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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
10,074
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
10,049
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,026
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$1.11 Million
0.85% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
9,994
shares
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
9,953
shares
|
$1.11 Million
0.91% of portfolio
|
Q1 2024
Added 26.66%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
9,932
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
9,891
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
9,889
shares
|
$1.1 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
9,884
shares
|
$1.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
9,879
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 193.58%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
9,849
shares
|
$1.1 Million
0.36% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,777
shares
|
$1.09 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
9,777
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
9,769
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 94.87%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
9,769
shares
|
$1.09 Million
1.07% of portfolio
|
Q4 2024
Reduced 43.7%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
9,760
shares
|
$1.09 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
9,756
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
9,756
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
9,747
shares
|
$1.08 Million
0.41% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,740
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.22%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,734
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2023
Added 40.04%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
9,732
shares
|
$1.08 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
9,725
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 6515.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
9,705
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 16.9%
|