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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
12,250
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
12,226
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2024
Added 102.89%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
12,218
shares
|
$1.36 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
12,187
shares
|
$1.36 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,174
shares
|
$1.35 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
12,167
shares
|
$1.35 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,167
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
12,163
shares
|
$1.35 Million
1.13% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,111
shares
|
$1.35 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
12,070
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,023
shares
|
$1.34 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,007
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
11,950
shares
|
$1.33 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
11,899
shares
|
$1.32 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
11,894
shares
|
$1.32 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
11,870
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,844
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
11,793
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
11,756
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
11,742
shares
|
$1.31 Million
0.36% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
11,738
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 36.92%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
11,733
shares
|
$1.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
11,716
shares
|
$1.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11,714
shares
|
$1.3 Million
0.8% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
11,683
shares
|
$1.3 Million
0.39% of portfolio
|
Q4 2024
Added 6.07%
|