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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,378
shares
|
$149,733
0.29% of portfolio
|
Q4 2024
Reduced 55.45%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,360
shares
|
$147,777
0.14% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,358
shares
|
$147,560
0.1% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,309
shares
|
$142,235
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$141,258
0.07% of portfolio
|
Q4 2024
Added 778.38%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,287
shares
|
$139,845
0.05% of portfolio
|
Q4 2024
Added 5048.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,285
shares
|
$139,628
0.06% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,268
shares
|
$137,780
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,265
shares
|
$137,454
0.04% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,229
shares
|
$133,543
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,225
shares
|
$133,108
0.03% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,216
shares
|
$132,130
0.06% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,216
shares
|
$132,130
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,212
shares
|
$131,695
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,208
shares
|
$131,261
0.07% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,190
shares
|
$129,305
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,188
shares
|
$129,088
0.05% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,163
shares
|
$126,371
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$125,936
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,150
shares
|
$124,959
0.01% of portfolio
|
Q4 2024
Reduced 88.34%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$123,655
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,132
shares
|
$123,003
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,117
shares
|
$121,373
0.03% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,115
shares
|
$121,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
1,114
shares
|
$121,047
0.02% of portfolio
|
Q4 2024
New holding
|