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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
45,203
shares
|
$5.51 Million
0.26% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
45,181
shares
|
$5.51 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
45,149
shares
|
$5.51 Million
0.83% of portfolio
|
Q1 2025
Added 25.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
45,127
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
45,093
shares
|
$5.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.48%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
44,901
shares
|
$5.48 Million
1.21% of portfolio
|
Q2 2025
Reduced 62.92%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
44,864
shares
|
$5.47 Million
0.3% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
44,570
shares
|
$5.44 Million
1.71% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
44,330
shares
|
$5.41 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
44,295
shares
|
$5.4 Million
0.78% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
44,227
shares
|
$5.39 Million
0.16% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
44,170
shares
|
$5.39 Million
0.14% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
44,041
shares
|
$5.37 Million
0.2% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
43,958
shares
|
$5.36 Million
0.19% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
43,931
shares
|
$5.36 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
43,905
shares
|
$5.35 Million
0.82% of portfolio
|
Q2 2023
Reduced 48.17%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
43,868
shares
|
$5.35 Million
0.13% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
43,772
shares
|
$5.34 Million
4.73% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
43,568
shares
|
$5.31 Million
0.34% of portfolio
|
Q1 2025
Added 64.37%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
43,402
shares
|
$5.29 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,370
shares
|
$5.29 Million
0.84% of portfolio
|
Q3 2023
Added 11.81%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
43,274
shares
|
$5.28 Million
1.27% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
43,237
shares
|
$5.27 Million
0.16% of portfolio
|
Q1 2025
Added 90.82%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
43,235
shares
|
$5.27 Million
0.3% of portfolio
|
Q3 2023
Added 10.77%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
43,226
shares
|
$5.27 Million
1.05% of portfolio
|
Q1 2025
New holding
|