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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,747
shares
|
$861,466
0.08% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
7,709
shares
|
$857,240
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
7,707
shares
|
$857,018
0.24% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
7,697
shares
|
$855,906
0.12% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
7,666
shares
|
$852,459
0.22% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,656
shares
|
$851,347
0.19% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,639
shares
|
$849,456
0.24% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,631
shares
|
$848,567
0.13% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,621
shares
|
$847,455
0.15% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,619
shares
|
$847,232
0.46% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
7,616
shares
|
$846,899
0.42% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
7,613
shares
|
$846,565
0.19% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
7,612
shares
|
$846,454
0.36% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
7,593
shares
|
$844,341
0.37% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,575
shares
|
$842,340
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,563
shares
|
$841,005
0.12% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
7,555
shares
|
$840,116
0.05% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
7,553
shares
|
$839,893
0.51% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,553
shares
|
$839,893
0.27% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,549
shares
|
$839,448
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,547
shares
|
$839,226
0.1% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
7,538
shares
|
$838,225
0.05% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
7,537
shares
|
$838,114
0.74% of portfolio
|
Q4 2023
Reduced 21.39%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
7,528
shares
|
$837,113
0.33% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
7,514
shares
|
$835,556
0.26% of portfolio
|
Q4 2024
Reduced 2.42%
|