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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
2,329
shares
|
$249,249
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
2,327
shares
|
$249,035
0.06% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,325
shares
|
$248,821
0.12% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,325
shares
|
$248,821
0.09% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
2,321
shares
|
$248,393
0.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,317
shares
|
$247,965
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Nov 15, 2024 Q3 2024 |
2,316
shares
|
$247,858
0.11% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
2,313
shares
|
$247,537
0.14% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,308
shares
|
$247,002
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,303
shares
|
$246,467
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
2,300
shares
|
$246,146
0.04% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
2,294
shares
|
$245,503
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,291
shares
|
$245,182
0.03% of portfolio
|
Q3 2024
Reduced 45.35%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,286
shares
|
$244,647
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,284
shares
|
$244,433
0.45% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
2,283
shares
|
$244,326
0.1% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
2,275
shares
|
$243,470
0.2% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,271
shares
|
$243,042
0.19% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,271
shares
|
$243,042
0.12% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,262
shares
|
$242,079
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,258
shares
|
$241,651
0.09% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,254
shares
|
$241,223
0.06% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,252
shares
|
$241,009
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,251
shares
|
$240,902
0.12% of portfolio
|
Q3 2023
Added 9.75%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,246
shares
|
$240,366
0.09% of portfolio
|
Q3 2024
Reduced 12.84%
|