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 |
|---|---|---|---|---|---|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
8,042
shares
|
$980,721
0.34% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,028
shares
|
$979,014
0.09% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,013
shares
|
$977,185
0.08% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
8,000
shares
|
$975,600
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
7,982
shares
|
$973,404
0.33% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
7,969
shares
|
$971,819
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
7,958
shares
|
$970,478
0.76% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,956
shares
|
$970,234
0.08% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,956
shares
|
$970,234
0.29% of portfolio
|
Q1 2023
Added 19.98%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,948
shares
|
$969,258
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
7,943
shares
|
$968,648
0.4% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,930
shares
|
$967,063
0.1% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
7,915
shares
|
$965,234
0.05% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
7,911
shares
|
$964,746
0.25% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,908
shares
|
$964,380
0.35% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,895
shares
|
$962,795
0.08% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
7,891
shares
|
$962,307
0.26% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,887
shares
|
$961,819
0.11% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
7,880
shares
|
$960,966
0.08% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,878
shares
|
$960,722
0.31% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
7,873
shares
|
$960,112
0.47% of portfolio
|
Q1 2025
Added 505.62%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
7,862
shares
|
$958,770
0.24% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
7,861
shares
|
$958,648
0.37% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
7,851
shares
|
$957,429
0.24% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
7,811
shares
|
$952,551
0.41% of portfolio
|
Q1 2025
Reduced 7.81%
|