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 3,677 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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$3,411
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,501
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
22
shares
|
$2,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Aug 01, 2025 Q2 2025 |
22
shares
|
$2,501
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
21
shares
|
$2,388
0.05% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$2,274
0.0% of portfolio
|
Q2 2025
Reduced 84.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
19
shares
|
$2,160
0.0% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,160
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$2,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
18
shares
|
$2,046
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,933
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
15
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,592
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
14
shares
|
$1,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,478
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,364
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
12
shares
|
$1,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
10
shares
|
$1,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9
shares
|
$1,023
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
9
shares
|
$1,023
0.0% of portfolio
|
Q2 2025
Reduced 93.43%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
9
shares
|
$1,023
0.0% of portfolio
|
Q2 2025
Reduced 99.96%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
7
shares
|
$796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
5
shares
|
$568
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
5
shares
|
$568
0.0% of portfolio
|
Q1 2025
New holding
|