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 3,538 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 $154 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
4,210
shares
|
$505,073
0.06% of portfolio
|
Q1 2025
Reduced 68.84%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
4,206
shares
|
$504,593
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
4,202
shares
|
$504,113
0.14% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,200
shares
|
$503,874
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
4,189
shares
|
$502,554
0.24% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
4,186
shares
|
$502,194
0.19% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,181
shares
|
$501,594
0.02% of portfolio
|
Q3 2023
Added 17.18%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
4,179
shares
|
$501,354
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
4,169
shares
|
$500,154
0.16% of portfolio
|
Q4 2024
Reduced 40.2%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
4,150
shares
|
$497,875
0.06% of portfolio
|
Q4 2023
Reduced 82.85%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
4,123
shares
|
$494,636
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,115
shares
|
$493,676
0.17% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
4,111
shares
|
$493,196
0.58% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
4,108
shares
|
$492,836
0.66% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,108
shares
|
$492,836
0.2% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
4,083
shares
|
$489,837
0.12% of portfolio
|
Q2 2025
Reduced 35.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,082
shares
|
$489,717
0.09% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
4,069
shares
|
$488,157
0.07% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
4,062
shares
|
$487,318
0.22% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,060
shares
|
$487,078
0.21% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,059
shares
|
$486,958
0.15% of portfolio
|
Q3 2023
Reduced 6.43%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,058
shares
|
$486,838
0.19% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
4,033
shares
|
$483,839
0.13% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
4,028
shares
|
$483,239
0.22% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,027
shares
|
$483,119
0.26% of portfolio
|
Q3 2024
Reduced 10.09%
|