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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,255
shares
|
$695,556
0.26% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,253
shares
|
$695,333
0.05% of portfolio
|
Q4 2022
Reduced 14.95%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
6,236
shares
|
$693,443
0.55% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,221
shares
|
$691,775
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,216
shares
|
$691,219
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
6,209
shares
|
$690,440
0.17% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,193
shares
|
$688,661
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
6,191
shares
|
$688,439
0.08% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
6,170
shares
|
$686,104
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
6,168
shares
|
$685,881
0.04% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,154
shares
|
$684,324
0.05% of portfolio
|
Q3 2022
Reduced 39.48%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
6,153
shares
|
$684,213
0.52% of portfolio
|
Q4 2024
Reduced 29.51%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
6,150
shares
|
$683,880
0.68% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
6,138
shares
|
$682,545
0.05% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
6,136
shares
|
$682,323
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,126
shares
|
$681,211
0.32% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
6,120
shares
|
$680,544
0.16% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,120
shares
|
$680,544
0.16% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
6,114
shares
|
$679,876
0.06% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,105
shares
|
$678,876
0.18% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
6,105
shares
|
$678,876
0.08% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
6,100
shares
|
$678,320
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
6,079
shares
|
$675,984
0.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,071
shares
|
$675,095
0.13% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
6,054
shares
|
$673,204
0.17% of portfolio
|
Q4 2024
Added 11.25%
|