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 3,565 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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,370
shares
|
$650,092
0.08% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,366
shares
|
$649,607
0.1% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,355
shares
|
$648,276
0.05% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,355
shares
|
$648,276
0.46% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,352
shares
|
$647,913
0.16% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
5,348
shares
|
$647,428
0.35% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,335
shares
|
$645,855
0.2% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,331
shares
|
$645,370
0.04% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,328
shares
|
$645,007
0.32% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
5,325
shares
|
$644,644
0.49% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,317
shares
|
$643,676
0.08% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
5,316
shares
|
$643,554
0.43% of portfolio
|
Q1 2025
Added 33.67%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
5,307
shares
|
$642,465
0.03% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,304
shares
|
$642,102
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
5,293
shares
|
$640,770
0.36% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,291
shares
|
$640,528
0.02% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,279
shares
|
$639,075
0.15% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
5,274
shares
|
$638,470
0.4% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,270
shares
|
$637,986
0.03% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,264
shares
|
$637,259
0.34% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
5,262
shares
|
$637,017
0.2% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,262
shares
|
$637,017
0.02% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
5,256
shares
|
$636,291
0.41% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
5,244
shares
|
$634,838
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
5,219
shares
|
$631,812
0.1% of portfolio
|
Q1 2025
Added 2.15%
|