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 3,538 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
3,032
shares
|
$275,760
0.34% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,027
shares
|
$275,305
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,023
shares
|
$274,941
0.66% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,023
shares
|
$274,941
0.06% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,021
shares
|
$274,759
0.06% of portfolio
|
Q1 2025
Reduced 35.26%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
3,020
shares
|
$274,669
0.22% of portfolio
|
Q3 2023
Added 20.8%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
3,016
shares
|
$274,305
0.16% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$272,850
0.95% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$272,850
0.01% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,999
shares
|
$272,759
0.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
2,999
shares
|
$272,759
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
2,991
shares
|
$272,031
0.11% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,980
shares
|
$271,031
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
2,979
shares
|
$270,940
0.05% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,974
shares
|
$270,485
0.05% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
2,974
shares
|
$270,485
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
2,970
shares
|
$270,121
0.23% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,965
shares
|
$269,666
0.02% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$269,484
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,963
shares
|
$269,484
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$269,484
0.04% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,962
shares
|
$269,393
0.05% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,959
shares
|
$269,121
0.15% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,958
shares
|
$269,030
0.13% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
2,942
shares
|
$267,574
0.07% of portfolio
|
Q4 2024
New holding
|