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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
8,212
shares
|
$913,174
0.21% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
8,208
shares
|
$912,729
0.53% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
8,199
shares
|
$911,728
0.17% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,179
shares
|
$909,504
0.14% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
8,176
shares
|
$909,171
0.15% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,152
shares
|
$906,502
0.02% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,149
shares
|
$906,168
0.11% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
8,149
shares
|
$906,168
0.43% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
8,146
shares
|
$905,835
0.01% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
8,119
shares
|
$902,832
0.83% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,105
shares
|
$901,276
0.02% of portfolio
|
Q4 2024
Added 170.53%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,069
shares
|
$897,272
0.79% of portfolio
|
Q4 2024
Added 163.43%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
8,066
shares
|
$896,939
0.11% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
8,064
shares
|
$896,716
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
8,047
shares
|
$894,826
0.16% of portfolio
|
Q4 2024
Added 126.8%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
8,041
shares
|
$894,159
0.33% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
8,014
shares
|
$891,156
0.2% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
8,007
shares
|
$890,378
0.06% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
8,007
shares
|
$890,378
0.06% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
7,998
shares
|
$889,377
0.37% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
7,997
shares
|
$889,266
0.54% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
7,991
shares
|
$888,599
0.2% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
7,975
shares
|
$886,820
0.12% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,956
shares
|
$884,707
0.29% of portfolio
|
Q1 2023
Added 19.98%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
7,950
shares
|
$884,040
0.19% of portfolio
|
Q4 2024
Added 22.19%
|