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 3,565 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 |
|---|---|---|---|---|---|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
9,070
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
9,051
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
9,011
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2025
Added 164.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
9,009
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
8,998
shares
|
$1.09 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
8,973
shares
|
$1.09 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
8,973
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
8,962
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
8,960
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
8,940
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
8,898
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
8,878
shares
|
$1.07 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,877
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
8,859
shares
|
$1.07 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
8,849
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 135.72%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,849
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2023
Reduced 4.58%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
8,834
shares
|
$1.07 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
8,815
shares
|
$1.07 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
8,810
shares
|
$1.07 Million
0.95% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
8,798
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
8,790
shares
|
$1.06 Million
0.65% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
8,781
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,777
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 88.64%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
8,764
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,745
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Added 12.24%
|