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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
5,436
shares
|
$664,333
0.07% of portfolio
|
Q1 2025
Reduced 59.97%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
5,412
shares
|
$661,400
0.53% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
5,402
shares
|
$660,178
0.31% of portfolio
|
Q1 2025
Reduced 84.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,393
shares
|
$659,078
0.22% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,387
shares
|
$658,345
0.08% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
5,377
shares
|
$657,123
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,370
shares
|
$656,267
0.08% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,366
shares
|
$655,778
0.1% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,355
shares
|
$654,434
0.05% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,355
shares
|
$654,434
0.46% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,352
shares
|
$654,067
0.16% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
5,348
shares
|
$653,579
0.35% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,335
shares
|
$651,990
0.2% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,331
shares
|
$651,501
0.04% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,328
shares
|
$651,134
0.32% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
5,325
shares
|
$650,768
0.49% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,317
shares
|
$649,790
0.08% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
5,316
shares
|
$649,668
0.43% of portfolio
|
Q1 2025
Added 33.67%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
5,307
shares
|
$648,568
0.03% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,304
shares
|
$648,201
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
5,293
shares
|
$646,857
0.36% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,291
shares
|
$646,613
0.02% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,279
shares
|
$645,146
0.15% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
5,271
shares
|
$644,168
0.07% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,270
shares
|
$644,046
0.03% of portfolio
|
Q1 2025
Added 17.69%
|