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 |
|---|---|---|---|---|---|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
3,500
shares
|
$419,895
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
3,489
shares
|
$418,575
0.08% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,488
shares
|
$418,455
0.18% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
3,484
shares
|
$417,975
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,483
shares
|
$417,855
0.19% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
3,469
shares
|
$416,175
0.03% of portfolio
|
Q1 2025
Added 43.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
3,469
shares
|
$416,175
0.03% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,469
shares
|
$416,175
0.13% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
3,468
shares
|
$416,055
0.15% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
3,467
shares
|
$415,935
0.09% of portfolio
|
Q4 2024
Added 66.68%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,466
shares
|
$415,816
0.11% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
3,466
shares
|
$415,816
0.07% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,459
shares
|
$414,976
0.21% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
3,458
shares
|
$414,856
0.12% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,458
shares
|
$414,856
0.18% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,457
shares
|
$414,736
0.16% of portfolio
|
Q2 2022
Added 11.73%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
3,448
shares
|
$413,656
0.07% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
3,444
shares
|
$413,176
0.11% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
3,432
shares
|
$411,737
0.36% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,431
shares
|
$411,617
0.24% of portfolio
|
Q1 2023
Added 9.76%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,430
shares
|
$411,497
0.11% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
3,429
shares
|
$411,377
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,419
shares
|
$410,177
0.13% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
3,416
shares
|
$409,817
0.03% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,414
shares
|
$409,577
0.15% of portfolio
|
Q1 2025
Added 0.09%
|