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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
3,171
shares
|
$339,360
0.04% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,165
shares
|
$338,718
0.2% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,164
shares
|
$338,611
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,163
shares
|
$338,504
0.06% of portfolio
|
Q3 2024
Added 90.89%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$337,862
0.07% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
3,156
shares
|
$337,755
0.04% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,151
shares
|
$337,220
0.28% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
3,147
shares
|
$336,791
0.19% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
3,145
shares
|
$336,577
0.16% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
3,144
shares
|
$336,470
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,128
shares
|
$334,758
0.22% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,128
shares
|
$334,758
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
3,124
shares
|
$334,330
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
3,108
shares
|
$332,618
0.25% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
3,106
shares
|
$332,404
0.12% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,093
shares
|
$331,012
0.25% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,088
shares
|
$330,477
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,077
shares
|
$329,300
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,052
shares
|
$326,625
0.01% of portfolio
|
Q3 2024
Reduced 76.52%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
3,052
shares
|
$326,625
0.15% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
3,047
shares
|
$326,089
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,041
shares
|
$325,447
0.03% of portfolio
|
Q3 2024
Reduced 49.05%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
3,040
shares
|
$325,340
0.12% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,038
shares
|
$325,126
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
3,023
shares
|
$323,521
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|