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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,400
shares
|
$149,828
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,389
shares
|
$148,650
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,389
shares
|
$148,650
0.12% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,388
shares
|
$148,543
0.07% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,364
shares
|
$145,975
0.06% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,358
shares
|
$145,333
0.1% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,308
shares
|
$139,982
0.02% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$139,126
0.07% of portfolio
|
Q4 2024
Added 778.38%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
1,289
shares
|
$137,948
0.04% of portfolio
|
Q1 2024
Reduced 19.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,288
shares
|
$137,841
0.05% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,268
shares
|
$135,701
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,265
shares
|
$135,380
0.04% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,237
shares
|
$132,383
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,225
shares
|
$131,099
0.03% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,216
shares
|
$130,136
0.06% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1,199
shares
|
$128,316
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,187
shares
|
$127,032
0.12% of portfolio
|
Q3 2024
Reduced 29.64%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$124,036
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,155
shares
|
$123,608
0.03% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$121,788
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,103
shares
|
$118,043
0.1% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,082
shares
|
$115,795
0.05% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
1,078
shares
|
$115,367
0.02% of portfolio
|
Q2 2024
Reduced 27.06%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,069
shares
|
$114,404
0.0% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,058
shares
|
$113,227
0.04% of portfolio
|
Q3 2024
Added 0.09%
|