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 |
|---|---|---|---|---|---|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
1,679
shares
|
$203,259
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
1,674
shares
|
$202,654
0.06% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
1,674
shares
|
$202,654
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
1,670
shares
|
$202,170
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,669
shares
|
$202,049
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
1,665
shares
|
$201,564
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,664
shares
|
$201,443
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,663
shares
|
$201,322
0.15% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,658
shares
|
$200,717
0.05% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,655
shares
|
$200,354
0.06% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,640
shares
|
$198,538
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,638
shares
|
$198,296
0.09% of portfolio
|
Q2 2025
Reduced 53.04%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,631
shares
|
$197,448
0.09% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
1,630
shares
|
$197,327
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,629
shares
|
$197,206
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,628
shares
|
$197,085
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$196,722
0.03% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
1,622
shares
|
$196,359
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$193,696
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,584
shares
|
$191,759
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,560
shares
|
$188,853
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,548
shares
|
$187,400
0.04% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,543
shares
|
$186,795
0.02% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,539
shares
|
$186,311
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,524
shares
|
$184,495
0.01% of portfolio
|
Q2 2025
Reduced 8.74%
|