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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,858
shares
|
$203,859
0.11% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$202,982
0.02% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
1,849
shares
|
$202,872
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,844
shares
|
$202,323
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$201,226
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,827
shares
|
$200,458
0.08% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$200,239
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,811
shares
|
$198,702
0.13% of portfolio
|
Q2 2022
Reduced 26.74%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,798
shares
|
$197,276
0.11% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,792
shares
|
$196,618
0.06% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,791
shares
|
$196,508
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,778
shares
|
$195,082
0.07% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
1,777
shares
|
$194,972
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,751
shares
|
$192,119
0.12% of portfolio
|
Q4 2024
Reduced 37.04%
|
|
|
Nkcfo LLC
|
May 07, 2025 Q1 2025 |
1,749
shares
|
$191,900
0.08% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,747
shares
|
$191,680
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,721
shares
|
$188,828
0.04% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,699
shares
|
$186,414
0.09% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,685
shares
|
$184,878
0.05% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,685
shares
|
$184,878
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
1,680
shares
|
$184,329
0.09% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,670
shares
|
$183,232
0.01% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,631
shares
|
$178,953
0.09% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$178,295
0.03% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,609
shares
|
$176,539
0.06% of portfolio
|
Q4 2024
Reduced 9.81%
|