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 |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
2,974
shares
|
$323,154
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
2,970
shares
|
$322,720
0.23% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,965
shares
|
$322,176
0.04% of portfolio
|
Q4 2024
Added 40.19%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,965
shares
|
$322,176
0.02% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$321,959
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,963
shares
|
$321,959
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,962
shares
|
$321,850
0.05% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,958
shares
|
$321,416
0.13% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,953
shares
|
$320,872
0.16% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
2,952
shares
|
$320,764
0.13% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,950
shares
|
$320,547
0.09% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
2,943
shares
|
$319,786
0.08% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
2,942
shares
|
$319,677
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,941
shares
|
$319,569
0.1% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
2,938
shares
|
$319,243
0.06% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,936
shares
|
$319,025
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,931
shares
|
$318,482
0.13% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,922
shares
|
$317,504
0.24% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$317,287
0.07% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,911
shares
|
$316,309
0.21% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,896
shares
|
$314,679
0.02% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,894
shares
|
$314,462
0.12% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,882
shares
|
$313,158
0.28% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
2,879
shares
|
$312,832
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
2,877
shares
|
$312,614
0.31% of portfolio
|
Q4 2024
New holding
|