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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,602
shares
|
$408,106
0.09% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
3,602
shares
|
$408,106
0.07% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
3,598
shares
|
$407,653
0.08% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,594
shares
|
$407,200
0.1% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
3,591
shares
|
$406,860
0.13% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,588
shares
|
$406,520
0.02% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,586
shares
|
$406,293
0.32% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
3,585
shares
|
$406,180
0.2% of portfolio
|
Q4 2024
Added 31.08%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,584
shares
|
$406,067
0.16% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,573
shares
|
$404,820
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$404,594
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
3,570
shares
|
$404,481
0.05% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,566
shares
|
$404,027
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,558
shares
|
$403,121
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
3,557
shares
|
$403,008
0.22% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
3,555
shares
|
$402,781
0.27% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$401,988
0.06% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,545
shares
|
$401,648
0.17% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,523
shares
|
$399,155
0.04% of portfolio
|
Q4 2023
Reduced 79.3%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,518
shares
|
$398,589
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,509
shares
|
$397,569
0.15% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
3,509
shares
|
$397,569
0.06% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,506
shares
|
$397,229
0.22% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,503
shares
|
$396,889
0.13% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$396,550
0.09% of portfolio
|
Q1 2024
Reduced 29.29%
|