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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
10,456
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
10,455
shares
|
$1.27 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
10,443
shares
|
$1.26 Million
0.21% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
10,414
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,376
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,376
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,351
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
10,350
shares
|
$1.25 Million
0.55% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
10,330
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
10,318
shares
|
$1.25 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
10,318
shares
|
$1.25 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
10,311
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
10,286
shares
|
$1.25 Million
0.52% of portfolio
|
Q1 2025
Reduced 58.67%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,277
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
10,262
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
10,228
shares
|
$1.24 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
10,218
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
10,209
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2022
Added 19.4%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
10,204
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
10,174
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,169
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.28%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
10,144
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
10,133
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
10,125
shares
|
$1.23 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
10,122
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.82%
|