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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
6,272
shares
|
$766,501
0.13% of portfolio
|
Q1 2025
Added 41713.33%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
6,270
shares
|
$766,256
0.3% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,257
shares
|
$764,667
0.05% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,253
shares
|
$764,179
0.05% of portfolio
|
Q4 2022
Reduced 14.95%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
6,249
shares
|
$763,690
0.55% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
6,231
shares
|
$761,490
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
6,225
shares
|
$760,757
0.47% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,216
shares
|
$759,657
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
6,213
shares
|
$759,290
0.18% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,201
shares
|
$757,824
0.13% of portfolio
|
Q2 2025
Added 52.13%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
6,198
shares
|
$757,457
0.03% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
6,179
shares
|
$755,135
0.49% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
6,171
shares
|
$754,157
0.08% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
6,166
shares
|
$753,546
0.1% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,154
shares
|
$752,080
0.05% of portfolio
|
Q3 2022
Reduced 39.48%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
6,133
shares
|
$749,513
0.13% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
6,109
shares
|
$746,580
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,099
shares
|
$745,358
0.07% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,097
shares
|
$745,114
0.27% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,075
shares
|
$742,425
0.21% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
6,069
shares
|
$741,692
0.38% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,066
shares
|
$741,325
0.1% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,066
shares
|
$741,325
0.07% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
6,064
shares
|
$741,081
0.33% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
6,059
shares
|
$740,470
0.06% of portfolio
|
Q2 2025
Reduced 10.83%
|