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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
90
shares
|
$9,874
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
87
shares
|
$9,545
0.02% of portfolio
|
Q1 2023
Reduced 73.8%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
83
shares
|
$9,106
0.0% of portfolio
|
Q1 2025
Reduced 85.66%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
80
shares
|
$8,777
0.0% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
76
shares
|
$8,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
70
shares
|
$7,680
0.01% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
68
shares
|
$7,460
0.0% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
64
shares
|
$7,022
0.0% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
62
shares
|
$6,802
0.01% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
59
shares
|
$6,473
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
51
shares
|
$5,595
0.0% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
50
shares
|
$5,486
0.02% of portfolio
|
Q1 2025
Reduced 94.73%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,486
0.0% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
50
shares
|
$5,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
50
shares
|
$5,486
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
49
shares
|
$5,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
46
shares
|
$5,047
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
45
shares
|
$4,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
44
shares
|
$4,827
0.0% of portfolio
|
Q1 2023
Added 340.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
44
shares
|
$4,827
0.25% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
44
shares
|
$4,827
0.0% of portfolio
|
Q1 2025
Added 175.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
41
shares
|
$4,498
0.0% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
40
shares
|
$4,388
0.0% of portfolio
|
Q1 2025
Added 207.69%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
40
shares
|
$4,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
38
shares
|
$4,169
0.0% of portfolio
|
Q4 2024
New holding
|