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 $147 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
39
shares
|
$4,373
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
38
shares
|
$4,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
36
shares
|
$4,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,924
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
35
shares
|
$3,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
33
shares
|
$3,700
0.2% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
32
shares
|
$3,588
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
31
shares
|
$3,476
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$3,364
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,803
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,467
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
22
shares
|
$2,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Aug 01, 2025 Q2 2025 |
22
shares
|
$2,467
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
21
shares
|
$2,354
0.05% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$2,242
0.0% of portfolio
|
Q2 2025
Reduced 84.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
19
shares
|
$2,130
0.0% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,130
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$2,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
18
shares
|
$2,018
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,906
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
15
shares
|
$1,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,569
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
14
shares
|
$1,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,457
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,345
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|