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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,846
shares
|
$312,263
0.11% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,840
shares
|
$311,604
0.19% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,839
shares
|
$311,495
0.07% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,835
shares
|
$311,056
0.06% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,834
shares
|
$310,946
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,824
shares
|
$309,849
0.08% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
2,810
shares
|
$308,313
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,808
shares
|
$308,093
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
2,808
shares
|
$308,093
0.11% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,808
shares
|
$308,093
0.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,806
shares
|
$307,874
0.06% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,804
shares
|
$307,654
0.02% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
2,798
shares
|
$306,996
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
2,793
shares
|
$306,447
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,786
shares
|
$305,679
0.11% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
2,784
shares
|
$305,460
0.06% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,781
shares
|
$305,131
0.1% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
2,779
shares
|
$304,911
0.2% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
2,770
shares
|
$303,924
0.14% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
2,762
shares
|
$303,046
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,762
shares
|
$303,046
0.08% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
2,760
shares
|
$302,827
0.23% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,758
shares
|
$302,607
0.09% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
2,757
shares
|
$302,498
0.08% of portfolio
|
Q4 2023
Reduced 2.27%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,754
shares
|
$302,168
0.07% of portfolio
|
Q1 2025
Reduced 7.92%
|