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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
3,714
shares
|
$420,796
0.01% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,700
shares
|
$419,210
0.19% of portfolio
|
Q4 2024
Added 29.05%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,697
shares
|
$418,870
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,690
shares
|
$418,077
0.07% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
3,682
shares
|
$417,170
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
3,680
shares
|
$416,944
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
3,680
shares
|
$416,944
0.04% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,680
shares
|
$416,944
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,671
shares
|
$415,924
0.05% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,671
shares
|
$415,924
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
3,671
shares
|
$415,924
0.28% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,668
shares
|
$415,584
0.09% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,665
shares
|
$415,244
0.02% of portfolio
|
Q3 2023
Reduced 20.76%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,664
shares
|
$415,131
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
3,653
shares
|
$413,884
0.1% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,652
shares
|
$413,771
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,647
shares
|
$413,205
0.05% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
3,634
shares
|
$411,732
0.11% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
3,634
shares
|
$411,732
0.04% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
3,634
shares
|
$411,732
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
3,620
shares
|
$410,146
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,616
shares
|
$409,692
0.03% of portfolio
|
Q3 2024
Reduced 33.99%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
3,615
shares
|
$409,579
0.01% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
3,610
shares
|
$409,013
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
3,604
shares
|
$408,333
0.09% of portfolio
|
Q3 2024
Reduced 5.63%
|