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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
1,653
shares
|
$191,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
1,645
shares
|
$190,984
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
1,645
shares
|
$190,984
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
1,644
shares
|
$190,868
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,640
shares
|
$190,404
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,638
shares
|
$190,171
0.09% of portfolio
|
Q2 2025
Reduced 53.04%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
1,632
shares
|
$189,475
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
1,630
shares
|
$189,243
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
1,630
shares
|
$189,243
0.1% of portfolio
|
Q2 2025
Reduced 89.5%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
1,630
shares
|
$189,243
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,629
shares
|
$189,126
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,628
shares
|
$189,010
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,628
shares
|
$189,010
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,627
shares
|
$188,894
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
1,622
shares
|
$188,314
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,618
shares
|
$187,849
0.12% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,618
shares
|
$187,849
0.1% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
1,618
shares
|
$187,849
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,616
shares
|
$187,617
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
1,616
shares
|
$187,617
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,613
shares
|
$187,269
0.0% of portfolio
|
Q2 2025
Reduced 67.85%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$185,760
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,584
shares
|
$183,902
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,560
shares
|
$181,116
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,548
shares
|
$179,722
0.04% of portfolio
|
Q3 2022
Reduced 2.27%
|