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 3,590 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 |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
10,236
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
10,224
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2025
Reduced 24.89%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
10,209
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2022
Added 19.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,201
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,199
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
10,196
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
10,180
shares
|
$1.08 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
10,179
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
10,142
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
10,128
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
10,123
shares
|
$1.07 Million
0.36% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,111
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Added 37.79%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
10,109
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,067
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
10,059
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2025
Reduced 8.0%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
10,052
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
10,050
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,023
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
10,019
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 49.61%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$1.06 Million
0.84% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
9,979
shares
|
$1.05 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
9,979
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2025
Added 57.35%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
9,957
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
9,912
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 68.09%
|
|