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 |
|---|---|---|---|---|---|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
2,113
shares
|
$226,133
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,110
shares
|
$225,812
0.05% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$224,742
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
2,100
shares
|
$224,742
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
2,091
shares
|
$223,778
0.16% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,091
shares
|
$223,778
0.12% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
2,087
shares
|
$223,350
0.16% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
2,086
shares
|
$223,243
0.05% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,080
shares
|
$222,601
0.08% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
2,078
shares
|
$222,387
0.09% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
2,068
shares
|
$221,317
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,053
shares
|
$219,712
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
2,043
shares
|
$218,641
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,042
shares
|
$218,534
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,036
shares
|
$217,892
0.05% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
2,035
shares
|
$217,785
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
2,030
shares
|
$217,250
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,024
shares
|
$216,608
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,010
shares
|
$215,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,010
shares
|
$215,110
0.18% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,002
shares
|
$214,254
0.01% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$214,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,997
shares
|
$213,718
0.1% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$211,899
0.02% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,970
shares
|
$210,829
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|