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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,601
shares
|
$285,381
0.03% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
2,598
shares
|
$285,052
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
2,597
shares
|
$284,942
0.32% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
2,596
shares
|
$284,833
0.12% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,589
shares
|
$284,065
0.02% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
2,585
shares
|
$283,626
0.09% of portfolio
|
Q1 2025
Added 77.79%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,581
shares
|
$283,187
0.14% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
2,574
shares
|
$282,419
0.09% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,572
shares
|
$282,199
0.05% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
2,570
shares
|
$281,980
0.03% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,566
shares
|
$281,541
0.07% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
2,566
shares
|
$281,541
0.13% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,563
shares
|
$281,212
0.03% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ami Asset Management Corp
|
Apr 23, 2025 Q1 2025 |
2,561
shares
|
$280,992
0.02% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,561
shares
|
$280,992
0.15% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,558
shares
|
$280,663
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,546
shares
|
$279,347
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
2,544
shares
|
$279,127
0.1% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
2,544
shares
|
$279,127
0.0% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,542
shares
|
$278,908
0.38% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,534
shares
|
$278,030
0.03% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
2,532
shares
|
$277,811
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,531
shares
|
$277,701
0.04% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
2,525
shares
|
$277,043
0.26% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,522
shares
|
$276,713
0.21% of portfolio
|
Q1 2025
Reduced 5.29%
|