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 |
|---|---|---|---|---|---|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
2,892
shares
|
$309,501
0.21% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
2,877
shares
|
$307,896
0.08% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,873
shares
|
$307,468
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
2,867
shares
|
$306,826
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
2,865
shares
|
$306,612
0.28% of portfolio
|
Q2 2024
Reduced 98.99%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,861
shares
|
$306,184
0.07% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
2,860
shares
|
$306,077
0.12% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,854
shares
|
$305,435
0.06% of portfolio
|
Q4 2022
Reduced 16.87%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
2,853
shares
|
$305,328
0.05% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,851
shares
|
$305,114
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
2,847
shares
|
$304,685
0.14% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,842
shares
|
$304,150
0.04% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,830
shares
|
$302,866
0.08% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
2,830
shares
|
$302,866
0.04% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,829
shares
|
$302,759
0.14% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
2,824
shares
|
$302,224
0.12% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,824
shares
|
$302,224
0.17% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,815
shares
|
$301,261
0.07% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,808
shares
|
$300,512
0.12% of portfolio
|
Q4 2024
Added 33.71%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,806
shares
|
$300,298
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
2,802
shares
|
$299,870
0.16% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,798
shares
|
$299,441
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,796
shares
|
$299,227
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,787
shares
|
$298,264
0.16% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
2,785
shares
|
$298,050
0.05% of portfolio
|
Q3 2024
Added 0.25%
|