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 3,579 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
3,431
shares
|
$372,812
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
3,427
shares
|
$372,377
0.18% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
3,427
shares
|
$372,377
0.06% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,421
shares
|
$371,725
0.08% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,412
shares
|
$370,747
0.17% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,411
shares
|
$370,639
0.16% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,411
shares
|
$370,639
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
3,410
shares
|
$370,530
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
3,410
shares
|
$370,530
0.1% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,408
shares
|
$370,313
0.03% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
3,401
shares
|
$369,552
0.11% of portfolio
|
Q4 2024
Added 36.7%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,398
shares
|
$369,226
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
3,389
shares
|
$368,248
0.03% of portfolio
|
Q4 2024
Reduced 20.11%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
3,386
shares
|
$367,922
0.09% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,375
shares
|
$366,727
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,366
shares
|
$365,749
0.03% of portfolio
|
Q4 2024
Reduced 46.93%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
3,365
shares
|
$365,640
0.17% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
3,356
shares
|
$364,662
0.14% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
3,349
shares
|
$363,902
0.09% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,344
shares
|
$363,359
0.04% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,335
shares
|
$362,381
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,328
shares
|
$361,620
0.09% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,328
shares
|
$361,620
0.06% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
3,326
shares
|
$361,403
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
3,323
shares
|
$361,077
0.19% of portfolio
|
Q4 2024
Reduced 0.15%
|