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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
5,850
shares
|
$713,407
0.14% of portfolio
|
Q1 2025
Reduced 44.2%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
5,850
shares
|
$713,407
0.11% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,846
shares
|
$712,919
0.07% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
5,842
shares
|
$712,431
0.04% of portfolio
|
Q1 2025
Reduced 75.96%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
5,841
shares
|
$712,309
0.5% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
5,836
shares
|
$711,700
0.15% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
5,834
shares
|
$711,456
0.08% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,831
shares
|
$711,090
0.07% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
5,823
shares
|
$710,114
0.26% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
5,823
shares
|
$710,114
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
5,808
shares
|
$708,285
0.01% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
5,804
shares
|
$707,797
0.07% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
5,804
shares
|
$707,797
0.16% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
5,799
shares
|
$707,188
0.14% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
5,794
shares
|
$706,578
0.11% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
5,791
shares
|
$706,212
0.37% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,787
shares
|
$705,724
0.23% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
5,787
shares
|
$705,724
0.1% of portfolio
|
Q4 2022
Reduced 97.51%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,787
shares
|
$705,724
0.11% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
5,786
shares
|
$705,602
0.36% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,780
shares
|
$704,871
0.16% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
5,774
shares
|
$704,139
0.48% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
5,771
shares
|
$703,773
0.06% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
5,767
shares
|
$703,285
0.24% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,750
shares
|
$701,212
0.1% of portfolio
|
Q2 2025
Added 50.72%
|