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 3,597 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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
7,722
shares
|
$816,138
0.32% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
7,717
shares
|
$815,609
1.14% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
7,708
shares
|
$814,658
0.38% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
7,708
shares
|
$814,658
0.51% of portfolio
|
Q3 2025
Added 63.65%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
7,699
shares
|
$813,707
0.1% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,688
shares
|
$812,544
0.03% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
7,686
shares
|
$812,333
0.17% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,664
shares
|
$810,008
0.3% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
7,661
shares
|
$809,691
0.58% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,656
shares
|
$809,162
0.19% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
7,655
shares
|
$809,056
0.03% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
7,649
shares
|
$808,422
0.05% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
7,619
shares
|
$805,252
0.16% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,610
shares
|
$804,300
0.06% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,583
shares
|
$801,447
0.04% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,575
shares
|
$800,601
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
7,567
shares
|
$799,756
0.11% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,563
shares
|
$799,333
0.12% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
7,557
shares
|
$798,699
0.38% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,553
shares
|
$798,276
0.27% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
7,542
shares
|
$797,113
0.39% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,542
shares
|
$797,113
0.12% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
7,537
shares
|
$796,585
0.74% of portfolio
|
Q4 2023
Reduced 21.39%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,513
shares
|
$794,048
0.1% of portfolio
|
Q2 2024
Added 32.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
7,508
shares
|
$793,520
0.07% of portfolio
|
Q3 2025
Reduced 6.3%
|
|