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 3,559 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 $157 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
3,416
shares
|
$417,469
0.03% of portfolio
|
Q1 2025
Added 0.8%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,414
shares
|
$417,224
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,404
shares
|
$416,002
0.09% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,394
shares
|
$414,780
0.04% of portfolio
|
Q1 2025
Added 24.6%
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
3,390
shares
|
$414,291
0.28% of portfolio
|
Q2 2025
Added 0.18%
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,386
shares
|
$413,803
0.25% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,385
shares
|
$413,680
0.04% of portfolio
|
Q2 2025
Added 1.2%
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,380
shares
|
$413,069
0.11% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
3,363
shares
|
$410,992
0.09% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,361
shares
|
$410,747
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,352
shares
|
$409,647
0.18% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,335
shares
|
$407,570
0.08% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
3,328
shares
|
$406,714
0.06% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
3,323
shares
|
$406,103
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,314
shares
|
$405,003
0.08% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,305
shares
|
$403,904
0.14% of portfolio
|
Q1 2025
New holding
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
3,300
shares
|
$403,293
0.0% of portfolio
|
Q1 2025
Reduced 57.85%
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,300
shares
|
$403,293
0.07% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,292
shares
|
$402,315
0.15% of portfolio
|
Q1 2025
Added 0.55%
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,291
shares
|
$402,193
0.03% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,287
shares
|
$401,704
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
3,283
shares
|
$401,215
0.11% of portfolio
|
Q1 2025
Added 8.28%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
3,280
shares
|
$400,848
0.48% of portfolio
|
Q1 2025
Added 96.41%
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,275
shares
|
$400,237
0.08% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
3,274
shares
|
$400,115
0.09% of portfolio
|
Q1 2025
Added 28.64%
|