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 |
|---|---|---|---|---|---|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
2,459
shares
|
$296,579
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
2,458
shares
|
$296,459
0.07% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,456
shares
|
$296,218
0.03% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,455
shares
|
$296,097
0.15% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
2,453
shares
|
$295,856
0.2% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,450
shares
|
$295,494
0.09% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
2,446
shares
|
$295,012
0.04% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
2,446
shares
|
$295,012
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,441
shares
|
$294,409
0.06% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
2,435
shares
|
$293,685
0.05% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,433
shares
|
$293,444
0.06% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,432
shares
|
$293,323
0.23% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
2,431
shares
|
$293,202
0.19% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
2,430
shares
|
$293,082
0.07% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
2,424
shares
|
$292,358
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,418
shares
|
$291,634
1.42% of portfolio
|
Q3 2022
Reduced 91.28%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
2,412
shares
|
$290,911
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,407
shares
|
$290,308
0.22% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,405
shares
|
$290,067
0.09% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,403
shares
|
$289,825
0.0% of portfolio
|
Q1 2025
Reduced 92.12%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,402
shares
|
$289,705
0.18% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,400
shares
|
$289,464
0.08% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,400
shares
|
$289,464
0.05% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,400
shares
|
$289,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,399
shares
|
$289,343
0.06% of portfolio
|
Q4 2024
Added 29.75%
|