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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
5,744
shares
|
$700,480
0.18% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
5,744
shares
|
$700,480
0.62% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
5,732
shares
|
$699,017
0.15% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,725
shares
|
$698,163
0.02% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
5,705
shares
|
$695,724
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,699
shares
|
$694,993
0.06% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,682
shares
|
$692,919
0.13% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,674
shares
|
$691,944
0.04% of portfolio
|
Q4 2023
Reduced 5.04%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,674
shares
|
$691,944
0.16% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
5,664
shares
|
$690,724
0.18% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
5,657
shares
|
$689,871
0.29% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
5,655
shares
|
$689,627
0.12% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
5,645
shares
|
$688,407
0.35% of portfolio
|
Q1 2025
Added 1429.81%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,635
shares
|
$687,188
0.05% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
5,634
shares
|
$687,066
0.32% of portfolio
|
Q3 2022
Added 4.64%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
5,628
shares
|
$686,334
0.09% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
5,610
shares
|
$684,139
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
5,601
shares
|
$683,041
0.05% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
5,600
shares
|
$682,920
0.0% of portfolio
|
Q4 2022
Reduced 47.17%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
5,593
shares
|
$682,066
0.11% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
5,593
shares
|
$682,066
0.08% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
5,585
shares
|
$681,090
0.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
5,583
shares
|
$680,846
0.19% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
5,581
shares
|
$680,602
0.08% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
5,571
shares
|
$679,383
0.3% of portfolio
|
Q2 2025
Reduced 55.97%
|