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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
2,260
shares
|
$273,595
0.15% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,259
shares
|
$273,474
0.14% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
2,253
shares
|
$272,748
0.08% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
2,253
shares
|
$272,748
0.06% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2,250
shares
|
$272,385
0.11% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,245
shares
|
$271,779
0.01% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
2,239
shares
|
$271,053
0.14% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,238
shares
|
$270,932
0.08% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,235
shares
|
$270,569
0.29% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,232
shares
|
$270,205
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
2,224
shares
|
$269,237
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,220
shares
|
$268,753
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
2,216
shares
|
$268,268
0.11% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
2,215
shares
|
$268,147
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,212
shares
|
$267,784
0.07% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
2,211
shares
|
$267,663
0.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
2,210
shares
|
$267,542
0.19% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,207
shares
|
$267,179
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
2,206
shares
|
$267,058
0.16% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$266,816
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,203
shares
|
$266,695
0.13% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
2,200
shares
|
$266,332
0.06% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
2,200
shares
|
$266,332
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,199
shares
|
$266,210
0.02% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,199
shares
|
$266,210
0.13% of portfolio
|
Q2 2025
Reduced 11.65%
|