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 |
|---|---|---|---|---|---|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
595
shares
|
$69,079
0.01% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
590
shares
|
$68,499
0.02% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
589
shares
|
$68,382
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$67,918
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
583
shares
|
$67,686
0.01% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
581
shares
|
$67,454
0.03% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
579
shares
|
$67,221
0.04% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
576
shares
|
$66,873
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
576
shares
|
$66,873
0.05% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
571
shares
|
$66,293
0.07% of portfolio
|
Q2 2025
Reduced 25.55%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
555
shares
|
$64,435
0.04% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
554
shares
|
$64,319
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
549
shares
|
$63,738
0.04% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
546
shares
|
$63,390
0.04% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
536
shares
|
$62,229
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
534
shares
|
$61,997
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
529
shares
|
$61,416
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
526
shares
|
$61,068
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$60,604
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$59,559
0.04% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
509
shares
|
$59,094
0.04% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
507
shares
|
$58,862
0.06% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
494
shares
|
$57,353
0.03% of portfolio
|
Q2 2025
Reduced 81.74%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
478
shares
|
$55,495
0.03% of portfolio
|
Q2 2025
Added 602.94%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
477
shares
|
$55,379
0.04% of portfolio
|
Q1 2025
Added 0.21%
|