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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$51,659
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
547
shares
|
$49,749
0.03% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
543
shares
|
$49,385
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
542
shares
|
$49,294
0.01% of portfolio
|
Q1 2025
Added 70.98%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
540
shares
|
$49,113
0.0% of portfolio
|
Q1 2025
Added 215.79%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
538
shares
|
$48,931
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
536
shares
|
$48,749
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
534
shares
|
$48,567
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
529
shares
|
$48,112
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
528
shares
|
$48,021
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$47,475
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
516
shares
|
$46,930
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
515
shares
|
$46,839
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$46,657
0.04% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
507
shares
|
$46,111
0.05% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$45,475
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
500
shares
|
$45,475
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$45,475
0.01% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
489
shares
|
$44,474
0.01% of portfolio
|
Q1 2025
Added 72.18%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
476
shares
|
$43,292
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
475
shares
|
$43,201
0.04% of portfolio
|
Q4 2024
New holding
|