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 3,324 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
38
shares
|
$4,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
38
shares
|
$4,261
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
36
shares
|
$4,037
0.0% of portfolio
|
Q3 2024
Reduced 73.53%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,924
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
35
shares
|
$3,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
34
shares
|
$3,812
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
34
shares
|
$3,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32
shares
|
$3,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
31
shares
|
$3,476
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
29
shares
|
$3,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
25
shares
|
$2,803
0.0% of portfolio
|
Q1 2024
Reduced 90.57%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,467
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Jan 28, 2025 Q4 2024 |
22
shares
|
$2,467
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
20
shares
|
$2,242
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,130
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,906
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
15
shares
|
$1,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,569
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
14
shares
|
$1,569
0.15% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
13
shares
|
$1,457
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,457
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,345
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$1,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
10
shares
|
$1,121
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
5
shares
|
$560
0.0% of portfolio
|
Q3 2024
Reduced 95.5%
|