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 |
|---|---|---|---|---|---|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
7,080
shares
|
$787,296
1.0% of portfolio
|
Q3 2023
Added 2.16%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
7,059
shares
|
$784,960
0.06% of portfolio
|
Q4 2024
Added 19.14%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
7,041
shares
|
$782,959
0.19% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
7,036
shares
|
$782,403
0.06% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
7,035
shares
|
$782,292
0.15% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
7,032
shares
|
$781,958
0.55% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
7,021
shares
|
$780,735
0.01% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,021
shares
|
$780,735
0.41% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,017
shares
|
$780,290
0.27% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,015
shares
|
$780,068
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
7,011
shares
|
$779,623
0.32% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,010
shares
|
$779,512
0.05% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
7,010
shares
|
$779,512
0.36% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,002
shares
|
$778,622
0.07% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,993
shares
|
$777,621
0.02% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$776,064
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$776,064
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
6,974
shares
|
$775,508
0.21% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,967
shares
|
$774,730
0.09% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
6,960
shares
|
$773,952
0.37% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
6,942
shares
|
$771,950
0.4% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
6,923
shares
|
$769,837
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
6,906
shares
|
$767,947
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
6,899
shares
|
$767,168
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
6,887
shares
|
$765,834
0.13% of portfolio
|
Q4 2024
Reduced 4.4%
|