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 3,593 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
605
shares
|
$59,749
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
605
shares
|
$59,749
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
600
shares
|
$59,256
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
599
shares
|
$59,157
0.05% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
598
shares
|
$59,058
0.0% of portfolio
|
Q4 2024
Added 50.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
586
shares
|
$57,873
0.01% of portfolio
|
Q4 2024
Reduced 45.64%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$57,774
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
579
shares
|
$57,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
575
shares
|
$56,787
0.01% of portfolio
|
Q4 2024
Added 43.75%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
571
shares
|
$56,391
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
|
$56,293
0.06% of portfolio
|
Q4 2024
Reduced 41.96%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$56,095
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
557
shares
|
$55,009
0.02% of portfolio
|
Q2 2024
Added 148.66%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
551
shares
|
$54,416
0.04% of portfolio
|
Q1 2024
Added 3.77%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
550
shares
|
$54,318
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
536
shares
|
$52,935
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
534
shares
|
$52,737
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
528
shares
|
$52,145
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
522
shares
|
$51,552
0.03% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$51,552
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
517
shares
|
$51,058
0.03% of portfolio
|
Q2 2024
Added 40.87%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
516
shares
|
$50,960
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
515
shares
|
$50,861
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
515
shares
|
$50,861
0.03% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$50,663
0.04% of portfolio
|
Q4 2024
Reduced 86.8%
|