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 |
|---|---|---|---|---|---|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,881
shares
|
$876,021
0.93% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,877
shares
|
$875,627
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
8,874
shares
|
$875,331
0.44% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
8,854
shares
|
$873,358
0.76% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
8,853
shares
|
$873,259
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,849
shares
|
$872,865
0.12% of portfolio
|
Q2 2023
Reduced 4.58%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
8,842
shares
|
$872,174
0.39% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
8,823
shares
|
$870,300
0.32% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
8,804
shares
|
$868,426
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
8,798
shares
|
$867,834
0.36% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
8,770
shares
|
$865,072
0.87% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
8,732
shares
|
$861,324
0.36% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
8,732
shares
|
$861,324
0.7% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
8,718
shares
|
$859,943
0.19% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
8,716
shares
|
$859,746
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
8,708
shares
|
$858,957
0.29% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
8,702
shares
|
$858,365
0.15% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
8,701
shares
|
$858,266
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
8,688
shares
|
$856,984
0.04% of portfolio
|
Q2 2024
Added 56.91%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
8,685
shares
|
$856,688
1.25% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
8,676
shares
|
$855,800
0.86% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
8,665
shares
|
$854,715
0.32% of portfolio
|
Q4 2024
Added 72.54%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
8,639
shares
|
$852,150
0.12% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
8,596
shares
|
$847,909
0.36% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
8,592
shares
|
$847,514
0.15% of portfolio
|
Q4 2024
Added 32.37%
|