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 3,579 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,775
shares
|
$410,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,774
shares
|
$410,082
0.12% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
3,770
shares
|
$409,648
0.06% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
3,770
shares
|
$409,648
0.18% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
3,769
shares
|
$409,539
0.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
3,768
shares
|
$409,430
0.31% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,755
shares
|
$408,018
0.12% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,754
shares
|
$407,909
0.0% of portfolio
|
Q4 2024
Reduced 44.52%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,751
shares
|
$407,583
0.01% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
3,750
shares
|
$407,475
0.1% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
3,748
shares
|
$407,257
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
3,743
shares
|
$406,714
0.14% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,738
shares
|
$406,171
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,737
shares
|
$406,062
0.12% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
3,735
shares
|
$405,845
0.24% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
3,732
shares
|
$405,519
0.25% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,726
shares
|
$404,867
0.32% of portfolio
|
Q4 2024
Added 46.12%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
3,719
shares
|
$404,106
0.06% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$403,997
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,718
shares
|
$403,997
0.54% of portfolio
|
Q4 2022
Reduced 11.85%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
3,718
shares
|
$403,997
0.03% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
3,714
shares
|
$403,563
0.01% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,700
shares
|
$402,042
0.19% of portfolio
|
Q4 2024
Added 29.05%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,697
shares
|
$401,716
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,690
shares
|
$400,955
0.07% of portfolio
|
Q4 2024
Added 13.57%
|