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 |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
140
shares
|
$15,360
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
139
shares
|
$15,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
137
shares
|
$15,031
0.02% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
131
shares
|
$14,373
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
128
shares
|
$14,044
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
128
shares
|
$14,044
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Summer Road LLC
West Palm Beach, FL |
May 13, 2025 Q1 2025 |
124
shares
|
$13,605
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$13,495
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
121
shares
|
$13,276
0.0% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
116
shares
|
$12,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$12,617
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
114
shares
|
$12,508
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$12,288
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
111
shares
|
$12,178
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
111
shares
|
$12,178
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
105
shares
|
$11,520
0.0% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
102
shares
|
$11,191
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$10,972
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
100
shares
|
$10,972
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
99
shares
|
$10,862
0.19% of portfolio
|
Q1 2025
Reduced 50.25%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
96
shares
|
$10,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$10,313
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$10,203
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
92
shares
|
$10,094
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
91
shares
|
$9,984
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|