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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
6,725
shares
|
$710,765
0.55% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
6,723
shares
|
$710,553
0.18% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
6,714
shares
|
$709,602
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,699
shares
|
$708,017
0.18% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,694
shares
|
$707,488
0.34% of portfolio
|
Q4 2022
Added 34.61%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,681
shares
|
$706,114
0.11% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
6,680
shares
|
$706,009
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
6,674
shares
|
$705,375
0.17% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
6,664
shares
|
$704,318
0.51% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
6,662
shares
|
$704,106
0.03% of portfolio
|
Q4 2025
Reduced 12.97%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
6,651
shares
|
$702,944
0.08% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,647
shares
|
$702,521
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
6,638
shares
|
$701,570
0.28% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
6,636
shares
|
$701,358
0.11% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,633
shares
|
$701,041
0.02% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
6,633
shares
|
$701,041
0.24% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
6,625
shares
|
$700,196
0.32% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,611
shares
|
$698,716
0.1% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,549
shares
|
$692,163
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
6,528
shares
|
$689,944
0.08% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,527
shares
|
$689,838
0.05% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
6,527
shares
|
$689,838
0.21% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
6,523
shares
|
$689,415
0.53% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
6,520
shares
|
$689,098
0.31% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
6,519
shares
|
$688,993
0.12% of portfolio
|
Q3 2025
Reduced 27.32%
|
|