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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,104
shares
|
$128,174
0.02% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,093
shares
|
$126,897
0.03% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,085
shares
|
$125,968
0.11% of portfolio
|
Q1 2025
Reduced 69.55%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1,075
shares
|
$124,807
0.07% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,062
shares
|
$123,298
0.04% of portfolio
|
Q2 2025
Added 5210.0%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,057
shares
|
$122,717
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,032
shares
|
$119,815
0.07% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,029
shares
|
$119,466
0.09% of portfolio
|
Q2 2025
Reduced 83.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,026
shares
|
$119,118
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,020
shares
|
$118,422
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,019
shares
|
$118,305
0.04% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,007
shares
|
$116,912
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,002
shares
|
$116,332
0.09% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$116,100
1.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
991
shares
|
$115,055
0.04% of portfolio
|
Q3 2023
Reduced 25.54%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
982
shares
|
$114,010
0.07% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
979
shares
|
$113,661
0.03% of portfolio
|
Q2 2025
Reduced 52.2%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
969
shares
|
$112,500
0.01% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
963
shares
|
$111,804
0.06% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
961
shares
|
$111,572
0.05% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
940
shares
|
$109,134
0.02% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
935
shares
|
$108,553
0.1% of portfolio
|
Q2 2025
Reduced 84.11%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
900
shares
|
$104,490
0.02% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
898
shares
|
$104,257
0.02% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
872
shares
|
$101,239
0.03% of portfolio
|
Q1 2024
Reduced 4.18%
|