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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,029
shares
|
$559,224
0.05% of portfolio
|
Q3 2023
Reduced 54.73%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,025
shares
|
$558,780
0.09% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
5,021
shares
|
$558,335
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,020
shares
|
$558,224
0.09% of portfolio
|
Q4 2024
Added 24.41%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,019
shares
|
$558,112
0.01% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,015
shares
|
$557,668
0.02% of portfolio
|
Q4 2024
Reduced 71.24%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,975
shares
|
$553,220
0.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
4,935
shares
|
$548,772
0.64% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,931
shares
|
$548,327
0.24% of portfolio
|
Q4 2023
Added 175.17%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
4,919
shares
|
$546,992
0.01% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,915
shares
|
$546,548
0.12% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,914
shares
|
$546,436
0.08% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
4,899
shares
|
$544,768
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,892
shares
|
$543,990
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
4,892
shares
|
$543,990
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
4,883
shares
|
$542,989
0.19% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,882
shares
|
$542,878
0.0% of portfolio
|
Q4 2024
Reduced 46.36%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,874
shares
|
$541,988
0.11% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
4,860
shares
|
$540,432
0.12% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
4,856
shares
|
$539,987
0.52% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,849
shares
|
$539,208
0.67% of portfolio
|
Q4 2023
Added 23.92%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,828
shares
|
$536,873
0.06% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
4,828
shares
|
$536,873
0.62% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,817
shares
|
$535,650
0.07% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,809
shares
|
$534,760
0.18% of portfolio
|
Q4 2024
Added 1.69%
|