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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
6,755
shares
|
$713,935
0.1% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
6,748
shares
|
$713,196
0.23% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
6,740
shares
|
$712,350
0.07% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
6,739
shares
|
$712,244
0.21% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
6,734
shares
|
$711,716
0.17% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
6,730
shares
|
$711,293
0.15% of portfolio
|
Q3 2025
Added 805.79%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
6,727
shares
|
$710,976
0.16% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
6,725
shares
|
$710,765
0.55% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
6,723
shares
|
$710,553
0.18% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
6,714
shares
|
$709,602
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,699
shares
|
$708,017
0.18% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,694
shares
|
$707,488
0.34% of portfolio
|
Q4 2022
Added 34.61%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
6,686
shares
|
$706,643
0.04% of portfolio
|
Q3 2025
Reduced 12.49%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,681
shares
|
$706,114
0.11% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
6,680
shares
|
$706,009
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
6,674
shares
|
$705,375
0.17% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
6,664
shares
|
$704,318
0.56% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
6,653
shares
|
$703,155
0.44% of portfolio
|
Q3 2025
Added 125.37%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,647
shares
|
$702,521
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
6,638
shares
|
$701,570
0.28% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
6,636
shares
|
$701,358
0.11% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
6,636
shares
|
$701,358
0.17% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,633
shares
|
$701,041
0.02% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
6,633
shares
|
$701,041
0.24% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
6,626
shares
|
$700,301
0.09% of portfolio
|
Q3 2025
Added 22.25%
|
|