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 3,470 institutions that hold shares in the stock, with a total of 1.22 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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
102
shares
|
$11,141
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$10,923
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$10,923
0.0% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$10,923
0.01% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
100
shares
|
$10,923
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
95
shares
|
$10,376
0.0% of portfolio
|
Q4 2024
Reduced 66.07%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$10,267
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
94
shares
|
$10,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$10,158
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
90
shares
|
$9,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
87
shares
|
$9,503
0.01% of portfolio
|
Q1 2023
Reduced 73.8%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
73
shares
|
$7,973
0.0% of portfolio
|
Q3 2024
Reduced 42.52%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
73
shares
|
$7,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
71
shares
|
$7,755
0.0% of portfolio
|
Q3 2023
Reduced 64.68%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$7,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
68
shares
|
$7,427
0.0% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
64
shares
|
$6,990
0.0% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
55
shares
|
$6,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,461
0.0% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
46
shares
|
$5,024
0.22% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
45
shares
|
$4,915
0.0% of portfolio
|
Q2 2024
Reduced 81.93%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
44
shares
|
$4,806
0.0% of portfolio
|
Q1 2023
Added 340.0%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
41
shares
|
$4,478
0.01% of portfolio
|
Q2 2022
Reduced 99.48%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
41
shares
|
$4,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
38
shares
|
$4,150
0.0% of portfolio
|
Q4 2024
New holding
|