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 |
|---|---|---|---|---|---|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,174
shares
|
$380,784
0.14% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,173
shares
|
$380,664
0.1% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,173
shares
|
$380,664
0.21% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,172
shares
|
$380,544
0.17% of portfolio
|
Q1 2025
Reduced 53.7%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
3,170
shares
|
$380,304
0.05% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
3,169
shares
|
$380,184
0.05% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
3,168
shares
|
$380,064
0.18% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
3,168
shares
|
$380,064
0.14% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
3,162
shares
|
$379,345
0.02% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
3,161
shares
|
$379,225
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
3,156
shares
|
$378,625
0.09% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,156
shares
|
$378,625
0.04% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
3,153
shares
|
$378,265
0.37% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
3,147
shares
|
$377,545
0.15% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
3,143
shares
|
$377,065
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
3,142
shares
|
$376,945
0.08% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,135
shares
|
$376,105
0.19% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
3,129
shares
|
$375,386
0.08% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,126
shares
|
$375,026
0.09% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
3,113
shares
|
$373,466
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
3,112
shares
|
$373,346
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
3,109
shares
|
$372,986
0.17% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,102
shares
|
$372,146
0.03% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,101
shares
|
$372,026
0.1% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
3,099
shares
|
$371,787
0.3% of portfolio
|
Q1 2025
Added 8.17%
|