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 Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,397
shares
|
$537,357
0.08% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,394
shares
|
$536,990
0.24% of portfolio
|
Q4 2022
Added 10.37%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,390
shares
|
$536,501
0.06% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,384
shares
|
$535,768
0.03% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
4,381
shares
|
$535,402
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
4,380
shares
|
$535,279
0.12% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,375
shares
|
$534,668
0.02% of portfolio
|
Q1 2025
Added 125.28%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
4,358
shares
|
$532,591
0.1% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,353
shares
|
$531,980
0.13% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
4,352
shares
|
$531,857
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
4,349
shares
|
$531,491
0.05% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
4,347
shares
|
$531,246
0.63% of portfolio
|
Q4 2024
Reduced 33.61%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
4,340
shares
|
$530,391
0.31% of portfolio
|
Q1 2024
Added 58.39%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,336
shares
|
$529,902
0.08% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,334
shares
|
$529,658
0.11% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
4,334
shares
|
$529,658
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
4,331
shares
|
$529,291
0.38% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
4,325
shares
|
$528,558
0.25% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,311
shares
|
$526,847
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,308
shares
|
$526,480
0.14% of portfolio
|
Q2 2025
Reduced 64.63%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
4,304
shares
|
$525,991
0.13% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
4,293
shares
|
$524,647
0.08% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,265
shares
|
$521,225
0.07% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,250
shares
|
$519,392
0.05% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
4,247
shares
|
$519,025
0.18% of portfolio
|
Q1 2025
Reduced 5.85%
|