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 3,594 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 $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11,714
shares
|
$1.16 Million
0.8% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
11,683
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
11,657
shares
|
$1.15 Million
0.27% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,627
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
11,622
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2023
Reduced 11.16%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
11,622
shares
|
$1.15 Million
0.36% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,600
shares
|
$1.14 Million
0.29% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
11,590
shares
|
$1.14 Million
0.15% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
11,586
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
11,563
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Added 18253.97%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
11,545
shares
|
$1.14 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
11,479
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
11,473
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
11,465
shares
|
$1.13 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,465
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
11,395
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
11,392
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Added 68.25%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
11,389
shares
|
$1.12 Million
0.45% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
11,389
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
11,388
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 52.93%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
11,381
shares
|
$1.12 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
11,378
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
11,375
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
11,343
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
11,342
shares
|
$1.12 Million
0.33% of portfolio
|
Q4 2024
Added 8.52%
|