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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,651
shares
|
$283,710
0.24% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$283,603
0.09% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,649
shares
|
$283,495
0.23% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
2,646
shares
|
$283,174
0.03% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
2,645
shares
|
$283,067
0.09% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,643
shares
|
$282,853
0.05% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
2,638
shares
|
$282,318
0.14% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
2,633
shares
|
$281,783
0.05% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
2,625
shares
|
$280,927
0.13% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,622
shares
|
$280,606
0.08% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,619
shares
|
$280,285
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,611
shares
|
$279,429
0.09% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$279,322
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,607
shares
|
$279,001
0.05% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
2,606
shares
|
$278,894
0.17% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,605
shares
|
$278,787
0.37% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,603
shares
|
$278,573
0.09% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
2,602
shares
|
$278,466
0.13% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$278,252
0.11% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
2,591
shares
|
$277,288
0.01% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
2,576
shares
|
$275,683
0.08% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
2,573
shares
|
$275,362
0.18% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,573
shares
|
$275,362
0.07% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,568
shares
|
$274,827
0.1% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,566
shares
|
$274,613
0.06% of portfolio
|
Q2 2024
Reduced 0.27%
|