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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
7,407
shares
|
$782,845
0.1% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
7,407
shares
|
$782,845
0.64% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
7,400
shares
|
$782,106
0.23% of portfolio
|
Q1 2023
Reduced 1.41%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
7,396
shares
|
$781,683
0.13% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,396
shares
|
$781,683
0.15% of portfolio
|
Q1 2024
Added 85.46%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
7,365
shares
|
$778,406
0.4% of portfolio
|
Q3 2023
Reduced 2.39%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
7,360
shares
|
$777,878
0.34% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
7,358
shares
|
$777,667
0.29% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
7,355
shares
|
$777,349
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,353
shares
|
$777,138
0.17% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,346
shares
|
$776,398
0.09% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,337
shares
|
$775,447
0.15% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
7,333
shares
|
$775,024
0.55% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
7,317
shares
|
$773,333
0.12% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
7,314
shares
|
$773,016
0.2% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,297
shares
|
$771,219
0.05% of portfolio
|
Q2 2023
Reduced 12.41%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,296
shares
|
$771,114
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
7,295
shares
|
$771,008
0.12% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
7,294
shares
|
$770,902
0.12% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
7,291
shares
|
$770,585
0.04% of portfolio
|
Q4 2025
Added 9.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
7,286
shares
|
$770,057
0.18% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
7,262
shares
|
$767,520
0.06% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$765,829
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
7,239
shares
|
$765,089
0.24% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
7,230
shares
|
$764,138
0.05% of portfolio
|
Q3 2025
Reduced 4.68%
|
|