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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
7,343
shares
|
$816,541
0.14% of portfolio
|
Q4 2024
Reduced 44.68%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
7,332
shares
|
$815,318
0.58% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
7,317
shares
|
$813,650
0.44% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
7,315
shares
|
$813,428
0.66% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
7,306
shares
|
$812,427
0.15% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,297
shares
|
$811,426
0.05% of portfolio
|
Q2 2023
Reduced 12.41%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
7,279
shares
|
$809,424
0.17% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
7,252
shares
|
$806,422
0.23% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$805,755
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
7,237
shares
|
$804,754
0.6% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,221
shares
|
$802,975
0.08% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
7,219
shares
|
$802,752
0.38% of portfolio
|
Q4 2024
Added 87.07%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,214
shares
|
$802,196
0.77% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
7,205
shares
|
$801,196
0.12% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
7,204
shares
|
$801,084
0.65% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,192
shares
|
$799,750
0.11% of portfolio
|
Q4 2024
Reduced 32.32%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,190
shares
|
$799,528
0.03% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,173
shares
|
$797,637
0.36% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
7,158
shares
|
$795,969
0.17% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
7,152
shares
|
$795,302
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,150
shares
|
$795,080
0.09% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,145
shares
|
$794,524
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
7,133
shares
|
$793,189
0.53% of portfolio
|
Q4 2024
Reduced 71.71%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,102
shares
|
$789,742
0.23% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
7,082
shares
|
$787,518
0.68% of portfolio
|
Q4 2024
Reduced 4.12%
|