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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
5,770
shares
|
$641,624
0.38% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
5,769
shares
|
$641,512
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
5,765
shares
|
$641,068
0.42% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
5,757
shares
|
$640,178
0.09% of portfolio
|
Q2 2023
Added 14.36%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,748
shares
|
$639,177
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
5,741
shares
|
$638,399
0.16% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
5,741
shares
|
$638,399
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
5,736
shares
|
$637,843
0.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
5,728
shares
|
$636,953
0.07% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
5,715
shares
|
$635,508
0.24% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
5,715
shares
|
$635,508
0.32% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
5,713
shares
|
$635,285
0.48% of portfolio
|
Q4 2023
Reduced 4.11%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
5,708
shares
|
$634,729
0.12% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
5,705
shares
|
$634,396
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,699
shares
|
$633,728
0.06% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
5,683
shares
|
$631,949
0.46% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,674
shares
|
$630,948
0.04% of portfolio
|
Q4 2023
Reduced 5.04%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
5,669
shares
|
$630,392
0.38% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
5,664
shares
|
$629,836
0.18% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,663
shares
|
$629,725
0.06% of portfolio
|
Q4 2024
Reduced 37.38%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,661
shares
|
$629,503
0.27% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
5,655
shares
|
$628,836
0.23% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
5,655
shares
|
$628,836
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,651
shares
|
$628,391
0.11% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,651
shares
|
$628,391
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|