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 |
|---|---|---|---|---|---|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
12,624
shares
|
$1.33 Million
0.75% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
12,613
shares
|
$1.33 Million
0.48% of portfolio
|
Q4 2025
Added 10.87%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
12,600
shares
|
$1.33 Million
0.76% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
12,571
shares
|
$1.33 Million
1.03% of portfolio
|
Q4 2025
Added 5.01%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
12,564
shares
|
$1.33 Million
0.34% of portfolio
|
Q3 2025
Added 436.69%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
12,485
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
12,428
shares
|
$1.31 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
12,397
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,381
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
12,370
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
12,368
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 30.97%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,345
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2023
Added 7.43%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
12,343
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
12,334
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12,329
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
12,319
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
12,305
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Politan Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,296
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
12,271
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
12,253
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,221
shares
|
$1.29 Million
0.8% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12,219
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
12,204
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
12,175
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,174
shares
|
$1.29 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.9%
|
|