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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,609
shares
|
$174,833
0.06% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,601
shares
|
$173,964
0.05% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,600
shares
|
$173,856
0.02% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
1,597
shares
|
$173,530
0.04% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,592
shares
|
$172,986
0.02% of portfolio
|
Q4 2024
Reduced 70.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,584
shares
|
$172,117
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,574
shares
|
$171,030
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,560
shares
|
$169,509
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,548
shares
|
$168,205
0.04% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
1,541
shares
|
$167,445
0.03% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,522
shares
|
$165,380
0.02% of portfolio
|
Q4 2024
Reduced 92.91%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,518
shares
|
$164,945
0.11% of portfolio
|
Q4 2024
Reduced 98.5%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,505
shares
|
$163,533
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,492
shares
|
$162,120
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
1,463
shares
|
$158,969
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,460
shares
|
$158,643
0.03% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
1,454
shares
|
$157,991
0.06% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,453
shares
|
$157,882
0.04% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,451
shares
|
$157,665
0.08% of portfolio
|
Q4 2024
Added 93.21%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,451
shares
|
$157,665
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
1,435
shares
|
$155,927
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,414
shares
|
$153,645
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
1,398
shares
|
$151,906
0.09% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,389
shares
|
$150,928
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,382
shares
|
$150,168
0.02% of portfolio
|
Q4 2024
New holding
|