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 3,519 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
534
shares
|
$64,405
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
533
shares
|
$64,285
0.06% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
531
shares
|
$64,043
0.04% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
529
shares
|
$63,802
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
528
shares
|
$63,682
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$62,958
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$61,872
0.04% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
511
shares
|
$61,631
0.02% of portfolio
|
Q1 2025
Reduced 56.06%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
507
shares
|
$61,149
0.06% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$60,305
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
500
shares
|
$60,305
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
500
shares
|
$60,305
0.01% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
477
shares
|
$57,530
0.03% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
475
shares
|
$57,289
0.02% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
475
shares
|
$57,289
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
473
shares
|
$57,048
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
469
shares
|
$56,566
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
466
shares
|
$56,204
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
462
shares
|
$55,721
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
462
shares
|
$55,721
0.01% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$54,274
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$54,033
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
448
shares
|
$54,033
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
447
shares
|
$53,912
0.01% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
443
shares
|
$53,430
0.01% of portfolio
|
Q1 2025
Reduced 0.89%
|