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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
2,232
shares
|
$242,529
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,223
shares
|
$241,551
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
2,223
shares
|
$241,551
0.17% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,219
shares
|
$241,116
0.2% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
2,216
shares
|
$240,790
0.11% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
2,215
shares
|
$240,681
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
2,211
shares
|
$240,247
0.08% of portfolio
|
Q4 2024
Reduced 47.49%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
2,211
shares
|
$240,247
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
2,209
shares
|
$240,029
0.1% of portfolio
|
Q4 2024
Reduced 79.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$239,486
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,204
shares
|
$239,486
0.06% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$239,160
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
2,200
shares
|
$239,052
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$239,052
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,199
shares
|
$238,943
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
2,198
shares
|
$238,834
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
2,197
shares
|
$238,726
0.07% of portfolio
|
Q4 2024
Reduced 97.62%
|
|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
2,192
shares
|
$238,182
0.0% of portfolio
|
Q2 2024
Reduced 37.59%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
2,189
shares
|
$237,856
0.15% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
2,184
shares
|
$237,313
0.13% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
2,184
shares
|
$237,313
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
2,179
shares
|
$236,770
0.06% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
2,178
shares
|
$236,661
0.1% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,172
shares
|
$236,009
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,170
shares
|
$235,792
0.08% of portfolio
|
Q4 2024
New holding
|