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 3,278 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 $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$63,560
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
582
shares
|
$63,234
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
571
shares
|
$62,039
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$61,713
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
557
shares
|
$60,518
0.02% of portfolio
|
Q2 2024
Added 148.66%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
554
shares
|
$60,192
0.04% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
551
shares
|
$59,866
0.03% of portfolio
|
Q1 2024
Added 3.77%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
536
shares
|
$58,236
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
528
shares
|
$57,367
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
522
shares
|
$56,715
0.03% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$56,715
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
517
shares
|
$56,172
0.01% of portfolio
|
Q3 2024
Added 98.08%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
517
shares
|
$56,172
0.02% of portfolio
|
Q2 2024
Added 40.87%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
512
shares
|
$55,628
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
507
shares
|
$55,085
0.01% of portfolio
|
Q2 2024
Reduced 27.26%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
504
shares
|
$54,759
0.03% of portfolio
|
Q2 2024
Reduced 60.41%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
500
shares
|
$54,325
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$54,325
0.01% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
494
shares
|
$53,673
0.02% of portfolio
|
Q3 2024
Reduced 98.33%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
476
shares
|
$51,717
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
473
shares
|
$51,391
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$48,892
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
447
shares
|
$48,566
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
447
shares
|
$48,566
0.01% of portfolio
|
Q3 2024
Reduced 74.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
446
shares
|
$48,457
0.03% of portfolio
|
Q4 2023
New holding
|