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 |
|---|---|---|---|---|---|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
36
shares
|
$3,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,840
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
35
shares
|
$3,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
34
shares
|
$3,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
34
shares
|
$3,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
32
shares
|
$3,511
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
31
shares
|
$3,401
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
25
shares
|
$2,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,413
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 06, 2025 Q1 2025 |
22
shares
|
$2,413
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
21
shares
|
$2,304
0.04% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
20
shares
|
$2,194
0.0% of portfolio
|
Q1 2025
Reduced 97.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,084
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
18
shares
|
$1,974
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,865
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
17
shares
|
$1,865
0.0% of portfolio
|
Q1 2025
Reduced 91.87%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
15
shares
|
$1,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,536
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,426
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,316
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
12
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$1,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
10
shares
|
$1,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9
shares
|
$987
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
5
shares
|
$548
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|