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 |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
3,098
shares
|
$371,667
0.04% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,092
shares
|
$370,947
0.07% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,090
shares
|
$370,707
0.03% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,088
shares
|
$370,467
0.0% of portfolio
|
Q1 2025
Added 401.3%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,085
shares
|
$370,107
0.13% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
3,080
shares
|
$369,507
0.02% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,075
shares
|
$368,907
0.12% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
3,070
shares
|
$368,307
4.08% of portfolio
|
Q1 2025
Added 1605.56%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,067
shares
|
$367,947
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,064
shares
|
$367,588
0.03% of portfolio
|
Q1 2025
Added 56.17%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,063
shares
|
$367,468
0.02% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,063
shares
|
$367,468
0.05% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,062
shares
|
$367,348
0.23% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
3,062
shares
|
$367,348
0.19% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,062
shares
|
$367,348
0.05% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
3,061
shares
|
$367,228
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
3,058
shares
|
$366,868
0.02% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
3,058
shares
|
$366,868
0.23% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,049
shares
|
$365,788
0.1% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,044
shares
|
$365,188
0.02% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
3,038
shares
|
$364,468
0.08% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,038
shares
|
$364,468
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
3,032
shares
|
$363,749
0.34% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
3,030
shares
|
$363,509
0.27% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
3,028
shares
|
$363,269
0.15% of portfolio
|
Q1 2025
Added 0.4%
|