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 3,590 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 $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$56,900
0.01% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
476
shares
|
$54,168
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
475
shares
|
$54,055
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
473
shares
|
$53,827
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Feb 28, 2025 Q3 2024 |
470
shares
|
$53,486
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
465
shares
|
$52,917
0.03% of portfolio
|
Q4 2024
Reduced 46.24%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
464
shares
|
$52,803
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
461
shares
|
$52,461
0.01% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$51,210
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$50,982
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
448
shares
|
$50,982
0.04% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
447
shares
|
$50,868
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
447
shares
|
$50,868
0.01% of portfolio
|
Q3 2024
Reduced 74.65%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
444
shares
|
$50,527
0.0% of portfolio
|
Q4 2024
Reduced 90.44%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
444
shares
|
$50,527
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
443
shares
|
$50,413
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
438
shares
|
$49,844
0.06% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$49,616
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
436
shares
|
$49,616
0.03% of portfolio
|
Q4 2024
Added 1111.11%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
420
shares
|
$47,796
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$47,568
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
411
shares
|
$46,771
0.03% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
402
shares
|
$45,747
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
399
shares
|
$45,406
0.01% of portfolio
|
Q4 2024
Added 38.06%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
398
shares
|
$45,292
0.02% of portfolio
|
Q4 2024
New holding
|