Million
1.27% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,474
shares
|
$1.85 Million
0.46% of portfolio
|
Q1 2023
Added 20.45%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
17,465
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 32.71%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
17,427
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
17,423
shares
|
$1.84 Million
0.56% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
17,415
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
17,380
shares
|
$1.84 Million
0.52% of portfolio
|
Q3 2025
Reduced 19.1%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
17,285
shares
|
$1.83 Million
0.87% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
17,259
shares
|
$1.82 Million
1.37% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
17,243
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,217
shares
|
$1.82 Million
0.46% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
17,175
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
17,166
shares
|
$1.81 Million
1.13% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
17,159
shares
|
$1.81 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.54%
|
|