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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,785
shares
|
$298,050
0.01% of portfolio
|
Q3 2024
Added 43.19%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,781
shares
|
$297,622
0.21% of portfolio
|
Q2 2024
Reduced 28.31%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,780
shares
|
$297,515
0.07% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
2,780
shares
|
$297,515
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,779
shares
|
$297,408
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,777
shares
|
$297,194
0.07% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
2,775
shares
|
$296,980
0.05% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
2,775
shares
|
$296,980
0.01% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
2,774
shares
|
$296,873
0.46% of portfolio
|
Q3 2024
Reduced 67.57%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,773
shares
|
$296,766
0.17% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,762
shares
|
$295,589
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
2,757
shares
|
$295,054
0.07% of portfolio
|
Q4 2023
Reduced 2.27%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,751
shares
|
$294,412
0.04% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,750
shares
|
$294,305
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
2,749
shares
|
$294,197
0.19% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,746
shares
|
$293,876
0.04% of portfolio
|
Q3 2023
Reduced 17.59%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
2,746
shares
|
$293,876
0.23% of portfolio
|
Q4 2024
Reduced 30.64%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
2,745
shares
|
$293,769
0.1% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
2,736
shares
|
$292,806
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
2,735
shares
|
$292,699
0.12% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,735
shares
|
$292,699
0.13% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,734
shares
|
$292,592
0.05% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,734
shares
|
$292,592
0.07% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
2,732
shares
|
$292,378
0.01% of portfolio
|
Q3 2024
Reduced 76.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,729
shares
|
$292,057
0.19% of portfolio
|
Q4 2021
Reduced 2.33%
|