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 |
|---|---|---|---|---|---|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
17,931
shares
|
$2.03 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
17,893
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
17,847
shares
|
$2.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
17,798
shares
|
$2.01 Million
0.24% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
17,795
shares
|
$2.01 Million
0.11% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
17,794
shares
|
$2.01 Million
1.29% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
17,739
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
17,699
shares
|
$2 Million
0.23% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
17,698
shares
|
$2 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
17,679
shares
|
$2 Million
1.71% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
17,614
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
17,586
shares
|
$1.99 Million
0.31% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
17,577
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17,569
shares
|
$1.99 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
17,541
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
17,504
shares
|
$1.98 Million
0.76% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,474
shares
|
$1.98 Million
0.46% of portfolio
|
Q1 2023
Added 20.45%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,435
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,419
shares
|
$1.97 Million
0.27% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,339
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
17,235
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,217
shares
|
$1.95 Million
0.46% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
17,200
shares
|
$1.94 Million
2.08% of portfolio
|
Q4 2021
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
17,119
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,100
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
New holding
|