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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,871
shares
|
$203,302
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$203,302
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
1,868
shares
|
$202,976
0.04% of portfolio
|
Q4 2024
Reduced 30.4%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,866
shares
|
$202,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,866
shares
|
$202,759
0.07% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,863
shares
|
$202,433
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,860
shares
|
$202,107
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,855
shares
|
$201,564
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,853
shares
|
$201,346
0.1% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,850
shares
|
$201,021
0.01% of portfolio
|
Q4 2024
Reduced 70.6%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$200,912
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,844
shares
|
$200,369
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
1,843
shares
|
$200,260
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$199,282
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,833
shares
|
$199,173
0.07% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
1,830
shares
|
$198,847
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$198,304
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Wealth Management
|
Feb 13, 2025 Q4 2024 |
1,825
shares
|
$198,304
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
1,825
shares
|
$198,304
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,825
shares
|
$198,304
0.2% of portfolio
|
Q4 2024
Reduced 68.38%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,823
shares
|
$198,087
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,823
shares
|
$198,087
0.07% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
1,823
shares
|
$198,087
0.0% of portfolio
|
Q4 2024
Reduced 34.31%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,822
shares
|
$197,978
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,821
shares
|
$197,869
0.18% of portfolio
|
Q4 2024
Reduced 20.58%
|