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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
12,821
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,783
shares
|
$1.42 Million
0.44% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,771
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
12,759
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
12,752
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
12,750
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 81.95%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
12,736
shares
|
$1.42 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,720
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
12,692
shares
|
$1.41 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
12,685
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 64.33%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,589
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,570
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,547
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
12,534
shares
|
$1.39 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,517
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
12,488
shares
|
$1.39 Million
0.67% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,488
shares
|
$1.39 Million
0.4% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
12,422
shares
|
$1.38 Million
0.35% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
12,368
shares
|
$1.38 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,361
shares
|
$1.37 Million
0.16% of portfolio
|
Q4 2024
Added 384.75%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
12,358
shares
|
$1.37 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
12,352
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,345
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2023
Added 7.43%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,334
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
12,266
shares
|
$1.36 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.08%
|