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 3,343 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
18,699
shares
|
$2.11 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
18,698
shares
|
$2.11 Million
1.35% of portfolio
|
Q4 2024
Reduced 18.87%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
18,641
shares
|
$2.11 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
18,631
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2024
Added 8.14%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,609
shares
|
$2.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18,603
shares
|
$2.1 Million
0.78% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
18,590
shares
|
$2.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
18,490
shares
|
$2.09 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
18,489
shares
|
$2.09 Million
0.57% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
18,432
shares
|
$2.08 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
18,383
shares
|
$2.08 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
18,298
shares
|
$2.07 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
18,275
shares
|
$2.07 Million
3.2% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
18,268
shares
|
$2.07 Million
0.4% of portfolio
|
Q4 2022
Reduced 11.57%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
18,266
shares
|
$2.07 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
18,234
shares
|
$2.06 Million
1.22% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,220
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
18,163
shares
|
$2.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
18,129
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
18,087
shares
|
$2.04 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
18,071
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
18,024
shares
|
$2.04 Million
0.74% of portfolio
|
Q4 2023
Added 19.33%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
17,973
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,940
shares
|
$2.03 Million
0.53% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,937
shares
|
$2.03 Million
1.37% of portfolio
|
Q2 2022
Added 36.81%
|