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 |
|---|---|---|---|---|---|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
6,050
shares
|
$739,370
0.63% of portfolio
|
Q2 2025
Reduced 40.98%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
6,033
shares
|
$737,292
0.13% of portfolio
|
Q1 2025
Added 223.31%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
6,027
shares
|
$736,559
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,020
shares
|
$735,704
0.07% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
6,020
shares
|
$735,704
0.19% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
6,020
shares
|
$735,704
0.37% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
6,017
shares
|
$735,337
0.16% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,009
shares
|
$734,359
0.17% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
6,006
shares
|
$733,993
0.06% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
6,004
shares
|
$733,748
0.11% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,002
shares
|
$733,504
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,999
shares
|
$733,137
0.14% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
5,991
shares
|
$732,160
0.46% of portfolio
|
Q1 2025
Added 37.82%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,988
shares
|
$731,793
0.02% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,975
shares
|
$730,204
0.2% of portfolio
|
Q1 2025
Reduced 95.34%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
5,972
shares
|
$729,838
0.48% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
5,960
shares
|
$728,371
0.19% of portfolio
|
Q3 2024
Reduced 89.59%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
5,950
shares
|
$727,149
0.04% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
5,948
shares
|
$726,905
0.32% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
5,948
shares
|
$726,905
0.52% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,943
shares
|
$726,294
0.02% of portfolio
|
Q1 2025
Reduced 93.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
5,940
shares
|
$725,927
0.39% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
5,935
shares
|
$725,316
0.38% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
5,934
shares
|
$725,194
0.19% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,932
shares
|
$724,949
0.06% of portfolio
|
Q2 2025
Added 37.54%
|