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 |
|---|---|---|---|---|---|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,330
shares
|
$284,749
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,322
shares
|
$283,771
0.1% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,322
shares
|
$283,771
0.02% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
2,320
shares
|
$283,527
0.08% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,319
shares
|
$283,404
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
2,315
shares
|
$282,916
0.16% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
2,310
shares
|
$282,305
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
2,309
shares
|
$282,182
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
2,308
shares
|
$282,060
0.1% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,308
shares
|
$282,060
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
2,307
shares
|
$281,938
0.02% of portfolio
|
Q1 2025
Added 107.09%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,305
shares
|
$281,694
0.07% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,303
shares
|
$281,449
0.02% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
2,302
shares
|
$281,327
0.06% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
2,298
shares
|
$280,838
0.14% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
2,298
shares
|
$280,838
0.04% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
2,298
shares
|
$280,838
0.02% of portfolio
|
Q1 2025
Reduced 47.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
2,297
shares
|
$280,716
0.1% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
2,287
shares
|
$279,494
0.06% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
2,285
shares
|
$279,249
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
2,283
shares
|
$279,005
0.11% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,281
shares
|
$278,761
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,276
shares
|
$278,149
0.17% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
2,276
shares
|
$278,149
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,276
shares
|
$278,149
0.3% of portfolio
|
Q1 2025
Added 0.04%
|