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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,951
shares
|
$211,995
0.12% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,950
shares
|
$211,887
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,945
shares
|
$211,343
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,942
shares
|
$211,017
0.01% of portfolio
|
Q4 2024
Reduced 30.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,942
shares
|
$211,017
0.01% of portfolio
|
Q4 2024
Reduced 30.27%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,933
shares
|
$210,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$209,713
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
1,927
shares
|
$209,387
0.05% of portfolio
|
Q4 2024
Reduced 51.55%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
1,923
shares
|
$208,953
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
1,921
shares
|
$208,735
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,907
shares
|
$207,214
0.06% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
1,906
shares
|
$207,105
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,905
shares
|
$206,997
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,902
shares
|
$206,671
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
1,900
shares
|
$206,454
0.05% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
1,899
shares
|
$206,345
0.11% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
1,892
shares
|
$205,584
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,889
shares
|
$205,258
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,885
shares
|
$204,824
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,881
shares
|
$204,389
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
1,879
shares
|
$204,172
0.15% of portfolio
|
Q4 2024
Reduced 24.99%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,878
shares
|
$204,063
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,876
shares
|
$203,846
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,875
shares
|
$203,737
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,874
shares
|
$203,628
0.02% of portfolio
|
Q4 2024
New holding
|