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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,725
shares
|
$291,629
0.09% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
2,724
shares
|
$291,522
0.05% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,723
shares
|
$291,415
0.29% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
2,723
shares
|
$291,415
0.02% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,718
shares
|
$290,880
0.05% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
2,714
shares
|
$290,452
0.29% of portfolio
|
Q4 2024
Added 62.81%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
2,713
shares
|
$290,345
0.01% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
2,705
shares
|
$289,489
0.18% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,705
shares
|
$289,489
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
2,698
shares
|
$288,739
0.06% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
2,696
shares
|
$288,525
0.08% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,694
shares
|
$288,311
0.03% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
2,684
shares
|
$287,241
0.05% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
2,679
shares
|
$286,706
0.13% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,677
shares
|
$286,492
0.19% of portfolio
|
Q2 2023
Reduced 24.82%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
2,673
shares
|
$286,064
0.1% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,673
shares
|
$286,064
0.11% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
2,671
shares
|
$285,850
0.12% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,667
shares
|
$285,422
0.07% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
2,666
shares
|
$285,315
0.14% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
2,662
shares
|
$284,887
0.1% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,660
shares
|
$284,673
0.05% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,659
shares
|
$284,566
0.01% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,656
shares
|
$284,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,655
shares
|
$284,138
0.06% of portfolio
|
Q1 2024
Reduced 12.52%
|