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 3,338 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
2,538
shares
|
$287,885
0.09% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,536
shares
|
$287,658
0.11% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,536
shares
|
$287,658
0.01% of portfolio
|
Q3 2024
Reduced 22.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,534
shares
|
$287,431
0.03% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,533
shares
|
$287,318
0.06% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
2,533
shares
|
$287,318
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,533
shares
|
$287,318
0.03% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,531
shares
|
$287,091
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,514
shares
|
$285,163
0.03% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,514
shares
|
$285,163
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,513
shares
|
$285,049
0.16% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$284,595
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,509
shares
|
$284,595
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
2,505
shares
|
$284,142
0.16% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$283,575
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$283,575
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,500
shares
|
$283,575
0.02% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
2,500
shares
|
$283,575
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,498
shares
|
$283,348
0.06% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,497
shares
|
$283,234
0.02% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,496
shares
|
$283,121
0.33% of portfolio
|
Q2 2022
Reduced 82.71%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,494
shares
|
$282,894
0.09% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
2,492
shares
|
$282,667
0.11% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
2,489
shares
|
$282,327
0.12% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
2,488
shares
|
$282,213
0.07% of portfolio
|
Q3 2024
Added 0.48%
|