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 |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,355
shares
|
$565,969
0.46% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
5,329
shares
|
$563,222
0.01% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
5,314
shares
|
$561,636
0.02% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
5,313
shares
|
$561,530
0.08% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
5,305
shares
|
$560,685
0.25% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
5,300
shares
|
$560,157
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,297
shares
|
$559,839
0.13% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
5,281
shares
|
$558,148
0.22% of portfolio
|
Q3 2025
Reduced 73.9%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,280
shares
|
$558,043
0.07% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
5,279
shares
|
$557,937
0.13% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Profit Investment Management, LLC
|
Jan 08, 2026 Q4 2025 |
5,266
shares
|
$556,563
2.29% of portfolio
|
Q4 2025
Reduced 4.98%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
5,263
shares
|
$556,246
0.35% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,262
shares
|
$556,140
0.02% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,261
shares
|
$556,035
0.1% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
5,259
shares
|
$555,823
0.06% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
5,256
shares
|
$555,506
0.33% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
5,255
shares
|
$555,400
0.19% of portfolio
|
Q3 2025
Added 57.15%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
5,254
shares
|
$555,295
0.36% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
5,250
shares
|
$554,872
0.07% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
5,242
shares
|
$554,026
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
5,239
shares
|
$553,709
0.04% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,211
shares
|
$550,750
0.04% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,185
shares
|
$548,002
0.21% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
5,185
shares
|
$548,002
0.05% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,175
shares
|
$546,945
0.07% of portfolio
|
Q3 2025
Added 20.55%
|
|