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 3,581 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,487
shares
|
$1.61 Million
0.83% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
14,470
shares
|
$1.61 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
14,469
shares
|
$1.61 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
14,467
shares
|
$1.61 Million
0.63% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
14,449
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
14,418
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
14,415
shares
|
$1.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,333
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2022
Added 14.08%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
14,282
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2024
Reduced 42.36%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
14,266
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 67.89%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,265
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
14,256
shares
|
$1.59 Million
0.68% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
14,248
shares
|
$1.58 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.59%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
14,230
shares
|
$1.58 Million
0.42% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
14,205
shares
|
$1.58 Million
1.76% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
14,204
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
14,172
shares
|
$1.58 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
14,142
shares
|
$1.57 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
14,141
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
14,129
shares
|
$1.57 Million
1.44% of portfolio
|
Q3 2022
Reduced 91.6%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,121
shares
|
$1.57 Million
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
14,109
shares
|
$1.57 Million
0.54% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
14,099
shares
|
$1.57 Million
1.7% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
14,040
shares
|
$1.56 Million
0.42% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,000
shares
|
$1.56 Million
0.3% of portfolio
|
Q2 2023
Added 6.59%
|