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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,395
shares
|
$256,312
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$255,991
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$255,884
0.07% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
2,389
shares
|
$255,670
0.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,386
shares
|
$255,349
0.02% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,385
shares
|
$255,242
0.04% of portfolio
|
Q3 2024
Reduced 46.56%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
2,381
shares
|
$254,814
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
2,380
shares
|
$254,707
0.17% of portfolio
|
Q2 2024
Added 23.32%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,375
shares
|
$254,172
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
2,374
shares
|
$254,065
0.05% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,366
shares
|
$253,209
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
2,366
shares
|
$253,209
0.13% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
2,363
shares
|
$252,888
0.1% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
2,363
shares
|
$252,888
0.05% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,359
shares
|
$252,460
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,357
shares
|
$252,246
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
2,354
shares
|
$251,925
0.04% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
2,354
shares
|
$251,925
0.16% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,351
shares
|
$251,604
0.12% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$251,497
0.07% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,345
shares
|
$250,961
0.13% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,344
shares
|
$250,854
0.06% of portfolio
|
Q2 2023
Added 183.43%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
2,341
shares
|
$250,533
0.06% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,340
shares
|
$250,426
0.07% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,335
shares
|
$249,891
0.15% of portfolio
|
Q4 2024
Reduced 4.62%
|