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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
199
shares
|
$21,834
0.02% of portfolio
|
Q1 2025
Added 95.1%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
197
shares
|
$21,614
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
194
shares
|
$21,285
0.01% of portfolio
|
Q1 2025
Added 106.38%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
190
shares
|
$20,846
0.01% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
185
shares
|
$20,298
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
179
shares
|
$19,639
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
178
shares
|
$19,530
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
175
shares
|
$19,201
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
172
shares
|
$18,871
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
170
shares
|
$18,652
0.01% of portfolio
|
Q1 2025
Reduced 46.88%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
168
shares
|
$18,432
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
167
shares
|
$18,323
0.02% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
166
shares
|
$18,213
0.01% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
164
shares
|
$17,994
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
160
shares
|
$17,555
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$17,226
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$17,006
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
153
shares
|
$16,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
153
shares
|
$16,787
0.01% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
152
shares
|
$16,677
0.01% of portfolio
|
Q1 2025
Reduced 70.6%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
151
shares
|
$16,567
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
147
shares
|
$16,128
0.0% of portfolio
|
Q1 2025
Reduced 98.49%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
147
shares
|
$16,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
146
shares
|
$16,019
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
143
shares
|
$15,689
0.0% of portfolio
|
Q4 2024
Added 43.0%
|