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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
5,901
shares
|
$656,191
0.13% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
5,889
shares
|
$654,856
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
5,883
shares
|
$654,189
0.06% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,873
shares
|
$653,077
0.06% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,869
shares
|
$652,632
0.3% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,857
shares
|
$651,298
0.09% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
5,856
shares
|
$651,187
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
5,846
shares
|
$650,075
0.12% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
5,840
shares
|
$649,408
0.13% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
5,837
shares
|
$649,074
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
5,836
shares
|
$648,963
0.15% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,833
shares
|
$648,629
0.07% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
5,831
shares
|
$648,407
0.4% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,822
shares
|
$647,406
0.34% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
5,822
shares
|
$647,406
0.38% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
5,821
shares
|
$647,295
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
5,820
shares
|
$647,184
0.22% of portfolio
|
Q4 2024
Reduced 77.68%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,820
shares
|
$647,184
0.12% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
5,820
shares
|
$647,184
0.39% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
5,813
shares
|
$646,405
0.12% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
5,807
shares
|
$645,738
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
5,787
shares
|
$643,514
0.08% of portfolio
|
Q4 2022
Reduced 97.51%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
5,785
shares
|
$643,292
0.17% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
5,780
shares
|
$642,736
0.06% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,778
shares
|
$642,513
0.07% of portfolio
|
Q4 2024
Added 17956.25%
|