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 3,679 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $149 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$13,987
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
123
shares
|
$13,987
0.01% of portfolio
|
Q2 2025
Reduced 49.38%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
121
shares
|
$13,760
0.01% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
116
shares
|
$13,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
116
shares
|
$13,191
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$13,077
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$12,736
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
111
shares
|
$12,622
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
111
shares
|
$12,622
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
110
shares
|
$12,509
0.01% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
104
shares
|
$11,826
0.0% of portfolio
|
Q2 2025
Added 108.0%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
102
shares
|
$11,599
0.01% of portfolio
|
Q2 2025
Reduced 48.74%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$11,372
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$11,372
0.01% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
95
shares
|
$10,803
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$10,689
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
94
shares
|
$10,689
0.0% of portfolio
|
Q2 2025
Added 46.88%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$10,575
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
91
shares
|
$10,348
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
87
shares
|
$9,893
0.02% of portfolio
|
Q1 2023
Reduced 73.8%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
87
shares
|
$9,893
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
84
shares
|
$9,552
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
84
shares
|
$9,552
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
82
shares
|
$9,325
0.0% of portfolio
|
Q2 2025
Reduced 41.01%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
82
shares
|
$9,325
0.0% of portfolio
|
Q2 2025
Reduced 85.01%
|