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 3,565 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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kempner Capital Management Inc.
|
Jul 15, 2025 Q2 2025 |
62,631
shares
|
$7.58 Million
4.17% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,582
shares
|
$7.58 Million
0.18% of portfolio
|
Q4 2023
Added 4.09%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Apr 25, 2025 Q1 2025 |
62,500
shares
|
$7.57 Million
3.34% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
62,346
shares
|
$7.55 Million
0.57% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
62,322
shares
|
$7.54 Million
0.14% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
62,275
shares
|
$7.54 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
62,259
shares
|
$7.54 Million
0.07% of portfolio
|
Q1 2025
Added 96.43%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
62,117
shares
|
$7.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
62,093
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.6%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
62,015
shares
|
$7.51 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
61,938
shares
|
$7.5 Million
2.59% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
61,667
shares
|
$7.47 Million
1.44% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
61,645
shares
|
$7.46 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
61,548
shares
|
$7.45 Million
0.04% of portfolio
|
Q1 2025
Added 136.67%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
61,518
shares
|
$7.45 Million
0.09% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
61,477
shares
|
$7.44 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
61,332
shares
|
$7.42 Million
0.44% of portfolio
|
Q4 2022
Reduced 17.66%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
60,858
shares
|
$7.37 Million
0.45% of portfolio
|
Q1 2025
Added 292.63%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
60,783
shares
|
$7.36 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
60,770
shares
|
$7.36 Million
0.49% of portfolio
|
Q3 2022
Reduced 4.72%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
60,493
shares
|
$7.32 Million
0.2% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
60,339
shares
|
$7.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
60,214
shares
|
$7.29 Million
0.64% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,960
shares
|
$7.26 Million
0.12% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
59,798
shares
|
$7.24 Million
0.99% of portfolio
|
Q2 2025
Added 3.07%
|