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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
5,206
shares
|
$578,907
0.25% of portfolio
|
Q4 2024
Reduced 22.69%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
5,200
shares
|
$578,240
0.03% of portfolio
|
Q3 2024
Reduced 78.77%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,199
shares
|
$578,128
0.17% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,195
shares
|
$577,684
0.41% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,195
shares
|
$577,684
0.21% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,192
shares
|
$577,350
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
5,175
shares
|
$575,460
0.13% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
5,173
shares
|
$575,237
0.03% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
5,157
shares
|
$573,458
0.04% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,152
shares
|
$572,902
0.38% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
5,148
shares
|
$572,457
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,116
shares
|
$568,899
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
5,110
shares
|
$568,232
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
5,109
shares
|
$568,120
0.11% of portfolio
|
Q4 2024
Reduced 48.53%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
5,098
shares
|
$566,897
0.29% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
5,090
shares
|
$566,008
0.66% of portfolio
|
Q4 2024
Reduced 78.15%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
5,075
shares
|
$564,340
0.28% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
5,073
shares
|
$564,117
0.29% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
5,070
shares
|
$563,784
0.23% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
5,065
shares
|
$563,228
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
5,052
shares
|
$561,782
0.34% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,048
shares
|
$561,337
0.59% of portfolio
|
Q3 2022
New holding
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
5,046
shares
|
$561,115
0.07% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
5,031
shares
|
$559,447
0.15% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
5,031
shares
|
$559,447
0.18% of portfolio
|
Q4 2024
New holding
|