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 3,538 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,029
shares
|
$93,587
0.08% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,022
shares
|
$92,950
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,021
shares
|
$92,859
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,017
shares
|
$92,496
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,011
shares
|
$91,950
0.02% of portfolio
|
Q4 2024
Reduced 33.09%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
1,011
shares
|
$91,950
0.06% of portfolio
|
Q4 2024
Reduced 37.24%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,008
shares
|
$91,677
0.08% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,007
shares
|
$91,586
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$90,950
1.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
991
shares
|
$90,131
0.04% of portfolio
|
Q3 2023
Reduced 25.54%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
984
shares
|
$89,494
0.01% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
984
shares
|
$89,494
0.03% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
970
shares
|
$88,221
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
969
shares
|
$88,130
0.1% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
963
shares
|
$87,584
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
940
shares
|
$85,493
0.02% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
938
shares
|
$85,311
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
922
shares
|
$83,855
0.06% of portfolio
|
Q1 2024
Reduced 30.26%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
918
shares
|
$83,492
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
900
shares
|
$81,855
0.02% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
889
shares
|
$80,854
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
888
shares
|
$80,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
885
shares
|
$80,490
0.01% of portfolio
|
Q4 2024
Added 2428.57%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
872
shares
|
$79,308
0.03% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
862
shares
|
$78,398
0.08% of portfolio
|
Q4 2024
New holding
|