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 |
|---|---|---|---|---|---|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
442
shares
|
$53,309
0.03% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$52,585
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$50,414
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
412
shares
|
$49,691
0.04% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
411
shares
|
$49,570
0.02% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
402
shares
|
$48,485
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
400
shares
|
$48,244
0.02% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
389
shares
|
$46,917
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
382
shares
|
$46,073
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
372
shares
|
$44,866
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
366
shares
|
$44,143
0.02% of portfolio
|
Q3 2022
Reduced 29.07%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
365
shares
|
$44,022
0.01% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
358
shares
|
$43,178
0.03% of portfolio
|
Q1 2025
Reduced 40.83%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
335
shares
|
$40,404
0.02% of portfolio
|
Q4 2022
Added 191.3%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
329
shares
|
$39,680
0.02% of portfolio
|
Q1 2025
Reduced 91.49%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
325
shares
|
$39,198
0.02% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
325
shares
|
$39,198
0.0% of portfolio
|
Q3 2024
Reduced 61.58%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
323
shares
|
$38,957
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
320
shares
|
$38,595
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
317
shares
|
$38,233
0.0% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
310
shares
|
$37,389
0.02% of portfolio
|
Q3 2022
Reduced 27.06%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
308
shares
|
$37,147
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
306
shares
|
$36,906
0.0% of portfolio
|
Q1 2025
Reduced 60.97%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$36,183
0.01% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
294
shares
|
$35,459
0.01% of portfolio
|
Q1 2025
Reduced 26.32%
|