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 |
---|---|---|---|---|---|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,179
shares
|
$352,423
0.11% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,176
shares
|
$352,091
0.12% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
3,175
shares
|
$351,980
0.15% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
3,169
shares
|
$351,315
0.02% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,165
shares
|
$350,871
0.2% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,164
shares
|
$350,761
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,163
shares
|
$350,650
0.06% of portfolio
|
Q3 2024
Added 90.89%
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,163
shares
|
$350,650
0.23% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,151
shares
|
$349,319
0.28% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
3,147
shares
|
$348,876
0.19% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
3,145
shares
|
$348,654
0.16% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
3,143
shares
|
$348,432
0.15% of portfolio
|
Q4 2024
Reduced 30.85%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
3,140
shares
|
$348,100
0.06% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
3,135
shares
|
$347,546
0.09% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
3,135
shares
|
$347,546
0.15% of portfolio
|
Q4 2024
Reduced 53.29%
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,128
shares
|
$346,770
0.22% of portfolio
|
Q3 2024
Added 4.79%
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,128
shares
|
$346,770
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,112
shares
|
$344,996
0.21% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
3,108
shares
|
$344,552
0.25% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,105
shares
|
$344,220
0.04% of portfolio
|
Q4 2024
New holding
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
3,104
shares
|
$344,109
0.3% of portfolio
|
Q4 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,093
shares
|
$342,889
0.25% of portfolio
|
Q3 2024
Added 18.01%
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,080
shares
|
$341,448
0.08% of portfolio
|
Q4 2024
Added 12.66%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,077
shares
|
$341,116
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,076
shares
|
$341,005
0.48% of portfolio
|
Q4 2024
New holding
|