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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
2,938
shares
|
$359,052
0.13% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,936
shares
|
$358,808
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,926
shares
|
$357,586
0.12% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
2,926
shares
|
$357,586
0.03% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
2,924
shares
|
$357,342
0.22% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
2,924
shares
|
$357,342
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,920
shares
|
$356,853
0.11% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
2,906
shares
|
$355,142
0.16% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,900
shares
|
$354,409
0.2% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
2,896
shares
|
$353,920
0.29% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,894
shares
|
$353,675
0.12% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
2,889
shares
|
$353,064
0.1% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,886
shares
|
$352,698
0.13% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,884
shares
|
$352,453
0.16% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
2,878
shares
|
$351,720
0.08% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
2,877
shares
|
$351,598
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
2,877
shares
|
$351,598
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,873
shares
|
$351,109
0.06% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,872
shares
|
$350,987
0.03% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,866
shares
|
$350,253
0.12% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,865
shares
|
$350,131
0.05% of portfolio
|
Q2 2025
Reduced 47.75%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
2,864
shares
|
$350,009
0.06% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,862
shares
|
$349,765
0.19% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,854
shares
|
$348,787
0.06% of portfolio
|
Q4 2022
Reduced 16.87%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,852
shares
|
$348,542
0.07% of portfolio
|
Q1 2025
Reduced 2.33%
|