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 3,369 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$429,180
0.21% of portfolio
|
Q3 2024
Reduced 27.82%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
3,786
shares
|
$428,953
0.15% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
3,785
shares
|
$428,840
0.02% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,781
shares
|
$428,387
0.04% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
3,781
shares
|
$428,387
0.18% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
3,781
shares
|
$428,387
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,774
shares
|
$427,594
0.12% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
3,770
shares
|
$427,141
0.18% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
3,769
shares
|
$427,027
0.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
3,768
shares
|
$426,914
0.31% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
3,765
shares
|
$426,574
0.27% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,755
shares
|
$425,441
0.12% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,751
shares
|
$424,988
0.01% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
3,750
shares
|
$424,875
0.1% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
3,748
shares
|
$424,648
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
3,743
shares
|
$424,081
0.14% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,738
shares
|
$423,515
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,737
shares
|
$423,402
0.12% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
3,732
shares
|
$422,835
0.25% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
3,728
shares
|
$422,382
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,726
shares
|
$422,155
0.32% of portfolio
|
Q4 2024
Added 46.12%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
3,719
shares
|
$421,362
0.06% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$421,249
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,718
shares
|
$421,249
0.54% of portfolio
|
Q4 2022
Reduced 11.85%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
3,718
shares
|
$421,249
0.03% of portfolio
|
Q4 2024
Reduced 14.49%
|