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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,762
shares
|
$337,544
0.08% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
2,760
shares
|
$337,299
0.23% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,758
shares
|
$337,055
0.09% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
2,757
shares
|
$336,932
0.08% of portfolio
|
Q4 2023
Reduced 2.27%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
2,755
shares
|
$336,688
0.21% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,754
shares
|
$336,566
0.07% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,753
shares
|
$336,444
0.15% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,752
shares
|
$336,321
0.18% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,749
shares
|
$335,955
0.09% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
2,748
shares
|
$335,833
0.14% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,746
shares
|
$335,588
0.04% of portfolio
|
Q3 2023
Reduced 17.59%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
2,744
shares
|
$335,344
0.26% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,743
shares
|
$335,222
0.03% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,742
shares
|
$335,099
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,738
shares
|
$334,610
0.01% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,734
shares
|
$334,122
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,729
shares
|
$333,511
0.19% of portfolio
|
Q4 2021
Reduced 2.33%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
2,725
shares
|
$333,022
0.08% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
2,721
shares
|
$332,533
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
2,713
shares
|
$331,555
0.01% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,706
shares
|
$330,700
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
2,705
shares
|
$330,578
0.17% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
2,694
shares
|
$329,233
0.09% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,689
shares
|
$328,622
0.13% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
2,685
shares
|
$328,133
0.1% of portfolio
|
Q2 2025
Added 33.58%
|