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 |
|---|---|---|---|---|---|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,543
shares
|
$186,101
0.02% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,540
shares
|
$185,739
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,524
shares
|
$183,809
0.01% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,498
shares
|
$180,673
0.11% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,497
shares
|
$180,553
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,496
shares
|
$180,432
0.05% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,487
shares
|
$179,347
0.5% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,474
shares
|
$177,779
0.04% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,470
shares
|
$177,296
0.05% of portfolio
|
Q1 2025
Reduced 32.23%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,461
shares
|
$176,211
0.12% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,460
shares
|
$176,090
0.03% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,446
shares
|
$174,402
0.09% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
1,442
shares
|
$173,919
0.09% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,435
shares
|
$173,075
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,414
shares
|
$170,542
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
1,388
shares
|
$167,406
0.08% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,375
shares
|
$165,838
0.05% of portfolio
|
Q2 2025
Reduced 23.27%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
1,366
shares
|
$164,753
0.07% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,324
shares
|
$159,687
0.13% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,314
shares
|
$158,481
0.03% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,300
shares
|
$156,793
0.0% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,288
shares
|
$155,345
0.08% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,281
shares
|
$154,501
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,268
shares
|
$152,933
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,226
shares
|
$147,867
0.03% of portfolio
|
Q1 2025
Added 0.08%
|