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 3,559 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 $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
3,772
shares
|
$460,976
0.38% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,771
shares
|
$460,853
0.05% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
3,768
shares
|
$460,487
0.28% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,767
shares
|
$460,365
0.44% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,760
shares
|
$459,509
0.06% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
3,757
shares
|
$459,142
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,755
shares
|
$458,898
0.12% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
3,752
shares
|
$458,531
0.2% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
3,751
shares
|
$458,409
0.01% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,738
shares
|
$456,820
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,734
shares
|
$456,332
0.05% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,718
shares
|
$454,376
0.54% of portfolio
|
Q4 2022
Reduced 11.85%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
3,704
shares
|
$452,665
0.07% of portfolio
|
Q1 2025
Reduced 36.64%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,703
shares
|
$452,543
0.12% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,699
shares
|
$452,054
0.0% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,697
shares
|
$451,810
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,696
shares
|
$451,688
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
3,686
shares
|
$450,466
0.24% of portfolio
|
Q1 2025
Reduced 46.79%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,685
shares
|
$450,343
0.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,679
shares
|
$449,610
0.23% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
3,679
shares
|
$449,610
0.09% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,679
shares
|
$449,610
0.15% of portfolio
|
Q1 2025
Added 78.25%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
3,677
shares
|
$449,366
0.29% of portfolio
|
Q1 2025
Reduced 40.24%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,671
shares
|
$448,632
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,671
shares
|
$448,632
0.05% of portfolio
|
Q1 2025
Reduced 18.6%
|