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 3,571 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,336
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$1,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
8
shares
|
$890
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
5
shares
|
$556
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
5
shares
|
$556
0.0% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
4
shares
|
$445
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
3
shares
|
$334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2
shares
|
$222
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2
shares
|
$222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$111
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1
shares
|
$111
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
1
shares
|
$111
0.0% of portfolio
|
Q2 2024
Reduced 98.08%
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|