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 3,574 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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
2,396
shares
|
$290,059
0.18% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,394
shares
|
$289,817
0.09% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$289,575
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
2,388
shares
|
$289,091
0.19% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,381
shares
|
$288,243
0.23% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
2,379
shares
|
$288,001
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
2,376
shares
|
$287,638
0.2% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,374
shares
|
$287,396
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
2,369
shares
|
$286,791
0.13% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
2,365
shares
|
$286,306
0.09% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
2,360
shares
|
$285,701
0.11% of portfolio
|
Q1 2025
Reduced 42.47%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
2,351
shares
|
$284,612
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,344
shares
|
$283,764
0.08% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,344
shares
|
$283,764
0.06% of portfolio
|
Q2 2023
Added 183.43%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
2,338
shares
|
$283,038
0.05% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
2,337
shares
|
$282,917
0.09% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,336
shares
|
$282,796
0.06% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
2,333
shares
|
$282,432
0.16% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,331
shares
|
$282,190
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,330
shares
|
$282,069
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,322
shares
|
$281,101
0.1% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,322
shares
|
$281,101
0.02% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,319
shares
|
$280,738
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
2,315
shares
|
$280,253
0.16% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
2,310
shares
|
$279,648
0.12% of portfolio
|
Q1 2025
Added 0.22%
|