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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
2,616
shares
|
$319,701
0.25% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,613
shares
|
$319,334
0.16% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$318,968
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,606
shares
|
$318,479
0.05% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,605
shares
|
$318,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
2,603
shares
|
$318,112
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,601
shares
|
$317,868
0.03% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
2,598
shares
|
$317,501
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,597
shares
|
$317,379
0.11% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,589
shares
|
$316,401
0.02% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
2,586
shares
|
$316,035
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
2,585
shares
|
$315,912
0.09% of portfolio
|
Q1 2025
Added 77.79%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,581
shares
|
$315,424
0.14% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
2,577
shares
|
$314,935
0.17% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
2,574
shares
|
$314,568
0.09% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,566
shares
|
$313,590
0.07% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
2,566
shares
|
$313,590
0.13% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,563
shares
|
$313,224
0.03% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,561
shares
|
$312,979
0.15% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,558
shares
|
$312,613
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,550
shares
|
$311,635
0.06% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,546
shares
|
$311,146
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
2,544
shares
|
$310,902
0.1% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
2,544
shares
|
$310,902
0.0% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,542
shares
|
$310,657
0.46% of portfolio
|
Q1 2025
Added 0.04%
|