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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
128
shares
|
$14,566
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
124
shares
|
$14,111
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$13,997
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$13,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
116
shares
|
$13,200
0.01% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$13,087
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
115
shares
|
$13,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$12,745
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
111
shares
|
$12,631
0.01% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
111
shares
|
$12,631
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
107
shares
|
$12,176
0.01% of portfolio
|
Q3 2024
Reduced 35.54%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
107
shares
|
$12,176
0.0% of portfolio
|
Q4 2024
Reduced 64.45%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
106
shares
|
$12,062
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
102
shares
|
$11,607
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
102
shares
|
$11,607
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$11,380
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$11,380
0.0% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$11,380
0.01% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
100
shares
|
$11,380
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
95
shares
|
$10,811
0.0% of portfolio
|
Q4 2024
Reduced 66.07%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$10,697
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
94
shares
|
$10,697
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$10,583
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
92
shares
|
$10,469
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
90
shares
|
$10,242
0.01% of portfolio
|
Q4 2024
New holding
|