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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
6,478
shares
|
$720,353
0.11% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,470
shares
|
$719,464
0.06% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,469
shares
|
$719,352
0.34% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
6,468
shares
|
$719,241
0.34% of portfolio
|
Q4 2024
Reduced 23.07%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,456
shares
|
$717,907
0.12% of portfolio
|
Q3 2020
Reduced 5.33%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6,447
shares
|
$716,906
0.1% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,440
shares
|
$716,128
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
6,426
shares
|
$714,571
0.06% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
6,426
shares
|
$714,571
0.09% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
6,376
shares
|
$709,011
0.3% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,374
shares
|
$708,788
0.01% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
6,355
shares
|
$706,676
0.21% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
6,346
shares
|
$705,675
0.49% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
6,342
shares
|
$705,230
0.07% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
6,338
shares
|
$704,785
0.46% of portfolio
|
Q4 2024
Added 27.32%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
6,333
shares
|
$704,229
0.06% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
6,320
shares
|
$702,784
0.06% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,320
shares
|
$702,784
0.46% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
6,309
shares
|
$701,560
0.12% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
6,291
shares
|
$699,559
0.18% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Barton Investment Management
|
Jan 27, 2025 Q4 2024 |
6,289
shares
|
$699,336
0.07% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
6,287
shares
|
$699,114
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,257
shares
|
$695,778
0.05% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
6,257
shares
|
$695,778
0.09% of portfolio
|
Q4 2024
Reduced 84.01%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
6,256
shares
|
$695,667
0.09% of portfolio
|
Q4 2024
Reduced 1.26%
|