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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,887
shares
|
$228,440
0.03% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,887
shares
|
$228,440
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,885
shares
|
$228,198
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,880
shares
|
$227,592
0.1% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,879
shares
|
$227,471
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,874
shares
|
$226,866
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,858
shares
|
$224,929
0.11% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,854
shares
|
$224,445
0.06% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
1,853
shares
|
$224,324
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$223,961
0.02% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
1,849
shares
|
$223,839
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,848
shares
|
$223,718
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,844
shares
|
$223,234
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,838
shares
|
$222,508
0.04% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$222,024
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$220,934
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,823
shares
|
$220,692
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
1,815
shares
|
$219,723
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,811
shares
|
$219,239
0.13% of portfolio
|
Q2 2022
Reduced 26.74%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,808
shares
|
$218,876
0.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
1,803
shares
|
$218,271
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,798
shares
|
$217,665
0.11% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,795
shares
|
$217,302
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,778
shares
|
$215,244
0.07% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
1,777
shares
|
$215,123
0.09% of portfolio
|
Q1 2025
New holding
|