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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,103
shares
|
$119,851
0.1% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,094
shares
|
$118,874
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,084
shares
|
$117,787
0.03% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,062
shares
|
$115,396
0.04% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,058
shares
|
$114,962
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,055
shares
|
$114,636
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,055
shares
|
$114,636
0.03% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,052
shares
|
$114,310
0.02% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,032
shares
|
$112,137
0.07% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,032
shares
|
$112,137
0.05% of portfolio
|
Q4 2024
Added 29.81%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,022
shares
|
$111,050
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,017
shares
|
$110,507
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,011
shares
|
$109,855
0.02% of portfolio
|
Q4 2024
Reduced 33.09%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
1,011
shares
|
$109,855
0.06% of portfolio
|
Q4 2024
Reduced 37.24%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,008
shares
|
$109,529
0.01% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$108,660
1.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
991
shares
|
$107,682
0.04% of portfolio
|
Q3 2023
Reduced 25.54%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
989
shares
|
$107,464
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
985
shares
|
$107,030
0.06% of portfolio
|
Q4 2024
Added 17.68%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
970
shares
|
$105,400
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
969
shares
|
$105,291
0.1% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
961
shares
|
$104,422
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
948
shares
|
$103,009
0.5% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
940
shares
|
$102,140
0.02% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
938
shares
|
$101,923
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|