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 |
|---|---|---|---|---|---|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
735
shares
|
$66,848
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
732
shares
|
$66,575
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
715
shares
|
$65,029
0.03% of portfolio
|
Q1 2025
Reduced 39.81%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
710
shares
|
$64,574
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
685
shares
|
$62,300
0.01% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
665
shares
|
$60,481
0.01% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
662
shares
|
$60,208
0.02% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
662
shares
|
$60,208
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
651
shares
|
$59,208
0.03% of portfolio
|
Q4 2023
Reduced 26.11%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
650
shares
|
$59,117
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
640
shares
|
$58,208
0.05% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
640
shares
|
$58,208
0.07% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
631
shares
|
$57,389
0.03% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
619
shares
|
$56,298
0.02% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
615
shares
|
$55,934
0.03% of portfolio
|
Q1 2024
Reduced 97.06%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
607
shares
|
$55,206
0.02% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
605
shares
|
$55,024
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
605
shares
|
$55,024
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
600
shares
|
$54,570
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
599
shares
|
$54,479
0.05% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$53,205
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
579
shares
|
$52,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
576
shares
|
$52,387
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
571
shares
|
$51,932
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Feb 13, 2025 Q4 2024 |
570
shares
|
$51,841
0.06% of portfolio
|
Q4 2024
Reduced 41.96%
|