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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
922
shares
|
$100,184
0.06% of portfolio
|
Q1 2024
Reduced 30.26%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
918
shares
|
$99,749
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
900
shares
|
$97,794
0.02% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
885
shares
|
$96,164
0.01% of portfolio
|
Q4 2024
Added 2428.57%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
872
shares
|
$94,751
0.03% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
862
shares
|
$93,664
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
853
shares
|
$92,686
0.04% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
832
shares
|
$90,405
0.06% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
814
shares
|
$88,449
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
811
shares
|
$88,123
0.06% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
809
shares
|
$87,905
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
804
shares
|
$87,362
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
800
shares
|
$86,928
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
800
shares
|
$86,928
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
800
shares
|
$86,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
792
shares
|
$86,058
0.1% of portfolio
|
Q4 2022
Reduced 11.21%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
787
shares
|
$85,515
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
784
shares
|
$85,189
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
764
shares
|
$83,016
0.03% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
762
shares
|
$82,798
0.05% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
761
shares
|
$82,690
0.04% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
759
shares
|
$82,472
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
749
shares
|
$81,386
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
735
shares
|
$79,865
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
732
shares
|
$79,539
0.06% of portfolio
|
Q3 2024
New holding
|