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 3,563 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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
3,888
shares
|
$469,825
0.22% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,885
shares
|
$469,463
0.25% of portfolio
|
Q4 2023
Reduced 9.02%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
3,881
shares
|
$468,980
0.06% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
3,881
shares
|
$468,980
0.49% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
3,880
shares
|
$468,859
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,875
shares
|
$468,255
0.04% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,869
shares
|
$467,529
0.07% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
3,857
shares
|
$466,079
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
3,855
shares
|
$465,838
0.16% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,847
shares
|
$464,871
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,840
shares
|
$464,025
0.05% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
3,836
shares
|
$463,542
0.03% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
3,835
shares
|
$463,421
0.31% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
3,833
shares
|
$463,179
0.06% of portfolio
|
Q1 2025
Reduced 44.21%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
3,817
shares
|
$461,246
0.21% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
3,809
shares
|
$460,279
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
3,808
shares
|
$460,158
0.17% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,797
shares
|
$458,829
0.18% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,786
shares
|
$457,500
0.08% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
3,784
shares
|
$457,258
0.15% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
3,781
shares
|
$456,896
0.04% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
3,774
shares
|
$456,050
0.27% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
3,773
shares
|
$455,929
0.05% of portfolio
|
Q1 2025
Added 45.73%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
3,772
shares
|
$455,808
0.38% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,771
shares
|
$455,687
0.05% of portfolio
|
Q2 2025
Reduced 18.9%
|