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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,521
shares
|
$276,604
0.08% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
2,521
shares
|
$276,604
0.14% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,519
shares
|
$276,384
0.04% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
2,514
shares
|
$275,836
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,514
shares
|
$275,836
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
2,509
shares
|
$275,287
0.11% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$275,287
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
2,507
shares
|
$275,068
0.25% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,506
shares
|
$274,958
0.25% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,506
shares
|
$274,958
0.02% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$274,300
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
2,500
shares
|
$274,300
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,496
shares
|
$273,861
0.33% of portfolio
|
Q2 2022
Reduced 82.71%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
2,491
shares
|
$273,312
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,490
shares
|
$273,202
0.09% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
2,489
shares
|
$273,093
0.12% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,476
shares
|
$271,666
0.07% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
2,476
shares
|
$271,666
0.05% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,475
shares
|
$271,557
0.03% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,466
shares
|
$270,569
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
2,466
shares
|
$270,569
0.05% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
2,464
shares
|
$270,350
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
2,458
shares
|
$269,691
0.07% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,456
shares
|
$269,472
0.03% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,455
shares
|
$269,362
0.15% of portfolio
|
Q1 2025
Reduced 24.58%
|