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 |
|---|---|---|---|---|---|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
47,604
shares
|
$5.81 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
47,592
shares
|
$5.8 Million
0.11% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
47,584
shares
|
$5.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
47,491
shares
|
$5.79 Million
0.63% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
47,301
shares
|
$5.77 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
46,924
shares
|
$5.72 Million
0.57% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
46,918
shares
|
$5.72 Million
1.49% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
46,841
shares
|
$5.71 Million
1.93% of portfolio
|
Q1 2025
Added 191.19%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
46,790
shares
|
$5.71 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
46,730
shares
|
$5.7 Million
0.8% of portfolio
|
Q1 2025
Added 130.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
46,692
shares
|
$5.69 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
46,652
shares
|
$5.69 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
46,635
shares
|
$5.69 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
46,635
shares
|
$5.69 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
46,299
shares
|
$5.65 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
46,260
shares
|
$5.64 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
46,195
shares
|
$5.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
46,134
shares
|
$5.63 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
45,997
shares
|
$5.61 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
45,872
shares
|
$5.59 Million
1.57% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
45,501
shares
|
$5.55 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
45,481
shares
|
$5.55 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
45,401
shares
|
$5.54 Million
1.24% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
45,221
shares
|
$5.51 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
45,204
shares
|
$5.51 Million
0.04% of portfolio
|
Q1 2025
Added 20.77%
|