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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$48,679
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$48,679
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
447
shares
|
$48,571
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
447
shares
|
$48,571
0.01% of portfolio
|
Q3 2024
Reduced 74.65%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
444
shares
|
$48,245
0.0% of portfolio
|
Q4 2024
Reduced 90.44%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
444
shares
|
$48,245
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
443
shares
|
$48,136
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
438
shares
|
$47,593
0.06% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$47,375
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
436
shares
|
$47,375
0.03% of portfolio
|
Q4 2024
Added 1111.11%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
420
shares
|
$45,637
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$45,419
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
411
shares
|
$44,659
0.03% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
402
shares
|
$43,681
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
399
shares
|
$43,355
0.01% of portfolio
|
Q4 2024
Added 38.06%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
398
shares
|
$43,246
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
382
shares
|
$41,508
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
376
shares
|
$40,856
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
369
shares
|
$40,095
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
366
shares
|
$39,769
0.02% of portfolio
|
Q3 2022
Reduced 29.07%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
355
shares
|
$38,574
0.01% of portfolio
|
Q4 2024
Reduced 80.87%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
352
shares
|
$38,248
0.01% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
350
shares
|
$38,031
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
346
shares
|
$37,596
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
341
shares
|
$37,053
0.0% of portfolio
|
Q4 2024
New holding
|