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 |
|---|---|---|---|---|---|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,560
shares
|
$273,971
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,558
shares
|
$273,757
0.0% of portfolio
|
Q3 2024
Reduced 51.17%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
2,551
shares
|
$273,008
0.36% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$272,901
0.03% of portfolio
|
Q3 2024
Reduced 66.52%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,548
shares
|
$272,686
0.03% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,545
shares
|
$272,365
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,544
shares
|
$272,258
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
2,541
shares
|
$271,937
0.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
2,538
shares
|
$271,616
0.09% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,536
shares
|
$271,402
0.11% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,536
shares
|
$271,402
0.01% of portfolio
|
Q3 2024
Reduced 22.18%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,535
shares
|
$271,295
0.09% of portfolio
|
Q3 2024
Reduced 46.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,534
shares
|
$271,188
0.03% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,533
shares
|
$271,081
0.06% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
2,533
shares
|
$271,081
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,533
shares
|
$271,081
0.03% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,531
shares
|
$270,867
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
2,522
shares
|
$269,904
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,519
shares
|
$269,583
0.19% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,514
shares
|
$269,048
0.03% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,514
shares
|
$269,048
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,513
shares
|
$268,941
0.06% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,513
shares
|
$268,941
0.16% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$268,513
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,509
shares
|
$268,513
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|