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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,787
shares
|
$707,229
0.11% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
5,786
shares
|
$707,107
0.36% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,780
shares
|
$706,373
0.16% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
5,774
shares
|
$705,640
0.48% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
5,771
shares
|
$705,273
0.06% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
5,767
shares
|
$704,785
0.24% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
5,758
shares
|
$703,685
0.04% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
5,756
shares
|
$703,440
0.41% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
5,753
shares
|
$703,074
0.22% of portfolio
|
Q1 2025
Added 160.2%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,750
shares
|
$702,707
0.1% of portfolio
|
Q2 2025
Added 50.72%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
5,744
shares
|
$701,974
0.18% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
5,744
shares
|
$701,974
0.62% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
5,732
shares
|
$700,507
0.15% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
5,728
shares
|
$700,018
0.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,725
shares
|
$699,652
0.02% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
5,705
shares
|
$697,208
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,699
shares
|
$696,474
0.06% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,682
shares
|
$694,397
0.13% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,674
shares
|
$693,419
0.04% of portfolio
|
Q4 2023
Reduced 5.04%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,674
shares
|
$693,419
0.16% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
5,664
shares
|
$692,197
0.18% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
5,645
shares
|
$689,875
0.35% of portfolio
|
Q1 2025
Added 1429.81%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,635
shares
|
$688,653
0.05% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
5,634
shares
|
$688,531
0.32% of portfolio
|
Q3 2022
Added 4.64%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
5,628
shares
|
$687,797
0.09% of portfolio
|
Q1 2025
Added 1.9%
|