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 3,273 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
918
shares
|
$105,983
0.45% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
900
shares
|
$103,905
0.02% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
894
shares
|
$103,212
0.0% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
886
shares
|
$102,288
0.02% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
872
shares
|
$100,672
0.03% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
865
shares
|
$99,864
0.04% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
853
shares
|
$98,478
0.03% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
837
shares
|
$96,631
0.05% of portfolio
|
Q1 2024
Added 510.95%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
832
shares
|
$96,054
0.05% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
814
shares
|
$93,976
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
811
shares
|
$93,629
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
811
shares
|
$93,629
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
809
shares
|
$93,399
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
800
shares
|
$92,360
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
795
shares
|
$91,782
0.04% of portfolio
|
Q3 2024
Reduced 71.67%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
792
shares
|
$91,436
0.1% of portfolio
|
Q4 2022
Reduced 11.21%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
792
shares
|
$91,436
0.06% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
789
shares
|
$91,090
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
775
shares
|
$89,473
0.06% of portfolio
|
Q3 2024
Reduced 91.44%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
770
shares
|
$88,896
0.03% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
768
shares
|
$88,665
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
751
shares
|
$86,702
0.04% of portfolio
|
Q3 2024
Reduced 48.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
749
shares
|
$86,472
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
747
shares
|
$86,241
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
745
shares
|
$86,010
0.02% of portfolio
|
Q4 2022
Reduced 76.61%
|