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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
2,645
shares
|
$287,405
0.09% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$286,862
0.09% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2,640
shares
|
$286,862
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,635
shares
|
$286,319
0.03% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,633
shares
|
$286,101
0.16% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
2,629
shares
|
$285,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
2,625
shares
|
$285,232
0.16% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,622
shares
|
$284,906
0.1% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
2,615
shares
|
$284,145
0.16% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,613
shares
|
$283,928
0.02% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$283,602
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,603
shares
|
$282,841
0.09% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
2,600
shares
|
$282,516
0.13% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
2,594
shares
|
$281,864
0.09% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
2,591
shares
|
$281,538
0.01% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,590
shares
|
$281,429
0.11% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
2,589
shares
|
$281,320
0.03% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,589
shares
|
$281,320
0.04% of portfolio
|
Q4 2024
Reduced 47.87%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,585
shares
|
$280,886
0.15% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,585
shares
|
$280,886
0.05% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
2,579
shares
|
$280,234
0.13% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
2,576
shares
|
$279,908
0.13% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
2,575
shares
|
$279,799
0.19% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
2,573
shares
|
$279,582
0.18% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,573
shares
|
$279,582
0.07% of portfolio
|
Q4 2024
Added 1.62%
|