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 3,563 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 |
---|---|---|---|---|---|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
7,806
shares
|
$943,277
0.19% of portfolio
|
Q2 2025
Added 24.42%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
7,789
shares
|
$941,222
0.2% of portfolio
|
Q3 2023
New holding
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
7,788
shares
|
$941,101
0.01% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,780
shares
|
$940,135
0.22% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,769
shares
|
$938,805
0.11% of portfolio
|
Q1 2025
Added 0.94%
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
7,761
shares
|
$937,839
0.4% of portfolio
|
Q1 2025
Added 30.02%
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
7,754
shares
|
$936,993
0.35% of portfolio
|
Q2 2025
Added 34.78%
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
7,742
shares
|
$935,543
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
7,738
shares
|
$935,059
0.51% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
7,724
shares
|
$933,368
0.16% of portfolio
|
Q1 2025
Added 9.79%
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
7,717
shares
|
$932,522
1.14% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,712
shares
|
$931,918
0.34% of portfolio
|
Q2 2025
Reduced 53.17%
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
7,703
shares
|
$930,830
0.07% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,697
shares
|
$930,105
0.03% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
7,693
shares
|
$929,622
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,678
shares
|
$927,809
0.07% of portfolio
|
Q1 2025
Added 3.78%
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
7,670
shares
|
$926,842
0.69% of portfolio
|
Q1 2025
Added 4.85%
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
7,665
shares
|
$926,238
0.55% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
7,661
shares
|
$925,755
0.19% of portfolio
|
Q1 2025
Added 3.92%
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,656
shares
|
$925,151
0.19% of portfolio
|
Q3 2024
Added 0.41%
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
7,636
shares
|
$922,734
0.28% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
7,609
shares
|
$919,471
0.31% of portfolio
|
Q2 2025
Added 12.94%
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
7,578
shares
|
$915,725
0.21% of portfolio
|
Q1 2025
Added 8.66%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
7,577
shares
|
$915,604
0.1% of portfolio
|
Q1 2025
Added 13.68%
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,575
shares
|
$915,363
0.26% of portfolio
|
Q3 2024
New holding
|