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 |
|---|---|---|---|---|---|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
10,447
shares
|
$1.16 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
10,438
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
10,436
shares
|
$1.16 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,433
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,404
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,376
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
10,372
shares
|
$1.15 Million
0.88% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
10,366
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
10,354
shares
|
$1.15 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
10,310
shares
|
$1.15 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,309
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
10,283
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,277
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
10,274
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
10,252
shares
|
$1.14 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
10,250
shares
|
$1.14 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
10,247
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.51%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,245
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Added 34.71%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
10,233
shares
|
$1.14 Million
0.35% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
10,209
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2022
Added 19.4%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,189
shares
|
$1.13 Million
0.49% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
10,156
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
10,153
shares
|
$1.13 Million
1.0% of portfolio
|
Q4 2024
Added 18.4%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,106
shares
|
$1.12 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
10,084
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.98%
|