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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
732
shares
|
$78,338
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
730
shares
|
$78,124
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
710
shares
|
$75,984
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
674
shares
|
$72,131
0.01% of portfolio
|
Q2 2024
Added 24.81%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
666
shares
|
$71,275
0.02% of portfolio
|
Q4 2024
Added 16550.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
662
shares
|
$70,847
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
657
shares
|
$70,312
0.02% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
654
shares
|
$69,991
0.02% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
651
shares
|
$69,670
0.02% of portfolio
|
Q4 2023
Reduced 26.11%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
643
shares
|
$68,813
0.05% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
643
shares
|
$68,813
0.05% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
626
shares
|
$66,994
0.02% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
623
shares
|
$66,673
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
623
shares
|
$66,673
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
615
shares
|
$65,817
0.04% of portfolio
|
Q1 2024
Reduced 97.06%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
604
shares
|
$64,640
0.02% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
601
shares
|
$64,319
0.01% of portfolio
|
Q3 2024
Reduced 44.09%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$64,212
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
599
shares
|
$64,104
0.04% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$62,606
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
571
shares
|
$61,108
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$60,787
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
557
shares
|
$59,610
0.02% of portfolio
|
Q2 2024
Added 148.66%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
554
shares
|
$59,289
0.04% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
551
shares
|
$58,968
0.03% of portfolio
|
Q1 2024
Added 3.77%
|