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 |
|---|---|---|---|---|---|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jan 15, 2026 Q4 2025 |
6,473
shares
|
$684,131
0.01% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
6,463
shares
|
$683,074
0.08% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,460
shares
|
$682,757
0.64% of portfolio
|
Q4 2025
Reduced 8.76%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
6,460
shares
|
$682,757
0.07% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,456
shares
|
$682,334
0.12% of portfolio
|
Q3 2020
Reduced 5.33%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
6,447
shares
|
$681,383
0.21% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
6,435
shares
|
$680,115
0.15% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
6,425
shares
|
$679,058
0.1% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
6,405
shares
|
$676,944
0.59% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
6,379
shares
|
$674,196
0.3% of portfolio
|
Q3 2025
Added 116.02%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
6,377
shares
|
$673,985
0.18% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
6,369
shares
|
$673,139
0.39% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,366
shares
|
$672,822
0.15% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
6,358
shares
|
$671,977
0.32% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
6,350
shares
|
$671,131
0.1% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,349
shares
|
$671,025
0.01% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
6,340
shares
|
$670,074
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,335
shares
|
$669,546
0.03% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
6,324
shares
|
$668,383
0.05% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,322
shares
|
$668,172
0.04% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,315
shares
|
$667,432
0.3% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
6,312
shares
|
$667,115
0.18% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
6,304
shares
|
$666,269
0.06% of portfolio
|
Q4 2025
Reduced 4.46%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
6,299
shares
|
$665,741
0.05% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
6,294
shares
|
$665,212
0.04% of portfolio
|
Q3 2025
Reduced 15.36%
|
|