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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
730
shares
|
$79,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
710
shares
|
$77,148
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
690
shares
|
$74,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
685
shares
|
$74,432
0.02% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
666
shares
|
$72,367
0.02% of portfolio
|
Q4 2024
Added 16550.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
665
shares
|
$72,258
0.02% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
662
shares
|
$71,932
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
657
shares
|
$71,389
0.02% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
651
shares
|
$70,737
0.03% of portfolio
|
Q4 2023
Reduced 26.11%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
650
shares
|
$70,629
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
640
shares
|
$69,542
0.05% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
619
shares
|
$67,260
0.02% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
616
shares
|
$66,934
0.0% of portfolio
|
Q4 2024
Reduced 96.59%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
615
shares
|
$66,825
0.04% of portfolio
|
Q1 2024
Reduced 97.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
605
shares
|
$65,739
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
605
shares
|
$65,739
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
600
shares
|
$65,196
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
599
shares
|
$65,087
0.05% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
598
shares
|
$64,978
0.0% of portfolio
|
Q4 2024
Added 50.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
586
shares
|
$63,674
0.01% of portfolio
|
Q4 2024
Reduced 45.64%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$63,566
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
579
shares
|
$62,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
575
shares
|
$62,479
0.01% of portfolio
|
Q4 2024
Added 43.75%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
571
shares
|
$62,044
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Feb 13, 2025 Q4 2024 |
570
shares
|
$61,936
0.06% of portfolio
|
Q4 2024
Reduced 41.96%
|