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 3,563 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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
3,659
shares
|
$442,153
0.28% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,655
shares
|
$441,670
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,652
shares
|
$441,307
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
3,652
shares
|
$441,307
0.03% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,652
shares
|
$441,307
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,647
shares
|
$440,703
0.05% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,644
shares
|
$440,340
0.02% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
3,634
shares
|
$439,132
0.04% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,633
shares
|
$439,011
0.15% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,632
shares
|
$438,890
0.04% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,632
shares
|
$438,890
0.08% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
3,631
shares
|
$438,770
0.15% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
3,628
shares
|
$438,407
0.04% of portfolio
|
Q1 2025
Reduced 96.4%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,622
shares
|
$437,682
0.29% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,621
shares
|
$437,561
0.04% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
3,609
shares
|
$436,111
0.2% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,608
shares
|
$435,990
0.19% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,602
shares
|
$435,265
0.13% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,602
shares
|
$435,265
0.1% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,601
shares
|
$435,144
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,600
shares
|
$435,024
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
3,594
shares
|
$434,298
0.07% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
3,593
shares
|
$434,178
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,589
shares
|
$433,694
0.04% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,589
shares
|
$433,694
0.19% of portfolio
|
Q1 2025
Added 0.11%
|