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 |
|---|---|---|---|---|---|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
2,446
shares
|
$265,782
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
2,446
shares
|
$265,782
0.3% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,443
shares
|
$265,456
0.05% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,438
shares
|
$264,913
0.02% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
2,438
shares
|
$264,913
0.11% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,433
shares
|
$264,369
0.06% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,432
shares
|
$264,261
0.25% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,431
shares
|
$264,152
0.06% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,429
shares
|
$263,935
0.13% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,427
shares
|
$263,717
0.07% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,425
shares
|
$263,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
2,425
shares
|
$263,500
0.16% of portfolio
|
Q4 2024
Reduced 22.94%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
2,424
shares
|
$263,391
0.09% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,421
shares
|
$263,065
0.03% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,421
shares
|
$263,065
0.02% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
2,420
shares
|
$262,957
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,418
shares
|
$262,739
1.42% of portfolio
|
Q3 2022
Reduced 91.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
2,418
shares
|
$262,739
0.02% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
2,417
shares
|
$262,631
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,417
shares
|
$262,631
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,415
shares
|
$262,413
0.09% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,413
shares
|
$262,196
0.09% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,405
shares
|
$261,327
0.1% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,405
shares
|
$261,327
0.04% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,401
shares
|
$260,892
0.29% of portfolio
|
Q4 2024
New holding
|