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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,021
shares
|
$369,196
0.04% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,020
shares
|
$369,074
0.21% of portfolio
|
Q3 2023
Added 20.8%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,011
shares
|
$367,974
0.11% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,008
shares
|
$367,607
0.06% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$366,630
0.95% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$366,630
0.01% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,999
shares
|
$366,507
0.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
2,999
shares
|
$366,507
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,996
shares
|
$366,141
0.28% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,993
shares
|
$365,774
0.14% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
2,991
shares
|
$365,530
0.1% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
2,990
shares
|
$365,407
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,986
shares
|
$364,919
0.06% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
2,985
shares
|
$364,796
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,980
shares
|
$364,185
0.06% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,977
shares
|
$363,819
0.24% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
2,971
shares
|
$363,085
0.04% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$362,108
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$362,108
0.04% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,959
shares
|
$361,619
0.15% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
2,958
shares
|
$361,497
0.1% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,952
shares
|
$360,763
0.23% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
2,943
shares
|
$359,664
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
2,942
shares
|
$359,541
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,941
shares
|
$359,419
0.03% of portfolio
|
Q2 2025
Added 0.34%
|