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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
2,314
shares
|
$251,439
0.09% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,308
shares
|
$250,787
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
2,305
shares
|
$250,461
0.14% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,303
shares
|
$250,243
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
2,294
shares
|
$249,266
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,285
shares
|
$248,288
0.03% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,284
shares
|
$248,179
0.45% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
2,283
shares
|
$248,070
0.12% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
2,282
shares
|
$247,962
0.08% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
2,279
shares
|
$247,636
0.22% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,276
shares
|
$247,310
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,271
shares
|
$246,766
0.19% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,271
shares
|
$246,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,271
shares
|
$246,766
0.12% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,269
shares
|
$246,549
0.02% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,262
shares
|
$245,788
0.07% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,259
shares
|
$245,462
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,258
shares
|
$245,354
0.09% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,254
shares
|
$244,919
0.0% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,252
shares
|
$244,702
0.14% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,251
shares
|
$244,593
0.13% of portfolio
|
Q3 2023
Added 9.75%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,246
shares
|
$244,050
0.04% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,246
shares
|
$244,050
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,238
shares
|
$243,181
0.08% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
2,236
shares
|
$242,963
0.15% of portfolio
|
Q4 2024
New holding
|