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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
4,613
shares
|
$512,965
0.15% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
4,607
shares
|
$512,298
0.11% of portfolio
|
Q4 2024
Reduced 64.74%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,601
shares
|
$511,631
0.06% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
4,600
shares
|
$511,520
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
4,599
shares
|
$511,408
0.35% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
4,582
shares
|
$509,518
0.14% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
4,579
shares
|
$509,184
0.12% of portfolio
|
Q4 2024
Reduced 56.22%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,575
shares
|
$508,740
0.11% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
4,573
shares
|
$508,517
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,548
shares
|
$505,737
0.08% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,543
shares
|
$505,181
0.03% of portfolio
|
Q3 2023
Reduced 51.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,540
shares
|
$504,848
0.08% of portfolio
|
Q1 2023
Reduced 2.07%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
4,539
shares
|
$504,736
0.08% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
4,539
shares
|
$504,736
0.14% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,528
shares
|
$503,513
0.19% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
4,519
shares
|
$502,512
0.24% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
4,511
shares
|
$501,623
0.23% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
4,510
shares
|
$501,512
0.22% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,510
shares
|
$501,512
0.07% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
4,506
shares
|
$501,067
0.13% of portfolio
|
Q4 2024
Added 408.58%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,504
shares
|
$500,844
0.34% of portfolio
|
Q4 2020
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
4,500
shares
|
$500,400
0.14% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,498
shares
|
$500,177
0.48% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
4,483
shares
|
$498,509
0.03% of portfolio
|
Q4 2024
Added 64.09%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
4,478
shares
|
$497,953
0.03% of portfolio
|
Q4 2024
Added 5.59%
|