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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
185
shares
|
$21,053
0.01% of portfolio
|
Q4 2024
Reduced 70.45%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
185
shares
|
$21,053
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
183
shares
|
$20,825
0.01% of portfolio
|
Q1 2024
Added 349.18%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
180
shares
|
$20,484
0.32% of portfolio
|
Q4 2024
Reduced 94.78%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
179
shares
|
$20,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
177
shares
|
$20,142
0.01% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
175
shares
|
$19,915
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
175
shares
|
$19,915
0.01% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
171
shares
|
$19,459
0.0% of portfolio
|
Q4 2024
Added 263.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
167
shares
|
$19,004
0.02% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
164
shares
|
$18,663
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
160
shares
|
$18,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$17,866
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
157
shares
|
$17,866
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$17,639
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
150
shares
|
$17,070
0.01% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
147
shares
|
$16,728
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
146
shares
|
$16,614
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
143
shares
|
$16,273
0.0% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
143
shares
|
$16,273
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
140
shares
|
$15,932
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
140
shares
|
$15,932
0.01% of portfolio
|
Q4 2024
Reduced 98.32%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
137
shares
|
$15,590
0.02% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
134
shares
|
$15,249
0.01% of portfolio
|
Q1 2024
Reduced 19.76%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
131
shares
|
$14,907
0.01% of portfolio
|
Q4 2024
New holding
|