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 3,490 institutions that hold shares in the stock, with a total of 1.25 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
3,672
shares
|
$402,891
0.02% of portfolio
|
Q1 2025
Added 35.15%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,671
shares
|
$402,782
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,671
shares
|
$402,782
0.05% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,669
shares
|
$402,562
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,665
shares
|
$402,123
0.02% of portfolio
|
Q3 2023
Reduced 20.76%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,665
shares
|
$402,123
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,664
shares
|
$402,014
0.07% of portfolio
|
Q1 2025
Added 61.98%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
3,659
shares
|
$401,465
0.28% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,655
shares
|
$401,026
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,652
shares
|
$400,697
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
3,652
shares
|
$400,697
0.03% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,652
shares
|
$400,697
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,647
shares
|
$400,148
0.05% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,644
shares
|
$399,819
0.02% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,641
shares
|
$399,490
0.05% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
3,634
shares
|
$398,722
0.04% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,632
shares
|
$398,503
0.04% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,632
shares
|
$398,503
0.08% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
3,631
shares
|
$398,393
0.15% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
3,628
shares
|
$398,064
0.04% of portfolio
|
Q1 2025
Reduced 96.4%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
3,624
shares
|
$397,625
0.08% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
3,622
shares
|
$397,405
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,622
shares
|
$397,405
0.29% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,621
shares
|
$397,296
0.04% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
3,621
shares
|
$397,296
0.01% of portfolio
|
Q1 2025
Added 0.14%
|