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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,294
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
9,291
shares
|
$1.03 Million
0.32% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
9,272
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
9,263
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,256
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
9,179
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,179
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 58.37%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
9,176
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
9,166
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
9,149
shares
|
$1.02 Million
1.69% of portfolio
|
Q3 2022
Reduced 3.74%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
9,142
shares
|
$1.02 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
9,141
shares
|
$1.02 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
9,107
shares
|
$1.01 Million
0.39% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
9,080
shares
|
$1.01 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
9,020
shares
|
$1 Million
0.4% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
9,016
shares
|
$1 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
9,007
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,002
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
8,968
shares
|
$997,241
0.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,936
shares
|
$993,683
0.36% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
8,916
shares
|
$991,459
0.61% of portfolio
|
Q4 2024
Reduced 23.12%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
8,892
shares
|
$988,790
1.32% of portfolio
|
Q4 2024
Reduced 87.72%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,881
shares
|
$987,567
0.93% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,877
shares
|
$987,122
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
8,874
shares
|
$986,788
0.44% of portfolio
|
Q4 2024
Reduced 0.05%
|