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 |
|---|---|---|---|---|---|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
4,914
shares
|
$600,539
0.36% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,895
shares
|
$598,217
0.25% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
4,895
shares
|
$598,217
0.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,892
shares
|
$597,851
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,891
shares
|
$597,729
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
4,883
shares
|
$596,751
0.16% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
4,879
shares
|
$596,262
0.1% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,875
shares
|
$595,773
0.12% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
4,875
shares
|
$595,773
0.11% of portfolio
|
Q1 2025
Reduced 28.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,871
shares
|
$595,284
0.02% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
4,864
shares
|
$594,429
0.49% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
4,856
shares
|
$593,451
0.02% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
4,856
shares
|
$593,451
0.3% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,849
shares
|
$592,596
0.67% of portfolio
|
Q4 2023
Added 23.92%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
4,840
shares
|
$591,496
0.26% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
4,828
shares
|
$590,029
0.57% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
4,822
shares
|
$589,296
0.37% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,819
shares
|
$588,929
0.08% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,815
shares
|
$588,441
0.29% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
4,805
shares
|
$587,219
0.19% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
4,803
shares
|
$586,974
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
4,800
shares
|
$586,608
0.1% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
4,800
shares
|
$586,608
0.18% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,788
shares
|
$585,141
0.06% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
4,777
shares
|
$583,797
0.27% of portfolio
|
Q1 2025
New holding
|