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 |
|---|---|---|---|---|---|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
2,300
shares
|
$262,200
0.04% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
2,294
shares
|
$261,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,291
shares
|
$261,174
0.03% of portfolio
|
Q3 2024
Reduced 45.35%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,286
shares
|
$260,604
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,285
shares
|
$260,490
0.03% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,284
shares
|
$260,376
0.45% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
2,283
shares
|
$260,262
0.1% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,276
shares
|
$259,464
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,271
shares
|
$258,894
0.19% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,271
shares
|
$258,894
0.12% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,262
shares
|
$257,868
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,259
shares
|
$257,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,258
shares
|
$257,412
0.09% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,252
shares
|
$256,728
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,252
shares
|
$256,728
0.14% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,251
shares
|
$256,614
0.13% of portfolio
|
Q3 2023
Added 9.75%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,246
shares
|
$256,044
0.04% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,246
shares
|
$256,044
0.09% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,246
shares
|
$256,044
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,237
shares
|
$255,018
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
2,236
shares
|
$254,904
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,223
shares
|
$253,422
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
2,223
shares
|
$253,422
0.17% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,219
shares
|
$252,966
0.2% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
2,216
shares
|
$252,624
0.11% of portfolio
|
Q4 2024
Reduced 4.32%
|