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 3,398 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 $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,962
shares
|
$328,367
0.04% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,958
shares
|
$327,923
0.13% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,958
shares
|
$327,923
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,953
shares
|
$327,369
0.16% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,950
shares
|
$327,037
0.09% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
2,943
shares
|
$326,260
0.08% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
2,942
shares
|
$326,150
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,941
shares
|
$326,039
0.1% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
2,938
shares
|
$325,706
0.06% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,936
shares
|
$325,484
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,931
shares
|
$324,930
0.13% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,922
shares
|
$323,932
0.24% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$323,711
0.07% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,916
shares
|
$323,267
0.12% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,911
shares
|
$322,713
0.21% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,896
shares
|
$321,050
0.02% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,882
shares
|
$319,498
0.28% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
2,879
shares
|
$319,165
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
2,877
shares
|
$318,944
0.08% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
2,877
shares
|
$318,944
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,875
shares
|
$318,722
0.14% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
2,873
shares
|
$318,500
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
2,865
shares
|
$317,613
0.28% of portfolio
|
Q2 2024
Reduced 98.99%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
2,865
shares
|
$317,613
0.12% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,861
shares
|
$317,170
0.07% of portfolio
|
Q3 2024
Reduced 6.81%
|