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 |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,238
shares
|
$239,510
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,237
shares
|
$239,403
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
2,232
shares
|
$238,868
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
2,229
shares
|
$238,547
0.07% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,223
shares
|
$237,905
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
2,215
shares
|
$237,049
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,214
shares
|
$236,942
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
2,211
shares
|
$236,621
0.08% of portfolio
|
Q4 2024
Reduced 47.49%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,210
shares
|
$236,514
0.04% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$235,872
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,204
shares
|
$235,872
0.05% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,200
shares
|
$235,444
0.08% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
2,200
shares
|
$235,444
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,199
shares
|
$235,336
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
2,195
shares
|
$234,908
0.07% of portfolio
|
Q1 2024
Reduced 17.08%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
2,195
shares
|
$234,908
0.12% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
2,194
shares
|
$234,801
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
2,192
shares
|
$234,587
0.07% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
2,192
shares
|
$234,587
0.0% of portfolio
|
Q2 2024
Reduced 37.59%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
2,189
shares
|
$234,266
0.15% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
2,184
shares
|
$233,731
0.13% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
2,178
shares
|
$233,089
0.09% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,177
shares
|
$232,982
0.03% of portfolio
|
Q3 2024
Reduced 44.45%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,174
shares
|
$232,661
0.02% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,172
shares
|
$232,447
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|