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 3,590 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
285
shares
|
$32,433
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
284
shares
|
$32,319
0.01% of portfolio
|
Q4 2024
Reduced 45.07%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
280
shares
|
$31,864
0.02% of portfolio
|
Q4 2024
Reduced 61.64%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
276
shares
|
$31,408
0.01% of portfolio
|
Q4 2024
Reduced 34.75%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
270
shares
|
$30,726
0.03% of portfolio
|
Q4 2024
Reduced 65.16%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
263
shares
|
$29,929
0.01% of portfolio
|
Q1 2023
Added 10.5%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
260
shares
|
$29,588
0.0% of portfolio
|
Q3 2024
Reduced 70.95%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
259
shares
|
$29,474
0.04% of portfolio
|
Q2 2022
Reduced 18.81%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
258
shares
|
$29,360
0.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
257
shares
|
$29,246
0.02% of portfolio
|
Q4 2024
Added 93.23%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$28,450
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
250
shares
|
$28,450
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
250
shares
|
$28,450
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
245
shares
|
$27,881
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
242
shares
|
$27,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$26,970
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
225
shares
|
$25,605
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
213
shares
|
$24,239
0.02% of portfolio
|
Q4 2024
Reduced 97.96%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
213
shares
|
$24,239
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
209
shares
|
$23,784
0.01% of portfolio
|
Q1 2024
Reduced 25.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
207
shares
|
$23,556
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$23,442
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
199
shares
|
$22,646
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
197
shares
|
$22,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
192
shares
|
$21,849
0.02% of portfolio
|
Q4 2024
New holding
|