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 |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
3,274
shares
|
$400,115
0.33% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
3,271
shares
|
$399,748
0.14% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,269
shares
|
$399,504
0.05% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
3,257
shares
|
$398,037
0.07% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,253
shares
|
$397,549
0.04% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
3,238
shares
|
$395,715
0.26% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
3,232
shares
|
$394,982
0.21% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,231
shares
|
$394,860
0.15% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
3,229
shares
|
$394,616
0.29% of portfolio
|
Q2 2025
Reduced 56.68%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,228
shares
|
$394,493
0.08% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,218
shares
|
$393,271
0.14% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,212
shares
|
$392,538
0.19% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,211
shares
|
$392,416
0.29% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,197
shares
|
$390,705
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,194
shares
|
$390,338
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
3,190
shares
|
$389,849
0.28% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,189
shares
|
$389,727
0.09% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,189
shares
|
$389,727
0.25% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
3,189
shares
|
$389,727
0.04% of portfolio
|
Q1 2025
Reduced 95.29%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
3,186
shares
|
$389,361
0.04% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,179
shares
|
$388,505
0.11% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,174
shares
|
$387,894
0.14% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,173
shares
|
$387,772
0.1% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,173
shares
|
$387,772
0.21% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
3,170
shares
|
$387,405
0.05% of portfolio
|
Q2 2025
Reduced 11.2%
|