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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
473
shares
|
$43,019
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
466
shares
|
$42,382
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
462
shares
|
$42,018
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
462
shares
|
$42,018
0.01% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$40,927
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$40,745
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$40,745
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
447
shares
|
$40,654
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
447
shares
|
$40,654
0.01% of portfolio
|
Q3 2024
Reduced 74.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
447
shares
|
$40,654
0.01% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
444
shares
|
$40,381
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
442
shares
|
$40,199
0.03% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
438
shares
|
$39,836
0.06% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$39,654
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
420
shares
|
$38,199
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$38,017
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
411
shares
|
$37,380
0.02% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
402
shares
|
$36,561
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
400
shares
|
$36,380
0.02% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
398
shares
|
$36,198
0.02% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
398
shares
|
$36,198
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
389
shares
|
$35,379
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
382
shares
|
$34,742
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
376
shares
|
$34,197
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
369
shares
|
$33,560
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|