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 3,369 institutions that hold shares in the stock, with a total of 1.18 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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
183
shares
|
$20,228
0.01% of portfolio
|
Q1 2024
Added 349.18%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
179
shares
|
$19,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
177
shares
|
$19,565
0.01% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
167
shares
|
$18,460
0.02% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
166
shares
|
$18,349
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
164
shares
|
$18,128
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$17,354
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$17,244
0.01% of portfolio
|
Q2 2024
Added 164.41%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$17,133
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
150
shares
|
$16,581
0.01% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
147
shares
|
$16,249
0.0% of portfolio
|
Q1 2024
Reduced 98.26%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
147
shares
|
$16,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
146
shares
|
$16,138
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
143
shares
|
$15,807
0.0% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
143
shares
|
$15,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
140
shares
|
$15,475
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
140
shares
|
$15,475
0.01% of portfolio
|
Q4 2024
Reduced 98.32%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
137
shares
|
$15,143
0.02% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
134
shares
|
$14,812
0.01% of portfolio
|
Q1 2024
Reduced 19.76%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
133
shares
|
$14,701
0.01% of portfolio
|
Q1 2024
Added 1230.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
128
shares
|
$14,149
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
124
shares
|
$13,706
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$13,596
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$13,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
116
shares
|
$12,822
0.01% of portfolio
|
Q4 2024
Reduced 49.14%
|