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 |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
257
shares
|
$27,925
0.02% of portfolio
|
Q4 2024
Added 93.23%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$27,165
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
250
shares
|
$27,165
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
245
shares
|
$26,621
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
242
shares
|
$26,295
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$25,752
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
225
shares
|
$24,448
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
213
shares
|
$23,144
0.02% of portfolio
|
Q4 2024
Reduced 97.96%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
213
shares
|
$23,144
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
209
shares
|
$22,709
0.01% of portfolio
|
Q1 2024
Reduced 25.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
207
shares
|
$22,492
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$22,383
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
199
shares
|
$21,623
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
197
shares
|
$21,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
192
shares
|
$20,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
185
shares
|
$20,102
0.01% of portfolio
|
Q4 2024
Reduced 70.45%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
185
shares
|
$20,102
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
183
shares
|
$19,884
0.01% of portfolio
|
Q1 2024
Added 349.18%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
180
shares
|
$19,558
0.32% of portfolio
|
Q4 2024
Reduced 94.78%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
179
shares
|
$19,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
177
shares
|
$19,232
0.01% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
175
shares
|
$19,015
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
171
shares
|
$18,580
0.0% of portfolio
|
Q4 2024
Added 263.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
167
shares
|
$18,146
0.02% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
166
shares
|
$18,037
0.01% of portfolio
|
Q2 2024
New holding
|