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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
4,202
shares
|
$512,433
0.14% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,200
shares
|
$512,190
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
4,189
shares
|
$510,848
0.24% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
4,186
shares
|
$510,482
0.19% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
4,185
shares
|
$510,360
0.14% of portfolio
|
Q2 2025
Added 148.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,181
shares
|
$509,872
0.02% of portfolio
|
Q3 2023
Added 17.18%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
4,179
shares
|
$509,629
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
4,169
shares
|
$508,409
0.16% of portfolio
|
Q4 2024
Reduced 40.2%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
4,150
shares
|
$506,092
0.07% of portfolio
|
Q4 2023
Reduced 82.85%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
4,140
shares
|
$504,873
0.05% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,139
shares
|
$504,751
0.08% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,115
shares
|
$501,824
0.17% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
4,111
shares
|
$501,336
0.58% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,108
shares
|
$500,970
0.2% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,094
shares
|
$499,263
0.12% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
4,083
shares
|
$497,921
0.12% of portfolio
|
Q2 2025
Reduced 35.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,082
shares
|
$497,799
0.09% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
4,076
shares
|
$497,068
0.12% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
4,069
shares
|
$496,214
0.07% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
4,062
shares
|
$495,360
0.25% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,060
shares
|
$495,117
0.21% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,059
shares
|
$494,995
0.15% of portfolio
|
Q3 2023
Reduced 6.43%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,058
shares
|
$494,873
0.22% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
4,042
shares
|
$492,921
0.35% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
4,033
shares
|
$491,824
0.13% of portfolio
|
Q3 2024
Reduced 26.94%
|