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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,472
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 32.48%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
8,448
shares
|
$1.02 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
8,408
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,406
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
8,379
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
8,353
shares
|
$1.01 Million
0.55% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
8,344
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
8,319
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 80.07%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
8,305
shares
|
$1.01 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
8,297
shares
|
$1 Million
0.1% of portfolio
|
Q1 2025
Added 105.42%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
8,268
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8,265
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,252
shares
|
$998,987
0.15% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,247
shares
|
$998,381
0.15% of portfolio
|
Q4 2022
Added 13.11%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,247
shares
|
$998,381
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
8,243
shares
|
$997,897
0.04% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
8,194
shares
|
$991,965
0.67% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
8,184
shares
|
$990,755
0.36% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
8,183
shares
|
$990,633
0.05% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,180
shares
|
$990,270
0.14% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,169
shares
|
$988,939
0.08% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
8,168
shares
|
$988,818
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
8,157
shares
|
$987,486
0.52% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,151
shares
|
$986,760
0.39% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
8,102
shares
|
$980,828
0.67% of portfolio
|
Q1 2025
Added 2.27%
|