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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,375
shares
|
$159,637
0.05% of portfolio
|
Q2 2025
Reduced 23.27%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,354
shares
|
$157,199
0.08% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,340
shares
|
$155,574
0.03% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
1,338
shares
|
$155,341
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$150,930
0.0% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,288
shares
|
$149,536
0.1% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,281
shares
|
$148,724
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,278
shares
|
$148,375
0.01% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,268
shares
|
$147,214
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
1,261
shares
|
$146,402
0.06% of portfolio
|
Q2 2025
Added 65.7%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
1,221
shares
|
$141,758
0.09% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,216
shares
|
$141,177
0.06% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,212
shares
|
$140,713
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,208
shares
|
$140,248
0.08% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
1,191
shares
|
$138,275
0.06% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1,186
shares
|
$137,694
0.12% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,170
shares
|
$135,837
0.08% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,165
shares
|
$135,256
0.01% of portfolio
|
Q2 2025
Added 115.74%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$134,559
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,158
shares
|
$134,443
0.1% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$132,121
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,123
shares
|
$130,380
0.11% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,112
shares
|
$129,103
0.04% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,109
shares
|
$128,754
0.05% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,107
shares
|
$128,522
0.04% of portfolio
|
Q1 2025
New holding
|