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 3,581 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,694
shares
|
$744,372
0.34% of portfolio
|
Q4 2022
Added 34.61%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,693
shares
|
$744,261
0.26% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
6,689
shares
|
$743,816
0.02% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
6,682
shares
|
$743,038
0.03% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
6,679
shares
|
$742,704
0.62% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
6,665
shares
|
$741,148
0.09% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
6,648
shares
|
$739,257
0.35% of portfolio
|
Q2 2024
Reduced 39.09%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
6,636
shares
|
$737,923
0.12% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
6,628
shares
|
$737,033
0.28% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
6,600
shares
|
$733,920
0.07% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
6,595
shares
|
$733,364
0.22% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
6,582
shares
|
$731,918
0.07% of portfolio
|
Q4 2024
Reduced 73.95%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,578
shares
|
$731,473
0.25% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,577
shares
|
$731,362
0.18% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
6,553
shares
|
$728,693
0.03% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
6,553
shares
|
$728,693
0.11% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
6,548
shares
|
$728,137
0.26% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
6,548
shares
|
$728,137
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
6,540
shares
|
$727,248
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
6,536
shares
|
$726,803
0.23% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
6,530
shares
|
$726,136
0.24% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
6,518
shares
|
$724,801
0.08% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Feb 07, 2025 Q4 2024 |
6,506
shares
|
$723,467
0.0% of portfolio
|
Q4 2024
Reduced 97.6%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
6,496
shares
|
$722,355
0.1% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
6,483
shares
|
$720,909
0.03% of portfolio
|
Q4 2024
Added 7.23%
|