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 3,594 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 $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
5,655
shares
|
$558,487
0.23% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
5,655
shares
|
$558,487
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,651
shares
|
$558,092
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,644
shares
|
$557,401
0.12% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,636
shares
|
$556,611
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,635
shares
|
$556,512
0.05% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
5,634
shares
|
$556,413
0.32% of portfolio
|
Q3 2022
Added 4.64%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
5,626
shares
|
$555,623
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
5,610
shares
|
$554,043
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$553,056
0.0% of portfolio
|
Q4 2022
Reduced 47.17%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
5,600
shares
|
$553,056
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
5,584
shares
|
$551,475
0.06% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
5,582
shares
|
$551,278
0.17% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,576
shares
|
$550,685
0.09% of portfolio
|
Q4 2024
Added 225.51%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
5,542
shares
|
$547,327
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,525
shares
|
$545,649
0.13% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,523
shares
|
$545,451
0.15% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
5,516
shares
|
$544,760
0.17% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,507
shares
|
$543,871
0.14% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,494
shares
|
$542,587
0.17% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,473
shares
|
$540,513
0.12% of portfolio
|
Q4 2024
Reduced 60.55%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,470
shares
|
$540,217
0.08% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
5,470
shares
|
$540,217
0.12% of portfolio
|
Q4 2024
Added 441.05%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Feb 26, 2025 Q4 2024 |
5,466
shares
|
$539,822
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,465
shares
|
$539,723
0.13% of portfolio
|
Q4 2024
Added 105.84%
|