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 3,490 institutions that hold shares in the stock, with a total of 1.25 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
2,059
shares
|
$225,913
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
2,059
shares
|
$225,913
0.04% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
2,054
shares
|
$225,364
0.03% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
2,053
shares
|
$225,255
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
2,052
shares
|
$225,145
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
2,052
shares
|
$225,145
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
2,048
shares
|
$224,706
0.05% of portfolio
|
Q1 2025
Added 83.35%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
2,046
shares
|
$224,487
0.05% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,041
shares
|
$223,938
0.01% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
2,041
shares
|
$223,938
0.06% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,038
shares
|
$223,609
0.03% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,038
shares
|
$223,609
0.09% of portfolio
|
Q1 2025
Reduced 48.92%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
2,034
shares
|
$223,170
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
2,031
shares
|
$222,841
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
2,029
shares
|
$222,621
0.11% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
2,010
shares
|
$220,537
0.06% of portfolio
|
Q1 2025
Reduced 40.9%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$219,440
0.06% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,977
shares
|
$216,916
0.03% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,968
shares
|
$215,928
0.04% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,955
shares
|
$214,502
0.14% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,937
shares
|
$212,527
0.03% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$211,759
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,919
shares
|
$210,552
0.1% of portfolio
|
Q1 2025
Reduced 76.45%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,885
shares
|
$206,822
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,880
shares
|
$206,273
0.1% of portfolio
|
Q1 2025
Reduced 3.64%
|