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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
148
shares
|
$16,726
0.01% of portfolio
|
Q3 2024
Reduced 98.13%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
147
shares
|
$16,613
0.0% of portfolio
|
Q1 2024
Reduced 98.26%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
146
shares
|
$16,500
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
140
shares
|
$15,822
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
137
shares
|
$15,483
0.01% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
134
shares
|
$15,144
0.01% of portfolio
|
Q1 2024
Reduced 19.76%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
133
shares
|
$15,031
0.01% of portfolio
|
Q1 2024
Added 1230.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
128
shares
|
$14,466
0.01% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
124
shares
|
$14,014
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
124
shares
|
$14,014
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$13,901
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
116
shares
|
$13,110
0.01% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$12,997
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$12,658
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
111
shares
|
$12,545
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
111
shares
|
$12,545
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$12,432
0.0% of portfolio
|
Q3 2024
Reduced 75.39%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$12,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
107
shares
|
$12,093
0.01% of portfolio
|
Q3 2024
Reduced 35.54%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
102
shares
|
$11,528
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$11,302
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$11,302
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$11,302
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
100
shares
|
$11,302
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
95
shares
|
$10,736
0.24% of portfolio
|
Q3 2024
Reduced 99.69%
|