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 |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
6,042
shares
|
$671,870
0.07% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,033
shares
|
$670,869
0.03% of portfolio
|
Q4 2024
Reduced 26.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,032
shares
|
$670,758
0.1% of portfolio
|
Q4 2024
Reduced 50.89%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
6,027
shares
|
$670,202
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
6,019
shares
|
$669,312
0.53% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
6,019
shares
|
$669,312
0.43% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
6,014
shares
|
$668,756
0.3% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
6,007
shares
|
$667,978
0.42% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,998
shares
|
$666,977
0.18% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
5,978
shares
|
$664,753
0.41% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,973
shares
|
$664,197
0.25% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
5,973
shares
|
$664,197
0.14% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
5,969
shares
|
$663,752
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,961
shares
|
$662,863
0.14% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
5,960
shares
|
$662,752
0.24% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
5,960
shares
|
$662,752
0.21% of portfolio
|
Q3 2024
Reduced 89.59%
|
|
|
Fosun International LTD
|
Feb 14, 2025 Q4 2024 |
5,957
shares
|
$662,418
0.73% of portfolio
|
Q4 2024
Reduced 63.72%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
5,950
shares
|
$661,640
0.19% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
5,940
shares
|
$660,528
0.39% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
5,937
shares
|
$660,194
0.08% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,937
shares
|
$660,194
0.16% of portfolio
|
Q4 2024
Added 66.63%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
5,912
shares
|
$657,414
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,909
shares
|
$657,080
0.05% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
5,906
shares
|
$656,747
0.22% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,903
shares
|
$656,413
0.1% of portfolio
|
Q4 2024
Reduced 1.14%
|