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 |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,636
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2023
Reduced 12.81%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
10,622
shares
|
$1.12 Million
0.77% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
10,622
shares
|
$1.12 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
10,599
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
10,567
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
10,530
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2025
Added 67.33%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
10,519
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
10,516
shares
|
$1.11 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
10,504
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
10,499
shares
|
$1.11 Million
1.21% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,487
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
10,487
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,485
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
10,482
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2025
Reduced 15.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
10,467
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,428
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,376
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
10,370
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
10,367
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,365
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Added 244.58%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
10,334
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,324
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
10,306
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,285
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,277
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.19%
|
|