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 |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,572
shares
|
$279,473
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,568
shares
|
$279,038
0.1% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
2,567
shares
|
$278,930
0.03% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,566
shares
|
$278,821
0.07% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,565
shares
|
$278,712
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,560
shares
|
$278,169
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,558
shares
|
$277,952
0.05% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
2,557
shares
|
$277,843
0.02% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
2,556
shares
|
$277,734
0.09% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,555
shares
|
$277,626
0.01% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,554
shares
|
$277,517
0.04% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,548
shares
|
$276,865
0.03% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,546
shares
|
$276,648
0.03% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2,545
shares
|
$276,539
0.09% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,544
shares
|
$276,431
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
2,542
shares
|
$276,213
0.19% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
2,541
shares
|
$276,105
0.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,541
shares
|
$276,105
0.06% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,539
shares
|
$275,887
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,533
shares
|
$275,235
0.06% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,526
shares
|
$274,475
0.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,522
shares
|
$274,040
0.01% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,514
shares
|
$273,171
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,514
shares
|
$273,171
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,511
shares
|
$272,845
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|