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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
179
shares
|
$16,280
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
178
shares
|
$16,189
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
175
shares
|
$15,916
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
175
shares
|
$15,916
0.01% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
168
shares
|
$15,279
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
167
shares
|
$15,188
0.02% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
166
shares
|
$15,097
0.01% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
164
shares
|
$14,915
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
160
shares
|
$14,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$14,279
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
157
shares
|
$14,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$14,097
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
152
shares
|
$13,824
0.01% of portfolio
|
Q1 2025
Reduced 70.6%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
151
shares
|
$13,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
147
shares
|
$13,369
0.0% of portfolio
|
Q1 2025
Reduced 98.49%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
146
shares
|
$13,278
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
143
shares
|
$13,005
0.0% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
140
shares
|
$12,733
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
137
shares
|
$12,460
0.02% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
131
shares
|
$11,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
128
shares
|
$11,641
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
128
shares
|
$11,641
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Goodman Advisory Group, LLC
|
Apr 24, 2025 Q1 2025 |
125
shares
|
$11,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
124
shares
|
$11,277
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$11,186
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|