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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,776
shares
|
$301,640
0.03% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
2,774
shares
|
$301,422
0.46% of portfolio
|
Q3 2024
Reduced 67.57%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,768
shares
|
$300,770
0.18% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
2,762
shares
|
$300,118
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,759
shares
|
$299,792
0.19% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
2,757
shares
|
$299,575
0.08% of portfolio
|
Q4 2023
Reduced 2.27%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
2,753
shares
|
$299,140
0.22% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,746
shares
|
$298,380
0.04% of portfolio
|
Q3 2023
Reduced 17.59%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
2,746
shares
|
$298,380
0.23% of portfolio
|
Q4 2024
Reduced 30.64%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,745
shares
|
$298,271
0.09% of portfolio
|
Q4 2024
Reduced 63.88%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
2,745
shares
|
$298,271
0.1% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,743
shares
|
$298,054
0.03% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,742
shares
|
$297,945
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,741
shares
|
$297,837
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,738
shares
|
$297,511
0.01% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
2,736
shares
|
$297,293
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
2,735
shares
|
$297,185
0.12% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
2,735
shares
|
$297,185
0.06% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
2,735
shares
|
$297,185
0.13% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,734
shares
|
$297,076
0.03% of portfolio
|
Q4 2024
Added 305.64%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,729
shares
|
$296,533
0.19% of portfolio
|
Q4 2021
Reduced 2.33%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
2,727
shares
|
$296,315
0.08% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,720
shares
|
$295,555
0.08% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,717
shares
|
$295,229
0.02% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,716
shares
|
$295,120
0.08% of portfolio
|
Q4 2024
Reduced 10.16%
|