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 |
|---|---|---|---|---|---|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,433
shares
|
$260,379
0.06% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,433
shares
|
$260,379
0.12% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$260,272
0.21% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,431
shares
|
$260,165
0.06% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
2,429
shares
|
$259,951
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
2,424
shares
|
$259,416
0.09% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,422
shares
|
$259,202
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$258,988
0.05% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,418
shares
|
$258,774
1.42% of portfolio
|
Q3 2022
Reduced 91.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
2,418
shares
|
$258,774
0.02% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
2,417
shares
|
$258,667
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,415
shares
|
$258,453
0.08% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,413
shares
|
$258,239
0.09% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,413
shares
|
$258,239
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
2,410
shares
|
$257,918
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
2,410
shares
|
$257,918
0.08% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,405
shares
|
$257,383
0.04% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,401
shares
|
$256,955
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,400
shares
|
$256,848
0.02% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,400
shares
|
$256,848
0.09% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
2,400
shares
|
$256,848
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$256,848
0.06% of portfolio
|
Q3 2024
Reduced 78.38%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,399
shares
|
$256,740
0.06% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,399
shares
|
$256,740
0.11% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,398
shares
|
$256,633
0.01% of portfolio
|
Q3 2024
Added 11.79%
|