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 3,574 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 $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
6,020
shares
|
$734,139
0.19% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
6,017
shares
|
$733,773
0.16% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,009
shares
|
$732,797
0.17% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,002
shares
|
$731,943
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,999
shares
|
$731,578
0.14% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,988
shares
|
$730,236
0.02% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,975
shares
|
$728,651
0.2% of portfolio
|
Q1 2025
Reduced 95.34%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
5,972
shares
|
$728,285
0.48% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
5,960
shares
|
$726,822
0.19% of portfolio
|
Q3 2024
Reduced 89.59%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
5,950
shares
|
$725,602
0.04% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
5,948
shares
|
$725,358
0.32% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
5,948
shares
|
$725,358
0.52% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,943
shares
|
$724,748
0.02% of portfolio
|
Q1 2025
Reduced 93.12%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
5,935
shares
|
$723,773
0.38% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
5,934
shares
|
$723,651
0.19% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,932
shares
|
$723,407
0.06% of portfolio
|
Q2 2025
Added 37.54%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
5,928
shares
|
$722,919
0.29% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
5,917
shares
|
$721,578
0.13% of portfolio
|
Q1 2025
Reduced 78.28%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
5,897
shares
|
$719,139
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
5,895
shares
|
$718,895
0.43% of portfolio
|
Q2 2025
Reduced 65.84%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,885
shares
|
$717,675
0.54% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
5,885
shares
|
$717,675
0.57% of portfolio
|
Q1 2025
Reduced 87.05%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,883
shares
|
$717,431
0.14% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
5,877
shares
|
$716,700
0.49% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
5,860
shares
|
$714,627
0.07% of portfolio
|
Q2 2025
Reduced 2.43%
|