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 |
|---|---|---|---|---|---|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,129
shares
|
$257,736
0.32% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,128
shares
|
$257,615
0.18% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
2,127
shares
|
$257,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,125
shares
|
$257,252
0.15% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
2,125
shares
|
$257,252
0.08% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$257,252
0.07% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
2,124
shares
|
$257,131
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
2,121
shares
|
$256,768
0.2% of portfolio
|
Q2 2025
Added 2042.42%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,120
shares
|
$256,647
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
2,117
shares
|
$256,284
0.03% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
2,117
shares
|
$256,284
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
2,113
shares
|
$255,799
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,110
shares
|
$255,436
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,109
shares
|
$255,315
0.13% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,105
shares
|
$254,831
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
2,104
shares
|
$254,710
0.05% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
2,101
shares
|
$254,347
0.09% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
2,100
shares
|
$254,226
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
2,100
shares
|
$254,226
0.06% of portfolio
|
Q1 2025
Reduced 66.18%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
2,100
shares
|
$254,226
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
2,099
shares
|
$254,104
0.04% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,097
shares
|
$253,862
0.12% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,095
shares
|
$253,620
0.01% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,093
shares
|
$253,378
0.14% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
2,091
shares
|
$253,136
0.15% of portfolio
|
Q3 2024
Reduced 4.35%
|