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 |
|---|---|---|---|---|---|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
3,591
shares
|
$390,198
0.13% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
3,590
shares
|
$390,089
0.04% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,588
shares
|
$389,872
0.11% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,586
shares
|
$389,654
0.32% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
3,585
shares
|
$389,546
0.14% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
3,585
shares
|
$389,546
0.2% of portfolio
|
Q4 2024
Added 31.08%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,584
shares
|
$389,437
0.16% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,582
shares
|
$389,220
0.09% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
3,580
shares
|
$389,002
0.08% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3,574
shares
|
$388,350
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,573
shares
|
$388,242
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
3,571
shares
|
$388,024
0.01% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$388,024
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
3,570
shares
|
$387,916
0.05% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
3,570
shares
|
$387,916
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
3,566
shares
|
$387,481
0.02% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
3,563
shares
|
$387,155
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,562
shares
|
$387,046
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,558
shares
|
$386,612
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
3,557
shares
|
$386,503
0.27% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
3,555
shares
|
$386,286
0.27% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
3,555
shares
|
$386,286
0.05% of portfolio
|
Q4 2024
Reduced 67.59%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
3,550
shares
|
$385,743
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
3,536
shares
|
$384,221
0.22% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$382,809
0.04% of portfolio
|
Q4 2023
Reduced 79.3%
|