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 3,600 institutions that hold shares in the stock, with a total of 1.29 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
12,679
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
12,678
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Added 35.91%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
12,677
shares
|
$1.34 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,631
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,628
shares
|
$1.33 Million
2.64% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
12,624
shares
|
$1.33 Million
0.75% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
12,606
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 54.87%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
12,600
shares
|
$1.33 Million
0.76% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
12,564
shares
|
$1.33 Million
0.34% of portfolio
|
Q3 2025
Added 436.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
12,554
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
12,553
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
12,530
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
12,485
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
12,428
shares
|
$1.31 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
12,397
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,381
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
12,368
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 30.97%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
12,362
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2025
Reduced 40.96%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,345
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2023
Added 7.43%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
12,343
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
12,334
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12,329
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
12,319
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Politan Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,296
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
12,271
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Added 10.18%
|
|