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 3,559 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$3,666
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
25
shares
|
$3,055
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,688
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 06, 2025 Q1 2025 |
22
shares
|
$2,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
21
shares
|
$2,566
0.04% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,321
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$2,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
18
shares
|
$2,199
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$2,077
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
17
shares
|
$2,077
0.0% of portfolio
|
Q1 2025
Reduced 91.87%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
15
shares
|
$1,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,710
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
14
shares
|
$1,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,588
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,466
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
12
shares
|
$1,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
10
shares
|
$1,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
5
shares
|
$611
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
5
shares
|
$611
0.0% of portfolio
|
Q1 2025
Reduced 99.67%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
5
shares
|
$611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
4
shares
|
$488
0.0% of portfolio
|
Q1 2025
Reduced 90.24%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
3
shares
|
$366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1
shares
|
$122
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1
shares
|
$122
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|