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 3,579 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
18,715
shares
|
$2.08 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
18,706
shares
|
$2.08 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
18,699
shares
|
$2.08 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
18,698
shares
|
$2.08 Million
1.35% of portfolio
|
Q4 2024
Reduced 18.87%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
18,684
shares
|
$2.08 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
18,641
shares
|
$2.07 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
18,631
shares
|
$2.07 Million
0.46% of portfolio
|
Q2 2024
Added 8.14%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
18,604
shares
|
$2.07 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18,603
shares
|
$2.07 Million
0.78% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
18,590
shares
|
$2.07 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
18,584
shares
|
$2.07 Million
0.15% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
18,571
shares
|
$2.07 Million
0.21% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
18,557
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Added 29.78%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,535
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
18,500
shares
|
$2.06 Million
1.67% of portfolio
|
Q4 2024
Added 60.87%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
18,490
shares
|
$2.06 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
18,489
shares
|
$2.06 Million
0.57% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,468
shares
|
$2.05 Million
0.45% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
18,432
shares
|
$2.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
18,392
shares
|
$2.05 Million
0.47% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Feb 14, 2025 Q4 2024 |
18,342
shares
|
$2.04 Million
0.22% of portfolio
|
Q4 2024
Reduced 91.13%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
18,268
shares
|
$2.03 Million
0.4% of portfolio
|
Q4 2022
Reduced 11.57%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
18,266
shares
|
$2.03 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
18,259
shares
|
$2.03 Million
0.43% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
18,222
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Added 0.84%
|