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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,027
shares
|
$437,573
0.26% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,022
shares
|
$437,030
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,018
shares
|
$436,595
0.14% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
4,016
shares
|
$436,378
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,016
shares
|
$436,378
0.17% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
4,015
shares
|
$436,269
0.07% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,008
shares
|
$435,509
0.1% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
4,002
shares
|
$434,857
0.17% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,001
shares
|
$434,748
0.07% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
4,001
shares
|
$434,748
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
4,000
shares
|
$434,640
0.06% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
3,990
shares
|
$433,553
0.21% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,986
shares
|
$433,118
0.29% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
3,977
shares
|
$432,140
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,956
shares
|
$429,858
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,950
shares
|
$429,207
0.01% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
3,946
shares
|
$428,772
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,941
shares
|
$428,229
0.06% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,930
shares
|
$427,033
0.17% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Bck Capital Management LP
Stamford, CT |
Feb 18, 2025 Q4 2024 |
3,925
shares
|
$426,490
0.14% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
3,922
shares
|
$426,164
0.06% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,921
shares
|
$426,055
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,918
shares
|
$425,729
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,914
shares
|
$425,295
0.12% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
3,908
shares
|
$424,643
0.19% of portfolio
|
Q3 2024
New holding
|