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 3,679 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 $149 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
80
shares
|
$9,097
0.01% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
76
shares
|
$8,642
0.01% of portfolio
|
Q2 2025
Added 49.02%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
73
shares
|
$8,301
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
72
shares
|
$8,187
0.01% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
71
shares
|
$8,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
70
shares
|
$7,960
0.01% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
63
shares
|
$7,164
0.0% of portfolio
|
Q2 2025
Added 1475.0%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
60
shares
|
$6,823
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
59
shares
|
$6,709
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
50
shares
|
$5,686
0.02% of portfolio
|
Q1 2025
Reduced 94.73%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,686
0.0% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
49
shares
|
$5,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
47
shares
|
$5,344
0.0% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
45
shares
|
$5,117
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
44
shares
|
$5,003
0.0% of portfolio
|
Q1 2023
Added 340.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
43
shares
|
$4,889
0.0% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
41
shares
|
$4,662
0.0% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$4,662
0.0% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
40
shares
|
$4,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
39
shares
|
$4,435
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
38
shares
|
$4,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
36
shares
|
$4,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,980
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
35
shares
|
$3,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
33
shares
|
$3,752
0.2% of portfolio
|
Q2 2025
Reduced 25.0%
|