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 |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
477
shares
|
$55,379
0.02% of portfolio
|
Q2 2025
Added 215.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
475
shares
|
$55,147
0.02% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
473
shares
|
$54,915
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
469
shares
|
$54,450
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
469
shares
|
$54,450
0.1% of portfolio
|
Q2 2025
Reduced 64.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
466
shares
|
$54,102
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$53,406
0.04% of portfolio
|
Q2 2025
Added 41.54%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$52,245
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
447
shares
|
$51,896
0.03% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
445
shares
|
$51,664
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$50,619
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
436
shares
|
$50,619
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
430
shares
|
$49,923
0.0% of portfolio
|
Q2 2025
Reduced 21.53%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
428
shares
|
$49,690
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
428
shares
|
$49,690
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$48,529
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
412
shares
|
$47,833
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
409
shares
|
$47,484
0.02% of portfolio
|
Q2 2025
Reduced 35.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
405
shares
|
$47,020
0.01% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
402
shares
|
$46,672
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
401
shares
|
$46,556
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
400
shares
|
$46,440
0.02% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
390
shares
|
$45,279
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
386
shares
|
$44,814
0.0% of portfolio
|
Q2 2025
Added 63.56%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
384
shares
|
$44,582
0.0% of portfolio
|
Q2 2025
Added 25.49%
|