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 3,528 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 $154 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,600
shares
|
$431,892
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
3,594
shares
|
$431,172
0.07% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
3,593
shares
|
$431,052
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,589
shares
|
$430,572
0.04% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,589
shares
|
$430,572
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
3,585
shares
|
$430,092
0.12% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
3,582
shares
|
$429,732
0.35% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,578
shares
|
$429,252
0.28% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$428,412
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,570
shares
|
$428,292
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,562
shares
|
$427,333
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
3,558
shares
|
$426,853
0.24% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
3,556
shares
|
$426,613
0.18% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
3,555
shares
|
$426,493
0.25% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
3,554
shares
|
$426,373
0.37% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
3,551
shares
|
$426,013
0.05% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,545
shares
|
$425,293
0.02% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
3,541
shares
|
$424,813
0.16% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
3,541
shares
|
$424,813
0.21% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
3,523
shares
|
$422,654
0.04% of portfolio
|
Q4 2023
Reduced 79.3%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
3,519
shares
|
$422,174
0.07% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
3,519
shares
|
$422,174
0.21% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
3,504
shares
|
$420,374
0.15% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,503
shares
|
$420,254
0.08% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
3,500
shares
|
$419,895
0.08% of portfolio
|
Q1 2024
Reduced 29.29%
|