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 |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,669
shares
|
$292,842
0.11% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
2,668
shares
|
$292,732
0.09% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
2,668
shares
|
$292,732
0.17% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
2,666
shares
|
$292,513
0.22% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
2,666
shares
|
$292,513
0.18% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
2,664
shares
|
$292,294
0.06% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,662
shares
|
$292,074
0.08% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,654
shares
|
$291,196
0.06% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,651
shares
|
$290,867
0.24% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
2,651
shares
|
$290,867
0.27% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,650
shares
|
$290,758
0.01% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
2,646
shares
|
$290,319
0.03% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,646
shares
|
$290,319
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
2,640
shares
|
$289,660
0.08% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
2,635
shares
|
$289,112
0.13% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
2,633
shares
|
$288,892
0.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,631
shares
|
$288,673
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
2,631
shares
|
$288,673
0.08% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
2,630
shares
|
$288,563
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
2,623
shares
|
$287,795
0.15% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
2,622
shares
|
$287,685
0.36% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$286,369
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,605
shares
|
$285,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,604
shares
|
$285,710
0.03% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
2,603
shares
|
$285,601
0.07% of portfolio
|
Q1 2025
New holding
|