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 |
|---|---|---|---|---|---|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
10,924
shares
|
$1.21 Million
0.67% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,882
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2023
Reduced 17.58%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
10,814
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,795
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,779
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,772
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,769
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
10,765
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
10,764
shares
|
$1.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,731
shares
|
$1.19 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
10,689
shares
|
$1.19 Million
1.03% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
10,685
shares
|
$1.19 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
10,680
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,672
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,636
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2023
Reduced 12.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,635
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
10,623
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
10,599
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
10,550
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
10,528
shares
|
$1.17 Million
1.39% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,509
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,487
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
10,483
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Added 16.84%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,483
shares
|
$1.17 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
10,459
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Added 1.86%
|