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 3,552 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
2,164
shares
|
$238,862
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
2,162
shares
|
$238,641
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,159
shares
|
$238,310
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
2,157
shares
|
$238,089
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,155
shares
|
$237,868
0.05% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,154
shares
|
$237,758
0.1% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,151
shares
|
$237,427
0.18% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,149
shares
|
$237,206
0.17% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
2,149
shares
|
$237,206
0.15% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,148
shares
|
$237,096
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
2,146
shares
|
$236,875
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
2,143
shares
|
$236,544
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
2,142
shares
|
$236,433
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
2,141
shares
|
$236,323
0.13% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
2,139
shares
|
$236,102
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,133
shares
|
$235,440
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,133
shares
|
$235,440
0.07% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
2,131
shares
|
$235,219
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,131
shares
|
$235,219
0.05% of portfolio
|
Q4 2024
Reduced 43.38%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
2,129
shares
|
$234,999
0.12% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,129
shares
|
$234,999
0.32% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,128
shares
|
$234,888
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,125
shares
|
$234,557
0.15% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
2,124
shares
|
$234,447
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,119
shares
|
$233,895
0.04% of portfolio
|
Q4 2024
Reduced 1.17%
|