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 |
|---|---|---|---|---|---|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,048
shares
|
$611,110
0.59% of portfolio
|
Q3 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
5,040
shares
|
$610,142
0.1% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,039
shares
|
$610,021
0.08% of portfolio
|
Q1 2025
Reduced 28.39%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,034
shares
|
$609,416
0.05% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,029
shares
|
$608,810
0.05% of portfolio
|
Q3 2023
Reduced 54.73%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,023
shares
|
$608,084
0.24% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
5,022
shares
|
$607,963
0.14% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
5,017
shares
|
$607,358
0.0% of portfolio
|
Q1 2025
Reduced 95.9%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
4,999
shares
|
$605,178
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
4,994
shares
|
$604,573
0.4% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,986
shares
|
$603,605
0.28% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
4,975
shares
|
$602,273
0.11% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
4,951
shares
|
$599,368
0.03% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
4,951
shares
|
$599,368
0.11% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
4,950
shares
|
$599,247
0.02% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
4,950
shares
|
$599,247
0.34% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,931
shares
|
$596,946
0.24% of portfolio
|
Q4 2023
Added 175.17%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
4,929
shares
|
$596,704
0.57% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
4,928
shares
|
$596,583
0.07% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
4,928
shares
|
$596,583
0.13% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
4,919
shares
|
$595,494
0.12% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
4,914
shares
|
$594,888
0.36% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,895
shares
|
$592,588
0.25% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
4,895
shares
|
$592,588
0.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,892
shares
|
$592,225
0.11% of portfolio
|
Q3 2024
Added 1.05%
|