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 |
|---|---|---|---|---|---|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,101
shares
|
$644,814
0.39% of portfolio
|
Q4 2025
Reduced 34.06%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
6,101
shares
|
$644,814
0.25% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
6,100
shares
|
$644,709
0.01% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
6,100
shares
|
$644,709
0.38% of portfolio
|
Q4 2025
Reduced 8.31%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,084
shares
|
$643,017
0.03% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
6,083
shares
|
$642,912
0.08% of portfolio
|
Q4 2025
Reduced 18.44%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,074
shares
|
$641,961
0.0% of portfolio
|
Q3 2025
Reduced 96.88%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,058
shares
|
$640,270
0.29% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
6,050
shares
|
$639,424
0.56% of portfolio
|
Q2 2025
Reduced 40.98%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
6,043
shares
|
$638,684
0.23% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
6,039
shares
|
$638,261
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,002
shares
|
$634,351
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
5,992
shares
|
$633,294
0.49% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,982
shares
|
$632,237
0.15% of portfolio
|
Q4 2025
Added 73.59%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
5,981
shares
|
$632,131
0.15% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
5,968
shares
|
$630,757
0.18% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
5,962
shares
|
$630,123
0.32% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
5,952
shares
|
$629,066
0.07% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
5,935
shares
|
$627,270
0.17% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
5,926
shares
|
$626,318
0.46% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
5,924
shares
|
$626,107
0.04% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
5,907
shares
|
$624,310
0.19% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
5,897
shares
|
$623,253
0.16% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,889
shares
|
$622,408
0.03% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
5,888
shares
|
$622,302
0.05% of portfolio
|
Q3 2025
Reduced 2.82%
|
|