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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,306
shares
|
$1.73 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,306
shares
|
$1.73 Million
0.36% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,288
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2022
Reduced 94.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,225
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
15,206
shares
|
$1.72 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,181
shares
|
$1.72 Million
0.39% of portfolio
|
Q3 2022
Added 135.66%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
15,181
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
15,166
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 87.78%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
15,160
shares
|
$1.71 Million
0.11% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
15,101
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,057
shares
|
$1.7 Million
0.13% of portfolio
|
Q4 2024
Reduced 27.38%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
15,046
shares
|
$1.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
15,028
shares
|
$1.7 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,027
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2023
Reduced 43.42%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
15,024
shares
|
$1.7 Million
2.07% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
15,001
shares
|
$1.7 Million
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 49.21%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
14,888
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
14,842
shares
|
$1.68 Million
1.07% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
14,841
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,832
shares
|
$1.68 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
14,824
shares
|
$1.68 Million
0.24% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
14,811
shares
|
$1.67 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
14,804
shares
|
$1.67 Million
0.66% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
14,799
shares
|
$1.67 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.98%
|