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 3,338 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,951
shares
|
$221,301
0.1% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,933
shares
|
$219,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$218,919
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
1,921
shares
|
$217,899
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,907
shares
|
$216,311
0.06% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
1,906
shares
|
$216,197
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,889
shares
|
$214,269
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,885
shares
|
$213,815
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,881
shares
|
$213,361
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,878
shares
|
$213,021
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,876
shares
|
$212,794
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,875
shares
|
$212,681
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,874
shares
|
$212,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,871
shares
|
$212,227
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$212,227
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,866
shares
|
$211,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,856
shares
|
$210,526
0.03% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,853
shares
|
$210,185
0.1% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,850
shares
|
$209,845
0.01% of portfolio
|
Q4 2024
Reduced 70.6%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$209,732
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
1,848
shares
|
$209,618
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$208,030
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,830
shares
|
$207,576
0.07% of portfolio
|
Q2 2024
Reduced 31.13%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$207,009
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,825
shares
|
$207,009
0.2% of portfolio
|
Q4 2024
Reduced 68.38%
|