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 3,538 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
121
shares
|
$11,004
0.0% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$10,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$10,459
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
114
shares
|
$10,368
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$10,186
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
111
shares
|
$10,095
0.01% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
111
shares
|
$10,095
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
102
shares
|
$9,276
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$9,095
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$9,095
0.01% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
96
shares
|
$8,731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$8,549
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$8,458
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
92
shares
|
$8,367
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
91
shares
|
$8,276
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
90
shares
|
$8,185
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
87
shares
|
$7,912
0.02% of portfolio
|
Q1 2023
Reduced 73.8%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
76
shares
|
$6,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
73
shares
|
$6,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$6,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
68
shares
|
$6,184
0.0% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
64
shares
|
$5,820
0.0% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
59
shares
|
$5,366
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
55
shares
|
$5,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
52
shares
|
$4,729
0.0% of portfolio
|
Q4 2024
New holding
|