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 3,559 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
103,535
shares
|
$12.7 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
102,954
shares
|
$12.6 Million
0.09% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
102,028
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Added 1989.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
101,986
shares
|
$12.5 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
101,963
shares
|
$12.5 Million
0.09% of portfolio
|
Q3 2022
Reduced 19.83%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
101,500
shares
|
$12.4 Million
0.58% of portfolio
|
Q3 2023
Reduced 35.06%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
101,170
shares
|
$12.4 Million
2.56% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
101,165
shares
|
$12.4 Million
1.28% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
100,925
shares
|
$12.3 Million
0.23% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
99,812
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2024
Added 67.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
98,313
shares
|
$12 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
98,100
shares
|
$12 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
98,052
shares
|
$12 Million
0.41% of portfolio
|
Q1 2023
Reduced 3.63%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
98,043
shares
|
$12 Million
0.75% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
97,584
shares
|
$11.9 Million
0.12% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
97,225
shares
|
$11.9 Million
1.87% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
97,200
shares
|
$11.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
96,672
shares
|
$11.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
96,475
shares
|
$11.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
96,401
shares
|
$11.8 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
96,158
shares
|
$11.8 Million
1.33% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
95,973
shares
|
$11.7 Million
4.21% of portfolio
|
Q3 2022
Reduced 1.88%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
95,761
shares
|
$11.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
95,727
shares
|
$11.7 Million
1.12% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
95,641
shares
|
$11.7 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.79%
|