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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,431
shares
|
$376,449
0.24% of portfolio
|
Q1 2023
Added 9.76%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,430
shares
|
$376,339
0.11% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
3,429
shares
|
$376,229
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,419
shares
|
$375,132
0.13% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
3,416
shares
|
$374,803
0.03% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,414
shares
|
$374,584
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,394
shares
|
$372,389
0.04% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,386
shares
|
$371,511
0.25% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
3,384
shares
|
$371,292
0.25% of portfolio
|
Q1 2025
Added 23.23%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
3,380
shares
|
$370,853
0.1% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
3,373
shares
|
$370,085
0.04% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,371
shares
|
$369,866
0.06% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
3,363
shares
|
$368,988
0.09% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,361
shares
|
$368,768
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
|
$367,781
0.18% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,348
shares
|
$367,342
0.09% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
3,345
shares
|
$367,013
0.03% of portfolio
|
Q1 2025
Reduced 47.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,344
shares
|
$366,903
0.04% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,334
shares
|
$365,806
0.07% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
3,334
shares
|
$365,806
0.05% of portfolio
|
Q1 2025
Added 55.65%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
3,333
shares
|
$365,696
0.06% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
3,328
shares
|
$365,148
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
|
$364,599
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
3,307
shares
|
$362,844
0.29% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,305
shares
|
$362,624
0.14% of portfolio
|
Q1 2025
New holding
|