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 3,355 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,007
shares
|
$342,798
0.19% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
3,004
shares
|
$342,456
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Price Jennifer C.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$342,000
0.66% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$342,000
0.02% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$341,544
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,991
shares
|
$340,974
0.09% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,991
shares
|
$340,974
0.14% of portfolio
|
Q4 2024
Reduced 20.2%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,974
shares
|
$339,036
0.05% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
2,974
shares
|
$339,036
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,965
shares
|
$338,010
0.04% of portfolio
|
Q4 2024
Added 40.19%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,965
shares
|
$338,010
0.02% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$337,782
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,962
shares
|
$337,668
0.04% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,958
shares
|
$337,212
0.13% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,958
shares
|
$337,212
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,953
shares
|
$336,642
0.16% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
2,951
shares
|
$336,414
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,950
shares
|
$336,300
0.09% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
2,943
shares
|
$335,502
0.08% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,941
shares
|
$335,274
0.1% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,936
shares
|
$334,704
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,933
shares
|
$334,362
0.17% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,931
shares
|
$334,134
0.13% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,922
shares
|
$333,108
0.24% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$332,880
0.07% of portfolio
|
Q4 2024
Added 4.51%
|