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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,656
shares
|
$809,162
0.19% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
7,649
shares
|
$808,422
0.05% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
7,619
shares
|
$805,252
0.16% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,610
shares
|
$804,300
0.06% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,583
shares
|
$801,447
0.04% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,575
shares
|
$800,601
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
7,567
shares
|
$799,756
0.11% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
7,564
shares
|
$799,439
0.28% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,563
shares
|
$799,333
0.12% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
7,557
shares
|
$798,699
0.38% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,553
shares
|
$798,276
0.27% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
7,542
shares
|
$797,113
0.39% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,542
shares
|
$797,113
0.12% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
7,537
shares
|
$796,585
0.74% of portfolio
|
Q4 2023
Reduced 21.39%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
7,525
shares
|
$795,317
0.17% of portfolio
|
Q4 2025
Added 130.9%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,513
shares
|
$794,048
0.1% of portfolio
|
Q2 2024
Added 32.04%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
7,500
shares
|
$792,675
0.29% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,471
shares
|
$789,609
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
7,470
shares
|
$789,504
0.49% of portfolio
|
Q3 2023
Reduced 29.05%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
7,468
shares
|
$789,292
0.24% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
7,466
shares
|
$789,081
0.03% of portfolio
|
Q4 2025
Reduced 10.44%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
7,461
shares
|
$788,553
0.47% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
7,437
shares
|
$786,016
0.51% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
7,434
shares
|
$785,699
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
7,410
shares
|
$783,162
0.23% of portfolio
|
Q3 2025
Reduced 3.83%
|
|