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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,847
shares
|
$347,931
0.13% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,846
shares
|
$347,809
0.11% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,840
shares
|
$347,076
0.19% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,839
shares
|
$346,954
0.07% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
2,837
shares
|
$346,709
0.1% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,836
shares
|
$346,587
0.05% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,835
shares
|
$346,465
0.06% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,834
shares
|
$346,343
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,824
shares
|
$345,121
0.08% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
2,810
shares
|
$343,410
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,808
shares
|
$343,165
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,808
shares
|
$343,165
0.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,806
shares
|
$342,921
0.17% of portfolio
|
Q2 2025
Reduced 26.62%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,806
shares
|
$342,921
0.06% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
2,798
shares
|
$341,943
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
2,793
shares
|
$341,332
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,786
shares
|
$340,477
0.11% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,785
shares
|
$340,354
0.09% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
2,784
shares
|
$340,232
0.06% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,781
shares
|
$339,866
0.1% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,777
shares
|
$339,377
0.06% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
2,775
shares
|
$339,132
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
2,770
shares
|
$338,521
0.14% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,768
shares
|
$338,277
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
2,762
shares
|
$337,544
0.04% of portfolio
|
Q1 2024
Added 0.73%
|