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 3,275 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
263
shares
|
$29,724
0.01% of portfolio
|
Q1 2023
Added 10.5%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
260
shares
|
$29,385
0.0% of portfolio
|
Q3 2024
Reduced 70.95%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
259
shares
|
$29,272
0.04% of portfolio
|
Q2 2022
Reduced 18.81%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
258
shares
|
$29,159
0.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
255
shares
|
$28,820
0.01% of portfolio
|
Q3 2024
Added 51.79%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$28,255
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
241
shares
|
$27,237
0.01% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$26,785
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
230
shares
|
$25,994
0.01% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
230
shares
|
$25,994
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
209
shares
|
$23,621
0.01% of portfolio
|
Q1 2024
Reduced 25.09%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
206
shares
|
$23,282
0.01% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
201
shares
|
$22,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
199
shares
|
$22,490
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
185
shares
|
$20,908
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
183
shares
|
$20,682
0.01% of portfolio
|
Q3 2024
Reduced 79.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
175
shares
|
$19,778
0.02% of portfolio
|
Q3 2024
Reduced 67.53%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
174
shares
|
$19,665
0.0% of portfolio
|
Q3 2024
Reduced 38.3%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
166
shares
|
$18,761
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
164
shares
|
$18,535
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
157
shares
|
$17,744
0.01% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$17,631
0.01% of portfolio
|
Q2 2024
Added 164.41%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$17,518
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
152
shares
|
$17,179
0.01% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
150
shares
|
$16,953
0.01% of portfolio
|
Q3 2024
Added 25.0%
|