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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
2,206
shares
|
$269,595
0.16% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$269,350
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,203
shares
|
$269,228
0.13% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
2,200
shares
|
$268,862
0.06% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
2,200
shares
|
$268,862
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,199
shares
|
$268,739
0.02% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,198
shares
|
$268,617
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
2,198
shares
|
$268,617
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,194
shares
|
$268,128
0.08% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
2,192
shares
|
$267,884
0.09% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
2,190
shares
|
$267,639
0.05% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
2,188
shares
|
$267,395
0.07% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,187
shares
|
$267,273
0.04% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
2,185
shares
|
$267,028
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,184
shares
|
$266,906
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
2,182
shares
|
$266,662
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,179
shares
|
$266,295
0.11% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
2,162
shares
|
$264,218
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
2,161
shares
|
$264,095
0.09% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,160
shares
|
$263,973
0.06% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,160
shares
|
$263,973
0.04% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,159
shares
|
$263,851
0.08% of portfolio
|
Q1 2025
Added 67.75%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,156
shares
|
$263,484
0.13% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,140
shares
|
$261,529
0.04% of portfolio
|
Q1 2025
Reduced 47.0%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,139
shares
|
$261,407
0.02% of portfolio
|
Q1 2025
Reduced 83.54%
|