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 3,574 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 $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
52,699
shares
|
$6.43 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
52,616
shares
|
$6.42 Million
1.75% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
52,586
shares
|
$6.41 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
52,400
shares
|
$6.39 Million
0.89% of portfolio
|
Q1 2025
Added 453.74%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
52,351
shares
|
$6.38 Million
0.13% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
52,343
shares
|
$6.38 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
52,255
shares
|
$6.37 Million
0.4% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
52,180
shares
|
$6.36 Million
0.16% of portfolio
|
Q1 2025
Added 95.61%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
52,159
shares
|
$6.36 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
52,140
shares
|
$6.36 Million
0.53% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
52,127
shares
|
$6.36 Million
4.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
51,754
shares
|
$6.31 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
51,732
shares
|
$6.31 Million
3.34% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
51,625
shares
|
$6.3 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
51,580
shares
|
$6.29 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
51,243
shares
|
$6.25 Million
0.31% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
50,995
shares
|
$6.22 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
50,854
shares
|
$6.2 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
50,649
shares
|
$6.18 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
50,527
shares
|
$6.16 Million
0.93% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
50,512
shares
|
$6.16 Million
1.92% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
50,508
shares
|
$6.16 Million
0.17% of portfolio
|
Q3 2023
Reduced 11.18%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
50,506
shares
|
$6.16 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
50,348
shares
|
$6.14 Million
0.86% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
50,343
shares
|
$6.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.24%
|