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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
5,621
shares
|
$686,942
0.07% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
5,610
shares
|
$685,598
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
5,601
shares
|
$684,498
0.05% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
5,600
shares
|
$684,376
0.0% of portfolio
|
Q4 2022
Reduced 47.17%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
5,585
shares
|
$682,542
0.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
5,583
shares
|
$682,298
0.19% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
5,571
shares
|
$680,831
0.3% of portfolio
|
Q2 2025
Reduced 55.97%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,564
shares
|
$679,976
0.22% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
5,559
shares
|
$679,365
0.31% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
5,559
shares
|
$679,365
0.53% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,545
shares
|
$677,654
0.03% of portfolio
|
Q2 2025
Reduced 85.63%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5,542
shares
|
$677,287
0.07% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
5,541
shares
|
$677,165
0.02% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
5,537
shares
|
$676,676
0.61% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,535
shares
|
$676,432
0.06% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
5,514
shares
|
$673,865
0.03% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,507
shares
|
$673,010
0.14% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
5,490
shares
|
$670,932
0.26% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
5,484
shares
|
$670,199
0.15% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
5,470
shares
|
$668,488
0.2% of portfolio
|
Q2 2025
Added 31.87%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
5,469
shares
|
$668,366
0.24% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
5,457
shares
|
$666,899
0.31% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
5,452
shares
|
$666,288
0.06% of portfolio
|
Q2 2025
Added 26.23%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
5,448
shares
|
$665,800
0.16% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,445
shares
|
$665,433
0.06% of portfolio
|
Q3 2023
Reduced 3.88%
|