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 3,598 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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
2,418
shares
|
$242,501
0.02% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
2,417
shares
|
$242,400
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,417
shares
|
$242,400
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,415
shares
|
$242,200
0.09% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,413
shares
|
$241,999
0.09% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,405
shares
|
$241,197
0.1% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,405
shares
|
$241,197
0.04% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,401
shares
|
$240,796
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
2,400
shares
|
$240,696
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,399
shares
|
$240,595
0.06% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$239,893
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$239,793
0.07% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
2,389
shares
|
$239,592
0.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,389
shares
|
$239,592
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
2,387
shares
|
$239,392
0.05% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
2,385
shares
|
$239,191
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
2,380
shares
|
$238,690
0.18% of portfolio
|
Q2 2024
Added 23.32%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,366
shares
|
$237,286
0.17% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,361
shares
|
$236,784
0.1% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,357
shares
|
$236,383
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
2,357
shares
|
$236,383
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
2,355
shares
|
$236,182
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,354
shares
|
$236,082
0.19% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
2,347
shares
|
$235,380
0.06% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,344
shares
|
$235,079
0.09% of portfolio
|
Q4 2024
Added 81.85%
|