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 |
|---|---|---|---|---|---|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
1,900
shares
|
$190,551
0.05% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
1,899
shares
|
$190,450
0.11% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
1,892
shares
|
$189,748
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,889
shares
|
$189,447
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,885
shares
|
$189,046
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,881
shares
|
$188,645
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
1,879
shares
|
$188,444
0.15% of portfolio
|
Q4 2024
Reduced 24.99%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,878
shares
|
$188,344
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,876
shares
|
$188,144
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,875
shares
|
$188,043
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,874
shares
|
$187,943
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,871
shares
|
$187,642
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$187,642
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
1,868
shares
|
$187,341
0.04% of portfolio
|
Q4 2024
Reduced 30.4%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,866
shares
|
$187,141
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,866
shares
|
$187,141
0.07% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,863
shares
|
$186,840
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,860
shares
|
$186,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,855
shares
|
$186,037
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,853
shares
|
$185,837
0.1% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,850
shares
|
$185,536
0.01% of portfolio
|
Q4 2024
Reduced 70.6%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$185,436
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
1,849
shares
|
$185,436
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,844
shares
|
$184,934
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
1,843
shares
|
$184,834
0.09% of portfolio
|
Q4 2024
New holding
|