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 3,574 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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,198
shares
|
$266,089
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
2,198
shares
|
$266,089
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,194
shares
|
$265,605
0.08% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
2,192
shares
|
$265,363
0.09% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
2,190
shares
|
$265,121
0.05% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,187
shares
|
$264,758
0.04% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
2,185
shares
|
$264,516
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,184
shares
|
$264,395
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
2,183
shares
|
$264,273
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
2,182
shares
|
$264,152
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
2,180
shares
|
$263,910
0.07% of portfolio
|
Q2 2025
Reduced 52.96%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,179
shares
|
$263,789
0.11% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
2,162
shares
|
$261,731
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
2,161
shares
|
$261,610
0.09% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,160
shares
|
$261,489
0.06% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,160
shares
|
$261,489
0.04% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,159
shares
|
$261,368
0.08% of portfolio
|
Q1 2025
Added 67.75%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,156
shares
|
$261,005
0.13% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,140
shares
|
$259,068
0.04% of portfolio
|
Q1 2025
Reduced 47.0%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,139
shares
|
$258,947
0.02% of portfolio
|
Q1 2025
Reduced 83.54%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,134
shares
|
$258,342
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,133
shares
|
$258,220
0.06% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
2,132
shares
|
$258,099
0.1% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
2,131
shares
|
$257,978
0.14% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
2,129
shares
|
$257,736
0.13% of portfolio
|
Q2 2024
Reduced 3.62%
|