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 |
|---|---|---|---|---|---|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,698
shares
|
$818,562
0.32% of portfolio
|
Q1 2025
Reduced 50.75%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,694
shares
|
$818,073
0.34% of portfolio
|
Q4 2022
Added 34.61%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
6,671
shares
|
$815,262
0.03% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
6,654
shares
|
$813,185
0.28% of portfolio
|
Q1 2025
Added 49.63%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
6,636
shares
|
$810,985
0.13% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,633
shares
|
$810,618
0.06% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
6,625
shares
|
$809,641
0.2% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
6,620
shares
|
$809,030
0.66% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
6,613
shares
|
$808,174
0.22% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,608
shares
|
$807,563
0.09% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,600
shares
|
$806,586
0.22% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
6,600
shares
|
$806,586
0.05% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
6,593
shares
|
$805,730
0.14% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
6,584
shares
|
$804,630
0.08% of portfolio
|
Q1 2025
Reduced 21.87%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
6,583
shares
|
$804,508
0.52% of portfolio
|
Q1 2025
Added 73.15%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
6,579
shares
|
$804,019
0.65% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
6,575
shares
|
$803,530
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
6,565
shares
|
$802,308
0.11% of portfolio
|
Q2 2025
Added 32.55%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,549
shares
|
$800,353
0.08% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
6,546
shares
|
$799,986
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
6,545
shares
|
$799,864
0.28% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,544
shares
|
$799,742
0.02% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,535
shares
|
$798,642
0.1% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
6,517
shares
|
$796,442
0.09% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
6,515
shares
|
$796,198
0.05% of portfolio
|
Q1 2025
Reduced 7.21%
|