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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
5,161
shares
|
$545,466
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,151
shares
|
$544,409
0.29% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
5,150
shares
|
$544,303
0.18% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
5,149
shares
|
$544,197
0.05% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
5,148
shares
|
$544,092
0.32% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
5,139
shares
|
$543,140
0.53% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
5,137
shares
|
$542,929
0.13% of portfolio
|
Q3 2025
Added 26.03%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,135
shares
|
$542,718
0.31% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,121
shares
|
$541,238
0.1% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,116
shares
|
$540,710
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,108
shares
|
$539,864
0.1% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
5,103
shares
|
$539,336
0.45% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
5,100
shares
|
$539,019
0.02% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
5,098
shares
|
$538,807
0.27% of portfolio
|
Q3 2025
Added 36.9%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
5,096
shares
|
$538,596
0.34% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
5,090
shares
|
$537,962
0.41% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
5,089
shares
|
$537,856
0.43% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
5,070
shares
|
$535,848
0.15% of portfolio
|
Q3 2025
Added 355.94%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
5,065
shares
|
$535,319
0.46% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
5,065
shares
|
$535,319
0.1% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,060
shares
|
$534,791
0.04% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,048
shares
|
$533,523
0.59% of portfolio
|
Q3 2022
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
5,033
shares
|
$531,937
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
5,030
shares
|
$531,620
0.07% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,030
shares
|
$531,620
0.27% of portfolio
|
Q2 2025
Reduced 34.13%
|
|