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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
164
shares
|
$17,820
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
160
shares
|
$17,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$17,059
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
157
shares
|
$17,059
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$16,842
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
150
shares
|
$16,299
0.01% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
147
shares
|
$15,973
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
146
shares
|
$15,864
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
143
shares
|
$15,538
0.0% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
143
shares
|
$15,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
140
shares
|
$15,212
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
140
shares
|
$15,212
0.01% of portfolio
|
Q4 2024
Reduced 98.32%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
137
shares
|
$14,886
0.02% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
134
shares
|
$14,560
0.01% of portfolio
|
Q1 2024
Reduced 19.76%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
131
shares
|
$14,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
128
shares
|
$13,908
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
124
shares
|
$13,473
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$13,365
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$13,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
116
shares
|
$12,604
0.01% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$12,495
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
115
shares
|
$12,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$12,169
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
111
shares
|
$12,061
0.01% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
111
shares
|
$12,061
0.01% of portfolio
|
Q3 2024
Added 0.91%
|