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 |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$277,248
0.21% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,431
shares
|
$277,134
0.06% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
2,429
shares
|
$276,906
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,429
shares
|
$276,906
0.13% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,425
shares
|
$276,450
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
2,424
shares
|
$276,336
0.09% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$275,880
0.05% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,418
shares
|
$275,652
1.42% of portfolio
|
Q3 2022
Reduced 91.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
2,418
shares
|
$275,652
0.02% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
2,417
shares
|
$275,538
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,415
shares
|
$275,310
0.09% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,413
shares
|
$275,082
0.09% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,413
shares
|
$275,082
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
2,410
shares
|
$274,740
0.08% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,405
shares
|
$274,170
0.1% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,405
shares
|
$274,170
0.04% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,401
shares
|
$273,714
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
2,400
shares
|
$273,600
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$273,600
0.06% of portfolio
|
Q3 2024
Reduced 78.38%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,399
shares
|
$273,486
0.06% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,399
shares
|
$273,486
0.11% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,395
shares
|
$273,030
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$272,688
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$272,574
0.07% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
2,389
shares
|
$272,346
0.13% of portfolio
|
Q4 2024
Added 1.01%
|