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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,634
shares
|
$566,321
0.13% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,618
shares
|
$564,365
0.21% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,593
shares
|
$561,310
0.11% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
4,585
shares
|
$560,332
0.17% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
4,585
shares
|
$560,332
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
4,575
shares
|
$559,110
0.12% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
4,573
shares
|
$558,866
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
4,571
shares
|
$558,621
0.12% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,543
shares
|
$555,200
0.03% of portfolio
|
Q3 2023
Reduced 51.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,540
shares
|
$554,833
0.08% of portfolio
|
Q1 2023
Reduced 2.07%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
4,528
shares
|
$553,366
0.0% of portfolio
|
Q1 2025
Reduced 26.89%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,516
shares
|
$551,900
0.51% of portfolio
|
Q2 2025
Added 48.5%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,511
shares
|
$551,289
0.03% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
4,510
shares
|
$551,167
0.16% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Hall Kathryn A.
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,504
shares
|
$550,433
0.3% of portfolio
|
Q4 2020
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,479
shares
|
$547,378
0.05% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
4,470
shares
|
$546,278
0.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
4,469
shares
|
$546,156
0.12% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
4,464
shares
|
$545,545
0.05% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
4,444
shares
|
$543,101
0.12% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,431
shares
|
$541,512
0.07% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,427
shares
|
$541,023
0.08% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,419
shares
|
$540,045
0.1% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,410
shares
|
$538,946
0.1% of portfolio
|
Q1 2024
Added 44.31%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
4,402
shares
|
$537,968
0.44% of portfolio
|
Q1 2025
Reduced 2.13%
|