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 |
|---|---|---|---|---|---|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
6,508
shares
|
$795,342
0.62% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
6,492
shares
|
$793,387
0.19% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
6,488
shares
|
$792,898
0.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
6,479
shares
|
$791,798
0.23% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,475
shares
|
$791,309
0.06% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,456
shares
|
$788,987
0.12% of portfolio
|
Q3 2020
Reduced 5.33%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,445
shares
|
$787,643
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
6,417
shares
|
$784,221
0.48% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
6,383
shares
|
$780,066
0.15% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,373
shares
|
$778,844
0.05% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,352
shares
|
$776,277
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
6,348
shares
|
$775,789
0.31% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
6,343
shares
|
$775,178
0.29% of portfolio
|
Q2 2025
Reduced 65.61%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
6,326
shares
|
$773,100
0.35% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
6,323
shares
|
$772,733
0.03% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
6,323
shares
|
$772,733
0.06% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,320
shares
|
$772,367
0.46% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,301
shares
|
$770,045
0.3% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
6,300
shares
|
$769,923
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
6,297
shares
|
$769,556
0.43% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
6,289
shares
|
$768,578
0.08% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
6,287
shares
|
$768,334
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
6,287
shares
|
$768,334
0.33% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
6,280
shares
|
$767,478
0.14% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
6,279
shares
|
$767,356
0.4% of portfolio
|
Q1 2025
Added 7.89%
|