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 3,398 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,050
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
13,041
shares
|
$1.45 Million
0.84% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
13,024
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
13,013
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
13,000
shares
|
$1.44 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
12,950
shares
|
$1.44 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
12,915
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,891
shares
|
$1.43 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,883
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
12,868
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,855
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,854
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
12,821
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,771
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
12,752
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,720
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
12,703
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
12,692
shares
|
$1.41 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
12,646
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
12,633
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,589
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,547
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 96.29%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
12,488
shares
|
$1.38 Million
0.67% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
12,422
shares
|
$1.38 Million
0.35% of portfolio
|
Q4 2024
Reduced 35.1%
|