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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,862
shares
|
$345,185
0.19% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,854
shares
|
$344,220
0.06% of portfolio
|
Q4 2022
Reduced 16.87%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,852
shares
|
$343,979
0.07% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,846
shares
|
$343,256
0.11% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,840
shares
|
$342,532
0.19% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,839
shares
|
$342,411
0.07% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,836
shares
|
$342,049
0.05% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,835
shares
|
$341,929
0.06% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,834
shares
|
$341,808
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,824
shares
|
$340,602
0.08% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
2,810
shares
|
$338,914
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,808
shares
|
$338,672
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
2,808
shares
|
$338,672
0.11% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,808
shares
|
$338,672
0.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,806
shares
|
$338,431
0.06% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
2,798
shares
|
$337,466
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
2,793
shares
|
$336,863
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,786
shares
|
$336,019
0.11% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,785
shares
|
$335,898
0.09% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
2,784
shares
|
$335,778
0.06% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,781
shares
|
$335,416
0.1% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
2,770
shares
|
$334,089
0.14% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,768
shares
|
$333,848
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
2,762
shares
|
$333,124
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,762
shares
|
$333,124
0.08% of portfolio
|
Q1 2025
Reduced 0.61%
|