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 3,355 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,255
shares
|
$368,791
0.14% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
3,246
shares
|
$367,771
0.31% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,241
shares
|
$367,205
0.03% of portfolio
|
Q4 2024
Reduced 34.81%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,239
shares
|
$366,978
0.12% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,227
shares
|
$365,619
0.08% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,218
shares
|
$364,599
0.04% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,216
shares
|
$364,372
0.06% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,214
shares
|
$364,146
0.27% of portfolio
|
Q3 2024
Reduced 23.55%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,209
shares
|
$363,579
0.04% of portfolio
|
Q3 2024
Reduced 28.93%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,201
shares
|
$362,673
0.06% of portfolio
|
Q4 2024
Reduced 92.36%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
3,190
shares
|
$361,427
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
3,189
shares
|
$361,313
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
3,181
shares
|
$360,407
0.07% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,179
shares
|
$360,180
0.11% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,176
shares
|
$359,840
0.12% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
3,175
shares
|
$359,727
0.15% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
3,169
shares
|
$359,047
0.02% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,165
shares
|
$358,594
0.2% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,164
shares
|
$358,481
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,163
shares
|
$358,367
0.06% of portfolio
|
Q3 2024
Added 90.89%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,163
shares
|
$358,367
0.23% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,151
shares
|
$357,008
0.28% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
3,147
shares
|
$356,555
0.19% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
3,145
shares
|
$356,328
0.16% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
3,143
shares
|
$356,101
0.15% of portfolio
|
Q4 2024
Reduced 30.85%
|