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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,555
shares
|
$291,270
0.01% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,554
shares
|
$291,156
0.04% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$290,700
0.03% of portfolio
|
Q3 2024
Reduced 66.52%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,548
shares
|
$290,472
0.03% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,546
shares
|
$290,244
0.03% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2,545
shares
|
$290,130
0.09% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,544
shares
|
$290,016
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
2,542
shares
|
$289,788
0.19% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
2,541
shares
|
$289,674
0.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,539
shares
|
$289,446
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
2,538
shares
|
$289,332
0.09% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,536
shares
|
$289,104
0.11% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,536
shares
|
$289,104
0.01% of portfolio
|
Q3 2024
Reduced 22.18%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,533
shares
|
$288,762
0.06% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
2,533
shares
|
$288,762
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,533
shares
|
$288,762
0.03% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,531
shares
|
$288,534
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,514
shares
|
$286,596
0.03% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,514
shares
|
$286,596
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,513
shares
|
$286,482
0.16% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,511
shares
|
$286,254
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
2,510
shares
|
$286,140
0.14% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$286,026
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,509
shares
|
$286,026
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
2,505
shares
|
$285,570
0.16% of portfolio
|
Q3 2024
Reduced 1.18%
|