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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$61,718
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
557
shares
|
$60,523
0.02% of portfolio
|
Q2 2024
Added 148.66%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
551
shares
|
$59,871
0.04% of portfolio
|
Q1 2024
Added 3.77%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
550
shares
|
$59,763
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
536
shares
|
$58,241
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
534
shares
|
$58,024
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
528
shares
|
$57,372
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
522
shares
|
$56,720
0.03% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$56,720
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
517
shares
|
$56,177
0.03% of portfolio
|
Q2 2024
Added 40.87%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
516
shares
|
$56,068
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
515
shares
|
$55,959
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$55,742
0.04% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
510
shares
|
$55,416
0.03% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
504
shares
|
$54,764
0.05% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
500
shares
|
$54,330
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
500
shares
|
$54,330
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$54,330
0.01% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
476
shares
|
$51,722
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
475
shares
|
$51,613
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
473
shares
|
$51,396
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
465
shares
|
$50,526
0.03% of portfolio
|
Q4 2024
Reduced 46.24%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
464
shares
|
$50,418
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
461
shares
|
$50,092
0.01% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$48,897
0.02% of portfolio
|
Q4 2023
New holding
|