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 3,499 institutions that hold shares in the stock, with a total of 1.25 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 |
|---|---|---|---|---|---|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
153
shares
|
$18,893
0.01% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
152
shares
|
$18,770
0.01% of portfolio
|
Q1 2025
Reduced 70.6%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
151
shares
|
$18,646
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
147
shares
|
$18,153
0.0% of portfolio
|
Q1 2025
Reduced 98.49%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
147
shares
|
$18,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
146
shares
|
$18,029
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
143
shares
|
$17,659
0.0% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
140
shares
|
$17,288
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
139
shares
|
$17,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
139
shares
|
$17,165
0.01% of portfolio
|
Q1 2025
Added 1058.33%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
137
shares
|
$16,918
0.02% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
131
shares
|
$16,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
128
shares
|
$15,806
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
128
shares
|
$15,806
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Summer Road LLC
West Palm Beach, FL |
May 13, 2025 Q1 2025 |
124
shares
|
$15,312
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$15,189
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
121
shares
|
$14,942
0.0% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
116
shares
|
$14,324
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$14,201
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
114
shares
|
$14,077
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$13,830
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
111
shares
|
$13,707
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
111
shares
|
$13,707
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
105
shares
|
$12,966
0.0% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
102
shares
|
$12,595
0.01% of portfolio
|
Q4 2024
Added 13.33%
|