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 3,581 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
13,996
shares
|
$1.56 Million
0.67% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,965
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
13,936
shares
|
$1.55 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
13,931
shares
|
$1.55 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
13,912
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 90.3%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
13,845
shares
|
$1.54 Million
0.5% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,825
shares
|
$1.54 Million
0.35% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
13,809
shares
|
$1.54 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Feb 10, 2025 Q4 2024 |
13,808
shares
|
$1.54 Million
1.49% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
13,801
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
13,800
shares
|
$1.53 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,797
shares
|
$1.53 Million
0.85% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
13,759
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2023
Added 143.35%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
13,725
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
13,715
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.76%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
13,699
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
13,685
shares
|
$1.52 Million
0.74% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
13,601
shares
|
$1.51 Million
0.57% of portfolio
|
Q4 2024
Added 117.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
13,580
shares
|
$1.51 Million
0.21% of portfolio
|
Q4 2024
Added 163.89%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
13,558
shares
|
$1.51 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
13,541
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
Added 65.01%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
13,510
shares
|
$1.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
13,509
shares
|
$1.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
13,460
shares
|
$1.5 Million
0.66% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
13,454
shares
|
$1.5 Million
0.69% of portfolio
|
Q4 2024
Added 0.47%
|