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 |
|---|---|---|---|---|---|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
2,087
shares
|
$209,305
0.16% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
2,086
shares
|
$209,204
0.06% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
2,084
shares
|
$209,004
0.11% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
2,081
shares
|
$208,703
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
2,078
shares
|
$208,402
0.14% of portfolio
|
Q4 2024
Reduced 82.06%
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
2,077
shares
|
$208,302
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
2,073
shares
|
$207,901
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
2,068
shares
|
$207,399
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,067
shares
|
$207,299
0.04% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,064
shares
|
$206,998
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,062
shares
|
$206,797
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
2,054
shares
|
$205,995
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,053
shares
|
$205,895
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
2,046
shares
|
$205,193
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
|
$204,892
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,042
shares
|
$204,792
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,041
shares
|
$204,691
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
2,041
shares
|
$204,691
0.06% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,037
shares
|
$204,290
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,036
shares
|
$204,190
0.05% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
2,035
shares
|
$204,090
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,034
shares
|
$203,989
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
2,034
shares
|
$203,989
0.1% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,024
shares
|
$202,986
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
2,020
shares
|
$202,585
0.05% of portfolio
|
Q4 2024
Reduced 4.27%
|