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 3,519 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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
2,124
shares
|
$256,175
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
2,124
shares
|
$256,175
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
2,118
shares
|
$255,451
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
2,116
shares
|
$255,210
0.11% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
2,113
shares
|
$254,848
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,110
shares
|
$254,487
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,105
shares
|
$253,884
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
2,101
shares
|
$253,401
0.09% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
2,100
shares
|
$253,281
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
2,100
shares
|
$253,281
0.05% of portfolio
|
Q1 2025
Reduced 66.18%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
2,100
shares
|
$253,281
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,097
shares
|
$252,919
0.12% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
2,096
shares
|
$252,798
0.17% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,095
shares
|
$252,677
0.01% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,093
shares
|
$252,436
0.14% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
2,091
shares
|
$252,195
0.15% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,087
shares
|
$251,713
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,082
shares
|
$251,110
0.08% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
2,082
shares
|
$251,110
0.19% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
2,077
shares
|
$250,506
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,072
shares
|
$249,903
0.11% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,067
shares
|
$249,300
0.08% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
2,066
shares
|
$249,180
0.15% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,066
shares
|
$249,180
0.07% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,064
shares
|
$248,939
0.16% of portfolio
|
Q1 2025
Reduced 16.98%
|