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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
11,098
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
11,094
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
11,088
shares
|
$1.17 Million
0.38% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
11,084
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
11,077
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,061
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,057
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.47%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,041
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,031
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
11,026
shares
|
$1.17 Million
0.52% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,990
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
10,972
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
10,970
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10,945
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2025
Reduced 7.48%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
10,936
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
10,931
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
10,924
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
10,904
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
10,893
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,882
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2023
Reduced 17.58%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
10,817
shares
|
$1.14 Million
0.47% of portfolio
|
Q4 2025
Reduced 7.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
10,753
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
10,724
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
10,715
shares
|
$1.13 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
10,698
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.7%
|
|