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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,216
shares
|
$121,952
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,212
shares
|
$121,551
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,208
shares
|
$121,150
0.07% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,190
shares
|
$119,345
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,188
shares
|
$119,144
0.05% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,163
shares
|
$116,637
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$116,236
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,150
shares
|
$115,333
0.01% of portfolio
|
Q4 2024
Reduced 88.34%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$114,130
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,132
shares
|
$113,528
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,117
shares
|
$112,023
0.03% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,115
shares
|
$111,823
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
1,114
shares
|
$111,723
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,103
shares
|
$110,619
0.1% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,094
shares
|
$109,717
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,084
shares
|
$108,714
0.03% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,062
shares
|
$106,507
0.04% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,058
shares
|
$106,106
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,055
shares
|
$105,805
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,055
shares
|
$105,805
0.03% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,052
shares
|
$105,505
0.02% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,032
shares
|
$103,499
0.07% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,032
shares
|
$103,499
0.05% of portfolio
|
Q4 2024
Added 29.81%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,022
shares
|
$102,496
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,017
shares
|
$101,994
0.04% of portfolio
|
Q4 2024
Added 0.1%
|