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 3,538 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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,287
shares
|
$117,052
0.05% of portfolio
|
Q4 2024
Added 5048.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,281
shares
|
$116,506
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,268
shares
|
$115,324
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,229
shares
|
$111,777
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,226
shares
|
$111,504
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,216
shares
|
$110,595
0.06% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,216
shares
|
$110,595
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,212
shares
|
$110,231
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,208
shares
|
$109,867
0.07% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,163
shares
|
$105,774
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$105,411
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,150
shares
|
$104,592
0.01% of portfolio
|
Q4 2024
Reduced 88.34%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$103,501
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,115
shares
|
$101,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
1,114
shares
|
$101,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,108
shares
|
$100,772
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,107
shares
|
$100,681
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,104
shares
|
$100,408
0.02% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,094
shares
|
$99,499
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,085
shares
|
$98,680
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,062
shares
|
$96,588
0.04% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,058
shares
|
$96,225
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,057
shares
|
$96,134
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,055
shares
|
$95,952
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,032
shares
|
$93,860
0.07% of portfolio
|
Q2 2024
Added 5.09%
|