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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,318
shares
|
$360,533
0.1% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
3,317
shares
|
$360,425
0.16% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
3,309
shares
|
$359,555
0.29% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
3,308
shares
|
$359,447
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,303
shares
|
$358,903
0.09% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,289
shares
|
$357,382
0.13% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,289
shares
|
$357,382
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,274
shares
|
$355,752
0.18% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,265
shares
|
$354,774
0.14% of portfolio
|
Q4 2024
Added 72.93%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,264
shares
|
$354,666
0.07% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
3,261
shares
|
$354,340
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
3,257
shares
|
$353,905
0.06% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,255
shares
|
$353,688
0.14% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,241
shares
|
$352,167
0.03% of portfolio
|
Q4 2024
Reduced 34.81%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,227
shares
|
$350,645
0.08% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,224
shares
|
$350,319
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,216
shares
|
$349,450
0.06% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,214
shares
|
$349,233
0.27% of portfolio
|
Q3 2024
Reduced 23.55%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,204
shares
|
$348,146
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,204
shares
|
$348,146
0.07% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,201
shares
|
$347,820
0.3% of portfolio
|
Q4 2024
Reduced 56.68%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,201
shares
|
$347,820
0.06% of portfolio
|
Q4 2024
Reduced 92.36%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
3,192
shares
|
$346,842
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
3,190
shares
|
$346,625
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
3,189
shares
|
$346,516
0.12% of portfolio
|
Q4 2024
Added 0.03%
|