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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
8,223
shares
|
$869,088
0.06% of portfolio
|
Q3 2025
Reduced 86.41%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
8,205
shares
|
$867,186
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
8,182
shares
|
$864,755
0.76% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
8,154
shares
|
$861,796
0.08% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
8,137
shares
|
$859,999
0.09% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
8,130
shares
|
$859,259
0.03% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
8,114
shares
|
$857,568
0.29% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
8,094
shares
|
$855,454
0.1% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
8,083
shares
|
$854,292
0.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,074
shares
|
$853,341
0.05% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
8,064
shares
|
$852,284
0.65% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
8,046
shares
|
$850,381
0.06% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
8,042
shares
|
$849,958
0.29% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
8,013
shares
|
$846,893
0.44% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
7,999
shares
|
$845,414
0.08% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
7,986
shares
|
$844,040
0.05% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
7,985
shares
|
$843,934
0.08% of portfolio
|
Q4 2025
Reduced 5.65%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,956
shares
|
$840,869
0.29% of portfolio
|
Q1 2023
Added 19.98%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,953
shares
|
$840,552
0.63% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,948
shares
|
$840,024
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
7,911
shares
|
$836,113
0.25% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,908
shares
|
$835,796
0.35% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,895
shares
|
$834,422
0.08% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,894
shares
|
$834,316
0.14% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,892
shares
|
$834,105
0.03% of portfolio
|
Q3 2025
Added 12.36%
|
|