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 3,565 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 $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,399
shares
|
$264,801
0.06% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$264,028
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$263,918
0.07% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
2,389
shares
|
$263,697
0.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,389
shares
|
$263,697
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
2,387
shares
|
$263,477
0.05% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
2,380
shares
|
$262,704
0.18% of portfolio
|
Q2 2024
Added 23.32%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,366
shares
|
$261,159
0.17% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,361
shares
|
$260,607
0.1% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,357
shares
|
$260,165
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
2,355
shares
|
$259,944
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,354
shares
|
$259,834
0.19% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
2,347
shares
|
$259,061
0.06% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,344
shares
|
$258,730
0.09% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,344
shares
|
$258,730
0.06% of portfolio
|
Q2 2023
Added 183.43%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,342
shares
|
$258,509
0.11% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,335
shares
|
$257,737
0.15% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
2,331
shares
|
$257,295
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
2,330
shares
|
$257,185
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,327
shares
|
$256,854
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,325
shares
|
$256,633
0.14% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,325
shares
|
$256,633
0.09% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,319
shares
|
$255,971
0.18% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
2,314
shares
|
$255,419
0.09% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,308
shares
|
$254,757
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|