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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
17,129
shares
|
$1.81 Million
0.16% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
17,092
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2025
Added 4.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
17,038
shares
|
$1.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
17,006
shares
|
$1.8 Million
0.67% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
17,000
shares
|
$1.8 Million
0.52% of portfolio
|
Q2 2019
Reduced 19.05%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
16,986
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
16,969
shares
|
$1.79 Million
0.48% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
16,966
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
16,945
shares
|
$1.79 Million
1.02% of portfolio
|
Q2 2022
Reduced 15.11%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
16,935
shares
|
$1.79 Million
1.21% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
16,912
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
16,890
shares
|
$1.79 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
16,882
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,880
shares
|
$1.78 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
16,844
shares
|
$1.78 Million
0.28% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
16,749
shares
|
$1.77 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
16,712
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
16,662
shares
|
$1.76 Million
0.36% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
16,660
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 76.95%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
16,579
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,560
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
16,509
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
16,490
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
16,476
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,459
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 3.31%
|
|