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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,264
shares
|
$643,313
0.34% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
5,262
shares
|
$643,069
0.2% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,262
shares
|
$643,069
0.02% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
5,251
shares
|
$641,724
0.04% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
5,244
shares
|
$640,869
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
5,219
shares
|
$637,813
0.1% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
5,200
shares
|
$635,492
0.03% of portfolio
|
Q3 2024
Reduced 78.77%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
5,200
shares
|
$635,492
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
5,194
shares
|
$634,758
0.11% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
5,184
shares
|
$633,536
0.21% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
5,161
shares
|
$630,725
0.35% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,160
shares
|
$630,603
0.29% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,151
shares
|
$629,503
0.29% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
5,150
shares
|
$629,381
0.21% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,141
shares
|
$628,281
0.12% of portfolio
|
Q1 2025
Reduced 59.2%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,134
shares
|
$627,426
0.11% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,134
shares
|
$627,426
0.17% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,130
shares
|
$626,937
0.33% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,125
shares
|
$626,326
0.2% of portfolio
|
Q1 2025
Reduced 47.34%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
5,121
shares
|
$625,837
0.12% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
5,118
shares
|
$625,470
0.52% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,116
shares
|
$625,226
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,109
shares
|
$624,370
0.08% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
5,089
shares
|
$621,926
0.05% of portfolio
|
Q1 2025
Added 48.19%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
5,081
shares
|
$620,949
0.18% of portfolio
|
Q2 2025
Reduced 2.98%
|