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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
2,683
shares
|
$327,889
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
2,683
shares
|
$327,889
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,677
shares
|
$327,156
0.19% of portfolio
|
Q2 2023
Reduced 24.82%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
2,675
shares
|
$326,911
0.14% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,675
shares
|
$326,911
0.08% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
2,670
shares
|
$326,300
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,669
shares
|
$326,178
0.11% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
2,668
shares
|
$326,056
0.09% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
2,668
shares
|
$326,056
0.17% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
2,666
shares
|
$325,811
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
|
$325,811
0.18% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
2,664
shares
|
$325,567
0.06% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,662
shares
|
$325,323
0.09% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,654
shares
|
$324,345
0.06% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,651
shares
|
$323,978
0.24% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
2,651
shares
|
$323,978
0.17% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
2,651
shares
|
$323,978
0.27% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,649
shares
|
$323,734
0.12% of portfolio
|
Q2 2025
Reduced 76.91%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
2,646
shares
|
$323,367
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
|
$323,367
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
2,644
shares
|
$323,123
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
2,640
shares
|
$322,634
0.08% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
2,635
shares
|
$322,023
0.13% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
2,633
shares
|
$321,778
0.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,623
shares
|
$320,556
0.04% of portfolio
|
Q2 2025
Added 0.73%
|