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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,518
shares
|
$382,265
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
3,513
shares
|
$381,722
0.17% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,509
shares
|
$381,287
0.15% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
3,509
shares
|
$381,287
0.06% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,506
shares
|
$380,961
0.22% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,503
shares
|
$380,635
0.13% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$380,310
0.09% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
3,500
shares
|
$380,310
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
3,500
shares
|
$380,310
0.09% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
3,492
shares
|
$379,440
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,489
shares
|
$379,114
0.23% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
3,485
shares
|
$378,680
0.05% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
3,479
shares
|
$378,028
0.08% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,471
shares
|
$377,158
0.09% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
3,467
shares
|
$376,724
0.08% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,467
shares
|
$376,724
0.11% of portfolio
|
Q4 2024
Added 66.68%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
3,462
shares
|
$376,180
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
3,459
shares
|
$375,854
0.08% of portfolio
|
Q4 2024
Reduced 51.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,457
shares
|
$375,637
0.16% of portfolio
|
Q2 2022
Added 11.73%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
3,455
shares
|
$375,420
0.12% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,446
shares
|
$374,442
0.22% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,439
shares
|
$373,681
0.19% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,436
shares
|
$373,355
0.05% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
3,434
shares
|
$373,138
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,431
shares
|
$372,812
0.24% of portfolio
|
Q1 2023
Added 9.76%
|