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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
2,399
shares
|
$293,181
0.1% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,399
shares
|
$293,181
0.06% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,398
shares
|
$293,059
0.12% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
2,397
shares
|
$292,937
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,397
shares
|
$292,937
0.3% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,397
shares
|
$292,937
0.16% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
2,396
shares
|
$292,815
0.18% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$292,326
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
2,388
shares
|
$291,837
0.17% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,381
shares
|
$290,982
0.23% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
2,380
shares
|
$290,859
0.16% of portfolio
|
Q2 2024
Added 23.32%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
2,379
shares
|
$290,737
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,374
shares
|
$290,126
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
2,369
shares
|
$289,515
0.13% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
2,365
shares
|
$289,026
0.09% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
2,360
shares
|
$288,415
0.09% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
2,360
shares
|
$288,415
0.11% of portfolio
|
Q1 2025
Reduced 42.47%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
2,351
shares
|
$287,315
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,344
shares
|
$286,460
0.08% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,344
shares
|
$286,460
0.06% of portfolio
|
Q2 2023
Added 183.43%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
2,337
shares
|
$285,604
0.09% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,336
shares
|
$285,482
0.06% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
2,333
shares
|
$285,115
0.16% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
2,331
shares
|
$284,871
0.04% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,331
shares
|
$284,871
0.02% of portfolio
|
Q4 2024
New holding
|