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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
7,439
shares
|
$907,186
0.16% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
7,436
shares
|
$906,820
0.06% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
7,435
shares
|
$906,698
0.15% of portfolio
|
Q2 2025
Added 92.87%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
7,409
shares
|
$903,527
0.47% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
7,407
shares
|
$903,283
0.05% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,406
shares
|
$903,161
0.1% of portfolio
|
Q2 2025
Reduced 74.39%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
7,400
shares
|
$902,430
0.21% of portfolio
|
Q1 2023
Reduced 1.41%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,396
shares
|
$901,942
0.15% of portfolio
|
Q1 2024
Added 85.46%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
7,390
shares
|
$901,210
0.03% of portfolio
|
Q1 2025
Added 61.07%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
7,385
shares
|
$900,600
0.13% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
7,382
shares
|
$900,234
0.14% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,375
shares
|
$899,381
0.42% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
7,365
shares
|
$898,161
0.4% of portfolio
|
Q3 2023
Reduced 2.39%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
7,333
shares
|
$894,259
0.06% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,297
shares
|
$889,869
0.05% of portfolio
|
Q2 2023
Reduced 12.41%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
7,297
shares
|
$889,869
0.36% of portfolio
|
Q1 2025
Reduced 87.12%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7,281
shares
|
$887,917
0.16% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,268
shares
|
$886,332
0.06% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
7,253
shares
|
$884,503
0.11% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$883,649
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,242
shares
|
$883,161
0.07% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
7,237
shares
|
$882,552
0.53% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,235
shares
|
$882,308
0.15% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
7,233
shares
|
$882,064
0.35% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,220
shares
|
$880,479
0.11% of portfolio
|
Q1 2025
Reduced 55.84%
|