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 |
|---|---|---|---|---|---|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
16,455
shares
|
$1.74 Million
0.66% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
16,432
shares
|
$1.74 Million
1.92% of portfolio
|
Q4 2022
Reduced 4.56%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
16,309
shares
|
$1.72 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
16,306
shares
|
$1.72 Million
0.87% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
16,260
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
16,226
shares
|
$1.71 Million
0.9% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
16,216
shares
|
$1.71 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
16,106
shares
|
$1.7 Million
0.34% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
16,099
shares
|
$1.7 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
16,071
shares
|
$1.7 Million
0.25% of portfolio
|
Q3 2023
Reduced 18.42%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,040
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
15,970
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2024
Reduced 60.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
15,947
shares
|
$1.69 Million
0.45% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
15,925
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
15,899
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,858
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
15,851
shares
|
$1.68 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
15,850
shares
|
$1.68 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
15,841
shares
|
$1.67 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
15,758
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
15,756
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
15,740
shares
|
$1.66 Million
0.39% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,730
shares
|
$1.66 Million
0.96% of portfolio
|
Q1 2024
Reduced 6.09%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
15,727
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
15,705
shares
|
$1.66 Million
1.41% of portfolio
|
Q2 2023
Reduced 38.95%
|
|