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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
277
shares
|
$30,392
0.01% of portfolio
|
Q1 2025
Added 592.5%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
275
shares
|
$30,173
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
274
shares
|
$30,063
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
273
shares
|
$29,953
0.01% of portfolio
|
Q1 2025
Added 273.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
270
shares
|
$29,624
0.03% of portfolio
|
Q4 2024
Reduced 65.16%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
267
shares
|
$29,295
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
263
shares
|
$28,856
0.01% of portfolio
|
Q1 2023
Added 10.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
259
shares
|
$28,417
0.04% of portfolio
|
Q2 2022
Reduced 18.81%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
257
shares
|
$28,198
0.02% of portfolio
|
Q4 2024
Added 93.23%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
252
shares
|
$27,649
0.02% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
252
shares
|
$27,649
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
250
shares
|
$27,430
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
250
shares
|
$27,430
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
250
shares
|
$27,430
0.03% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
243
shares
|
$26,661
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$26,003
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
236
shares
|
$25,893
0.0% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
227
shares
|
$24,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
225
shares
|
$24,687
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
225
shares
|
$24,687
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
215
shares
|
$23,589
0.01% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
213
shares
|
$23,370
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
209
shares
|
$22,931
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
207
shares
|
$22,712
0.02% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$22,602
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|