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 3,589 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
2,073
shares
|
$218,556
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
2,068
shares
|
$218,029
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,067
shares
|
$217,923
0.04% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,064
shares
|
$217,607
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,062
shares
|
$217,396
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
2,054
shares
|
$216,553
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,053
shares
|
$216,447
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
2,046
shares
|
$215,709
0.09% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
2,043
shares
|
$215,393
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,042
shares
|
$215,288
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,041
shares
|
$215,182
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
2,041
shares
|
$215,182
0.06% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,037
shares
|
$214,760
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,036
shares
|
$214,655
0.05% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
2,035
shares
|
$214,550
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,034
shares
|
$214,444
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
2,034
shares
|
$214,444
0.1% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,024
shares
|
$213,390
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
2,020
shares
|
$212,968
0.05% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,019
shares
|
$212,863
0.14% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Laurion Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,018
shares
|
$212,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
2,016
shares
|
$212,546
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,016
shares
|
$212,546
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,010
shares
|
$211,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,010
shares
|
$211,914
0.18% of portfolio
|
Q1 2024
Reduced 0.74%
|