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 |
---|---|---|---|---|---|
Nkcfo LLC
|
May 07, 2025 Q1 2025 |
1,749
shares
|
$210,946
0.08% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,747
shares
|
$210,705
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,745
shares
|
$210,464
0.09% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,743
shares
|
$210,223
0.21% of portfolio
|
Q2 2025
New holding
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
1,727
shares
|
$208,293
0.06% of portfolio
|
Q2 2025
New holding
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
1,724
shares
|
$207,931
0.07% of portfolio
|
Q2 2025
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,721
shares
|
$207,569
0.04% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,719
shares
|
$207,328
0.01% of portfolio
|
Q2 2025
New holding
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,713
shares
|
$206,604
0.08% of portfolio
|
Q2 2025
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,699
shares
|
$204,916
0.09% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,685
shares
|
$203,227
0.05% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,685
shares
|
$203,227
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
1,680
shares
|
$202,624
0.09% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
1,680
shares
|
$202,624
0.07% of portfolio
|
Q2 2025
New holding
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,669
shares
|
$201,298
0.08% of portfolio
|
Q2 2025
New holding
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,658
shares
|
$199,971
0.05% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,640
shares
|
$197,800
0.04% of portfolio
|
Q2 2025
New holding
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,631
shares
|
$196,714
0.09% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,628
shares
|
$196,353
0.06% of portfolio
|
Q2 2025
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$195,991
0.03% of portfolio
|
Q1 2025
Added 49.91%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
1,622
shares
|
$195,629
0.12% of portfolio
|
Q2 2025
New holding
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,605
shares
|
$193,579
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,584
shares
|
$191,046
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,560
shares
|
$188,151
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,548
shares
|
$186,704
0.04% of portfolio
|
Q3 2022
Reduced 2.27%
|