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 |
|---|---|---|---|---|---|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,979
shares
|
$852,903
0.23% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$852,903
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$852,903
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
6,975
shares
|
$852,414
0.02% of portfolio
|
Q1 2025
Added 277.03%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
6,968
shares
|
$851,559
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
6,898
shares
|
$843,004
0.25% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
6,890
shares
|
$842,026
0.34% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,887
shares
|
$841,660
0.03% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
6,881
shares
|
$840,927
0.16% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,869
shares
|
$839,460
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
6,869
shares
|
$839,460
0.05% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
6,867
shares
|
$839,216
0.34% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
6,860
shares
|
$838,360
0.11% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,849
shares
|
$837,016
0.2% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,843
shares
|
$836,283
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
6,811
shares
|
$832,372
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
6,811
shares
|
$832,372
0.28% of portfolio
|
Q1 2025
Added 163.18%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
6,772
shares
|
$827,606
0.41% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
6,768
shares
|
$827,117
0.1% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
6,742
shares
|
$823,939
0.26% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,741
shares
|
$823,817
0.06% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
6,737
shares
|
$823,328
0.24% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,733
shares
|
$822,839
0.1% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
6,728
shares
|
$822,228
0.26% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,699
shares
|
$818,684
0.18% of portfolio
|
Q2 2022
Reduced 1.37%
|