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 3,318 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 $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,856
shares
|
$208,168
0.03% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,853
shares
|
$207,832
0.1% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,850
shares
|
$207,496
0.01% of portfolio
|
Q4 2024
Reduced 70.6%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$207,383
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
1,848
shares
|
$207,271
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$205,701
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,830
shares
|
$205,252
0.07% of portfolio
|
Q2 2024
Reduced 31.13%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$204,692
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,825
shares
|
$204,692
0.2% of portfolio
|
Q4 2024
Reduced 68.38%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,823
shares
|
$204,467
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,821
shares
|
$204,243
0.18% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,819
shares
|
$204,019
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,811
shares
|
$203,121
0.13% of portfolio
|
Q2 2022
Reduced 26.74%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,811
shares
|
$203,121
0.06% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
1,808
shares
|
$202,785
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,804
shares
|
$202,336
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,798
shares
|
$201,663
0.11% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,789
shares
|
$200,654
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,780
shares
|
$199,644
0.03% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,775
shares
|
$199,084
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Nkcfo LLC
|
Oct 17, 2024 Q3 2024 |
1,749
shares
|
$196,167
0.08% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,738
shares
|
$194,934
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,699
shares
|
$190,559
0.09% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,685
shares
|
$188,989
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
1,680
shares
|
$188,428
0.08% of portfolio
|
Q3 2024
Reduced 8.75%
|