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 |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
2,215
shares
|
$252,510
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
2,211
shares
|
$252,054
0.08% of portfolio
|
Q4 2024
Reduced 47.49%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,210
shares
|
$251,940
0.04% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$251,256
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,204
shares
|
$251,256
0.06% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$250,914
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,200
shares
|
$250,800
0.08% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$250,800
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,199
shares
|
$250,686
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
2,194
shares
|
$250,116
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
2,192
shares
|
$249,888
0.0% of portfolio
|
Q2 2024
Reduced 37.59%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
2,189
shares
|
$249,546
0.15% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
2,184
shares
|
$248,976
0.13% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
2,178
shares
|
$248,292
0.09% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,174
shares
|
$247,836
0.02% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,172
shares
|
$247,608
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,170
shares
|
$247,380
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
2,169
shares
|
$247,266
0.09% of portfolio
|
Q4 2024
Added 181.69%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
2,162
shares
|
$246,468
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,159
shares
|
$246,126
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$245,898
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,155
shares
|
$245,670
0.05% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,154
shares
|
$245,556
0.1% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,151
shares
|
$245,214
0.18% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,149
shares
|
$244,986
0.17% of portfolio
|
Q4 2024
Reduced 0.46%
|