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 |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,784
shares
|
$207,122
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
1,784
shares
|
$207,122
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,778
shares
|
$206,425
0.07% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
1,777
shares
|
$206,309
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
1,773
shares
|
$205,845
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
1,771
shares
|
$205,613
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,770
shares
|
$205,497
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
1,766
shares
|
$205,032
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,765
shares
|
$204,916
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,765
shares
|
$204,916
0.02% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,763
shares
|
$204,684
0.05% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
1,762
shares
|
$204,568
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
1,761
shares
|
$204,452
0.01% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,757
shares
|
$203,987
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
1,756
shares
|
$203,871
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,756
shares
|
$203,871
0.09% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
1,753
shares
|
$203,523
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,750
shares
|
$203,175
0.03% of portfolio
|
Q2 2025
Reduced 49.25%
|
|
|
Nkcfo LLC
|
Aug 13, 2025 Q2 2025 |
1,749
shares
|
$203,058
0.09% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
1,749
shares
|
$203,058
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,746
shares
|
$202,710
0.05% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,745
shares
|
$202,594
0.09% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,743
shares
|
$202,362
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,743
shares
|
$202,362
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,742
shares
|
$202,246
0.17% of portfolio
|
Q2 2025
New holding
|