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 3,295 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
3,279
shares
|
$350,918
0.05% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,275
shares
|
$350,490
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,274
shares
|
$350,383
0.18% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
3,268
shares
|
$349,741
0.21% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,265
shares
|
$349,420
0.14% of portfolio
|
Q4 2024
Added 72.93%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,264
shares
|
$349,313
0.07% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
3,257
shares
|
$348,564
0.06% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,255
shares
|
$348,350
0.14% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
3,255
shares
|
$348,350
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
3,246
shares
|
$347,386
0.05% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
3,246
shares
|
$347,386
0.31% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,241
shares
|
$346,851
0.03% of portfolio
|
Q4 2024
Reduced 34.81%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,239
shares
|
$346,637
0.12% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
3,235
shares
|
$346,209
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,227
shares
|
$345,353
0.07% of portfolio
|
Q3 2024
Reduced 31.66%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,227
shares
|
$345,353
0.08% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,218
shares
|
$344,390
0.04% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,214
shares
|
$343,962
0.25% of portfolio
|
Q3 2024
Reduced 23.55%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
3,214
shares
|
$343,962
0.05% of portfolio
|
Q3 2024
Reduced 30.96%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,209
shares
|
$343,427
0.04% of portfolio
|
Q3 2024
Reduced 28.93%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
3,197
shares
|
$342,142
0.4% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
3,189
shares
|
$341,286
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
3,181
shares
|
$340,430
0.07% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,179
shares
|
$340,216
0.11% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
3,175
shares
|
$339,788
0.12% of portfolio
|
Q4 2023
Reduced 3.23%
|