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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,170
shares
|
$232,233
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,166
shares
|
$231,805
0.09% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
2,162
shares
|
$231,377
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$230,842
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,155
shares
|
$230,628
0.05% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,154
shares
|
$230,521
0.09% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
2,154
shares
|
$230,521
0.02% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
2,152
shares
|
$230,307
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,149
shares
|
$229,985
0.17% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
2,149
shares
|
$229,985
0.16% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
2,149
shares
|
$229,985
0.15% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
2,146
shares
|
$229,664
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,144
shares
|
$229,450
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
2,143
shares
|
$229,343
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,140
shares
|
$229,022
0.0% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,131
shares
|
$228,059
0.05% of portfolio
|
Q4 2024
Reduced 43.38%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
2,129
shares
|
$227,845
0.11% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,129
shares
|
$227,845
0.32% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,128
shares
|
$227,738
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$227,738
0.01% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,120
shares
|
$226,882
0.0% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
2,120
shares
|
$226,882
0.06% of portfolio
|
Q3 2024
Reduced 99.06%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,118
shares
|
$226,668
0.08% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
2,116
shares
|
$226,454
0.18% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,114
shares
|
$226,240
0.02% of portfolio
|
Q1 2024
Reduced 15.24%
|