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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,386
shares
|
$272,004
0.02% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
2,381
shares
|
$271,434
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
2,380
shares
|
$271,320
0.18% of portfolio
|
Q2 2024
Added 23.32%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,366
shares
|
$269,724
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,366
shares
|
$269,724
0.17% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,359
shares
|
$268,926
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,357
shares
|
$268,698
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
2,355
shares
|
$268,470
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,354
shares
|
$268,356
0.19% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,351
shares
|
$268,014
0.12% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$267,900
0.07% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,345
shares
|
$267,330
0.13% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,344
shares
|
$267,216
0.09% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,344
shares
|
$267,216
0.06% of portfolio
|
Q2 2023
Added 183.43%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,340
shares
|
$266,760
0.07% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,335
shares
|
$266,190
0.15% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
2,327
shares
|
$265,278
0.06% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,325
shares
|
$265,050
0.14% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,325
shares
|
$265,050
0.09% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
2,321
shares
|
$264,594
0.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,319
shares
|
$264,366
0.18% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,317
shares
|
$264,138
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
2,314
shares
|
$263,796
0.09% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,308
shares
|
$263,112
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,303
shares
|
$262,542
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|