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 |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
9,728
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
9,722
shares
|
$1.18 Million
0.65% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
9,716
shares
|
$1.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,705
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
9,700
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
9,685
shares
|
$1.17 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,678
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
9,671
shares
|
$1.17 Million
0.29% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
9,652
shares
|
$1.17 Million
0.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,651
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2023
Reduced 8.53%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
9,649
shares
|
$1.17 Million
0.42% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,640
shares
|
$1.17 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
9,626
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
9,619
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
9,613
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
9,606
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
9,602
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
9,600
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
9,586
shares
|
$1.16 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
9,571
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
9,562
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,519
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
9,507
shares
|
$1.15 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
9,419
shares
|
$1.14 Million
0.4% of portfolio
|
Q1 2025
Added 56.49%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
9,419
shares
|
$1.14 Million
0.11% of portfolio
|
Q1 2025
Added 2.65%
|