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 |
|---|---|---|---|---|---|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
6,289
shares
|
$664,684
0.07% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
6,287
shares
|
$664,473
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
6,268
shares
|
$662,464
0.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
6,268
shares
|
$662,464
0.26% of portfolio
|
Q4 2025
Added 16.9%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6,257
shares
|
$661,302
0.14% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,257
shares
|
$661,302
0.05% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,253
shares
|
$660,879
0.05% of portfolio
|
Q4 2022
Reduced 14.95%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,250
shares
|
$660,562
0.09% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
6,242
shares
|
$659,716
0.08% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
6,224
shares
|
$657,814
0.44% of portfolio
|
Q4 2025
Added 5.01%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
6,223
shares
|
$657,708
0.04% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
6,220
shares
|
$657,391
0.25% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
6,217
shares
|
$657,074
0.23% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
6,204
shares
|
$655,700
0.12% of portfolio
|
Q4 2025
Added 3.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,173
shares
|
$652,424
0.08% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
6,166
shares
|
$651,684
0.22% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
6,163
shares
|
$651,367
0.07% of portfolio
|
Q4 2025
Reduced 9.15%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
6,158
shares
|
$650,839
0.63% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,154
shares
|
$650,416
0.05% of portfolio
|
Q3 2022
Reduced 39.48%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
6,154
shares
|
$650,416
0.13% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,146
shares
|
$649,570
0.05% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,140
shares
|
$648,936
0.12% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
6,122
shares
|
$647,034
0.5% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
6,118
shares
|
$646,611
0.12% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
6,113
shares
|
$646,082
0.19% of portfolio
|
Q3 2025
Reduced 5.69%
|
|