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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,736
shares
|
$394,857
0.02% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,722
shares
|
$393,378
0.3% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,718
shares
|
$392,955
0.54% of portfolio
|
Q4 2022
Reduced 11.85%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,715
shares
|
$392,638
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
3,713
shares
|
$392,426
0.13% of portfolio
|
Q4 2025
Reduced 2.21%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
3,709
shares
|
$392,004
0.44% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$391,581
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
3,700
shares
|
$391,053
0.07% of portfolio
|
Q3 2025
Reduced 47.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,697
shares
|
$390,735
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
3,693
shares
|
$390,313
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
3,687
shares
|
$389,679
0.06% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
3,683
shares
|
$389,256
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
3,677
shares
|
$388,622
0.15% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,671
shares
|
$387,987
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,665
shares
|
$387,353
0.01% of portfolio
|
Q3 2023
Reduced 20.76%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
3,663
shares
|
$387,142
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,647
shares
|
$385,451
0.05% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
3,647
shares
|
$385,451
0.3% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Bck Capital Management LP
Stamford, CT |
Nov 07, 2025 Q3 2025 |
3,640
shares
|
$384,711
0.52% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,629
shares
|
$383,549
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
3,629
shares
|
$383,549
0.06% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,605
shares
|
$381,012
0.02% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,605
shares
|
$381,012
0.11% of portfolio
|
Q3 2025
Added 154.59%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
3,604
shares
|
$380,906
0.12% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
3,587
shares
|
$379,110
0.05% of portfolio
|
Q3 2025
Reduced 49.24%
|
|