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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,948
shares
|
$883,817
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
7,928
shares
|
$881,593
0.21% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
7,922
shares
|
$880,926
0.61% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
7,913
shares
|
$879,925
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,911
shares
|
$879,703
0.42% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
7,910
shares
|
$879,592
0.3% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,908
shares
|
$879,369
0.35% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
7,907
shares
|
$879,258
0.23% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,895
shares
|
$877,924
0.08% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
7,888
shares
|
$877,145
0.58% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
7,880
shares
|
$876,256
0.09% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,878
shares
|
$876,033
0.31% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,871
shares
|
$875,255
0.58% of portfolio
|
Q4 2024
Reduced 52.42%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
7,859
shares
|
$873,920
0.06% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
7,842
shares
|
$872,030
0.32% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
7,837
shares
|
$871,474
0.24% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
7,830
shares
|
$870,696
0.01% of portfolio
|
Q4 2024
Reduced 71.73%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
7,821
shares
|
$869,695
0.05% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
7,803
shares
|
$867,693
0.09% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,791
shares
|
$866,359
0.07% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
7,790
shares
|
$866,248
0.56% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
7,789
shares
|
$866,136
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
7,787
shares
|
$865,914
0.07% of portfolio
|
Q4 2024
Added 118.92%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,780
shares
|
$865,136
0.22% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,778
shares
|
$864,913
0.19% of portfolio
|
Q4 2024
Added 37.74%
|