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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,738
shares
|
$573,582
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,733
shares
|
$572,976
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,732
shares
|
$572,855
0.19% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
4,731
shares
|
$572,734
0.02% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,728
shares
|
$572,371
0.15% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
4,719
shares
|
$571,282
0.45% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
4,704
shares
|
$569,466
0.39% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,693
shares
|
$568,134
0.05% of portfolio
|
Q2 2025
Reduced 70.99%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,685
shares
|
$567,166
0.16% of portfolio
|
Q2 2025
Reduced 34.04%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,684
shares
|
$567,045
0.1% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,679
shares
|
$566,439
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
4,673
shares
|
$565,713
0.22% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,661
shares
|
$564,260
0.16% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
4,659
shares
|
$564,018
0.08% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,658
shares
|
$563,897
0.2% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
4,649
shares
|
$562,807
0.3% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
4,649
shares
|
$562,807
0.03% of portfolio
|
Q1 2025
Reduced 94.73%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,645
shares
|
$562,323
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,643
shares
|
$562,081
0.23% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
4,640
shares
|
$561,718
0.12% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
4,637
shares
|
$561,355
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,618
shares
|
$559,055
0.21% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,593
shares
|
$556,028
0.11% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
4,585
shares
|
$555,060
0.17% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
4,585
shares
|
$555,060
0.11% of portfolio
|
Q1 2025
Added 0.13%
|