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 |
---|---|---|---|---|---|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
3,300
shares
|
$362,076
0.0% of portfolio
|
Q1 2025
Reduced 57.85%
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,300
shares
|
$362,076
0.07% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
3,295
shares
|
$361,527
0.12% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,292
shares
|
$361,198
0.15% of portfolio
|
Q1 2025
Added 0.55%
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,291
shares
|
$361,088
0.03% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
3,289
shares
|
$360,869
0.08% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,287
shares
|
$360,649
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
3,283
shares
|
$360,210
0.11% of portfolio
|
Q1 2025
Added 8.28%
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,280
shares
|
$359,881
0.02% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
3,280
shares
|
$359,881
0.48% of portfolio
|
Q1 2025
Added 96.41%
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
3,274
shares
|
$359,223
0.09% of portfolio
|
Q1 2025
Added 28.64%
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
3,271
shares
|
$358,894
0.14% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,269
shares
|
$358,674
0.05% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
3,257
shares
|
$357,358
0.06% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,253
shares
|
$356,919
0.04% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
3,238
shares
|
$355,273
0.26% of portfolio
|
Q1 2025
Added 0.43%
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
3,232
shares
|
$354,615
0.21% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,228
shares
|
$354,176
0.08% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,212
shares
|
$352,420
0.19% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,211
shares
|
$352,310
0.29% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
3,211
shares
|
$352,310
0.21% of portfolio
|
Q1 2025
Added 0.6%
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,197
shares
|
$350,774
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,194
shares
|
$350,445
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
3,190
shares
|
$350,006
0.28% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,189
shares
|
$349,897
0.25% of portfolio
|
Q1 2025
Reduced 0.78%
|