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 3,579 institutions that hold shares in the stock, with a total of 1.23 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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,220
shares
|
$1.98 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
18,188
shares
|
$1.98 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
18,174
shares
|
$1.97 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
18,163
shares
|
$1.97 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
18,129
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
18,087
shares
|
$1.97 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
18,073
shares
|
$1.96 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
18,061
shares
|
$1.96 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
18,024
shares
|
$1.96 Million
0.74% of portfolio
|
Q4 2023
Added 19.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
18,013
shares
|
$1.96 Million
0.26% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
17,973
shares
|
$1.95 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,954
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,940
shares
|
$1.95 Million
0.53% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,937
shares
|
$1.95 Million
1.37% of portfolio
|
Q2 2022
Added 36.81%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
17,931
shares
|
$1.95 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
17,896
shares
|
$1.94 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
17,893
shares
|
$1.94 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
17,795
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
17,746
shares
|
$1.93 Million
0.8% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
17,679
shares
|
$1.92 Million
1.71% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
17,618
shares
|
$1.91 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
17,614
shares
|
$1.91 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
17,614
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
17,586
shares
|
$1.91 Million
0.4% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
17,577
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.73%
|