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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,226
shares
|
$134,516
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,216
shares
|
$133,419
0.05% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,212
shares
|
$132,980
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,208
shares
|
$132,541
0.07% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,160
shares
|
$127,275
0.04% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$127,165
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$124,861
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,124
shares
|
$123,325
0.07% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,108
shares
|
$121,569
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,107
shares
|
$121,460
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,104
shares
|
$121,130
0.02% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,099
shares
|
$120,582
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,090
shares
|
$119,594
0.07% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,085
shares
|
$119,046
0.08% of portfolio
|
Q1 2025
Reduced 69.55%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,085
shares
|
$119,046
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,058
shares
|
$116,083
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,057
shares
|
$115,974
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,055
shares
|
$115,754
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,032
shares
|
$113,231
0.07% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,029
shares
|
$112,901
0.08% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,022
shares
|
$112,133
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,021
shares
|
$112,024
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,015
shares
|
$111,365
0.04% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,011
shares
|
$110,926
0.02% of portfolio
|
Q4 2024
Reduced 33.09%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,008
shares
|
$110,597
0.08% of portfolio
|
Q1 2025
Added 7.01%
|