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 |
|---|---|---|---|---|---|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
3,189
shares
|
$349,897
0.04% of portfolio
|
Q1 2025
Reduced 95.29%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
3,186
shares
|
$349,567
0.04% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,179
shares
|
$348,799
0.11% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,174
shares
|
$348,251
0.14% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,173
shares
|
$348,141
0.21% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,172
shares
|
$348,031
0.17% of portfolio
|
Q1 2025
Reduced 53.7%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
3,168
shares
|
$347,592
0.18% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
3,168
shares
|
$347,592
0.14% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
3,162
shares
|
$346,934
0.02% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
3,161
shares
|
$346,824
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
3,156
shares
|
$346,276
0.09% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,156
shares
|
$346,276
0.04% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
3,153
shares
|
$345,947
0.37% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
3,151
shares
|
$345,727
0.25% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
3,147
shares
|
$345,288
0.15% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
3,143
shares
|
$344,849
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,135
shares
|
$343,972
0.19% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,126
shares
|
$342,984
0.09% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
3,123
shares
|
$342,655
0.07% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
3,113
shares
|
$341,558
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
3,112
shares
|
$341,448
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
3,109
shares
|
$341,119
0.17% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,102
shares
|
$340,351
0.03% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
3,099
shares
|
$340,022
0.3% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
3,098
shares
|
$339,912
0.04% of portfolio
|
Q1 2025
Added 3.99%
|