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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,875
shares
|
$312,397
0.14% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
2,873
shares
|
$312,180
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,868
shares
|
$311,636
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
2,865
shares
|
$311,310
0.32% of portfolio
|
Q2 2024
Reduced 98.99%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
2,865
shares
|
$311,310
0.12% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
2,861
shares
|
$310,876
0.08% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,854
shares
|
$310,115
0.06% of portfolio
|
Q4 2022
Reduced 16.87%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,845
shares
|
$309,137
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,844
shares
|
$309,029
0.13% of portfolio
|
Q4 2024
Reduced 34.33%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
2,840
shares
|
$308,594
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,838
shares
|
$308,377
0.15% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
2,833
shares
|
$307,833
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,827
shares
|
$307,181
0.07% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,824
shares
|
$306,855
0.17% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,813
shares
|
$305,660
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
2,811
shares
|
$305,443
0.07% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
2,808
shares
|
$305,117
0.02% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,808
shares
|
$305,117
0.12% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,806
shares
|
$304,899
0.06% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
2,803
shares
|
$304,573
0.15% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
2,802
shares
|
$304,465
0.19% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
2,785
shares
|
$302,618
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
2,781
shares
|
$302,183
0.16% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,779
shares
|
$301,966
0.08% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,777
shares
|
$301,748
0.07% of portfolio
|
Q4 2024
Reduced 49.47%
|