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 3,684 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,966
shares
|
$228,252
0.07% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
1,965
shares
|
$228,136
0.42% of portfolio
|
Q2 2025
Reduced 40.09%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
1,962
shares
|
$227,788
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
1,962
shares
|
$227,788
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,960
shares
|
$227,556
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,958
shares
|
$227,323
0.13% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,956
shares
|
$227,091
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,955
shares
|
$226,975
0.14% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,954
shares
|
$226,859
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,944
shares
|
$225,698
0.01% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,942
shares
|
$225,466
0.02% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
1,939
shares
|
$225,117
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
1,930
shares
|
$224,073
0.04% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$224,073
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
1,927
shares
|
$223,724
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
1,927
shares
|
$223,724
0.11% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
1,926
shares
|
$223,608
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
1,926
shares
|
$223,608
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,923
shares
|
$223,260
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,922
shares
|
$223,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
1,921
shares
|
$223,028
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,917
shares
|
$222,563
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,913
shares
|
$222,099
0.04% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,911
shares
|
$221,867
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,908
shares
|
$221,518
0.04% of portfolio
|
Q2 2025
New holding
|