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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
4,139
shares
|
$449,743
0.24% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
4,132
shares
|
$448,983
0.83% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
4,132
shares
|
$448,983
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,108
shares
|
$446,375
0.24% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
4,106
shares
|
$446,157
0.22% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
4,103
shares
|
$445,831
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,102
shares
|
$445,723
0.21% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
4,093
shares
|
$444,745
0.12% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
4,080
shares
|
$443,332
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,078
shares
|
$443,115
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
4,077
shares
|
$443,006
0.01% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,075
shares
|
$442,789
0.05% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
4,075
shares
|
$442,789
0.23% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
4,072
shares
|
$442,463
0.03% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
4,069
shares
|
$442,137
0.24% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,067
shares
|
$441,920
0.16% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,065
shares
|
$441,702
0.03% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,059
shares
|
$441,050
0.15% of portfolio
|
Q3 2023
Reduced 6.43%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
4,052
shares
|
$440,290
0.23% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
4,038
shares
|
$438,769
0.09% of portfolio
|
Q4 2024
Reduced 92.56%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,033
shares
|
$438,225
0.08% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,033
shares
|
$438,225
0.09% of portfolio
|
Q4 2024
Added 53.52%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
4,033
shares
|
$438,225
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
4,029
shares
|
$437,791
0.04% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
4,027
shares
|
$437,573
0.34% of portfolio
|
Q4 2024
Reduced 8.46%
|