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 |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
2,253
shares
|
$271,734
0.06% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
2,251
shares
|
$271,493
0.12% of portfolio
|
Q3 2023
Added 9.75%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,245
shares
|
$270,769
0.01% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
2,244
shares
|
$270,648
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
2,239
shares
|
$270,045
0.14% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,238
shares
|
$269,925
0.08% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
2,237
shares
|
$269,804
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,235
shares
|
$269,563
0.29% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,232
shares
|
$269,201
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
2,231
shares
|
$269,080
0.14% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,226
shares
|
$268,477
0.12% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,220
shares
|
$267,754
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
2,216
shares
|
$267,271
0.11% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
2,215
shares
|
$267,151
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
2,214
shares
|
$267,030
0.12% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,212
shares
|
$266,789
0.07% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
2,211
shares
|
$266,668
0.1% of portfolio
|
Q1 2025
Reduced 32.28%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
2,211
shares
|
$266,668
0.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
2,210
shares
|
$266,548
0.19% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,207
shares
|
$266,186
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$265,824
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,203
shares
|
$265,703
0.13% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
2,202
shares
|
$265,583
0.01% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
2,200
shares
|
$265,342
0.06% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,199
shares
|
$265,221
0.02% of portfolio
|
Q1 2025
Reduced 19.57%
|