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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,760
shares
|
$581,719
0.09% of portfolio
|
Q1 2025
Added 39.14%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,751
shares
|
$580,619
0.03% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
4,751
shares
|
$580,619
0.11% of portfolio
|
Q1 2025
Added 26.69%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
4,746
shares
|
$580,008
0.07% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,746
shares
|
$580,008
0.14% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,738
shares
|
$579,030
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
4,736
shares
|
$578,786
0.06% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,733
shares
|
$578,419
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,732
shares
|
$578,297
0.19% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
4,731
shares
|
$578,175
0.02% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,728
shares
|
$577,808
0.15% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
4,719
shares
|
$576,708
0.45% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,693
shares
|
$573,531
0.05% of portfolio
|
Q2 2025
Reduced 70.99%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,685
shares
|
$572,553
0.16% of portfolio
|
Q2 2025
Reduced 34.04%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,684
shares
|
$572,431
0.1% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,679
shares
|
$571,820
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
4,673
shares
|
$571,087
0.22% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,661
shares
|
$569,620
0.16% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,658
shares
|
$569,254
0.2% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
4,649
shares
|
$568,154
0.3% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
4,649
shares
|
$568,154
0.03% of portfolio
|
Q1 2025
Reduced 94.73%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,645
shares
|
$567,665
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,643
shares
|
$567,421
0.23% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
4,640
shares
|
$567,054
0.12% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
4,637
shares
|
$566,687
0.21% of portfolio
|
Q1 2025
Added 0.02%
|