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 3,590 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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
3,866
shares
|
$408,597
0.05% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,864
shares
|
$408,386
0.22% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
3,863
shares
|
$408,280
0.2% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
3,854
shares
|
$407,329
0.19% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,853
shares
|
$407,223
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
3,849
shares
|
$406,800
0.14% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,847
shares
|
$406,589
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,836
shares
|
$405,426
0.03% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
3,828
shares
|
$404,581
0.03% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
3,817
shares
|
$403,418
0.32% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
3,811
shares
|
$402,784
0.21% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
3,810
shares
|
$402,678
0.2% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,802
shares
|
$401,833
0.08% of portfolio
|
Q4 2025
Added 2.09%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
3,797
shares
|
$401,304
0.16% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
3,793
shares
|
$400,882
0.09% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
3,793
shares
|
$400,882
0.29% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
3,791
shares
|
$400,670
0.04% of portfolio
|
Q4 2025
Reduced 89.81%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,782
shares
|
$399,719
0.16% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
3,769
shares
|
$398,345
0.02% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,763
shares
|
$397,711
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,755
shares
|
$396,865
0.12% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,749
shares
|
$396,231
0.05% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,740
shares
|
$395,280
0.22% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,738
shares
|
$395,069
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
3,738
shares
|
$395,069
0.37% of portfolio
|
Q4 2025
New holding
|
|