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 3,598 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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,259
shares
|
$226,555
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,258
shares
|
$226,454
0.09% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
2,257
shares
|
$226,354
0.02% of portfolio
|
Q4 2024
Reduced 46.03%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,254
shares
|
$226,053
0.0% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,252
shares
|
$225,853
0.14% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,251
shares
|
$225,752
0.13% of portfolio
|
Q3 2023
Added 9.75%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,246
shares
|
$225,251
0.04% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,246
shares
|
$225,251
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,238
shares
|
$224,449
0.08% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
2,236
shares
|
$224,248
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
2,232
shares
|
$223,847
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,223
shares
|
$222,944
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
2,223
shares
|
$222,944
0.17% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,219
shares
|
$222,543
0.2% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
2,216
shares
|
$222,242
0.11% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
2,215
shares
|
$222,142
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
2,211
shares
|
$221,741
0.08% of portfolio
|
Q4 2024
Reduced 47.49%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
2,211
shares
|
$221,741
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
2,209
shares
|
$221,540
0.1% of portfolio
|
Q4 2024
Reduced 79.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$221,039
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,204
shares
|
$221,039
0.06% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,203
shares
|
$220,938
0.13% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$220,738
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
2,200
shares
|
$220,638
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$220,638
0.18% of portfolio
|
Q1 2024
New holding
|