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 3,519 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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,936
shares
|
$354,110
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,931
shares
|
$353,507
0.02% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,926
shares
|
$352,904
0.12% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
2,926
shares
|
$352,904
0.03% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
2,924
shares
|
$352,663
0.22% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
2,921
shares
|
$352,301
0.21% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,920
shares
|
$352,181
0.11% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
2,915
shares
|
$351,578
0.07% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
2,913
shares
|
$351,336
0.04% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
2,906
shares
|
$350,492
0.16% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
2,903
shares
|
$350,130
0.02% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
2,897
shares
|
$349,407
0.1% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
2,896
shares
|
$349,286
0.29% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,894
shares
|
$349,045
0.12% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
2,889
shares
|
$348,442
0.1% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
2,888
shares
|
$348,321
0.13% of portfolio
|
Q1 2025
Reduced 27.84%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,886
shares
|
$348,080
0.13% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,884
shares
|
$347,839
0.16% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
2,878
shares
|
$347,115
0.08% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
2,877
shares
|
$346,994
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
2,877
shares
|
$346,994
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,873
shares
|
$346,512
0.06% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,872
shares
|
$346,391
0.03% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,866
shares
|
$345,668
0.12% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
2,864
shares
|
$345,427
0.06% of portfolio
|
Q1 2025
Added 18.35%
|