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 3,559 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 $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7,281
shares
|
$889,811
0.16% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,268
shares
|
$888,222
0.06% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
7,253
shares
|
$886,389
0.11% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$885,533
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,242
shares
|
$885,044
0.07% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
7,237
shares
|
$884,433
0.53% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,235
shares
|
$884,189
0.15% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
7,233
shares
|
$883,944
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
|
$882,356
0.11% of portfolio
|
Q1 2025
Reduced 55.84%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,182
shares
|
$877,712
0.14% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
7,174
shares
|
$876,734
0.36% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,154
shares
|
$874,290
0.65% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
7,152
shares
|
$874,045
0.09% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
7,145
shares
|
$873,190
0.55% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
7,080
shares
|
$865,246
1.0% of portfolio
|
Q3 2023
Added 2.16%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
7,041
shares
|
$860,480
0.17% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
7,032
shares
|
$859,380
0.08% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
7,029
shares
|
$859,014
0.08% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
7,028
shares
|
$858,891
0.06% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
7,023
shares
|
$858,280
0.6% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
May 07, 2025 Q1 2025 |
7,020
shares
|
$857,914
0.56% of portfolio
|
Q1 2025
Reduced 61.4%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,018
shares
|
$857,669
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,015
shares
|
$857,303
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,002
shares
|
$855,714
0.07% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
6,996
shares
|
$854,981
0.3% of portfolio
|
Q1 2025
Reduced 0.21%
|