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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
853
shares
|
$77,580
0.04% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
852
shares
|
$77,489
0.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
842
shares
|
$76,579
0.04% of portfolio
|
Q1 2025
Reduced 71.48%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
838
shares
|
$76,216
0.05% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
832
shares
|
$75,670
0.06% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
819
shares
|
$74,488
0.03% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
811
shares
|
$73,760
0.06% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
809
shares
|
$73,578
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
804
shares
|
$73,123
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
800
shares
|
$72,760
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
800
shares
|
$72,760
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
800
shares
|
$72,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
792
shares
|
$72,032
0.1% of portfolio
|
Q4 2022
Reduced 11.21%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
792
shares
|
$72,032
0.06% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
788
shares
|
$71,668
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
784
shares
|
$71,304
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
768
shares
|
$69,849
0.01% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
767
shares
|
$69,758
0.08% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
762
shares
|
$69,303
0.05% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
761
shares
|
$69,212
0.04% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
759
shares
|
$69,031
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
757
shares
|
$68,849
0.02% of portfolio
|
Q1 2025
Reduced 47.9%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
756
shares
|
$68,758
0.03% of portfolio
|
Q1 2025
Reduced 56.92%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
749
shares
|
$68,121
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
736
shares
|
$66,939
0.01% of portfolio
|
Q1 2025
New holding
|