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 3,598 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,539
shares
|
$254,636
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,533
shares
|
$254,034
0.06% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,526
shares
|
$253,332
0.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,522
shares
|
$252,931
0.01% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,514
shares
|
$252,129
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,514
shares
|
$252,129
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,511
shares
|
$251,828
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
2,510
shares
|
$251,727
0.14% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$251,627
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
2,502
shares
|
$250,925
0.04% of portfolio
|
Q4 2024
Reduced 55.42%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$250,725
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$250,725
0.12% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$250,725
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$250,725
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,497
shares
|
$250,424
0.02% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,496
shares
|
$250,323
0.33% of portfolio
|
Q2 2022
Reduced 82.71%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,494
shares
|
$250,123
0.09% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
2,492
shares
|
$249,922
0.11% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
2,487
shares
|
$249,421
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,486
shares
|
$249,320
0.24% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
2,485
shares
|
$249,220
0.21% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
2,485
shares
|
$249,220
0.02% of portfolio
|
Q4 2024
Reduced 31.28%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
2,482
shares
|
$248,919
0.15% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,481
shares
|
$248,819
0.05% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
2,481
shares
|
$248,819
0.12% of portfolio
|
Q4 2024
Added 3.42%
|