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 |
|---|---|---|---|---|---|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,770
shares
|
$214,276
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
1,766
shares
|
$213,791
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,765
shares
|
$213,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,751
shares
|
$211,976
0.12% of portfolio
|
Q4 2024
Reduced 37.04%
|
|
|
Nkcfo LLC
|
May 07, 2025 Q1 2025 |
1,749
shares
|
$211,733
0.08% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,747
shares
|
$211,491
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,745
shares
|
$211,249
0.09% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,743
shares
|
$211,007
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
1,741
shares
|
$210,765
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,741
shares
|
$210,765
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,739
shares
|
$210,523
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,730
shares
|
$209,433
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
1,727
shares
|
$209,070
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
1,724
shares
|
$208,707
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,721
shares
|
$208,344
0.04% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,719
shares
|
$208,102
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
1,714
shares
|
$207,496
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,713
shares
|
$207,375
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
1,712
shares
|
$207,254
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,711
shares
|
$207,133
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
1,699
shares
|
$205,680
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,699
shares
|
$205,680
0.09% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
1,680
shares
|
$203,380
0.09% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
1,680
shares
|
$203,380
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
1,679
shares
|
$203,259
0.03% of portfolio
|
Q2 2025
New holding
|