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 3,270 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
25
shares
|
$2,891
0.0% of portfolio
|
Q1 2024
Reduced 90.57%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,544
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Oct 24, 2024 Q3 2024 |
22
shares
|
$2,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
20
shares
|
$2,313
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$2,313
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
20
shares
|
$2,313
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,197
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,966
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$1,619
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
14
shares
|
$1,619
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,619
0.04% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,503
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,387
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
12
shares
|
$1,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
10
shares
|
$1,156
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
5
shares
|
$578
0.0% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
4
shares
|
$462
0.0% of portfolio
|
Q3 2024
Reduced 99.78%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$462
0.0% of portfolio
|
Q4 2022
Reduced 97.63%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
4
shares
|
$462
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q2 2024
Reduced 98.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|