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 |
|---|---|---|---|---|---|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,027
shares
|
$363,149
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,023
shares
|
$362,669
0.66% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,023
shares
|
$362,669
0.06% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
3,023
shares
|
$362,669
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,021
shares
|
$362,429
0.06% of portfolio
|
Q1 2025
Reduced 35.26%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,021
shares
|
$362,429
0.04% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,020
shares
|
$362,309
0.21% of portfolio
|
Q3 2023
Added 20.8%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$359,910
0.95% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$359,910
0.01% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,999
shares
|
$359,790
0.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
2,999
shares
|
$359,790
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,996
shares
|
$359,430
0.28% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
2,991
shares
|
$358,830
0.1% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
2,990
shares
|
$358,710
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,986
shares
|
$358,230
0.06% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,980
shares
|
$357,510
0.06% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
2,971
shares
|
$356,430
0.04% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$355,471
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$355,471
0.04% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,959
shares
|
$354,991
0.15% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
2,958
shares
|
$354,871
0.1% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,952
shares
|
$354,151
0.23% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
2,943
shares
|
$353,071
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
2,942
shares
|
$352,951
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
2,938
shares
|
$352,471
0.13% of portfolio
|
Q1 2025
Added 3.52%
|