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 |
|---|---|---|---|---|---|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,023
shares
|
$323,521
0.66% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,022
shares
|
$323,414
0.23% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
3,020
shares
|
$323,200
0.19% of portfolio
|
Q3 2023
Added 20.8%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,013
shares
|
$322,451
0.07% of portfolio
|
Q2 2024
Added 3.43%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
3,004
shares
|
$321,488
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$321,060
0.12% of portfolio
|
Q1 2024
Reduced 10.9%
|
|
|
Price Jennifer C.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$321,060
0.66% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$321,060
0.02% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$320,631
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,984
shares
|
$319,347
0.13% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,974
shares
|
$318,277
0.05% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,965
shares
|
$317,314
0.04% of portfolio
|
Q4 2024
Added 40.19%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,965
shares
|
$317,314
0.02% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$317,100
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,962
shares
|
$316,993
0.04% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,958
shares
|
$316,565
0.15% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,958
shares
|
$316,565
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
2,951
shares
|
$315,816
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
2,943
shares
|
$314,959
0.08% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
2,937
shares
|
$314,317
0.02% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,936
shares
|
$314,210
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,933
shares
|
$313,889
0.17% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
2,921
shares
|
$312,605
0.1% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$312,498
0.07% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,916
shares
|
$312,070
0.12% of portfolio
|
Q3 2024
Reduced 2.8%
|