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 3,579 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
4,807
shares
|
$534,538
0.11% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
4,800
shares
|
$533,760
0.12% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
4,800
shares
|
$533,760
0.2% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,797
shares
|
$533,426
0.23% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,784
shares
|
$531,980
0.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,774
shares
|
$530,868
0.02% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
4,764
shares
|
$529,756
0.2% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
4,764
shares
|
$529,756
0.19% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,762
shares
|
$529,534
0.05% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
4,754
shares
|
$528,644
0.12% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,753
shares
|
$528,533
0.11% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,751
shares
|
$528,311
0.03% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
4,750
shares
|
$528,200
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,742
shares
|
$527,310
0.02% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
4,735
shares
|
$526,532
0.15% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
4,731
shares
|
$526,087
0.02% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
4,720
shares
|
$524,864
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
4,719
shares
|
$524,752
0.17% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
4,697
shares
|
$522,306
0.01% of portfolio
|
Q4 2024
Reduced 61.03%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
4,666
shares
|
$518,859
0.1% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,663
shares
|
$518,525
0.24% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
4,661
shares
|
$518,303
0.36% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,652
shares
|
$517,302
0.12% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
4,636
shares
|
$515,523
0.2% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,624
shares
|
$514,188
0.14% of portfolio
|
Q4 2024
Added 2.35%
|