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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
270
shares
|
$24,556
0.03% of portfolio
|
Q4 2024
Reduced 65.16%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
263
shares
|
$23,919
0.01% of portfolio
|
Q1 2023
Added 10.5%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
260
shares
|
$23,647
0.0% of portfolio
|
Q3 2024
Reduced 70.95%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
259
shares
|
$23,556
0.04% of portfolio
|
Q2 2022
Reduced 18.81%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
257
shares
|
$23,374
0.02% of portfolio
|
Q4 2024
Added 93.23%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$22,737
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
250
shares
|
$22,737
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
250
shares
|
$22,737
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
245
shares
|
$22,282
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
242
shares
|
$22,009
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$21,555
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
227
shares
|
$20,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
225
shares
|
$20,463
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
215
shares
|
$19,554
0.01% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
213
shares
|
$19,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
209
shares
|
$19,008
0.01% of portfolio
|
Q1 2024
Reduced 25.09%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
209
shares
|
$19,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$18,735
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
199
shares
|
$18,099
0.02% of portfolio
|
Q1 2025
Added 95.1%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
199
shares
|
$18,099
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
197
shares
|
$17,917
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
194
shares
|
$17,644
0.01% of portfolio
|
Q1 2025
Added 106.38%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
185
shares
|
$16,825
0.01% of portfolio
|
Q4 2024
Reduced 70.45%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
185
shares
|
$16,825
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
183
shares
|
$16,643
0.01% of portfolio
|
Q1 2024
Added 349.18%
|