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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,753
shares
|
$302,059
0.15% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,752
shares
|
$301,949
0.18% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
2,748
shares
|
$301,510
0.14% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,746
shares
|
$301,291
0.04% of portfolio
|
Q3 2023
Reduced 17.59%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
2,744
shares
|
$301,071
0.26% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,743
shares
|
$300,961
0.03% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,742
shares
|
$300,852
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,738
shares
|
$300,413
0.01% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,734
shares
|
$299,974
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
2,731
shares
|
$299,645
0.06% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,729
shares
|
$299,425
0.19% of portfolio
|
Q4 2021
Reduced 2.33%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
2,725
shares
|
$298,987
0.08% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
2,721
shares
|
$298,548
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
2,717
shares
|
$298,109
0.08% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
2,713
shares
|
$297,670
0.01% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
2,705
shares
|
$296,792
0.05% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
2,705
shares
|
$296,792
0.17% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,700
shares
|
$296,244
0.11% of portfolio
|
Q1 2025
Added 35.2%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
2,694
shares
|
$295,585
0.09% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
2,689
shares
|
$295,037
0.11% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
2,683
shares
|
$294,378
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
2,679
shares
|
$293,939
0.11% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,677
shares
|
$293,720
0.19% of portfolio
|
Q2 2023
Reduced 24.82%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,675
shares
|
$293,501
0.08% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
2,670
shares
|
$292,952
0.21% of portfolio
|
Q4 2024
New holding
|