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 3,581 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,254
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 56.15%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,246
shares
|
$1.25 Million
0.6% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
11,242
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,233
shares
|
$1.25 Million
0.5% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
11,231
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
11,229
shares
|
$1.25 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
11,226
shares
|
$1.25 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
High Vista Strategies LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
11,200
shares
|
$1.25 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
11,191
shares
|
$1.24 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
11,184
shares
|
$1.24 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
11,180
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
11,123
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Added 87.16%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,122
shares
|
$1.24 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
11,107
shares
|
$1.24 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
11,093
shares
|
$1.23 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
11,089
shares
|
$1.23 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
11,083
shares
|
$1.23 Million
1.27% of portfolio
|
Q4 2024
Reduced 20.17%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
11,063
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
11,058
shares
|
$1.23 Million
1.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
11,037
shares
|
$1.23 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 35.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,994
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,984
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,953
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
10,939
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.73%
|