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 |
|---|---|---|---|---|---|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
2,646
shares
|
$301,644
0.03% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,646
shares
|
$301,644
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
2,645
shares
|
$301,530
0.09% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,633
shares
|
$300,162
0.16% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
2,625
shares
|
$299,250
0.13% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,622
shares
|
$298,908
0.08% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,619
shares
|
$298,566
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,613
shares
|
$297,882
0.02% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$297,540
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,607
shares
|
$297,198
0.05% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,605
shares
|
$296,970
0.37% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,603
shares
|
$296,742
0.09% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$296,400
0.11% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
2,591
shares
|
$295,374
0.01% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,585
shares
|
$294,690
0.15% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,585
shares
|
$294,690
0.05% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
2,576
shares
|
$293,664
0.08% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
2,576
shares
|
$293,664
0.13% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
2,575
shares
|
$293,550
0.19% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
2,573
shares
|
$293,322
0.18% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,573
shares
|
$293,322
0.07% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,568
shares
|
$292,752
0.1% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,566
shares
|
$292,524
0.06% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,565
shares
|
$292,410
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,560
shares
|
$291,840
0.17% of portfolio
|
Q4 2024
New holding
|