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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,404
shares
|
$408,377
0.09% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,394
shares
|
$407,178
0.04% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
3,390
shares
|
$406,698
0.28% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,386
shares
|
$406,218
0.25% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
3,380
shares
|
$405,498
0.1% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
3,373
shares
|
$404,658
0.04% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,371
shares
|
$404,418
0.06% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
3,363
shares
|
$403,459
0.09% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,361
shares
|
$403,219
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,352
shares
|
$402,139
0.18% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
3,345
shares
|
$401,299
0.03% of portfolio
|
Q1 2025
Reduced 47.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,344
shares
|
$401,179
0.04% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,334
shares
|
$399,979
0.07% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
3,334
shares
|
$399,979
0.05% of portfolio
|
Q1 2025
Added 55.65%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
3,333
shares
|
$399,860
0.06% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
3,328
shares
|
$399,260
0.06% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
3,323
shares
|
$398,660
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
3,307
shares
|
$396,740
0.29% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,305
shares
|
$396,500
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
3,300
shares
|
$395,901
0.0% of portfolio
|
Q1 2025
Reduced 57.85%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,300
shares
|
$395,901
0.07% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
3,295
shares
|
$395,301
0.12% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,292
shares
|
$394,941
0.15% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,291
shares
|
$394,821
0.03% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,287
shares
|
$394,341
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|