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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
3,727
shares
|
$393,906
0.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
3,724
shares
|
$393,589
0.08% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
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
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
3,710
shares
|
$392,109
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
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.
|
Oct 22, 2025 Q3 2025 |
3,665
shares
|
$387,353
0.02% 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%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,655
shares
|
$386,296
0.05% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
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%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
3,638
shares
|
$384,500
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
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%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
3,628
shares
|
$383,443
0.06% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
3,627
shares
|
$383,337
0.19% of portfolio
|
Q3 2025
Added 1.06%
|
|