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 |
|---|---|---|---|---|---|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
1,968
shares
|
$210,615
0.06% of portfolio
|
Q4 2023
Reduced 5.2%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,955
shares
|
$209,224
0.12% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,951
shares
|
$208,796
0.1% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,933
shares
|
$206,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$206,548
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
1,921
shares
|
$205,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,878
shares
|
$200,983
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,871
shares
|
$200,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,856
shares
|
$198,629
0.03% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,853
shares
|
$198,308
0.1% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$197,879
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
1,848
shares
|
$197,772
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$196,274
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,830
shares
|
$195,846
0.07% of portfolio
|
Q2 2024
Reduced 31.13%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$195,311
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,821
shares
|
$194,883
0.18% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,819
shares
|
$194,669
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,811
shares
|
$193,813
0.13% of portfolio
|
Q2 2022
Reduced 26.74%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
1,808
shares
|
$193,492
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,804
shares
|
$193,064
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,798
shares
|
$192,421
0.11% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,789
shares
|
$191,458
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,784
shares
|
$190,923
0.06% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,780
shares
|
$190,495
0.03% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,775
shares
|
$189,960
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|