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 |
|---|---|---|---|---|---|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
2,198
shares
|
$265,100
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,194
shares
|
$264,618
0.08% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
2,192
shares
|
$264,377
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
2,190
shares
|
$264,135
0.05% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
2,188
shares
|
$263,894
0.07% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,187
shares
|
$263,774
0.04% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
2,185
shares
|
$263,532
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,184
shares
|
$263,412
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
2,181
shares
|
$263,050
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,179
shares
|
$262,809
0.11% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
2,162
shares
|
$260,758
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
2,161
shares
|
$260,638
0.09% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,160
shares
|
$260,517
0.06% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,159
shares
|
$260,396
0.08% of portfolio
|
Q1 2025
Added 67.75%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,140
shares
|
$258,105
0.04% of portfolio
|
Q1 2025
Reduced 47.0%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,139
shares
|
$257,984
0.02% of portfolio
|
Q1 2025
Reduced 83.54%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
2,137
shares
|
$257,743
0.19% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,134
shares
|
$257,381
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,133
shares
|
$257,261
0.06% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
2,129
shares
|
$256,778
0.11% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,129
shares
|
$256,778
0.32% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,128
shares
|
$256,658
0.18% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
2,127
shares
|
$256,537
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,125
shares
|
$256,296
0.15% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$256,296
0.07% of portfolio
|
Q1 2025
Reduced 35.39%
|