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 3,490 institutions that hold shares in the stock, with a total of 1.25 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
640
shares
|
$70,220
0.07% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
631
shares
|
$69,233
0.03% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
618
shares
|
$67,806
0.04% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
615
shares
|
$67,477
0.03% of portfolio
|
Q1 2024
Reduced 97.06%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
607
shares
|
$66,600
0.02% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
600
shares
|
$65,832
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
599
shares
|
$65,722
0.05% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
591
shares
|
$64,844
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$64,186
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
576
shares
|
$63,198
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
575
shares
|
$63,089
0.04% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
573
shares
|
$62,869
0.08% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$62,320
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
566
shares
|
$62,101
0.02% of portfolio
|
Q1 2025
Added 80.25%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
558
shares
|
$61,223
0.04% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
548
shares
|
$60,126
0.01% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
547
shares
|
$60,016
0.03% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
543
shares
|
$59,577
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
542
shares
|
$59,468
0.01% of portfolio
|
Q1 2025
Added 70.98%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
542
shares
|
$59,468
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
540
shares
|
$59,248
0.0% of portfolio
|
Q1 2025
Added 215.79%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
538
shares
|
$59,029
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
536
shares
|
$58,809
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
534
shares
|
$58,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
533
shares
|
$58,480
0.06% of portfolio
|
Q1 2025
Added 3.5%
|